Domestic outlook improves, but global threats loom large

Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.

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…

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.

Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.

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.