Market Matters This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH. Deep Dive We dive into the US-South Africa Bilateral Relations Review Act of 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all. Investor Insights We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look at the latest sensationalized claims made by the Wall Street Journal that markets have mispriced the collapse of South Africa. We also plan for earnings season and zone in on the factors that may be of interest to markets. Deep Dive We dive into the three new crypto-related laws introduced in the United States and try to make sense of their implications. We also unpack the impact these laws could have on institutions like the US Federal Reserve and the global cryptocurrency landscape. Investor Insights We look at the latest developments in the efforts of the National Treasury of South Africa to pass the budgets of the various departments and the implications of not completing the process on time. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we reflect on recent market volatility amid global uncertainty. We also look ahead to US earnings season set to kick off this week and how the performances of companies will influence sentiment. And we conclude the conversation with a look at G20 developments and their impact. Deep Dive We dive into the "Big Beautiful Bill" passed in the United States and try to make sense of its implications. We also debate some of the contradictions found in the legislation and attempt to conclude on the overall sense of the Bill. Investor Insights We look at the latest efforts by the Department of Home Affairs in South Africa to introduce new digital visa reforms into the country and the potential impact this would have on making the country more attractive and accessible. We also add a one-of-a-kind stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look back on the first half of the year and make sense of some of the major events that have driven markets until now. We also look ahead to some key dates coming up for the rest of the year and how they could influence market decisions. Deep Dive We dive into the world of stokvels. We look at this powerful, yet seemingly underutilized investment tool and try to figure out what makes it so special. We also examine the significance of stokvels in modern times and how they have changed over the years. Investor Insights We look at the latest statements made by the nation's power utility provider on the world of crypto and unpack their proposed strategy for this unique market. We also add a forgotten stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we unpack the global wars taking place and their impact on markets and market sentiment. We try and understand the dynamics affecting trading decisions. Deep Dive We dive into the interesting world of pet insurance. We unpack everything from the considerations to the implications and try to decipher how pet owners navigate this journey and the financial decisions associated with having pets. Investor Insights We look at the increase in the deepfake craze and how this phenomenon puts consumers and investors at risk. We share some of our experiences on impersonations and what to look out for in that regard. We also add a forgotten stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we unpack the Greatest Break-up of All, we look at the biggest Diamond deal, and we try make sense of Goodyear's decision to close their South African facility. Deep Dive We dive into the growing market of electrified vehicles in South Africa. We explore the different variations available, share some experiences with vehicles we have recently driven, and unpack the challenges that still exist for the adoption of these vehicles locally. Investor Insights We look at the increase in the number of warnings the FSCA is putting out to the public about the various financial offerings and services that have them concerned. We also add an interesting stock to our wall and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Nafisa Akabor, Founder of Recharged.co.za

Market Matters This week, we look back on the interest rate decision made by the South African Reserve Bank and share our thoughts on what could be the most fundamental shift in monetary policy that we have seen in South Africa in over 25 years. We also take stock of the performance of the month of May, Deep Dive We dive into the fascinating world of funeral policies. We examine the role of funeral policy providers as regulated institutions and unpack the implications this would have on policy holders. We also look at the protections afforded to those dealing with regulated FSPs. Investor Insights We look at the latest delisting announcement on the JSE and reflect on whether or not the stock has returned any value to shareholders. We also add an unsuspecting stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we reflect on the Budget Speech that finally made it. We look ahead to the interest rate decision in SA expected this week, and wrap up the conversation with a look at US PCE data set to be released this week. Deep Dive We dive into the world of vehicle financing. We unpack the various forms of financing available to clients and some of the considerations of each one. We also share our thoughts on the alternatives that may exist for car financing and the potential implications of these. Investor Insights We look at the latest allegations made against the JSE by one of the listed entities trading on the exchange and the seriousness of these allegations. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look back on the downgrade of the United States by Moodys. We unpack the ZAR flirting with sub-R18 levels, and wrap up the conversation with a look at upcoming Chinese, European and South African data set to be released this week. Deep Dive We dive into the world of gambling. We unpack gambling regulation in South Africa and around the world as well as look at advertising regulations related to the gambling industry. We share our thoughts on the rise of gambling and what companies and consumers could do about the phenomenon. Investor Insights [Partnership] We look ahead to the Finance Magnates Africa Summit taking place in Cape Town next week. We make a big announcement regarding our involvement in the event and what to look forward to for those attending the event. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Rob van Eyden, CEO of Scope Markets South Africa

Market Matters This week, we look back on the US interest rate decision, we try and make sense of some Truth Social posts, and we reflect on the trade deal that might be. We also look at breaking tariff news boosting markets. If we have time, we will look into earnings set to be released. Deep Dive We dive into the changes in international regulations [Basel III] related to the classification of Gold by central and commercial banks. We look at the implications this will have on country reserves, as well as bank balance sheets. We also unpack the value of holding gold vs other assets at the moment. Investor Insights We reflect on the announcement from the FSCA that they would be investigating banking fees and charges, as well as compare the different rates charged by commercial banks for cross-border transactions and payments. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Precious Mhlandhla, Managing Partner of African Urithi Capital

