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Perspectives

MSCI Inc

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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In today’s world, nothing is certain - so how do you captialise on opportunities and create lasting value? AlixPartners invites prominent figures and industry experts from the world of Private Equity to tackle the topics and challenges that really matter.
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The Matt Waller Podcast

Matt Waller, Ph.D.

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Where the future of the retail value chain is being built. As a supply chain management professor, consultant, and investor, my mission is to bridge the gap between academia, industry, and investment by advancing the understanding and implementation of innovative logistics and e-commerce technologies. I aim to foster effective and efficient supply chains, creating value for businesses, investors, students, the university, and society.
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GLOBAL REAL ESTATE DAILY

GLOBAL REAL ESTATE DAILY

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Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...
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What Matters

MA Financial Group

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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Lettuce Rewind

Señor Lechuga Hot Sauce

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A husband + wife team building a hot sauce business, fire and flavor fuel their product and passion powers their brand. Coming from private equity (Nico) and consulting for top beauty/fashion brands (Lauren), Lettuce Rewind is equal parts journey and masterclass. Only 2 years old from the initial idea - to creating a business and brand around it - to today's highlights, including collabs with Shake Shack x GoT and press in Cosmo and Goop, Señor Lechuga has hit some BFWs (Big F*cking Wins) an ...
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Welcome to PayPod, a show that explores the fast-changing world of payments and fintech. The show features interviews with leaders and entrepreneurs in the payments and fintech industries. Each episode, you’ll hear an interview directly with a leader of the payments industry. We talk with fintech entrepreneurs, security experts, mobile developers, eCommerce pros, and more... From credit card processing to bitcoin... from retail point of sale systems to cutting edge digital payments software… ...
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Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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This podcast series explores the intersections of business, organizational culture, and talent through conversations with leading thinkers – and doers – around the world. Learn more at: https://www.heidrick.com/ Heidrick & Struggles serves the executive talent and leadership needs of the world's top organizations as a premier provider of leadership consulting, culture shaping and senior-level executive search services. Hosted on Acast. See acast.com/privacy for more information.
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I’m JB Brown, and I specialize in helping business owners like you successfully navigate the complex world of mergers and acquisitions. With expertise across various industries—from construction and retail to manufacturing and tech—I provide tailored guidance to help you achieve maximum value in every transaction. Whether you’re planning a strategic exit or looking for new growth opportunities, my goal is to ensure a smooth transition while maintaining confidentiality at every stage. This po ...
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Are We Recording?

