# Optasia expects markedly weaker second half

Page: https://stenobird.com/podcast/moneywebnow-1014615/optasia-expects-markedly-weaker-second-half
Text version: https://stenobird.com/podcast/moneywebnow-1014615/optasia-expects-markedly-weaker-second-half.md
Podcast: [MoneywebNOW](https://stenobird.com/podcast/moneywebnow-1014615)
Published: 2026-09-15T05:10:00+00:00
Episode link: https://iono.fm/e/1717768
Audio file: https://dl.iono.fm/epi/prov_216/epi_1717768_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/moneywebnow-1014615/episodes/optasia-expects-markedly-weaker-second-half
Duration seconds: 1305

## Resource

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie’ tour across local tertiary campuses.

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## Transcript

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