Market Matters This week, we look ahead to Budget Speech 3.0, interest rate decisions and markets at all-time highs until the tariffs are suspended. We also share our thoughts on some community requests we received. Deep Dive We dive into Chinese luxury goods. We explore the online claims surrounding luxury goods manufactured in China and share our own detailed account with a social experiment we recently ran. We also look at the state of other Chinese products in global markets. Investor Insights We reflect on the latest sanctions and pronouncements made by the FSCA and look ahead to an important event taking place later in the month of May. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters [Sponsored] We have moved this segment to a livestream, so you'll be able to watch it under the Live section of our channel. It will be dated to match this video. Deep Dive We dive into the concepts of market competition and market saturation. We explore how various markets and factors affect competition and evaluate which option is ultimately better for end consumers. Investor Insights We unpack the secrets behind negotiating for a raise in your job and identify some useful tips that can help with the negotiation. We also add an unexpected stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look back on the worst week of 2025 so far. We try and make sense of the full extent of the impact of "Liberation Day" on markets and question whether or not this was all part of the plan all along. Deep Dive We dive into the probabilities of recession. We explore how to prepare for a possible recession, which markets may be likely to experience recessions, and the impact of tariffs in triggering a global meltdown. Investor Insights We go down a cash rabbit hole following the outcome of a recent court case and ask ourselves how much cash can and should one person carry when travelling. We also add an unexpected stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look ahead to "Liberation Day", we look at the changes Elon Musk is making in his life, and we touch on the latest luxury plans for one of the most successful shopping destinations on the African continent. Deep Dive We dive into the world of debt repayment. We look at some of the key benefits and risks of debt management and evaluate the various debt management tools out there to assist consumers. We also unpack some of the reasons why debts recur. Investor Insights We unpack the latest conduct standard issued by the South African financial regulator (FSCA) related to education initiatives in the financial landscape. We explore some of the reasons for this move and wrap things up with our Unfiltered Opinion of the Week.

Market Matters [Sponsored] This week, we at corporate bailouts, investment concerns, and interest rate decisions all impacting South Africa. We also look at the AI trend and how it is fueling market sentiment, particularly when it comes to Tech Stocks around the world. Deep Dive We dive into the world of credit scores. We look at some of the factors to think about when looking to make sense of your credit score, as well as some considerations to take into account when managing your personal credit profile. We also look at practical ways you can improve or enhance your credit score. Investor Insights We reflect on some interesting developments in the world of streaming, and take a look at what a competitive streaming offering looks like and which companies are doing it right. We also update our wall of preferred picks with some interesting additions and wrap things up with our Unfiltered Opinion of the Week. Episode Guest(s): Shaun Dendere, Trading Services Manager, Trive South Africa

Market Matters This week, we look at the shocking corporate announcements we woke up to in the local banking space before attempting to make sense of the escalating diplomatic relations between South Africa and the US. We also prepare for the interest rates decisions of both countries. Deep Dive We dive into the concept of tax bracket creep or tax drag. We unpack the cause of this phenomenon and, more importantly, the impact it has on the earnings and livelihoods of taxpayers. We also assess the reality of how avoidable this is in real terms. Investor Insights We reflect on a gold price that reached historic levels, as well as some of the markets and companies that have been red flags in our opinion. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look ahead to the Budget Speech, we continue with earnings data releases and we look at US and Chinese inflation data. Deep Dive We dive into the state of local and global markets under the current tensions. We look at the performance of markets year to date and the trends in sentiment that seem to be emerging. We also touch on some of the potential driving factors of market movements. Investor Insights We dip into the concept of non-performing loans and the impact these can have on balance sheets, especially in the banking world. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, we look ahead to local and US earnings, and we reflect on events of the Oval Office. Deep Dive We dive into the world of critical minerals and how they are shaping global trends at the moment. Everything from Nickel, Copper and Cobalt, through to rare earth minerals like Geranium that very few countries posses. We look at the potential shifts in global alliances as a result of these minerals. Investor Insights We dip into the interesting world of investing in luxury vehicles and supercars. We look at the investment case versus the enjoyment case. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.

Market Matters This week, reflect on a budget speech that didn't take place, the CPI data that was delayed to this week, and PCE data out of the US. We also take a look at the quickest turnaround fix in SA, the great borehole saga of 2025. Deep Dive We dive into the VAT increase that was almost proposed. We explore the impact it would have on revenues for National Treasury. We also look at the many feasible alternatives that could be pursued in place of a VAT increase, including expenditure cuts and economic growth. Investor Insights We share some insights into the increasing popularity of Bitcoin as an asset class among Fund Managers and Asset Managers around the world. We look at some brave movers like Micro Strategy and add our first currency to our wall of preferred picks.

Market Matters This week, we prepare for the annual budget speech taking place on Wednesday, we touch CPI and and Unemployment data set to be released this week as well. And we share our thoughts on the ongoing trade tensions around the world. Deep Dive We dive into the world of financial advisory and answer the question "Is there still a place for financial advisory today?" We explore the role of advisors and the things to look out for when dealing with financial advisors. We also expand on the role of Artificial Intelligence in all of this. Investor Insights We dip into the recent favour that has found its way into Asian markets and discuss valuations in the eastern side of the world. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.