Hardtail Media

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A show about what is happening around us, or things we find fascinating at the moment. We may discuss politics, or possibly a quack doctor who implanted goat testicles in people, promising a cure for everything. Topics can be current, or historical, and often one thing leads to another.
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If you love listening to the entire show subscribe to the podcast. For the big features, you can subscribe to them directly. If you are looking for a particular interview, not in a feature, you will find it here. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmaker ...
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Running a restaurant is no easy feat. Every day brings new challenges, and success takes more than just great food. Science of Service is your guide to navigating the ups and downs of the hospitality management industry, offering real stories, practical advice, and lessons from people who’ve been there. Whether you’re juggling tight margins, managing labor issues, or looking to enhance customer experience, this show is here to help. Each episode features honest and insightful conversations w ...
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This week, Stephen Grootes explored the power of legacy and leadership—profiling Zwelakhe Mnguni, who rose from security guard to CIO, unpacking future-ready leadership with Bronwyn Williams, and highlighting the importance of National Wills Week with Warren Ingram. Meanwhile, Motheo Khoaripe delved into urban transformation with Bea Swanepoel and …
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Kojo Bafoe, author and cigar aficionado, tells Motheo Khoaripe that while storing cigars is an art, from Spanish cedar to smart sensors, his decade-old, ten-cigar humidor with a Velcroed analogue gauge and a retired sponge humidifier has him relying on Boveda packs, keeping his home collection modest, though the cigar lounge is just ten minutes awa…
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Grant Nader, Portfolio Manager at Benguela Global Fund Managers joins host Motheo Khoaripe analyse the day's market fluctuations and delve into the latest developments in business and finance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developmen…
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Motheo Khoaripe speaks to Patricia de Lille, Minister of Tourism, about South Africa’s first Tourism Investment Summit and its potential to boost GDP and unlock major job creation opportunities. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developm…
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Motheo Khoaripe speaks to Financial Sector Conduct Authority (FSCA) commissioner Unathi Kamlana, who urged leaders to make integrity-driven choices even under pressure and in times of crisis. Delivering the keynote address at the 11th annual Archbishop Thabo Makgoba Development Trust lecture at Rhodes University in Makhanda, Kamlana stressed that e…
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- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…
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Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. In this episode, Oleg Ruban, MSCI's Head of APAC Research, and Ian Patrick, Chief Investment Officer o…
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Motheo Khoaripe speaks to Bea Swanepoel, CEO of Jozi My Jozi, and Robbie Brozin, founder of Nando’s and the visionary behind Jozi My Jozi, about why investing in Johannesburg’s inner city is a powerful act of creativity, community, and purpose. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He expl…
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Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …
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Motheo Khoaripe speaks to Bea Swanepoel, CEO of Jozi My Jozi, and Robbie Brozin, founder of Nando’s and the visionary behind Jozi My Jozi, about why investing in Johannesburg’s inner city is a powerful act of creativity, community, and purpose—driven by a deep love for the city and a mission to rebuild it from the inside out. The Money Show is a po…
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Motheo Khoaripe speaks to James Mordecai, from the Security mastery academy about how the Security Mastery Academy in Joburg’s CBD is transforming young lives through rigorous security training and holistic personal development, while actively investing in the revitalisation and safety of the inner city. The Money Show is a podcast hosted by well-k…
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Motheo Khoaripe speaks to James Delaney, a Johannesburg-based multidisciplinary artist, about his transformative work in public art and urban regeneration, including his celebrated restoration of The Wilds park and his innovative sculptures that reimagine the city’s relationship with nature and heritage. The Money Show is a podcast hosted by well-k…
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Motheo Khoaripe speaks to Siphumelele Zondi, Tech expert about, the growing concerns over data sovereignty, a key issue raised by South Africa’s tech ministers at GovTech in Durban this week. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business development…
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Motheo Khoaripe speaks to Julian Ribeiro, a former advertising executive turned chef, whose new venture—Sadie’s Bistro in Marshalltown—blends fine cuisine with a mission to revive Johannesburg’s inner city and celebrate its rich migrant heritage through food. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen G…
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Motheo Khoaripe speaks to creative director Melusi 'Mloo' Mhlungu, whose journey from South Africa to New York and subsequent return is a testament to the power of local radio and the consistently “dope work” produced by South African creatives. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He exp…
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Motheo Khoaripe speaks to FirstRand CEO, Mary Vilakazi, about the group delivering record annual profits despite raising provisions for a UK probe into mis-sold car loans. Headline earnings climbed 10% to R41.88 billion for the year to end-June, or 748.8c per share. The bank declared a 12% increase in final dividend payout to 247c per share. The Mo…
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Viv Govender, Portfolio Manager at Rand Swiss gives the market wrap up for the week with host Motheo Khoaripe The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode feature…
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Motheo Khoaripe speaks to Adrian Gore, CEO of Discovery, about the group’s annual profit surging 30% to a record high, driven by strong growth in its South African health insurance unit and the consolidation of its global Vitality wellness franchise into a single business. The Money Show is a podcast hosted by well-known journalist and radio presen…
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Stephen Grootes profiles Zwelakhe Mnguni, the CIO of Benguela Global Fund Managers. Mnguni grew up in a squatter camp in Sebokeng, south of Johannesburg. After finishing school, he worked as a security guard for four years to save money for his education. Despite his humble beginnings and challenging circumstances, Mnguni pursued his dreams. Today,…
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Stephen Grootes speaks to consumer ninja Wendy Knowler about the alarming rise of Business Email Compromise (BEC), a devastating scam that continues to cost victims millions—most recently affecting a man from a small village in the Western Cape. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He exp…
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Stephen Grootes sat down with Arthur Goldstruck, founder of Worldwide Worx, to unpack the transformative shifts in South Africa’s online retail landscape, highlighting how digital commerce is reshaping consumer behaviour, payment systems, and business strategies across the country. The Money Show is a podcast hosted by well-known journalist and rad…
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Stephen Grootes speaks to Cobus Loots, CEO of Pan African Resources, as the gold miner delivers record results on the back of soaring bullion prices. With profits and dividends at all-time highs, Loots says gold is set to remain “extremely attractive” in 2026, and argues that investors are still under-allocated to the sector. The Money Show is a po…
