In this week's episode of Talking Sense the panel starts with how markets have priced South African risk down to almost zero on the belief that the GNU holds after November. Frans Cronje and Bheki Mahlobo explain why the foundations of the GNU are weaker now than in 2024, what would reprice SA's bonds overnight, and how that affects your bond and credit card rates. Marius Roodt talks about his research which shows the DA is bigger than the ANC in the eight metros and why there are likely to be more than 100 hung councils after the November election while Simon Lincoln-Reader looks at Dario Amodei's push to regulate AI. The panel also discusses the ConCourt ruling on racial procurement rules, Ronald Lamola with Bernie Sanders in New York, and why Germany's hard left and hard right both won in state elections.