The most played episodes among Podcast App listeners.

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   Number 1: Macro Monday ep 132: Central banks on a hiking path

   The Fed hiked rates last week amid resilient economic growth and higher inflation, much of it due to higher fuel prices at the pump, while the Bank of Japan also increased borrowing costs, with more likely to come. South Africa’s Reserve Bank is likely to follow suit this week, as inflation expectations remain elevated. Investec Focus Radio SA

   September 21, 2026·7min
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   Number 2: Macro Monday Ep131: Fed meets as oil prices rise

   Gains by Houthi rebels in recent days have placed further upward pressure on oil prices, with benchmark rates up about 3% on Monday morning, while bond yields have risen since the start of the war. Against this backdrop, the Fed meets this week to decide on interest rates, and, according to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, many economists are expecting a hike. Investec Focus Radio SA

   September 14, 2026·9min
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   Number 3: Macro Monday Ep130: Crude prices, US jobs place focus on interest rates

   Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management says with services inflation pressures also rising, and jobs numbers looking stronger, markets are pointing to rate hikes by the Fed. Investec Focus Radio SA

   September 07, 2026·9min
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   Number 4: Macro Monday Ep129: Warsh’s hawkish speech

   New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year. Investec Investment Management’s Investment Strategist Osagyefo Mazwai examines what this means for the US economy, as well as emerging market currencies like the rand. Investec Focus Radio SA

   August 31, 2026·10min
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   Number 5: No Ordinary Wednesday | South Africa’s race to get connected

   South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certainty needed to turn digital investment into lasting growth? On No Ordinary Wednesday, Jeremy Maggs speaks to Investec CIB’s Louise Pillay, a telecoms and media analyst, and David Abbey, a leveraged finance specialist, about what is driving demand, where the risk of overbuilding lies and what it will take to connect more of the country. Chapters: 00:00 - Digital infrastructure as a growth engine 01:58 - How digital infrastructure has evolved 03:17 - Coverage versus digital inclusion 04:54 - What is driving demand for data centres and AI infrastructure? 06:08 - Is there a risk of overbuilding? 07:34 - Is grid access the bigger constraint for data centres? 08:45 - Power, water and social licence 10:53 - What makes a digital infrastructure project financeable? 12:04 - Can new rules speed up fibre rollout? 13:34 - Satellite versus fibre and mobile 14:47 - Does satellite change the economics of rural connectivity? 15:42 - How should policymakers regulate competing technologies? 16:38 - Who will fund the next phase of broadband build-out? 17:30 - What could change the outlook for the sector? Investec Focus Radio SA

   September 23, 2026·20min
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