We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…
Player FM - Internet Radio Done Right
Checked 5d ago
Added forty-nine weeks ago
Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Daily Deals
Money, Markets and Masterminds
Mark all (un)played …
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on April 16, 2025 15:09 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage series 3574125
Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
…
continue reading
45 episodes
Share
Mark all (un)played …
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on April 16, 2025 15:09 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage series 3574125
Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
…
continue reading
45 episodes
All episodes
×
M
Money, Markets and Masterminds
Behind every piece of great advice is a solid foundation. In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Rita Cool, the head of individual consulting strategy and part of the Best Practice division at Alexforbes, to discuss what best practice really means for financial advisers and in the South African context. From standardising client experiences and preparing for intergenerational wealth transfer to adapting advice for local realities like black tax and traditional marriages, this conversation is a must for advisers aiming to future-proof and standardise their practice.…
M
Money, Markets and Masterminds
In this episode of Money, Markets & Masterminds, Citywire South Africa is joined by Morningstar SA’s head of investment Sean Neethling to unpack the so-called Trump tariff tantrum. With sweeping US tariffs hitting markets globally – and South Africa not spared – we explore what this geopolitical jolt means for investors, asset prices, inflation, and interest rates. Neethling offers a level-headed analysis of the risks and opportunities emerging from this protectionist pivot, including which sectors and countries are most exposed, why US small caps might still offer value, and how local bonds are holding up under pressure. Whether you’re feeling fearful or greedy, this episode is your anchor in uncertain waters – full of insights to help you ask the right questions and position portfolios for whatever is next. Tune in to find out more.…
M
Money, Markets and Masterminds
In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Chantelle Baptiste, portfolio manager and head of equity research at Fairtree, to discuss the biggest financial trends shaping 2025. With market swings following every Trump statement, growing policy uncertainty, and South Africa’s own economic challenges, how can investors stay ahead? Baptiste shares insights on inflation risks, gold as a safe haven asset, China’s changing role, and practical strategies to protect and grow portfolios in turbulent times. Join us for a deep dive into market resilience, investment opportunities, and the power of staying nimble.…
M
Money, Markets and Masterminds
1 How taxes are killing South Africa’s economy 23:53
23:53 
Play Later 
Play Later 
Lists 
Like 
Liked23:53
Play Later Play Later Lists Like LikedWith value-added tax (VAT) hikes, rising income tax burdens, and thousands of non-compliant taxpayers, has South Africa’s economy reached its tax tipping point? In this episode of Money, Markets, and Masterminds, Citywire South Africa and Keith Engel, CEO of the South African Institute of Taxation, break down the true impact of government tax policies. We explore whether the country is pushing past the top of the Laffer Curve, how tax complexity is strangling businesses, and the economy, and why endless hikes might do more harm than good. Is the government collecting enough—or just wasting more? Engel exposes tax loopholes, compliance failures, and the risks of squeezing businesses too hard. With practical solutions and bold insights, this episode uncovers what needs to change in South Africa’s tax system before it’s too late.…
M
Money, Markets and Masterminds
In this episode of Money, Markets and Masterminds, Citywire South Africa is joined by economist Professor Adrian Saville for the second instalment of the bi-monthly chapter of ‘The Long Game’. We break down economic principles, challenge political rhetoric and assess US President Donald Trump’s economic policies against real-world data. From tariffs and trade wars to the strength of the US dollar and global growth trends, this discussion offers sharp, data-driven insights for fund selectors, financial advisers, and institutional investors. Tune in below for expert analysis on how Trump’s tariff policies distort trade, why a weak dollar may hurt rather than help US competitiveness, what market signals like the S&P 500 and policy uncertainty index reveal about his presidency, and where investors can find real growth opportunities in global markets.…
M
Money, Markets and Masterminds
1 The Deep Seek effect - a game-changer for global markets? 21:17
21:17 Play Later Play Later Lists Like Liked21:17
