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Stafford Masie from Africa Bitcoin Corporation expounds upon the launch of a new product offering yield on your bitcoin.

Kieran Witthuhn from Anchor unpacks Netflix’s latest results and the market implications of its all-cash bid for Warner Bros. Stafford Massie from African bitcoin Corporation on the launch of a new product offering yield on your Bitcoin. Simon weighs in on the tipping point at which a stronger rand starts squeezing JSE-listed companies that sell in US$.

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest rate call. Hiten Keshave, CEO of Unconventional CA, argues that funding is not the problem for SMEs – capital is available, but many businesses are simply not ready to absorb it.

Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.

Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks the data behind poverty in South Africa.

Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.

Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper is emerging as the metal of the new age.

‘Tomorrow's mines depend on exploration today, and that hasn't been happening’ – KPMG Lead Economist Frank Blackmore.

Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the untapped potential of South Africa’s mining sector. Simon on why Donald Trump’s calls to push Jerome Powell aside matter.

'At the end of the day, what we want to do is create employment and ensure that South Africans have a better place to live’ – Rudi Dicks, Presidency’s Project Management Office.

Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head of Operation Vulindlela, on the gains made so far and the key bottlenecks still holding reform back, just over five years into implementation.

‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.

Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital looks at where to find value – and strong returns – beyond the Mag 7, and why markets don’t pay attention to calendars.

Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.

Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad? Future Forex CEO Harry Scherzer weighs in on the importance of central bank independence. And, Satrix CIO Kingsley Williams discusses their new global Property ETF.

Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.

Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data point that may not indicate what it suggests ...