PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions.

John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints.

Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.

Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore’s results and the latest from Boxer. Luno’s Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix’s Nico Katzke weighs in: Is autonomous investing the future – or just hype?

Peregrine Capital’s Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage’.

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what’s next for stablecoins in Africa’s cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.

Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'

Nick Kunze from Sanlam Private Wealth unpacks AVI’s latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix’s strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on using the 50/30/20 rule to rescue your budget and start building an emergency fund.

‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the 2022 credit bureau hack – and how it’s armed scammers with even more ammo to target us.