Alex Duys of Umthombo Wealth on gold running on rand volatility and Steinhoff selling Conforama France. Absa Retail and Business Bank's Justin Schmidt on how to unlock the constraints in manufacturing - one of which is buying local. Dr Petrus de Kock, GM for Research at Brand South Africa on the most valuable local brands and the disconnect between brand experience and the business process.
Chantel Marx of FNB Wealth and Investment talks Omnia results reflecting a solid turn around. Elize Botha, MD of Old Mutual Unit Trusts on ESG as an important trend in investing. Wandile Sihlobo, chief economist at Agbiz on the locust plague ravaging parts of Africa and Asia, and its threat to SA. And are we seeing an uptick in food inflation?
Mia Kruger of Kruger International on surging tech stocks and Warren Buffett buying into energy. Citadel's Riaan Campbell discusses the process of asset sales as retirement looms. Johann Erasmus of Standard Bank talks the lender's commodity ETNs that expire in August and those expiring next year.
Nick Kunze from Sanlam Private Wealth on the Capitec update, worse or better than expected? Small caps analyst Anthony Clark looks at his preferred education stocks and Prabashini Moodley of Old Mutual Corporate on infrastructure as a Reg 28 asset.
Viv Govender of Rand Swiss on US unemployment dropping to 11.1%. Rupert Finnemore on Easy Properties's new product that enables collective investment into residential property. Richard Lord of Meta Media on Facebook facing an advertiser backlash, but will it hurt profits this time?
Nesan Nair of Sasfin Securities discusses rand strength, the gold price and trade risk. Samantha Steyn from Cannon Asset Management unpacks buying businesses not stocks and sticking with the strategy as share prices tumble. Helena Conradie from Satrix on the new MSCI China ETF
Rowan Williams of Nitrogen Fund Managers on Barloworld's results negatively impacting the stock; and Q1 GDP. Redefine CEO Andrew Konig on selling R7.7bn in non-core assets and Himal Parbhoo from FNB talks on managing your lifestyle when living off interest.
RMB's Matete Thulare unpacks Naspers's results and China's PMI. Irnest Kaplan of Kaplan Equities on Bytes UK unbundling from Altron. Labat CEO Brian van Rooyen on being a global player in the cannabis industry.
Nick Kunze of Sanlam Private Wealth on the JSE trading update and local GDP data due on Tuesday. Rushil Jeena from Afrifocus talks about their managed tax-free portfolio structure. AlphaWealth's Keith Mclachlan on the non-linear nature of assets when building a portfolio.
Mia Kruger of Kruger International on US unemployment and Berkshire Hathaway being too large for market-beating returns. Absa's Justin Schmidt on its Q2 manufacturing survey and food producers struggling under lockdown. Wine Cellar's Roland Peens on wine as an alternative investment.
Alex Duys of Umthombo Wealth on US growth fears and a red night for American markets. Stephàn Engelbrecht of Anchor Capital on solid TFG results. Vunani Corporate Finance's CEO Sam Morokosi on Afrimat being the best JSE stock for proposed infrastructure spend.