[TOP STORY] The Illusion of certainty: Not knowing noise from signal
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Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.
Other recent episodes
[TOP STORY] Is SA's consumer credit health really improving?
Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.
Commodities looks set for another strong year
Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data…
Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.
Transnet: From excellence to crisis – and the long road back
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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.