This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

US markets are pricey … but don’t fight the highs

Loading player...

Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive the best conversions and which categories will lead this year.

7 Oct 2025 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] OUTsurance, Shoprite, and the art of flying high in global markets

In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

17 Jul 3AM 8 min

BHP Group enjoying surging copper price

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are…

17 Jul 1AM 20 min

[TOP STORY] Flat consumption to fiscal fixes: What’s next for SA households?

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

16 Jul 2AM 6 min

[TOP STORY] Competition Commission looks into franchising in SA and beyond

'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.

15 Jul 2AM 6 min

Lower US inflation good news for markets

Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's…

15 Jul 1AM 20 min

All episodes