[TOP STORY] What’s driving record gold demand in a $5000 market

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up…

James Bennett, from Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.

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…

‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we’re going to have to box clever’ – Izak Odendaal, Old Mutual.

Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond’s Bradd Bendall looks at the housing market…