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Jameel Khan, co-founder of The Unconventional CA, questions governance, accountability and whether a centralised transformation fund can effectively support South Africa’s diverse SME sector.

Chantal Marx from FNB Wealth and Investments on Super Group’s update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA’s largest. Jameel Khan, co-founder of Unconventional CA, on the proposed Transformation Fund, questioning both its objectives and its ability to deliver.

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

Independent analyst Jimmy Moyaha on the Shoprite update and whether the gold selloff has run its course. Casey Sprake from AG Capital on Venezuelan heavy sour crude – and how shadow fleets keep illicit oil flowing. Buyi Mafoko, founder of Africa on Luxury, on how Africa’s luxury market is being reshaped.

David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.

Nick Kunze from Sanlam Private Wealth on the Trump nominee for Fed chair and the commodity rout. David Fraser, chair of Peregrine Capital, on the outlook for SA Inc, and what it means for local shares and bonds. Darren Hele, CEO of Famous Brands, unpacks the mechanics behind the group’s newly announced share buy-back.

With gold above $5000, Krishan Gopaul, market strategist at the World Gold Council, explains what’s driving record demand, renewed ETF inflows, cautious central banks and why investor momentum remains a powerful force.

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up and ETFs add more than 800 tonnes. Simon reflects on the value of patience, and letting your portfolio naturally rebalance itself

James Bennett, from Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble. Atelisha Harilal from STADIO on what today’s students really expect from tertiary institutions, beyond glossy prospectuses.

‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we’re going to have to box clever’ – Izak Odendaal, Old Mutual.

Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond’s Bradd Bendall looks at the housing market as borrowers contemplate another potential rate cut on Thursday.

Niall Kramer of the Offshore Petroleum Association of South Africa warns regulatory uncertainty is costing South Africa $20m to $150m in potential investment per offshore exploration.

Faheema Adia of Momentum Securities unpacks last week’s Clicks update – a tough base, but is it still signalling a stretched consumer or emerging value? Niall Kramer from the Offshore Petroleum Association of South Africa on why regulatory certainty is critical to unlocking investment in the local energy sector. Lungile Kasapato, CEO of PPO Serve, on how rising medical aid costs are pushing more South Africans out of cover.

Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot the risks early – and why they matter.