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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.

  • 150 episodes
  • Updated Yesterday

Episodes150

  • July 6 · 20 min

    Investing in Japan: The good and the bad

    Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private Client Holdings, discusses the saving habits of Gen Z and Gen Alpha.

  • July 3 · 20 min

    Could we see US$-priced ETFs on the JSE?

    Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on OpenAI's reported proposal to give the US government a 5% stake ahead of its anticipated IPO.

  • July 2 · 21 min

    Why Bitcoin is struggling without institutional support

    Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty discusses the firm's Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

  • July 1 · 21 min

    Warsh’s first FOMC: What it signals for the road ahead

    Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling from Morningstar explains why investment success is less about making perfect forecasts and more about being prepared for a wide range of possible outcomes.

  • June 30 · 20 min

    Prosus strategy for Tencent working

    Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix’s Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you’ll make.

  • June 29 · 20 min

    SpaceX enters Nasdaq 100 today

    Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and how to avoid the common traps. Wayne Stocks of Stocks & Strauss looks at why investment funds are increasingly turning to universities and alumni networks as fertile sources of investable technology.

  • June 26 · 19 min

    Bye bye Mag 7 ... Mangos are driving markets now

    Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are saving and making retirement decisions. Plus, Simon shares his thoughts on true long-term investing: buy well, then forget about selling.

  • June 25 · 4 min

    [TOP STORY] Real take-home pay at a two-year low

    ‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.

  • June 25 · 19 min

    Gold struggling under higher rates

    Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group’s return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the latest PayInc data, which shows real take-home pay has fallen to a two-year low, adding further pressure to consumers.

  • June 24 · 19 min

    Junior mining: Critical, yet challenging

    Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium. Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit. John Loos independent Economist on the SARB Composite Leading Business Cycle Indicator falling in April.

  • June 23 · 20 min

    Standard Bank’s Africa strategy is paying off

    Alyssa Viljoen, MD at Merchant West Investments, unpacks Standard Bank’s five-month update and asks whether SA’s banks still offer value – and which names stand out. Bianca Botes from Citadel Global discusses why every board needs a clear FX policy and how companies should approach currency risk. Plus, economist Dr Roelof Botha reflects on the Q1 2026 Afrimat Construction Index and the passing of Alan Greenspan.