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Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs?

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.

Chantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger investors.

‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.