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Stephen Grootes speaks to Dr Stan du Plessis, CEO of STADIO Holdings, about the company’s strategic growth as one of South Africa’s leading private higher education players. With rising demand for accessible, affordable, and career-focused qualifications, STADIO has been expanding its reach and offerings. Stephen explores how the group is positioni…
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Stephen Grootes speaks to Norbert Sasse, Group CEO of Growthpoint Properties, as Africa’s largest real estate investment trust posts solid annual results. Growthpoint lifted its final dividend by 8.6% to 63.3 cents per share, taking the full-year payout up 6.1% to 124.3 cents. The increase comes on the back of improved performance in South Africa a…
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Stephen Grootes speaks to Jurie Strydom, CEO of Old Mutual Group, as the insurer posts a strong set of half-year results. Adjusted headline earnings jumped 29% to R4.2 billion, boosted by a strong showing from Old Mutual Insure and robust equity markets in South Africa and Malawi. Shareholder investment returns surged 88%, while results from operat…
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Chris Steward, Portfolio Manager at Ninety-One and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities,…
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Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …
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Stephen Grootes speaks to Warren Ingram, financial advisor and Co-founder of Galileo Capital, about why National Wills Week matters. From 16–20 September, participating attorneys across South Africa will draft basic wills free of charge — giving you a chance to protect your family and assets without the cost. The Money Show is a podcast hosted by w…
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Stephen Grootes speaks to Aluwani Museisi, Country Chair for Shell Downstream South Africa, about the company’s seismic surveys and the broader Shell Upstream business. Museisi unpacks what the project entails, the potential benefits and risks , from job creation to environmental concerns , and how Shell sees the future of energy development in the…
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Dr. Rutendo Hwindingwi, the founding director of Tribe Africa advisory and author of Rumble in the Jungle Reloaded and Stephen Grootes look at top business news around the continent The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investm…
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Stephen Grootes speaks to Kabelo Khumalo, Companies and Markets Editor at Business Day, about the Reserve Bank seizing R94.5m from alleged “gold mafia” firm Rappa Resources for breaching exchange controls. The move underscores the company’s growing 'unbankability; as lenders like Capitec cut off its access to foreign currency. The Money Show is a p…
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Stephen Grootes speaks to Kwena Moloko Equity Research Sales and Investment Banking about top business and financial news of the day. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategi…
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Stephen Grootes speaks to Miningmx Editor David McKay, and Dawid Heyl, co-portfolio manager for Global Natural Resources at Ninety One, about the landmark merger between Anglo American and Teck. The deal, structured as a merger of equals, will create a global mining powerhouse with a dominant position in critical minerals vital for the energy trans…
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Stephen Grootes speaks to Sifiso Mkwanazi, Chief Economist at Alexforbes, about South Africa’s sluggish economy, after Stats SA reported 0.8% growth in the second quarter of 2025, the strongest in over a year and well above the 0.1% seen in the first quarter. It was driven by mining, manufacturing and household spending, though overall growth remai…
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Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …
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Stephen Grootes and Bronwyn Williams, Trend Translator and Future Finance Specialist at Flux Trends review The Adaptability Code: Recoding the DNA of Future-Ready Leadership by Mushambi Mutuma. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developme…
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Stephen Grootes speaks to Ciaran Ryan, freelance journalist with Moneyweb, about the murder of insolvency attorney Bouwer van Niekerk, who was shot in his office while working on a case involving a suspected Ponzi scheme, and the subsequent resignation of business rescue practitioner Kurt Knoop, who cited death threats. The Money Show is a podcast …
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Stephen Grootes sits down with Lourandi Kriel, CEO of SweepSouth, to unpack the findings of the company’s 8th annual report on domestic worker pay and conditions. The report, based on responses from over 5 000 workers across South Africa, reveals how the country’s stagnant economy is placing growing financial and emotional pressure on one of its mo…
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Stephen Grootes speaks to Peter Armitage, CEO of Anchor Capital, about the AI-driven stock market frenzy. Since ChatGPT’s release in 2022, Wall Street has surged by $21 trillion, with just ten tech giants driving more than half the gains. But with revenues lagging behind the hype, could the boom turn to bust? The Money Show is a podcast hosted by w…
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Stephen Grootes speaks to Ulrik Bengtsson, new CEO of Sun International, as the group reports steady half-year results. Income rose 3.2% to R6.2 billion, while adjusted headline earnings grew 5.9% to R555 million. Bengtsson says the company’s casinos, online gaming, hotels and resorts give it a strong base for future growth The Money Show is a podc…
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Gustav Schulenburg, portfolio manager at Old Mutual Investment Group joins Stephen Grootes to analyse the biggest stories on the markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance stra…
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Stephen Grootes speaks to Dr Azar Jammine, Director and Chief economist at Econometrix , about the government’s major labour reform aimed at protecting smaller firms with limited HR capacity. Gazetted by Minister Nomakhosazana Meth, the new rules make it easier to dismiss underperforming employees while promoting “employment justice” and faster dis…
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Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…
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Stephen Grootes speaks to Ian Mann about supportive leadership, Advaita Naidoo about the difference between leaders and managers, Desiree Markgraaff about her journey in African storytelling through film and television, and Chantal Marx and Francois Olivier about hedge fund allocations in investment portfolios. The Money Show is a podcast hosted by…
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Stephen Grootes speaks to Jason McEvoy, CEO of Norman Goodfellows, about a new era for the company under fresh ownership, as Fine Wine Fellow acquires the respected distributor and retailer of premium wines and spirits, with plans to expand into African markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephe…
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Patrick Mathidi, head of Equities at Aluwani Capital Partners joins host Stephen Grootes to analyse the day's market fluctuations and delve into the latest developments in business and finance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developme…
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Stephen Grootes speaks to Neal Froneman, CEO at Sibanye-Stillwater about life after he retires from the mining group and dreams of building grand prix racetrack in Cape Town. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opp…
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Stephen Grootes speaks to Harry Scherzer, CEO of Future Forex, after Finance Minister Enoch Godongwana hinted at the risk of U.S.-led sanctions that could block South Africa’s access to the SWIFT global payments system – a move that could disrupt cross-border transactions, international trade, and the wider economy, posing a serious threat to busin…
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Stephen Grootes speaks to David Tlale - Owner and Fashion Designer at David Tlale Designs about Giorgio Armani’s impact in the business of fashion and luxury The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and p…
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Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…
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