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] 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
Duración: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.
Duración: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.
Duración: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.
Duración: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.
Duración: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.
Duración: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.
Duración: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.
Duración: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’.
Duración: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
Duración: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.
Duración: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.
Duración:00:22:38
[TOP STORY] E-commerce is booming globally and especially in Africa
4/25/2024
Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.
Duración:00:06:09
Rand in for a bumpy ride ahead of elections
4/25/2024
RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.
Duración:00:21:18
[TOP STORY] Reflections on the markets in Q1 2024
4/24/2024
Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
Duración:00:05:51
Sasol concerns pile up
4/24/2024
Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated.
PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024.
Dany Mawas, CEO of Finalto South Africa, stresses the necessity of exclusively opting for derivative trading options provided by FSCA-registered entities.
Duración:00:21:12
[TOP STORY] The Chinese slowdown could be a positive
4/23/2024
The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.
Duración:00:07:17
ASML: The shovel seller of the AI boom
4/23/2024
Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race.
Simon Fillmore from Independent Securities makes the case for Chinese investments.
KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.
Duración:00:22:07
[TOP STORY] Can the Sarb cut ahead of the Fed?
4/22/2024
The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.
Duración:00:06:14
Strong results from PSG despite tough market
4/22/2024
Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services.
Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them.
Bianca Botes from Citadel Global on the changing role of treasury functions.
Duración:00:20:42