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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


Episodes
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[TOP STORY] DeepSeek a boon for AI energy companies

2/12/2025
‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management.

Duration:00:05:52

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What will losing Agoa mean for SA?

2/12/2025
Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting the outlook for AI energy companies.

Duration:00:19:43

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[TOP STORY] Managing portfolios in the era of Trumponomics

2/11/2025
As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.

Duration:00:07:15

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Telkom update shows turnaround taking hold

2/11/2025
Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing portfolios in the era of Trumponomics.

Duration:00:20:32

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[TOP STORY] Mine streaming offers ‘very, very investible options’

2/10/2025
‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management.

Duration:00:07:03

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SA’s economy still loves beer

2/10/2025
Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

Duration:00:20:10

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[TOP STORY] SA still hobbled by lack of growth and greylisting

2/7/2025
‘We want to allow our investment people to spend a lot more time doing the human part of investing, rather than the stuff that the machine is going to do’: Stanlib CEO Derrick Mnisi

Duration:00:08:47

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Gold’s bull case still shiny

2/7/2025
Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility.

Duration:00:19:50

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[TOP STORY] Funeral policies are big business in South Africa. These are different

2/6/2025
People want not only to have the money available for a burial. They need money for when kids’s education costs come – Futurewise MD Arno Jansen van Vuuren.

Duration:00:06:30

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Stable GNU boosts business confidence

2/6/2025
Independent analyst Jimmy Moyaha weighs in on Sappi's Q1 results. Izak Odendaal from Old Mutual Wealth discusses South Africa's economic growth potential and the role of the GNU in fostering it. Arno Jansen van Vuuren from Futurewise explains why education insurance might be a smarter choice than additional life cover.

Duration:00:21:23

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[TOP STORY] China, India show strong gold ETF growth in 2024

2/5/2025
John Reade from the World Gold Council explores a record-breaking year for gold demand, driven by aggressive central bank buying in Q4.

Duration:00:06:21

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There’s still value in large-cap US tech

2/5/2025
Chantal Marx from FNB Wealth & Investments unpacks the latest trading updates from Pick n Pay and Boxer, while John Reade from the World Gold Council explores a record-breaking year for gold demand driven by aggressive central bank buying in Q4. Plus, Peregrine Capital's David Fraser looks ahead to the upcoming year, examining the risks and opportunities as global market valuations remain high.

Duration:00:20:24

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[TOP STORY] Are things looking up for the vehicle industry?

2/4/2025
‘We are going to see ... the continuation of what I call the Asian invasion... more new cars being pumped into the market,’ WesBank CEO Ghana Msibi predicts.

Duration:00:06:24

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Caution required in volatile markets

2/3/2025
As we enter day two of the trade wars, Petri Redelinghuys, Herenya Capital Advisors founder, shares his stance – buy, sell, hold, or hide? After a tough 2024, WesBank CEO Ghana Msibi discusses whether SA’s vehicle industry shows signs of recovery. BPESA CEO Reshni Singh explores the growth and potential of SA’s global business services sector.

Duration:00:20:21

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[TOP STPRY] Beef exports hampered by recent foot-and-mouth outbreaks

2/3/2025
Gert Blignaut, CEO of the Beefmaster Group, explains why SA beef producers remain upbeat about 2025 prospects.

Duration:00:06:07

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Trump trade wars rattle markets

2/3/2025
Nick Kunze from Sanlam Private Wealth on load shedding and trade wars ... it’s about to get bumpy. Gert Blignaut, CEO Beefmaster Group SA, explains why beef producers are upbeat about 2025 prospects. PR de Wet from VDT Attorneys stresses that smart tax planning today fuels stronger portfolio growth tomorrow.

Duration:00:20:00

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[TOP STORY] Trump withdrawal from Paris Agreement hardly affects energy sector reform in SA

1/31/2025
Stanlib’s Johan Marnewick asks whether attempts at energy reform are perhaps in vain, and notes that investing in these technologies has been ‘an enormously profitable enterprise’.

Duration:00:09:41

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Golden start to the year

1/31/2025
Schalk Louw from PSG Old Oak breaks down the highs and lows of the first month of 2025. STANLIB's Johan Marnewick explores the ripple effects of the US pulling out of the Paris Agreement. Simon reflects on the experience of being a tourist in your own town or country.

Duration:00:20:18

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[TOP STORY] ‘Our real interest rate is 8.3% – the highest in the world’

1/30/2025
In light of the Altron FinTech Household Resilience Index, Dr Roelof Botha deplores the MPC’s rate-cut decisions and manufacturing capacity utilisation, but says there is ‘definitely life in the economy’.

Duration:00:10:19

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Two-pot withdrawals not moving the needle

1/30/2025
Lonwabo Maqubela from Perpetua Investment Managers on Hyprop’s update, highlighting solid retail growth both locally and offshore. Dr Roelof Botha on the Altron Fintech Household Resilience Index and its insights into consumer trends in Q4 last year.

Duration:00:19:10