Market Matters

This week, we react to President Trump's comments on the Expropriation Act that was recently signed into law in South Africa. And we take a look the positive movements we are seeing in the commodities space. We also look ahead to some data that is set to be released.

Deep Dive

We dive into the world of contactless transactions. We explore the intricacies of digital payments and how the evolution to cashless economies could shape up. We also look at some of the realities confronting South African businesses dealing with cash.

Investor Insights

We share some insights how to navigate the interest decisions related to debt, in particular, big debt. We update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.

Fresh from a well-deserved break, we're back with more unfiltered content!

Market Matters

We take a look at the latest country to join the BRICS bloc, we unpack Chinese GDP data and we look at what lies ahead for the world post Donald Trump's inauguration.

Deep Dive

We dive into the concept of an investment tax for non-residents wanting to invest in South Africa. We explore potential ways of leveraging these investments to benefit local residents, businesses and the economy.

Investor Insights

We share some insights on our expectations for the year ahead and look into some re-ratings of local stocks by global asset managers.

We also introduce a new element to our show to wrap things up, called our Unfiltered Opinion of the Week. Full YouTube Episode

Breaking ALL the rules as we reflect on the biggest news and events of the year since starting our podcast. We dish out some very special awards in our usual segments, including

Uninvited Guest of the Year

Grinch of the Year

[New] Elves of the Year

Scrooge of the Year

Santa of the Year

Ultimate Gift of the Year

Pick of the Year

You definitely don't want to miss this episode, there's lots of festive cheer to talk about!

Market Matters [Sponsored]

This week, we look ahead to US jobs data set to be released, along with earnings data from South African companies like Prosus and other data set to continue coming out this week. We also reflect on the latest comments by President-elect Trump on a BRICS currency, alongside the decision by President Biden to pardon his son.

Deep Dive

We dive into the world of side hustles. We dig into how to build multiple income streams and unpack some of the key considerations to think about when looking to explore adding a new income stream. We share our own experiences as

Investor Insights

We share some insights around understanding and updating Beneficial Ownership information with the Companies and Intellectual Property Commission (CIPC) for business owners and companies in South Africa. And, of course, we update our wall of preferred picks.

Episode Guests:

Shaun Dendere, Trading Services Manager at Trive South Africa

Market Matters

This week, we look ahead to Thanksgiving week in the US and the latest additions to the Buffet portfolio. We look back on announcements from M&R. We also look ahead to all the data set to continue coming out this week.

Deep Dive

We dive into the real cost of education. We dig into the costs associated with various stages of the educational journey and reflect on both public and private educational costs. We focus on the value of the education and whether or not the cost justifies the potential return.

Investor Insights

We share some insights on how various import duties are determined by SARS. We specifically focus on the import duties associated with ordering from online retail platforms like Shein and Temu and look at the various duties and levies that would be applicable based on the below information:

- https://www.sars.gov.za/wp-content/uploads/Legal/SCEA1964/Legal-LPrim-CE-Sch1P1Chpt1-to-99-Schedule-No-1-Part-1-Chapters-1-to-99.pdf

- https://www.sars.gov.za/customs-and-excise/duties-and-taxes/duties-and-taxes-for-importers/

And, of course, we update our wall of preferred picks.

Market Matters [Sponsored]

This week, we look ahead to South African and Chinese interest rate decisions. We also discuss EU and South African CPI data and reflect on the US CPI data that came out last week. We also look at the decision by S&P Ratings to revise the outlook of South Africa.

Deep Dive

We dive into the world of retirement structures. We explore the origins of defined benefits and defined contributions and outline the differences between the two. We also look at the implications of each on retirement and what potential benefits each option could have.

Investor Insights

We share some insights around the latest crypto changes set to impact South Africa in 2025. We look into the impact these changes could have once they are successfully implemented. And, of course, we update our wall of preferred picks.

Episode Guests:

Shaun Dendere, Trading Services Manager at Trive South Africa

Market Matters

This week, we look ahead to South African companies publishing earnings, we touch on Chinese and US CPI data and reflect on the US election that took place last week. We also keep updated on the Boxer listing and what it could mean for PnP.

Deep Dive

We dive into the world of visas. We explore the need for visas, the practicalities of them and some of the benefits of having visas in place. We also look at what an ideal visa regime could look like for South Africa, taking into account the emergence of digital nomads and other trends.

Investor Insights

We share some insights around understanding credit scores in South Africa and what information could be helpful in that regard. We also look at the need for maintaining a good credit profile. And, of course, we update our wall of preferred picks.

Market Matters [Sponsored]

Starting this week, we moved this segment to a livestream, so you'll be able to tune in live every Monday morning.

This week, we look ahead to the FOMC and BoE rates decisions expected this week, we touch on the Chinese government meeting and the all important US election that is overshadowing all other market events. We also reflect on the latest jobs numbers out of the US.

Deep Dive

We dive into the US electoral system and how it all works. We dig deep and try to understand the pros and cons of the system compared to the other voting systems that exist around the world. We also explore various permutations of outcomes to the election.

Investor Insights

We gain some insights on the changes made to the Maintenance Act in South Africa and how these changes could potentially impact your credit profile as an individual. And, of course, we update our wall of preferred picks.

Episode Guests:

Shaun Dendere, Trading Services Manager at Trive South Africa

Another insightful show curated and delivered in full. As we release this episode, we are getting ready to make a few exciting changes that we will announce in the days to come on our socials.

Market Matters

This week, look at the BRICS currency that was announced at the recent gathering of member nations in Russia. We also acknowledge the recent confirmation that South African Airways is officially debt-free and what this means for the national carrier.

Deep Dive

We dive into the world of portfolio management in both a professional and retail context. We explore the different forms of account management and portfolio management offerings out there for traders and investors with the author of the trading book, Badass Trader.

Investor Insights

We gain some insights on the regulatory decisions recently taken by the FSCA related to signal service providers. We reaffirm the view of the regulator on how certain services are viewed and treated. And, of course, we update our wall of preferred picks.

Episode Guests:

Robert van Eyden, Author and CEO at Scope Markets SA

For those wondering, our segments are still tagged within the episode, so you can skip straight to your favourite segment first, just remember to listen to the others. On the pod this week:

Market Matters

This week, we look back at US Earnings season kicking off. We also try make sense of the inflation prints from various regions, including South Africa. And we reflect on the legacy and impact of former Finance Minister, Tito Mboweni, following his untimely passing.

Deep Dive

We dive into sovereign wealth funds and how they work. We unpack the requirements for a good fund, the risks to implementation and the overall benefits to the economy. We also posture various ways of potentially implementing such a fund in South Africa.

Investor Insights

We gain some insights on how to potentially deal with the tax implications of employment bonuses. We ask some interesting questions and uncover some unique perspective. And, of course, we update our wall of preferred picks.