Tuesday, February 24, 2026
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Satrix

Why AI may not be the next big bubble

Nico Katzke, Satrix -
The talk in investment markets is that the AI "bubble" may soon burst. Nico Katzke, Head of Portfolio Solutions at Satrix, disagrees with these predictions, though he does caution investors about potential risks. What can we learn from the historical valuations of tech stocks?
Capitec

The Finance Ghost Plugged in with Capitec: Ep 8 (Business Banking, but better)

The Finance Ghost -
Capitec understands the challenges faced by entrepreneurs. Throughout this season of The Finance Ghost Plugged in with Capitec, we’ve explored how affordable transactional banking and access to finance can help business owners grow.  But how does it all come together? And how did Capitec make such a strong impact on the business banking scene so quickly? This is The Finance Ghost in conversation with Karl Kumbier (Executive for Business Bank), Amrei Botha (Executive of Client Experience Delivery) and Sicelo Mkhize (Head of Distribution).
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Ghost Bites
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Ghost Bites

Ghost Bites (Aveng | Clientèle | Gemfields | Mr Price | Nedbank | Octodec | Sasol | SPAR)

The Finance Ghost -
There are no easy wins at Sasol, but there are no wins whatsoever at SPAR. Mr Price is pushing ahead with the NKD deal, while Nedbank's NCBA deal in Kenya is making progress. Aveng has many contracts to try and resolve. Gemfields is still facing market pressure in rubies. Octodec has a tricky property portfolio to run. Finally, Clientèle's numbers are complex, but trending higher.
Ghost Bites

Ghost Bites (Anglo American | AngloGold | Dis-Chem | enX | Sibanye-Stillwater | Spar)

The Finance Ghost -
Dis-Chem is focusing on market share gains and the benefits of its rewards programme. Spar can only dream of that world, as they now scramble to find a new CEO. Major mining updates came in from Anglo American, AngloGold and Sibanye-Stillwater. enX is selling the rest of the WAI business to Trichem.

 

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Podcasts
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Ghost Wrap

GHOST WRAP – Earnings season brings out the bulls and the bears

The Finance Ghost -
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
Ghost Wrap

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

Focuses on making market news and investment concepts accessible, understandable and fun!

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