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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

[TOP STORY] When do we start to see local rates move higher?

9/27/2021
‘We can't find any evidence in the work we've done over many years to evidence a relationship between interest rates and investment spending’: Dr Adrian Saville – investment specialist, Genera Capital.

Duration:00:05:57

Avoiding value traps

9/27/2021
Petri Redelinghuys of Herenya Capital Advisors talks markets as the bull returns. Dr Adrian Saville of Genera Capital on local rates and adjusting SA's inflation target. Integral Asset Management's Keith McLachlan on avoiding value traps.

Duration:00:20:04

South African positives to reflect on and look out for in late 2021

9/23/2021
Alexander Forbes Executive Chief Economist Isaah Mhlanga considers recent constructive changes in the SA economy, US interest rates, local government elections and the medium-term budget policy statement.

Duration:00:06:13

Can we expect interest rates to rise in 2022?

9/23/2021
Absa's Carmen Mpelwane talks Sasol 2.0. Alexander Forbes's Isaah Mhlanga takes a look at the silver linings in the local economy. Johann Els of Old Mutual on today's MPC decision.

Duration:00:20:02

Protecting your ETFs during volatility

9/22/2021
Viv Govender of Randswiss on the upcoming Fed decision. The Finance Ghost talks the Burger King/ CompCom ruling and etfSA's Mike Brown unpacks ETF management during volatile times.

Duration:00:20:46

[TOP STORY] Portfolio diversification in physical commodities today

9/21/2021
Johann Erasmus from 1nvest looks at precious metals, base metals, energy and agricultural commodities, believing these markets are ‘taking a bit of a breather’.

Duration:00:07:26

September market wobble not new territory

9/21/2021
Mia Kruger of Kruger International on the JSE falling back into correction territory. JSE's Mark Randall on the change in JSE ‘landscape’ after the Naspers/Prosus transaction. Johann Erasmus of Standard Bank talks the commodities supercycle — Is it over?

Duration:00:24:42

[TOP STORY] US equity market looks increasingly vulnerable

9/20/2021
If you are ‘looking to time the market and looking to position for these sort of things...I think the last few weeks is probably a good time to take a lot of chips out’: Joe Basset – Renegade Capital in the US.

Duration:00:05:57

What will investment themes look like in the next 10 years?

9/20/2021
Joe Bassett of Renegade Capital talks the current fragility of the US equity market. Southridge Global Capital's Nick Dennis on identifying 'trend-setters'. Liam Hechter of Musgrave Capital Partners takes a look at emerging markets playing a more significant role in the global economy in the years to come

Duration:00:23:39

[TOP STORY] Lower growth is seemingly moderating inflation globally and locally

9/17/2021
In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.

Duration:00:06:16

Sibanye-Stillwater moving into lithium mining

9/17/2021
Alex Duys of Umthombo Wealth on Sibanye-Stillwater's lithium mine investment and FirstRand results. Absa's Justin Schmidt unpacks the latest manufacturing survey. Stanlib's Henk Viljoen talks where to invest as local and global growth moderates.

Duration:00:20:18

[TOP STORY] Pan African Resources out with healthy year-end dividend

9/16/2021
The low-cost miner achieved a ‘great’ multi-year wage deal and expects within 24 months to have most operations pretty much off-grid during daylight hours’: CEO Cobus Loots.

Duration:00:05:36

Polish recovery boosting EPP

9/16/2021
Nedbank's Preston Narainsamy unpacks Growthpoint and Hyprop results. Tomasz Trzósło CEO of EPP on results as the Polish economy opens up with 2022 growth expected at 5.6%. Pan African Resources CEO Cobus Loots on results as operating profit jumps 36%.

Duration:00:21:43

[TOP STORY] AfroCentric sees group revenue up but Medscheme membership decline

9/15/2021
Renewed contracts with Gems and Polmed, as well as the introduction of telemedicine and the pharmacy-direct business are ‘working exceptionally well for us’, says group CEO Ahmed Banderker.

Duration:00:06:46

Karooooo ups its game with acquisition of last mile delivery solution

9/15/2021
FNB's Chantal Marx unpacks the Clicks and Famous Brands trading updates. Afrocentric CEO Ahmed Banderker on strong results despite medical scheme membership declines. Karooooo CEO Zak Calisto talks the company's acquisition of Picup Technologies.

Duration:00:20:18

[TOP STORY] Are African commodity stocks buys, sells or holds?

9/14/2021
‘If you are backing good management teams that are not irresponsible with shareholder capital, you can really sit back and just relax’: Gary Booysen from Rand Swiss.

Duration:00:04:40

Have passive fees hit the bottom yet?

9/14/2021
Gary Booysen of Rand Swiss talks commodity stocks and what's next. Metrofile CEO Pfungwa Serima unpacks results as free cash flow booms. 10X CEO Tobie van Heerden on the current and future state of the passive industry in SA.

Duration:00:20:45

[TOP STORY] Has the office become a space to avoid?

9/13/2021
‘Year by year we are staring to see more specialised sectors coming on, more industrial and warehousing-focused storage as well’: Reitway Global CIO Garreth Elston.

Duration:00:05:58

The future of platinum is green energy

9/13/2021
Sanlam's Nick Kunze talks the JSE's 5% loss last week, will it bounce? Garreth Elston of Reitway Global takes a look at the future of the office. Sharon Blair, CEO of Hyplat, on PGMs as a green metal for use in hydrogen fuel cells.

Duration:00:19:37

[TOP STORY] A look at Solana: the crypto world's hottest new entry

9/10/2021
Solana launches on Revix after a stellar year for the hottest new crypto. Simon chats to Revix founder Sean Sanders and Moneyweb's Ciaran Ryan as they unpack what Solana is and what sets it apart from other crypto assets.

Duration:00:10:40