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MoneywebNOW

Moneyweb Radio

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.

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22 episodes
Avg 13 min
English

Episodes 22

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Friday · 8 min
[TOP STORY] Investment strategies, AI and human governance
The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.
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Friday · 20 min
Rand rides the tailwinds higher
Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.
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Thursday · 5 min
[TOP STORY] Younger buyers not skimping on car insurance
Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.
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Thursday · 19 min
Nvidia circular deals cloud exceptional results
Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.
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Wednesday · 5 min
[TOP STORY] Does economic data matter at all in the current market?
Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
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Wednesday · 20 min
Gold Fields has a Ghanaian headache
Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
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Tuesday · 7 min
[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.
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Tuesday · 21 min
MTN: Is a R6bn share buyback the best use of cash?
Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.
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Monday · 6 min
[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future
‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.
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Monday · 22 min
Cell C results: Is the value proposition compelling?
Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.
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August 21 · 6 min
[TOP STORY] Preferring active over passive in the current environment?
Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.
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August 21 · 19 min
Spur with a taste for dividends
Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.
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August 20 · 5 min
[TOP STORY] The complex forces behind July’s inflation drop
Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.
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August 20 · 20 min
DRDGold’s margin focus pays off
Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.
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August 19 · 6 min
[TOP STORY] Lessons SA can take from Spain’s turnaround
Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.
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August 19 · 20 min
Absa delivers – and still looks cheap
Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.
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August 18 · 4 min
[TOP STORY] Gold moving with shares rather than the reverse
‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.
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August 18 · 20 min
Changing face of retail hurts Spar
Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.
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August 17 · 6 min
[TOP STORY] Rising share issuances shrink US equity market expectations
Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.
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August 17 · 20 min
Global bond yields a threat to markets
Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

Showing 1–20 of 22 episodes