Moneyweb Radio MoneywebNOW

The Fog of War makes investment decisions tough

Loading player...
Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update.
Momentum Group CEO Jeanette Marais on the latest results.
John Biccard of Ninety One on managing being a value investor and undertanding value and risk.
23 Mar 1AM English South Africa Business News · Business

Other recent episodes

Can AI assist with investing?

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…
20 Mar 1AM 22 min

[TOP STORY] Capitec redefining lending in SA

Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.
19 Mar 3AM 5 min

Fed dot plot pushes next cut to yearend

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO’s results, and breaks down what the Fed’s dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of…
19 Mar 1AM 19 min
All episodes