John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.

Anchor’s Kieran Witthuhn breaks down Netflix’s grown-up results – and the horror story that is Aspen’s latest news. John Orford from OMIG unpacks the local market mood – spoiler: global jitters are calling the shots. Simon shares smart strategies for setting stop losses – should you go by price or play the event angle?

A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete’ – Dr Azar Jammine from Econometrix.

Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big chunk of your portfolio. Dr Azar Jammine from Econometrix gives his take on the IMF’s downgrade of South Africa’s 2025 GDP forecast – and why it’s way below what Treasury is expecting.

Fatgie Adams of TransUnion Africa emphasises the need to check one’s financial standing regularly, especially to identify possible fraud or unknown outstanding payments.

Viv Govender of Rand Swiss unpacks Trump’s criticism of Fed Chair Powell – what’s behind it? Fatgie Adams from TransUnion Africa highlights why credit reports matter as more South Africans start paying attention. John Jack, CEO of Galetti Corporate Real Estate, weighs in on whether the property market is back to pre-pandemic levels – and if it’s a safe haven.

'We are potentially going to see a quarter of negative GDP growth’ – Reza Hendrickse of PPS Investments.

Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1 billion in funding from the IFC. Reza Hendrickse from PPS Investments explains how they’re positioning global portfolios amid shifting macroeconomic dynamics.

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.