Strictly Business The 5 o’clock Shadow by Strictly Business

The 5 o’clock Shadow by Strictly Business

Up to the minute analysis of the action on the JSE Securities Exchange and international markets.
A fascinating wrap of the JSE day with some of South Africa’s most prolific and respected commentators. All the major movers analysed, corporate results laid bare, and fascinating inside stories of who is doing what, and why. Arguably, our most important feature for investors, and comes to you daily.
Daily English South Africa Business · Business News
1,131 Episodes
740 – 760

The 5 o' Clock Shadow with David Shapiro and Nick Kunze

David, Nick and Lindsay review a day to forget on the JSE; uninspiring on disturbingly low volume. But they end on a bright note as we marvel at SA’s tourism potential. And Lindsay’s rejigging his IG portfolio. Nick Kunze is a portfolio manager at Sanlam Private Wealth and David Shapiro,…
13 Oct 2020 8AM 23 min

The 5 o' Clock Shadow with Nick Kunze

A good start to the JSE session today. Perhaps a follow-through from the strong session on Friday. As the day went on we had some reasonably disappointing manufacturing numbers out of SA which might have put the lid on any further gains. Nick Kunze is a portfolio manager Sanlam Private…
12 Oct 2020 8AM 14 min

The 5 o' Clock Shadow with Schalk Louw

Not much going on today. The demise of the gold price is a feature, but as far as corporate news, there seems to be nothing juicy on the stock exchange news service. "Signs of the time", says Schalk Louw, Portfolio Manager & Strategist at PSG Wealth. "Three weeks away from…
7 Oct 2020 8AM 17 min

The 5 o' Clock Shadow with David Shapiro and Gary Booysen

A terrific team talk on today’s markets with award winning David Shapiro and Gary Booysen. Gary agrees with Lindsay's IG Markets South Africa portfolio, but David doesn’t think he’s a “true trader”. Gary Booysen is a Director and Portfolio Manager Rand Swiss (Pty) Ltd and David Shapiro, a portfolio manager…
6 Oct 2020 8AM 28 min

The 5 o' Clock Shadow with Nick Kunze

Markets have been volatile again. Sasol share price down 8% at one point during the day. Nick Kunze is a portfolio manager Sanlam Private Wealth.
2 Oct 2020 8AM 13 min

The 5 o' Clock Shadow with Schalk Louw

Capitec results a surprise. PPC, Sasfin, Nampak. Macro economically: CPI, trade balance, and the private sector credit extension numbers. Plus Trump. Schalk Louw is a Portfolio Manager & Strategist at PSG Wealth.
30 Sep 2020 8AM 21 min

The 5 o' Clock Shadow with David Shapiro and Nick Kunze

Post-fast David counts his blessings. Nick Kunze sets his alarm. Lindsay considers a bank pair trade but settles on buying the #VIX. Also, Lindsay + Nick unearth two Shapiro doppelgängers. Plus the day's market action. With IG South Africa Nick Kunze is a portfolio manager at Sanlam Private Wealth and…
29 Sep 2020 9AM 31 min

The 5 o' Clock Shadow with Nick Kunze

Not a disaster but it's certainly a little bit unpleasant with an awful lot of volatility. Nick Kunze is a portfolio manager Sanlam Private Wealth.
21 Sep 2020 8AM 13 min

The 5 o' Clock Shadow with Nick Kunze

Is the market ending on a whimper or is it ending on something a bit more dramatic? Nick Kunze is a portfolio manager at Sanlam Private Wealth.
18 Sep 2020 8AM 13 min

The 5 o' Clock Shadow with David Shapiro and Nick Kunze

The South African Reserve Bank's Monetary Committee leaving the interest rates unchanged today. The rand at its strongest in 6 months with 16.28 to the dollar yesterday. The best level since before COVID. Nick Kunze is a portfolio manager at Sanlam Private Wealth and David Shapiro, portfolio manager at Sasfin…
17 Sep 2020 9AM 26 min

The 5 o' Clock Shadow with Schalk Louw

A phenomenal day for the currency. The SA Reserve Bank and the interest rate. Plans to nationalise the central bank shelved. The 5 o' Clock Shadow with Schalk Louw, Portfolio Manager & Strategist at PSG Wealth.
16 Sep 2020 8AM 16 min

The 5 o' Clock Shadow with David Shapiro and Nick Kunze

The weekly podcast in association with IG Markets South Africa. Lindsay buys a bank with IG. David buys slippers from H&M. And Nick moves out after a week of marriage. PLUS the big news from Richemont. It's the double-header dream-team, Nick Kunze from Sanlam Private Wealth and David Shapiro, Portfolio…
15 Sep 2020 8AM 37 min

The 5 o' Clock Shadow with Nick Kunze

The JSE has closed its doors for the first day of a new trading week. A general, 'everything's-going-up' day. Oracle. TikTok.ByteDance and the Pfizer vaccine story. Is it all valid or is it all bogus? with Sanlam Private Wealth's Nick Kunze.
14 Sep 2020 8AM 15 min
740 – 760