AI, oil and volatility: Peregrine’s view

Stephen Grootes speaks to Jacques Conradie, CEO of Peregrine Capital, about the fund manager’s latest investor letter, why geopolitical tensions and the rapid rise of AI are reshaping markets, and how its portfolios navigated a volatile first half of 2026. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.      Thank you for listening to a podcast from The Money Show     Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk    For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe    Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc    The Money Show is brought to you by Absa (https://www.absa.co.za/personal/?utm_...)       Follow us on social media     702 on Facebook:   / talkradio702    702 on TikTok:   / talkradio702    702 on Instagram:   /     702 on X: https://x.com/CapeTalk  702 on YouTube:    / @radio702       CapeTalk on Facebook:   / capetalk    CapeTalk on TikTok:   / capetalk    CapeTalk on Instagram:   /     CapeTalk on X: https://x.com/Radio702  CapeTalk on YouTube:    / @capetalk567    See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.