What will investment themes look like in the next 10 years?

Loading player...
Joe Bassett of Renegade Capital talks the current fragility of the US equity market. Southridge Global Capital's Nick Dennis on identifying 'trend-setters'. Liam Hechter of Musgrave Capital Partners takes a look at emerging markets playing a more significant role in the global economy in the years to come
20 Sep 2021 1AM English South Africa Business News · Business

Other recent episodes

Why you should never waste a good crisis

Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company’s business update released earlier this week. And Simon shares his thoughts on why you should never let a…
17 Apr 1AM 19 min

Consumer struggles will send local GDP back to the doldrums

US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos…
16 Apr 1AM 20 min