Ghost Stories
Ghost Stories #88: Lessons from 2025 – discipline over drama
As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast that can be applied to your strategy in 2026 and beyond. From being careful not to learn the wrong lessons through to choosing simplicity over complexity, there's a lot of great stuff in here to get you ready for another year in the markets.
Podcasts
PODCAST: No Ordinary Wednesday Ep116 | Markets in dissonance – what 2025 taught us
The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In a conversation between host Jeremy Maggs and Investec's Chief Investment Strategist Chris Holdsworth, this podcast dissects the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most dependable anchors.
Unlock the Stock
UNLOCK THE STOCK: Pan African Resources
In the 64th edition of Unlock the Stock, Pan African Resources returned to the platform to talk about the recent numbers and the strategic outlook for the business.
Dominique Olivier
19 November 2025: the last day that we could trust our eyes
A shift in AI has severed the link between images and reality. Now we’re left navigating a world where our eyes can’t keep up. Tapping into her art school days and a famous book named Ways of Seeing, Dominique Olivier contemplates the latest jump forward in AI image generation - and what it means for trust on the internet.
Ghost Stories
Ghost Stories #86: The “always-on” mentality at Sirius Real Estate
Sirius Real Estate is a great example of a JSE-listed property fund that gives local investors a chance to participate in offshore markets. With a strategy focused on the UK and Germany, Sirius follows an “always-on” mentality to the opportunities in those markets. To understand more about the strategy of the fund and how they win in these markets, I was joined by a full house of CEO Andrew Coombs, CFO Chris Bowman and CIO Tariq Khader. Get ready to learn all about Sirius and the opportunities for this fund.
Ghost Stories
Ghost Stories #85: Why DIY investing and advice belong together
DIY investing is all the rage and certainly has a place in the market, but so does financial advice. After all, you might love decorating a home, but wouldn’t you still use an architect to design it properly? Kapil Joshi of Momentum Wealth joined me to discuss a best-of-both-worlds approach to DIY investing and financial planning.
Dominique Olivier
The man who sold a country that didn’t exist
This is the tale of the rise and fall of a nation that existed only on paper, and the man who convinced thousands that it was real. Dominique Olivier entertains and shocks you with the story of Gregor MacGregor, one of the most extraordinary frauds in history.
Ghost Stories
Ghost Stories #84: Assurance and trust – the route to wider blockchain adoption
A decade ago, barely anyone you knew would even have heard of Bitcoin and cryptocurrency, let alone blockchain technology. But today, the tokenisation of digital assets is so important that regulators around the world are paying increasing attention to it. Dr Wiehann Olivier of Forvis Mazars joined me for insights into the evolution of cryptocurrency from the initial Bitcoin years through to stablecoins and adoption by leading institutions.
Unlock the Stock
UNLOCK THE STOCK: Calgro M3
In the 63rd edition of Unlock the Stock, Calgro M3 returned to the platform to talk about the recent numbers and the strategic outlook for the business.
Podcasts
PODCAST: No Ordinary Wednesday Ep115 | The great rewiring of global healthcare
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first. In this episode of Investec No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK.
Ghost Stories
Ghost Stories #83: Winners vs. missed opportunities in 2025 – and finance tips for entrepreneurs
Duma Mxenge (Head of Business and Market Development at Satrix) joined me right at the start of the year to talk about some of the things we would be looking out for in the markets this year. With the benefit of hindsight, we could now dig into some of our winners, overall surprises and missed opportunities in 2025. We also took the opportunity to talk about the nuances for entrepreneurs when it comes to personal financial management.