Play Later Play Later Lists Like LikedIn this episode of Money, Markets and Masterminds, we dive into the ‘Deep Seek effect’ and how this Chinese AI start-up is shaking up investor sentiment and challenging long-held market narratives. With geopolitical uncertainty, shifting global equity trends and the dominance of US tech under scrutiny, Sean Neethling, head of investments at Morningstar South Africa, joins us to unpack what this means for investors. Is it time to look beyond the US for opportunities? Will AI disrupt market leadership sooner than expected? And how should investors navigate the growing volatility in global markets? Tune in below for expert insights to these questions, actionable takeaways and a fresh perspective on the evolving investment landscape…
M
Money, Markets and Masterminds
The US equity market has been a dominant force in global investing for decades, but is it now too concentrated – and too expensive? In the latest episode of Money, Markets and Masterminds, Citywire South Africa sits down with Anton Eser (pictured below), CIO at 10X Investments, to discuss the state of the US market, the risks of a potential bubble, and what it all means for South African investors. With nearly 30% of local retirement funds now allocated to US equities, the implications of a market correction could be significant. Eser unpacks the dangers of over-reliance on the Magnificent Seven tech giants, shares historical parallels to past market bubbles, and explains why fund selectors should be looking beyond the US for value. He also explores the growing appeal of dividend stocks, the role of defensive strategies in an uncertain geopolitical landscape, and why, for the first time in two decades, global fixed income assets might offer a compelling alternative. Tune in below to hear why the biggest opportunities may lie outside of the world’s most dominant stock market.…
M
Money, Markets and Masterminds
1 The FPI’s 2024 Planner of the Year tells his story 20:27
20:27 Play Later Play Later Lists Like Liked20:27
Play Later Play Later Lists Like LikedIn this episode we sit down with Rudolph Geldenhuys, the 2024 Financial Planning Institute (FPI) Planner of the Year, to discuss his experience competing for the FPI award. Geldenhuys, who is a senior financial planner at WealthUp, explained the rigorous three-round evaluation process, which tested his financial planning expertise, business acumen and leadership potential. While technical skills were crucial, he highlighted that strong relationships and mentorship played a key role in his success. The conversation then shifted to the evolving role of technology in financial planning and we looked to the future, identifying key opportunities for financial planners in South Africa. Tune in below for a lively discussion on what it takes to stand out in the financial planning industry.…
M
Money, Markets and Masterminds
1 The impact of Asisa’s new equity fund classifications on DFMs and asset managers 12:26
12:26 Play Later Play Later Lists Like Liked12:26
Play Later Play Later Lists Like LikedIn this episode of Money, Markets & Masterminds, we continue our Mind Over Markets series in partnership with Morningstar South Africa. I sat down with Michael Dodd, senior fund analyst at Morningstar, to discuss a major shift in South Africa’s equity fund landscape - the reclassification of unit trust categories. The Association for Savings and Investment South Africa (Asisa) has introduced a classification change, separating SA-only equity funds from general equity funds that include offshore allocations. This development is set to enhance transparency, improve fund comparability, and influence how discretionary fund managers (DFMs) and asset managers structure their portfolios. Dodd explained why Asisa introduced these category changes and what they mean for fund selection and how increased offshore limits (up to 45%) have influenced fund performance. Listen to our conversation on how fund managers, DFMs, and retail investors should navigate these changes and what trends will shape SA equity funds going forward.…
M
Money, Markets and Masterminds
1 Lessons from the frontlines with Trevor Garvin - Two decades of money management 32:06
32:06 Play Later Play Later Lists Like Liked32:06
Play Later Play Later Lists Like LikedIn this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Trevor Garvin, head of multi-management at Nedgroup Investments, to discuss two decades of insights from managing fund of funds unit trusts. From strategic asset allocation and the rise of passive investing to the impact of liquidity crises and cost-conscious portfolio construction, Garvin has seen it all. Listen to our conversation where he shares hard-earned lessons on navigating the evolving investment landscape.…
M
Money, Markets and Masterminds
1 Market Outlook 2025 – The Perils of Prediction and the Principles of Investing 27:39
27:39 Play Later Play Later Lists Like Liked27:39
