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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] How to avoid having sold Thungela early

8/5/2022
Peregrine Capital tries to find companies that are most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

Strong Mondi results but forward guidance worries market

8/5/2022
FNB's Thabiso Mamathuba unpacks the Sasol update, Mondi's results and the Mediclinic buyout offer. Jacques Conradie from Peregrine Capital on finding winners where the market isn’t looking for superior returns. Simon offers his thoughts on the base effect on results as the local earnings session kicks off.

[TOP STORY] Time to buy US consumer discretionary and tech stocks?

8/4/2022
‘When you do find good companies trading on compelling valuations and you have a long-term view, I think that's more often than not the time to buy’: Flagship portfolio manager Kyle Wales.

Absa updates show local banks offering value

8/4/2022
Independent analyst Jimmy Moyaha on the Absa updates: Are banks offering value? Kyle Wales from Flagship Asset Management asks if it's time to buy consumer discretionary and tech. Satrix CFO Rick Martin as they change their government bond from total return to paying out income to investors.

[TOP STORY] Shopify says online shopping trends are reversing

8/3/2022
Over a two-year period e-commerce as a percentage of retail sales has pretty much shot up and come back down, but is still in line with long-term average growth rates: AnBro Capital CIO Craig Antonie.

Retailer margins being squeezed by inflation

8/3/2022
FNB's Wayne McCurrie on results from RBPlats and Massmart's trading update. Craig Antonie from AnBro Capital as online retail reverts back to the pre-pandemic trend. Citadel Global's Bianca Botes talks asset swaps.

[TOP STORY] Talking base effects and inflation

8/2/2022
‘I don't think [central banks will] necessarily keep going at that 75 basis-point hike, but you're going to see further hikes during the remainder of this year’: Stanlib chief economist Kevin Lings

Is the Nasdaq in a bear market rally?

8/2/2022
Herenya Capital's Petri Redelinghuys talks markets as the Nasdaq has run over 15% since the June lows. Kevin Lings from Stanlib on how the base effect will bring down inflation next year. Absa's Justin Schmidt talks the latest PMI data as it falls to levels last seen during the July 2021 riots.

[TOP STORY] Karooooo results for 2023 Q1 to end May, 2022

8/1/2022
‘I certainly find there is inflation pressure; not so much on our telematics devices because we have reengineered our devices in the last few years to make sure we can get components:’ CEO and founder Zak Calisto.

EOH still needs to fix its capital structure

8/1/2022
Alex Duys Umthombo Wealth unpacks EOH's update and Ellies's results. Zak Calisto from Karooooo talks the company's strong results, especially in Asia. Futuregrowth's Bongile James on the funding and practical issues of energy deregulation.

[TOP STORY] The US economic situation is ‘messy’

7/29/2022
‘That cocktail of stubborn elevated inflation and very sluggish economic growth’ is far-ranging in terms of its impact: Dr Adrian Saville – Genera Capital.

TFG update confirms it as the clothing retail gold standard

7/29/2022
Independent analyst Jimmy Moyaha unpacks The Foschini Group and Mediclinic updates. Investment specialist Adrian Saville talks US rates and Q2 GDP data that confirms the US is in recession. Simon offers his warning of waiting for a bottom in the market.

[TOP STORY] The impact of rising rates on cash and equity investments

7/28/2022
Cash fixed for a term won’t benefit from current interest-rate hikes: Samukelo Zwane, product head at FNB Wealth and Investments

Inflation-hit salaries reducing shoppers' purchasing power

7/28/2022
Carmen Mpelwane Portfolio Manager Absa Asset Management on British American Tobacco results and AVI update. Samukelo Zwane Product Head at FNB Wealth and Investments on the impact of MPC raising rates on cash and our equity investments. Elize Kruger on the BankservAfrica data showing local salaries struggling to keep track with inflation.

[TOP STORY] Talking power generation in the president’s new dispensation

7/27/2022
Ellies needs ‘a little light fairy’, ARB/Sabvest shines bright in solar, Reunert has cables and Renergen is about to ‘switch on the gas’: Anthony Cark – Small Talk Daily.

A look at a VC investment in the cannabis industry

7/27/2022
FNB's Wayne McCurrie talks updates from retailers; Woolies, Shoprite and Pick n Pay. As the president frees up the electricity grid Small Talk Daily analyst Anthony Clark asks if there are any JSE stocks with potential to benefit. Pierre van der Hoven from cannabis investment company Silverleaf Investments as it does a restricted listing on EasyEquities.

[TOP STORY] Crypto investors now see possible opportunity

7/26/2022
Equities having picked up last week has probably been the major catalyst for the run in the crypto market, reckons Luno’s Marius Reitz.

PGM miners, time to buy?

7/26/2022
Gary Booysen from Rand Swiss talks the Anglo Platinum results and Cashbuild update. Benay Sager from Debt Busters unpacks their survey on consumer financial stress. Luno's Marius Reitz talks cryptos as the Fear and Greed Index finally rises for extreme fear while Ethereum outperforms Bitcoin.

[TOP STORY]CoreShares S&P Global Dividend Aristocrats ETF is free of tech

7/25/2022
These ‘really are the kind of companies that have proven their track record through cash flow and dividend payments,’ explains Chris Rule of Core Shares.

Big week of US data with FOMC and GDP

7/25/2022
Sanlam's Nick Kunze talks markets and offers an update on US earnings season. Chris Rule from CoreShares on the offshore dividend aristocrats ETF. Dean de Nysschen from Glacier by Sanlam talks currency timing vs the opportunity cost of not investing at all.