Keith chats to Eleni Giokos about the role and influence the media has in financial markets. Can they move markets? Are they appreciative of their influence? Do they serve investors and traders?
Irrational Markets: Retail sales paradox
July 27, 2012 by Leave a Comment
Keith chats to Chris Hart to try and understand the current strength in South African retail sales in the context of modest economic growth of 3%.
Irrational Markets: Unsecured lending a bubble?
July 23, 2012 by Leave a Comment
Unsecured loans have seen major growth rates in SA and everybody is talking about it being a possible bubble. Keith chats to Blue Financial Services on the state of the unsecured lending market and asks if current growth rates are sustainable.
Irrational Markets: Are mining companies disinvesting from SA?
July 13, 2012 by Leave a Comment
Keith chats to Peter Major, a mining consultant from Cadiz Corporate Solutions, about miners disinvesting from South Africa.
Irrational Markets: Do forecasts add value?
June 26, 2012 by Leave a Comment
Do investors fully understand not only the risk within forecasts but also the implications of accepting these forecasts?
Irrational Markets: Local oddities
June 19, 2012 by Leave a Comment
Keith chats to Sasha Naryshkine from Vestact about two recent oddities in our local market.
Irrational Markets: What now for Facebook?
June 12, 2012 by Leave a Comment
Keith McLachlan chats to Jean-Pierre Verster of 36ONE Asset Management about the prospects for Facebook. How will it increase revenues, is it offering value (or a value trap?), can it continue to dominate the social media landscape and more?
Irrational Markets – Derivatives
June 5, 2012 by Leave a Comment
Weapons of mass destruction or useful trading tool?
Irrational Markets – Virtual Economies
May 29, 2012 by Leave a Comment
Keith chats to Simon Dingle about the rise of virtual economies such as the online game World of Warcraft and a truly virtual currency.
Irrational Markets – Trader mistakes
May 23, 2012 by Leave a Comment
Keith McLachlan chats to Simon Brown about mistakes that traders make, including position size, exiting, expectancy bias and more.
