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Show Notes
Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come?
Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices.
And, Simon's thoughts on using AI to help with investing.
Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices.
And, Simon's thoughts on using AI to help with investing.