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Show Notes
Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble. Atelisha Harilal from STADIO on what today’s students really expect from tertiary institutions, beyond glossy prospectuses.