About this episode

The episode discusses the potential wobble in the US private credit boom and its implications, alongside rising consumer spending trends in health and online gambling.

Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private credit boom is beginning to wobble and what risks that could pose for broader markets.

More episodes of MoneywebNOW

• [TOP STORY] The complex forces driving 2026’s financial markets · May 5, 2026 · 6 min
• Consumer stocks still require caution · May 5, 2026 · 19 min
• Pet food: A resilient and premium market · May 4, 2026 · 19 min
• [TOP STORY] Pre-marital financial conversations for couples – beyond the wedding budget · April 30, 2026 · 7 min
• AI fuels Mag 7 earnings … but not all will win · April 30, 2026 · 18 min
• [TOP STORY] Private investment helps shape SA’s path to economic renewal · April 29, 2026 · 7 min

Explore listener stats, chart rankings, contacts and more on the MoneywebNOW podcast page.