MoneywebNOW
Business & Economics Podcasts
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
Location:
South Africa
Description:
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
Twitter:
@Moneyweb
Language:
English
Website:
https://www.moneyweb.co.za/
Email:
radio@moneyweb.co.za
Episodes
[TOP STORY] What happens to money that leaves the financial system?
5/10/2024
Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.
Duration:00:08:05
Sappi and KAL doing their best despite tough conditions
5/10/2024
Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings.
Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world.
Simon offers his thoughts on what it would take to get SA Inc stocks rallying.
Duration:00:20:44
[TOP STORY] CMH delivers 14% dividend yield despite a challenging year
5/9/2024
European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.
Duration:00:05:32
AB InBev sees strong operational leverage
5/9/2024
Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding gap across the rest of the continent.
Duration:00:20:43
[TOP STORY] There is a surprising comeback in SA’s office sector
5/8/2024
John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.
Duration:00:07:29
Gold Fields’s costs soar as production collapses
5/8/2024
Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors driving the return of local office demand.
Duration:00:20:19
[TOP STORY] The local Bond Index has performed slightly better than equities
5/7/2024
‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.
Duration:00:06:58
Redefine seeing green shoots in some office regions
5/7/2024
Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.
Duration:00:20:57
[TOP STORY] Legalities around landlords, tenants and rental agreements
5/6/2024
The increasing trend towards rental may be for reasons of cost, but sometimes just for flexibility: Alex de Wet – Cliffe Dekker Hofmeyr
Duration:00:06:36
Weaker US jobs data boosts rate cut expectations
5/6/2024
Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts?
Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding and the rule of 72.
Duration:00:20:42
[TOP STORY] Decarbonisation, energy security and AI
5/3/2024
‘Dirty’ energy isn't something that is going to be eliminated over five or 10 years. It will take 20, 30, 40, 50 years: Alex Monk from Schroders.
Duration:00:08:18
Looking through election rhetoric as investors
5/3/2024
Gary Booysen of Rand Swiss discusses adjusting his domestic portfolio given robust April PMI figures and the implications of Sasol's CFO's brief tenure.
Schroders's Alex Monk on energy security and the implications for the energy sector.
Simon shares his thoughts on RSA Retail Savings Bonds rates for May, which are nearing all-time highs.
Duration:00:20:58
[TOP STORY] Sygnia ETF changes: What investors need to know
5/2/2024
Holders of The Fourth Industrial Revolution and the Faang AI ETFs need to ‘look under the hood’ to fully understand the impending differences and implications.
Duration:00:08:20
US markets not at the bottom yet
5/2/2024
Petri Redelinghuys from Herenya Capital Advisors discusses charts of the Nasdaq and S&P 500. Is he bearish or bullish?
etfSA's Nerina Visser discusses Sygnia's changes to the terms of two of its tech ETFs, examining the implications and required actions.
Andrew Fulton of Eighty20 asks if the unchanged interest rate will see the rental market boom.
Duration:00:21:28
[TOP STORY] Another strong quarter for gold demand
4/30/2024
John Reade, chief market strategist for the World Gold Council, says the metal’s strength despite record high prices in pretty much every currency tells you a lot about its underlying health.
Duration:00:07:01
Finding excellent returns in a tough economy
4/30/2024
Reko Nare from Anchor analyses the recent macroeconomic data out of the US and how markets have responded.
World Gold Council's John Reade on the Q1 report which shows that central banks are still buying the yellow metal.
Mikhail Motala from PSG Asset Management offers guidance on how to create strong investment returns, even in a tough economy.
Duration:00:21:38
[TOP STORY] Understanding US Treasury bonds
4/29/2024
Casey Sprake of Anchor Capital sheds light on frequently used terms such as ‘the 10-year’, ‘coupon’, ‘yield inversion’ and ‘zero coupon’.
Duration:00:05:36
More suitors for Anglo American?
4/29/2024
Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray?
Anchor's Casey Sprake helps us understand US ten-year bonds
Duration:00:14:38
[TOP STORY] Bank deposit insurance has come to stay in SA
4/26/2024
‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.
Duration:00:08:42
Strong results for Clicks despite tough trading environment
4/26/2024
Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American.
Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking.
Simon offers his thoughts on share price volatility in the US as earnings are released.
Duration:00:22:38