أفضل بودكاسات Focus Radio (2025)

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Art in Focus Ep 2 | Art as an investment: A collector's take 31:47

3d ago31:47

31:47

In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversation covers liquidity considerations, depressed market conditions, tax benefits and the role of primary and secondary markets. We also get a sense of what…

1
S03 Ep03 Energy Market Update: Brent Holds Above $80/b, Slightly Off Highs 3:45

6d ago3:45

3:45

Investec's Head of Commodities, Callum Macpherson, looks at the impact the Israel-Hamas ceasefire and Trump's incoming presidency are having on the Brent crude market, and how far its rally has left to run. Investec's Energy Market Podcast · Investecبقلم Investec

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NOW Ep91: Davos Debrief part 3 | WEF 2025: What next? 14:30

3d ago14:30

14:30

Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from the event and how these discussions are influencing the fu…

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NOW Ep90: Davos Debrief part 2: Trade & investment in a multi-bilateral world 22:06

5d ago22:06

22:06

In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in global trade from multi-lateralism to multi-bilateralism. This evolution places less emphasis on regional agreements and more on establishing direct b…

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Macro Monday Ep57: IMF upgrades global growth, despite policy uncertainty 10:23

7d ago10:23

10:23

While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth. Investec Focus Radio SAبقلم Investec

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NOW Ep89: Davos Debrief part 1: Showcasing South Africa's investment potential 17:38

7d ago17:38

17:38

Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the key t…

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S03 Ep02 Energy Market Update: The 2025 Hedging Considerations preview 5:03

13d ago5:03

5:03

Investec's Head of Commodities Callum Macpherson gives insights into the 2025 Hedging Considerations’ themes and how they relate to the latest in the market at the moment? Investecبقلم Investec

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Macro Monday ep56: A good year but a tough month | inflation concerns return 10:22

14d ago10:22

10:22

In the first episode of the 2025, Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth looks at the US dollar, although it has gained recently, bond yields have risen around the world, up due to both concerns about inflation and fiscal trajectories. Investec Focus Radio SA…

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S03 Ep01 Energy Market Update: Brent starts 2025 on a positive note 4:29

21d ago4:29

4:29

The energy update is back with season three, and in the first episode of the year Investec's Head of Commodities Callum Macpherson discusses factors driving Brent’s positive tone at the beginning of 2025. Investecبقلم Investec

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Art in Focus Ep 1 | Pulse of the African art market 39:58

23d ago39:58

39:58

In this episode, Investec senior wealth manager, Tristanne Farrell, brings Hannah O'Leary, Sotheby's Head of Modern and Contemporary African Art and Pule Taukobong a venture capitalist and avid art collector to gauge the pulse of the African art market. The conversation covers art trends, fairs, sourcing, pricing and diversity. We end by discussing…

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Everything Counts | Episode 16: How to Be a Good Driver 16:53

1M ago16:53

16:53

In this episode of Everything Counts, we explore what it takes to be a skilled and considerate driver. Hosted by Marius Roberts, this episode covers essential tips for mastering the basics of driving, understanding road safety, and adopting defensive driving techniques. From handling traffic circles to navigating load-shedding-induced outages, we d…

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NOW Ep88: G20 South Africa | Global goals, local priorities 20:39

2M ago20:39

20:39

In our latest episode of the No Ordinary Wednesday podcast, CEO of Investec SA Cumesh Moodliar and Business Unity South Africa CEO Cas Coovadia explore how South Africa’s G20 presidency can boost investor confidence and unlock opportunities for Africa. Discover how SA is positioning itself as a gateway to growth and innovation on the global stage. …

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Everything Counts | Episode 15: The Great South African Road Trip 41:13

2M ago41:13

41:13

Embark on the ultimate road trip adventure with Everything Counts! In this episode, motoring expert, Marius Roberts shares essential tips for planning your next South African road trip, featuring insights from Layton Beard, head of Public Affairs at the Automobile Association of South Africa (AA), Johan Kriek, the founder of the Defender Trophy, a …

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S02 Ep46 Energy Market Update: Voluntary cuts to extend to March 25 4:15

2M ago4:15

4:15

In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does no…

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Macro Monday ep55: GDP numbers provide ample scope for rate cuts 7:50

2M ago7:50

7:50

Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, dissects the decline in SA GDP in the third quarter, mainly because of weakness in agriculture and construction, and argues that there is ample scope for monetary easing. Investec Focus Radio SAبقلم Investec

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S02 Ep45 Energy Market Update: Why is the OPEC+ meeting delayed? 3:46

2M ago3:46

3:46

The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial …

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Macro Monday Ep54: US labour market and tariffs a concern 8:17

2M ago8:17

8:17

Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators. Investec Focus Radio SAبقلم Investec

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NOW Ep87: Confidence - The catalyst for SA's economic revival 12:03

2M ago12:03

12:03

In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen in to find out. Podcast key mo…

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Everything Counts | Episode 14: The essential tax guide for freelancers and digital nomads 13:17

2M ago13:17

13:17

Are you earning extra income through a side hustle or considering working abroad as a digital nomad? As the world of work evolves, the rise of side hustles, freelancing and remote work has introduced new complexities to tax obligations. Whether you're a freelancer, gig worker or digital nomad, understanding your tax responsibilities is crucial to s…

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S02 Ep44 Energy Market Update: OPEC meeting preview 3:09

2M ago3:09

3:09

It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an …

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Macro Monday Ep53: SA monetary policy remains restrictive 7:26

2M ago7:26

7:26

SA inflation surprised on the downside and is likely to remain low. Despite this, the Reserve Bank continues to maintain a restrictive stance, pointing to bigger than expected rate cuts next year. Investec Focus Radio SAبقلم Investec

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S02 Ep43 Energy Market Update: Oil prices softened again 4:08

2M ago4:08

4:08

In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and…

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NOW Ep86: MAGAnomics | Trump and the global economy 18:44

3M ago18:44

18:44

What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here Podcast key moments: 00:00 – Introduction 01:00 - A few days since the Trump win have global markets set…

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Everything Counts | Episode 13: Getting tax-smart 23:27

3M ago23:27

23:27

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining complian…

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S02 Ep42 Energy Market Update: The Trump presidency and oil markets 4:36

3M ago4:36

4:36

Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell fin…

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Macro Monday Ep52: The role of inflation in US elections 8:11

3M ago8:11

8:11

Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years. Investec Focus Radio SAبقلم Investec

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S02 Ep41 Energy Market Update: Resurgence in oil prices 3:46

3M ago3:46

3:46

Investec's Head of Commodities Callum Macpherson discusses the strengthening of the market following some weakness in oil prices at the start of last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast doe…

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Macro Monday Ep51: Further rate cuts expected 8:17

3M ago8:17

8:17

The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets. Investec Focus Radio SA…

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NOW Ep85: Top concerns for global financiers in today’s market 23:30

3M ago23:30

23:30

Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here: Podcast key moments: …

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Everything Counts | Episode 12: Sustainability at Home 29:07

3M ago29:07

29:07

In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy…

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