关于这一集
In this episode, Nedbank CEO Jason Quinn unpacks flat headline earnings that hide 12% underlying growth, explains the NCBA acquisition in Kenya and what it means for Nedbank’s African ambitions, and reads a South African banking landscape as being disrupted from every direction. Nick Miller of Teach Me 2 and Coachbit tells the story of building a tutoring platform from a UCT engineering dorm to TIME’s global EdTech list, via a Silicon Valley startup that lost to TikTok and taught him everything about digital addiction. Helena Wasserman discusses Glencore’s Iran war windfall, Sasol’s remarkable 75% share price surge and South Africa’s strange new problem of a grid producing too much solar power during the day. And Jean Pierre Verster of Protea Capital Management addresses why Pick'n Pay is still loss-making and tracking behind its own recovery targets, plus the AI memory stock crash that wiped 40% off some of the sector’s biggest names in a single month. This podcast is sponsored by Capitec.To catch every episode, click the follow and subscribe buttons on News24’s Spotify, Apple, and YouTube podcast channels, or catch up on past episodes here.Editions drop on Thursdays at 17:00.