Play Later Play Later Lists Like LikedThis week, we explore the challenges of market prediction and investment strategies in its latest episode of the new underlying series called the Long Game with Adrian Saville – economist, investor, and academic. The discussion highlights why financial markets resist simple forecasts due to their dynamic and interconnected nature. In this instance, two works are considered by Saville. The first piece of work comes from Bloomberg’s John Authers. At the end of each year, he writes an article for his imagined investment firm, Hindsight Capital, which makes fantastically astute decisions because they know – with the benefit of hindsight – what to buy and what to avoid. The fantasy shows just how hard it is to imagine what each year delivers. The second piece of work comes from Cliff Asness, co-founder of AQR Capital Management, who, in a recent article leaps forward a decade, imagining the errors that will become evident in hindsight by 2035. Drawing on these two works, the episode tackles the futility of prediction and the importance of building resilient investment portfolios from the get-go. The conversation also delves into current market trends, including risks in the US equity rally, debt challenges with US Treasuries, and China’s economic slowdown and potential parallels with Japan.. Emphasising discipline and preparation, the podcast offers actionable insights to help investors align portfolios with their long-term goals.…
M
Money, Markets and Masterminds
1 Is it the year 20 twenty ‘thrive’ or 20 twenty ‘survive’? 18:24
18:24 Play Later Play Later Lists Like Liked18:24
Play Later Play Later Lists Like LikedWelcome to a brand-new year and the latest episode of ‘Money, Markets, and Masterminds’, the Citywire South Africa podcast that unpacks the intricate world of finance and investments. In this episode – our first for 2025 and the eighth in partnership with Morningstar South Africa – I’m joined by Sean Neethling , Morningstar’s head of investments, to gaze into the crystal ball for the year ahead. As we leave 2024 behind, with its surprises, market highs and political shifts, we tackle pressing questions: • Will US equities sustain their stellar performance, or is caution warranted? • How will global interest rates and inflation shape developed and emerging markets? • Can South Africa build on the positive momentum from last year’s elections? Whether you’re a financial adviser, fund selector, or institutional investor, this episode delivers actionable insights, expert analysis and strategic tips to help you navigate the uncertainties of 2025.…
M
Money, Markets and Masterminds
1 Are umbrella funds truly delivering on their promises, or are they falling short of providing the value members deser 28:27
28:27 Play Later Play Later Lists Like Liked28:27
Play Later Play Later Lists Like LikedFor many employers, umbrella funds promise simplicity, cost-effectiveness and the benefits of scale. But beneath the surface, there are pressing concerns. Critics have pointed out issues ranging from hidden costs to limited transparency. Employers often focus solely on administration fees, overlooking other significant expenses like investment fees, which can leave their staff worse off financially. There’s also the question of who truly benefits from economies of scale. Is it the member, or is it the fund sponsor and service providers? And, as the market grows more complex, advisers and consultants face challenges in being able to see through the marketing to provide sound, impartial advice. To help us unpack these issues, we’re joined by Andrew Crawford, CEO of Seshego Benefit Consulting, an expert in retirement fund solutions and a thought leader who’s been very vocal about the need for greater transparency and accountability in the umbrella fund space.…
M
Money, Markets and Masterminds
This episode serves as a year-end analysis, providing insights into how investors can navigate the uncertainties ahead. As markets reacted positively to Donald Trump’s presidential win, with both equity futures and the US dollar rising significantly, questions arise about the sustainability of these trends. Joined again by Sean Neethling, head of investments at Morningstar South Africa, we delve into asset allocation strategies in a changing political landscape, identifying sectors that may benefit from ‘Trumponomics’ while also considering potential risks. We also highlight the importance of understanding trade policies and their impact on international relations, particularly with China, as well as the implications for South Africa amid its own political challenges. Listen to the conversation below to find out how these developments influence investment decisions and portfolio construction.…
M
Money, Markets and Masterminds
For most of the last three years US markets, led by large-cap growth companies, have surged while other developed and emerging markets have struggled to keep up. As a grouping, emerging markets seem to have lost their lustre and global investors appear more willing to rotate allocations within the US, as opposed to allocating capital outside its borders. The result is that the valuation gap between the US and emerging markets is widening, as broader developing regions haven’t seen the level of flows to support sustained investment performance. Some of the big questions looming are whether investors will continue to shun emerging markets, or if lower valuations and recent stimulus measures introduced by China will see these markets rally? Are there other countries or regions that we should be looking at? And do these locations have a place in investor portfolios? We had Sean Neethling – the head of investments at Morningstar SA – back in the studio to provide us with some of the answers to these questions.…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Daily Deals
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
