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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.

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

7 May - Kaap Agri reports rise in profits, reinstates dividend

5/7/2021
Nesan Nair from Sasfin Securities on markets as banks have another good day. Kaap Agri CEO Sean Walsh on strong six month results. Karooooo CEO Zak Calisto talks the company's first results since its Nasdaq listing.

Duration:00:21:23

[TOP STORY] MTN up 11.5%; commodities ‘skyrocketing’

5/6/2021
‘I still really like [MTN], am happy to hold it and definitely prefer it over Vodacom’: Anchor Capital portfolio manager Martin Smith.

Duration:00:06:04

6 May - Money market funds and the rise of alt coins

5/6/2021
Anchor Capital's Martin Smith talks the MTN update and resource stocks storming higher. Dean de Nysschen from Glacier by Sanlam on the role of a money market fund in your portfolio. Revix founder, Sean Sanders, on the rise of crypto alt coins.

Duration:00:20:33

[TOP STORY] Aspen in a markedly better shape

5/5/2021
‘I think Aspen is one of the most operationally efficient [companies] manufacturing pharmaceuticals in the world’: Kearabilwe Nonyana, manager, equities and derivatives, ThinkMarkets.

Duration:00:07:39

5 May - Big tech sees knockout earnings

5/5/2021
Wayne McCurrie of FNB Wealth and Investments on miners hitting new highs. Thinkmarkets's Kearabilwe Nonyana on the investment case for Aspen. Henry Biddlecombe from Anchor Global on the tech giants' knockout results.

Duration:00:19:27

MoneywebNOW's first birthday

5/4/2021
It's MoneywebNOW's first birthday! In this special episode of the podcast Moneyweb editor Ryk van Niekerk joins us to talk about how the show got its start, while a few of our regular guests chat the year that was and what stood out most in terms of news and markets.

Duration:00:21:26

[TOP STORY] Office leases in the Reit space

5/3/2021
As we start getting vaccinated, with reports more vaccines arriving in the country, how will office leases in the Reit space change? – Keillen Ndlovu, head of listed property, Stanlib.

Duration:00:09:46

3 May - April returns all about commodities

5/3/2021
Sanlam Private Wealth's Nick Kunze takes a look at April's returns. Keillen Ndlovu from Stanlib on the office market in SA, what does its future look like?

Duration:00:20:27

[TOP STORY] Why is the rand strengthening?

4/30/2021
Schalk Louw of PSG Old Oak points out that the past two quarters have been the strongest South Africa ‘has ever seen’ in terms of the current-account deficit and important exports.

Duration:00:05:51

30 April - Menthol cigarette ban poses threat to British American Tobacco

4/30/2021
Chantal Marx of FNB Wealth and Investment talks British American Tobacco as the US looks to ban menthol cigarettes. Schalk Louw of PSG on high commodity prices pushing the rand stronger. Orbvest CEO Martin Freeman on investing into healthcare real estate in the US.

Duration:00:22:28

[TOP STORY] Is ‘fear of missing out’ making everyone bullish?

4/29/2021
‘If you're getting into stocks because you just see them going up,’ that is the wrong reason to buy: Gary Booysen from Rand Swiss.

Duration:00:06:40

29 April - Total World ETF for a core portfolio holding

4/29/2021
Gary Booysen of RandSwiss takes a look at the latest market movements. Coreshares's Chris Rule talks their new Total World ETF. Anashrin Pillay of Risk Insights on the best and worst ESG sectors on the JSE.

Duration:00:19:51

[TOP STORY] Revego Africa Energy to list tomorrow, April 29 2021

4/28/2021
CEO Reyburn Hendricks explains that the fund plans to ‘invest in a portfolio of predominantly operational renewable energy assets in sub-Saharan Africa’.

Duration:00:06:43

28 April - Is there light at the end of the tunnel for SA's economy?

4/28/2021
Rand Swiss's Viv Govender talks markets for the short week ahead. A look at renewable energy company Revego, ahead of its Thursday listing. Bernard Drotschie, CIO of Melville Douglas on the glimmers of hope for SA.

Duration:00:20:26

[TOP STORY] How does structural inflation become baked into the system?

4/26/2021
‘I'm not in the camp...of believing that this inflation bump-up is going to be...sustained over the longer time. I believe it could prove transient’: Mohammed Nalla of Moe-Knows.com.

Duration:00:11:51

26 April - Sabvest and the holding company discount mystery

4/26/2021
Keith McLachlan of Integral Asset Management on Sabvest and the holding company discounts offering an opportunity? Strategist Mohammed Nalla on digging into structural inflation, productivity gains and the all-important PCE

Duration:00:23:07

[TOP STORY] Will ‘rapid ageing’ of whisky become generally acceptable?

4/23/2021
‘Ageing is where the components that are absorbed from the barrel...mature or change over time,’ explains Hendre’ Barnard from Distillique.

Duration:00:06:36

23 April - 'Clicks has the best management team on the JSE' - Mia Kruger

4/23/2021
Mia Kruger of Kruger International on Clicks results. Wealth Migrate CEO Scott Picken on obtaining a license for crowdfunding investments. Hendre Barnard from Distillique on 'instantly' aging whisky.

Duration:00:20:42

[TOP STORY] Karooooo – formerly Cartrack – resurfaces on the JSE as a secondary listing

4/22/2021
‘We needed a broader spectrum of shareholders and funds, which the Nasdaq allows us’: CEO Zak Calisto.

Duration:00:06:07

22 April - Listed property still struggling ...

4/22/2021
FNB Wealth and Investment's Wayne McCurrie talks PnP as liquor and tobacco ban weighed on results. Karooooo CEO Zak Calisto chats the company's relisting on the JSE. Residential Reit Octodec's CEO Jeffrey Wapnick on results.

Duration:00:20:37