[TOP STORY] The Illusion of certainty: Not knowing noise from signal
Loading player...
Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.
Other recent episodes
Domestic outlook improves, but global threats loom large
Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.
Economic and political power is shifting eastwards
Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.
Stafford Masie on understanding bitcoin treasury companies
Stafford Masie from Africa Bitcoin Corporation on the case for a bitcoin treasury company — how their model differs from Strategy Inc, and why being a first mover matters.
[TOP STORY] A noisy yet resilient year for US private credit
Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.
Another great year for local Reits
Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…