MoneywebNOW-logo

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] Where to for Prosus/Naspers post selling down Tencent?

6/29/2022
The market clearly now has doubts about the business, and this is why it trades at such a massive discount to its NAV: Craig Antonie of AnBro Capital.

Duration:00:06:33

Uncertain economic conditions make forecasting hard

6/29/2022
FNB's Wayne McCurrie chats the Grindrod and Sun International trading updates. Craig Antonie from AnBro Capital on the Naspers/Prosus results, Tencent and JD.com. Izak Odendaal from Old Mutual on finding value in a high inflation and high interest rate world.

Duration:00:20:59

[TOP STORY] Needing to find a balance between the elements of ESG

6/28/2022
‘I think there's a lot of opportunity in this space and I certainly don't think you have to give up on returns – you just have to have a longer-term mindset’: Barry Shamley – Investment Wealth & Investment international.

Duration:00:05:22

Has the Naspers trend turned up?

6/28/2022
Herenya's Petri Redelinghuys chats the market loving the Naspers/Prosus results. Steven Joffe, CEO of Invicta, on results as the company looks to get offshore revenue to 50% within four years. Investec's Barry Shamley on finding the balance between the different components of ESG in an unequal world.

Duration:00:21:36

[TOP STORY] Banks should be funding home solar projects

6/27/2022
Should banks incentivise customers to take out or add to bonds for solar panels or, say, a water-reticulation system, there could be a big market there: Craig Ivy – investment analyst, Futuregrowth.

Duration:00:05:21

Has the market bottomed? Watch the US ten-year for clues

6/27/2022
Sanlam's Nick Kunze asks whether markets have bottomed after a strong week for US bourses. Edmund Higenbottam of Verdant Capital chats global trends in the private equity funds space. Craig Ivy from Futuregrowth on green bonds.

Duration:00:19:24

[TOP STORY] Is the idea of a ‘paid-off’ home loan still winking at you?

6/24/2022
Rather than using extra cash to pay off your mortgage faster, put additional money into a personal investment vehicle from which you can withdraw if needed: Marcel Wasserman, independent financial and investment advisor.

Duration:00:06:20

Falling Purple Group share price: Are my shares safe?

6/24/2022
RMB's Matete Thulare talks the rand, inflation and interest rates.Marcel Wasserman, independent financial and investment advisor, chats paying off your home loan quickly, but differently.Simon offers his thoughts on Purple Group's falling share price, how safe are your shares?

Duration:00:20:22

[TOP STORY] Hotel income still behind pre-pandemic numbers

6/23/2022
These days ‘we don't jump on a plane at the drop of a hat to go to Cape Town for a few meetings and stay overnight in a hotel’: John Loos – property sector strategist at FNB Commercial Property Finance.

Duration:00:05:19

Government still not spending on essential construction

6/23/2022
Absa's Carmen Mpelwane unpacks the Stadio update and talks local inflation as it hits 6.5%. The Afrimat Construction Index discussed with Dr Roelof Botha as SOEs continue to not spend. FNB's John Loos on hotel income statistics that indicate continued slow recovery.

Duration:00:19:50

[TOP STORY] The end of high-tech flyers at extreme valuations?

6/22/2022
‘The story has changed very quickly from growth to cash flow’: Jacques Plaut – portfolio manager, Allan Gray.

Duration:00:04:55

The energy transition will drive demand for green metals

6/22/2022
Independent analyst Jimmy Moyaha talks Brait's results and Premier Foods's listing. Allan Gray's Jacques Plaut on the the end of 'lazy investing'.Andries Rossouw from PwC takes a look at global trends in the mining industry.

Duration:00:19:12

[TOP STORY] Storage not exciting, but a sleep-well-at-night sector

6/21/2022
‘Storage is one of those static sectors that benefits from what they call the four Ds – which are death, divorce, downsizing and dislocation’: Reitway Global CIO Garreth Elston.

Duration:00:04:45

City Lodge update shows occupancies back to normal

6/21/2022
Zwelakhe Mnguni from Benguela Fund Managers unpacks Omnia's results. Garreth Elston chats Stor-Age's results and storage as a sub-sector. Hylton Kallner, CEO of Discovery Bank, on the bank hitting the 1m account mark.

Duration:00:20:33

[TOP STORY] Passive and active investing can work well together

6/20/2022
Smart investors now think about bringing both investment styles together to reduce costs and achieve great returns: Anton Eser – CIO, 10X Investments.

Duration:00:05:15

A look at renewable energy investing options

6/20/2022
Kruger International's Mia Kruger on renewable energy infrastructure as an investment. Errol Smart from Orion Minerals gives an overview of the Prieska Copper-Zinc Project. 10X's Anton Eser on active and passive working together rather than against each other.

Duration:00:19:36

[TOP STORY] In 2022 Anchor Capital has been sifting through the tech wreckage

6/17/2022
Netflix has been the absolute standout in terms of losing – fund manager David Gibb.

Duration:00:09:16

Pre-owned luxury goods as an investment?

6/16/2022
Anchor's David Gibb digs into big tech in the US and China. Michael Zahariev from Luxity talks second-hand luxury goods. Simon offers his thoughts on crypto liquidity issues.

Duration:00:21:54

[TOP STORY] US interest-rate decision expected from the FOMC later today

6/15/2022
Slower economic growth or economic contraction requires a different investment stance, points out Adrian Saville of Genera Capital.

Duration:00:06:33

New credit continues to grow, slowly

6/15/2022
Jimmy Moyaha, independent analyst, talks Telkom results and where to hide in these markets. Adrian Saville of Genera Capital asks if the FOMC should do a Paul Volcker and raise US rates 1% this evening? Researcher Keith Lockwood on the Altron Fintech Short-Term Credit Impact Index.

Duration:00:20:12