MoneywebNOW
- Épisodes
- 150
- Parution
- quotidienne
- Dernier épisode
- 13 Nov 2026
À propos du podcast
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.
Participants
- Simon BrownAnimation
Épisodes 150
[TOP STORY] Purple Group growth slows, but Savage optimistic on future prospects
CEO Charles Savage discusses growth strategies amid challenging market conditions. ‘I think active ETFs will displace unit trusts over the next decade or so.’
Nvidia: What now?
A look at Nvidia and which South African consumer stocks could benefit from a recovery in discretionary spending. Plus, what upcoming credit rating reviews could mean for SA’s markets.
[TOP STORY] Property owners wait for municipal improvements post elections
‘As landlords across the board, we have to think about how we survive with the disruption around us, rather than sitting around and waiting for a solution to happen’: Dipula Properties CEO Izak Peterson.
Anthropic’s mega IPO: Buy the hype or sit it out?
Analysis of Anthropic’s potential $1.5trn IPO. Plus, Dipula Properties’s strong results and its exit from residential property.
[TOP STORY] Is modern investing as simple as selecting a few stocks or ETFs?
Queen Mahachi from Citadel explains why access to investments isn't the same as financial advice, and where professional advisors add real value.
Strong markets lift retirement prospects
Analysis of Premier Group’s strong results and a look at why access to investment products does not replace the need for professional financial advice.
[TOP STORY] Election results and what the property sector hopes to see next
Property is ‘the one asset that connects directly to the municipality. … It's probably more important for us as an industry than what's happening slightly more distantly at national government’ – CEO of …
Notes de l’épisode
Property is ‘the one asset that connects directly to the municipality. … It's probably more important for us as an industry than what's happening slightly more distantly at national government’ – CEO of Fortress and Sapoa president Steven Brown.Nigeria and Uganda boost MTN's earnings
Analysis of strong Raubex results and MTN’s latest quarterly update, plus a look at what the election results mean for South Africa’s property sector.
[TOP STORY] Visa's unprecedented growth story
Keith McLachlan of Element Investment Managers analyses the payment hyperscaler's revenue, infrastructure, and valuation.
Strong US jobs data signals economic resilience
Analysis of stronger-than-expected US jobs numbers and their impact on markets, plus a look at the warning signs of financial distress and when companies should consider business rescue.
[TOP STORY] Valuation, equities and artificial intelligence in SA markets
‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ …
Notes de l’épisode
‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ – Independent Securities CIO Simon Fillmore.Don’t be surprised by a Nasdaq selloff
Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities …
Notes de l’épisode
Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities, asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating. Plus, Simon takes a closer look at new-car deals that seem too good to refuse – and the costly surprises lurking in the fine print.[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices
‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World Gold Council.
Oil collapse is good news for inflation
Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix …
Notes de l’épisode
Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix, explores why the world invests the way it does and where passive investing fits into the picture. Krish GoPaul, senior analyst EMEA at the World Gold Council, digs into its Q3 report, revealing significant ETF buying as central banks return to the gold market.[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models
‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.
Altron earnings quality continues to improve
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data …
Notes de l’épisode
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI will emerge as the race for dominance intensifies.[TOP STORY] Elections, valuations, and long-term strategy
‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.
Clicks is cheap, but not yet a buy
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections …
Notes de l’épisode
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial for Johannesburg's residential property market.[TOP STORY] Bond market jitters, global yields, and political risk
‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.
Beer is old school, but is it investable?
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make …
Notes de l’épisode
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market. Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF market.[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses
In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.
TSMC's value is at the heart of the tech trade
Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African …
Notes de l’épisode
Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.[TOP STORY] The hidden toll of debt and why early action matters
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt …
Notes de l’épisode
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.Anthropic IPO numbers surprise on the upside
Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
[TOP STORY] The inverse relationship between bond yields and equities
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.
Is your Reg 28 fund pulling its weight?
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks …
Notes de l’épisode
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.[TOP STORY] Secrets to a decade of successful investing
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.
Sasol at R300: Where to next?
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan …
Notes de l’épisode
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation of investors.[TOP STORY] Water scarcity and commercial landlords’ evolving strategies
Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.
Clicks and Afrimat: Quality stocks, tough sectors
Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how …
Notes de l’épisode
Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.
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