Last week Friday, I joined Nastassia Arendse on the markets report on SABC News. I always enjoy hanging out with her and we end up having great conversations about the markets.

There was a solid mix of topics around local and international companies, with the backdrop being the risk of recession that everyone is focused on.

In this case, we talked about:

• Major news of the week (Tongaat’s suspension and Anglo’s earnings updates)
• Stocks I wouldn’t want to own in a recession
• Where opportunities are emerging after months of turmoil
• US banking regulations and how they are sucking liquidity out of the system

I hope that you enjoy the discussion: