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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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88 episodes
Avg 13 min
English

Episodes 88

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September 2 · 6 min
[TOP STORY] Shoprite aims to become ‘your everyday store’
CEO Pieter Engelbrecht talks 2026 results as the retailer pushes into coffee and telco. Smart diversification, or 'taste and see'?
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September 2 · 21 min
Sea Harvest explains where the sardines have gone
Independent analyst Jimmy Moyaha unpacks decent Sasol results – but for now, is the share price simply an oil-price story? Shoprite CEO Pieter Engelbrecht talks results as the retailer pushes into coffee and telco. Smart diversification, or are they throwing spaghetti at the wall? Sea Harvest CEO Felix Ratheb on growing profits despite softer revenue and persistent headwinds.
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September 1 · 7 min
[TOP STORY] Is your will adequately prepared?
People ‘don't really have an understanding of the amount of cash-flow strain that a family unit is put under between the funeral and when the inheritances actually start flowing’: Craig Baker from Capital Legacy.
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September 1 · 21 min
Bidvest battles SA’s low-growth economy
Viv Govender from Rand Swiss unpacks Bidvest’s improving margins and an Old Mutual trading update that got the market’s approval. RCL Foods’s Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy’s Craig Baker introduces the new Estate Readiness Index™️ survey – what it measures and what it reveals.
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August 31 · 5 min
[TOP STORY] What’s your cybersecurity stock of choice?
Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.
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August 31 · 20 min
Rate hike bets return as Fed outlook shifts
Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West University Business School discuss how boosting local tourism could lift GDP and employment.
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August 28 · 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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August 28 · 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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August 27 · 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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August 27 · 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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August 26 · 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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August 26 · 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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August 25 · 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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August 25 · 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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August 24 · 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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August 24 · 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.

Showing 61–80 of 88 episodes