Best Investec Podcasts (2024)

1
NOW ep72: Bridging the gap - SA’s healthcare conundrum 30:27

2d ago30:27

30:27

South Africa’s ailing healthcare system has significant implications for the population and the economy. What needs to be done to change the course of healthcare in SA? In the latest episode of the No Ordinary Wednesday podcast, Health Activist Dr Aslam Dasoo and Investec Healthcare Equity Analyst Letlotlo Lenake discuss the NHI and the future of h…

1
S02 Ep16 Energy market update: Oil price recovery 3:42

3d ago3:42

3:42

Investec Head of Commodities Callum Macpherson looks what’s driving the oil price recovery, and whether it is sustainable. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recom…

1
Macro Monday Ep25: US GDP not bad as it looks 6:42

3d ago6:42

6:42

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls. Investec Focus Radio SABy Investec

1
The Current ep 5 | The future of fossil fuels 30:23

9d ago30:23

30:23

In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'. Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's C…

1
S02 Ep15 Energy market update: Market reaction to Middle East conflict 3:30

12d ago3:30

3:30

Investec Head of Commodities Callum Macpherson discusses market reaction to the Israel/Iran conflict and the oil price outlook. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal …

1
Macro Monday Ep24: US interest rates outlook 5:38

12d ago5:38

5:38

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA. Investec Focus Radio SABy Investec

1
NOW ep71: Muted optimism for SA’s lacklustre economy 17:16

17d ago17:16

17:16

Although sentiment indicators in South Africa are depressed there are signs of improvement to support stronger growth for 2024. In this episode, Investec Chief Economist Annabel Bishop discusses the macroeconomic outlook for the global and local economy, and where the opportunities are for growth. Investec Focus Radio SA…

1
S02 Ep14 Energy market update: Market reaction to Middle East conflict 4:05

18d ago4:05

4:05

How have energy markets reacted to the news of the Iranian strike on Israel on Saturday? And the latest from International Energy Agency report with Investec Head of Commodities Callum Macpherson. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sel…

1
The Current | Ep 4 | Cashing in on clean 32:30

25d ago32:30

32:30

Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by t…

1
In conversation | Navigating Uncertainty in Johannesburg 35:36

25d ago35:36

35:36

As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves…

1
S02 Ep13 Energy market update: Brent breaks past 90$/b 4:30

25d ago4:30

4:30

Brent has continued higher recently and broke 90$/b at the end of last week. Investec Head of Commodities Callum Macpherson discusses what has brought the market to these levels. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instru…

1
NOW ep70: SA Inc: the contrarian investment view 19:27

1M ago19:27

19:27

From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions. Podcast key moments: 00:00 – Introduction 01:20 - How are macroeconomic and geop…

1
The Current | Ep 3 | Unearthing opportunities in mining 25:46

1M ago25:46

25:46

Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance. 00:00 Intro 02:37 The energy trilemma 04:53 Just transition and how to manage t…

1
The future of food: innovations for sustainability 19:06

1M ago19:06

19:06

In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec. We explore the environmental challenges of traditional meat production and the rise of innovative …

1
S02 Ep12 Energy market update: Brent rally 4:59

1M ago4:59

4:59

Investec Head of Commodities Callum Macpherson discusses the Brent’s rally, breaking 87$/b last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not …

1
Macro Monday Ep23: Caution ahead for US 6:35

1M ago6:35

6:35

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator. Investec Focus Radio SABy Investec

1
NOW ep69: SA mid-market: resilience in uncertain times 18:15

2M ago18:15

18:15

South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector grow. In this episode, Dhi…

1
S02 Ep11 Energy market update: Oil prices higher 5:32

2M ago5:32

5:32

Investec Head of Commodities Callum Macpherson discusses higher oil prices and the latest International Energy Agency report. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal re…

1
Macro Monday Ep22: US GDP outlook improves 8:43

2M ago8:43

8:43

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets. Investec Focus Radio SABy Investec

1
The Current | Ep 2 | Unplugging Eskom's woes 26:05

2M ago26:05

26:05

In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly in transmission, skills ne…

1
S02 Ep10 Energy market update: Equities sell off pushes Brent down 2:46

2M ago2:46

2:46

Brent is down at the bottom of its recent range again this morning. Investec Head of Commodities Callum Macpherson discusses the reasons behind this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not …

1
Macro Monday Ep21: US data paints a murky picture of the jobs market 10:46

2M ago10:46

10:46

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest nonfarm payroll data, global activity, inflation in Europe and China and SA’s GDP print. Investec Focus Radio SABy Investec

1
Reimagine Mental Health S2 ep5: Her mind, her strength 30:24

2M ago30:24

30:24

In this episode, we embark on a journey through the rich tapestry of women's experiences, from triumphs to trials and everything in between. We'll hear from inspiring women who have overcome incredible odds in both their personal and professional lives. Investec Focus Radio SABy Investec

1
NOW ep68: India - the next global superpower 21:17

2M ago21:17

21:17

India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful population, massive infrastructure programs, significan…

1
S02 Ep09 Energy market update: OPEC+ cuts extended 4:23

2M ago4:23

4:23

Over the weekend OPEC+ announced that their cuts would be extended to the end of June, but this has not moved the market. Investec Head of Commodities Callum Macpherson discusses why OPEC+ did this and why has the market not reacted. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a so…

1
Macro Monday Ep20: Key price indicators in the US 6:24

2M ago6:24

6:24

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses why a key price indicator was probably not much of a concern or surprise for the Fed. Investec Focus Radio SABy Investec

1
In conversation | AI: shaping the future of work 21:18

2M ago21:18

21:18

In this episode of Investec In conversation, we delve into the impact of artificial intelligence on the future of employment and skills development. As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of tomorrow. In this insightful discussion, we're join…

1
The Current | Ep 1 | At the coalface of SA's energy transition 29:18

2M ago29:18

29:18

Welcome to the inaugural episode of the The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Campbell Parry, Chris Holdsworth and Samantha Mooi are joined by James Mackay, CEO of the Energy Council of SA…

1
S02 Ep08 Energy market update: Risk premium drives oil prices 3:06

2M ago3:06

3:06

Investec Head of Commodities Callum Macpherson looks at the risk premium in the oil market, and OPEC’s response. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation …

1
Macro Monday Ep19: Indications of a slowdown in the US 9:34

2M ago9:34

9:34

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the disconnect between US GDP data, the leading indicator and other data series – pointing to a slowdown, though a recession is less likely. Investec Focus Radio SABy Investec

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