Markets: All windows are sea-facing for local markets.
Nick Kunze of Sanlam Private Wealth highlights concerns over AI valuations and a stronger US dollar weighing on emerging market currencies. He notes strong returns in microprocessor stocks and US inflation at 4.1%, with the Fed maintaining a hawkish stance and potential rate hikes ahead. He also discusses JSE performance, intraday volatility in emerging markets, and swings in gold and oil prices, expecting higher inflation and slower growth. SAfm Market Update - Podcasts and live stream (https://www.moneyweb.co.za/category/m...)

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AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio

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Adam Tooze Live from the World Economic Forum in Dalian: China Shock 2.0? | Ones and Tooze Ep. 248

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The Reality of Retiring in South Africa: Myths vs. Facts
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[FULL SHOW] African Bank stumbles, wheat reference price, and decent living wage

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Trump: 'This Is The Greatest Threat To Our Country Since Its Founding...'

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Mix the chickpeas and eggs! I learned this trick in a fancy restaurant!

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The Biggest Lie About Capitalism | Mariana Mazzucato interview

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