Skip to content
Sign in
Artwork for MoneywebNOW
NewsBusiness NewsBusiness

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.

Play
Open in
  • 119 episodes
  • Avg 13 min
  • English

Episodes 119

NewestOldestLongest
All19Unplayed19In progress0Played0
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • S0 · E0
    August 4 · 21 min

    US earnings are spectacular so far

    Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Marais of Old Mutual Wealth shares how to get offshore diversification right and avoid the common pitfalls.

  • S0 · E0
    August 3 · 18 min

    When is the right time to buy gold miners?

    Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

  • S0 · E0
    July 31 · 20 min

    Is Mondi a buying opportunity at the bottom of the cycle?

    Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is a growing problem for retailers – and why consumers may not benefit as much as they expect.

  • S0 · E0
    July 30 · 20 min

    Valterra proves best-in-class among PGM miners

    Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to close the funding gap for SA's underserved mid-corporate market.

  • S0 · E0
    July 29 · 20 min

    Boxer growth story still has room to run

    Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt. Jason Green from Fedgroup rounds out the show with a look at SA’s private credit market and the funding behind the R242 million Vikela Safari Lodge.

  • S0 · E0
    July 28 · 7 min

    [TOP STORY] Tech bubbles, AI, and emerging markets

    ‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.

  • S0 · E0
    July 28 · 22 min

    Vodacom cuts dividend payout ratio

    Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's Nico Katzke explores asset bubbles, the mistakes investors repeatedly make, and how to avoid getting caught up in market euphoria.

  • S0 · E0
    July 27 · 20 min

    Alphabet’s growth machine keeps delivering

    Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.

  • S0 · E0
    July 24 · 20 min

    Anglo American update highlights the quality of the business

    Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards. Simon also shares his take on two major AI breakthroughs from the past week: ChatGPT's hacking success on Hugging Face and the launch of Kimi K3.

  • S0 · E0
    July 23 · 22 min

    Pepkor vs Mr Price: Why Pepkor is winning the investment case

    Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO of Bitexen South Africa, joins us to discuss digital ownership and why the tokenisation of assets could shape the future of investing.

Showing 101–119 of 119 episodes