About this 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.
Episodes
The newest 50 of 150 episodes
- [TOP STORY] Purple Group growth slows, but Savage optimistic on future prospects · 9 minCEO 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? · 22 minA 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…
- [TOP STORY] Property owners wait for municipal improvements post elections · 6 min‘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…
- Anthropic’s mega IPO: Buy the hype or sit it out? · 19 minAnalysis 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? · 7 minQueen 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 · 21 minAnalysis 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 · 6 minProperty 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…
- Nigeria and Uganda boost MTN's earnings · 20 minAnalysis 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 · 7 minKeith McLachlan of Element Investment Managers analyses the payment hyperscaler's revenue, infrastructure, and valuation.
- Strong US jobs data signals economic resilience · 21 minAnalysis 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…
- [TOP STORY] Valuation, equities and artificial intelligence in SA markets · 8 min‘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…
- Don’t be surprised by a Nasdaq selloff · 21 minIndependent 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…
- [TOP STORY] Q3 2026: Steady overall gold demand amid record high prices · 7 min‘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…
- Oil collapse is good news for inflation · 22 minDanie 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…
- [TOP STORY] The battle for AI dominance: open-weight versus closed-weight models · 5 min‘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 · 21 minAlyssa 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…
- [TOP STORY] Elections, valuations, and long-term strategy · 7 min‘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 · 19 minNick 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…
- [TOP STORY] Bond market jitters, global yields, and political risk · 10 min‘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…
- Beer is old school, but is it investable? · 21 minSchalk 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…
- [TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses · 7 minIn 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 · 20 minMomentum 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…
- [TOP STORY] The hidden toll of debt and why early action matters · 7 minIf ‘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’…
- Anthropic IPO numbers surprise on the upside · 21 minAnalysis 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…
- [TOP STORY] The inverse relationship between bond yields and equities · 7 minJohn 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? · 21 minIs 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…
- [TOP STORY] Secrets to a decade of successful investing · 6 minTruffle 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? · 20 minNick 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…
- [TOP STORY] Water scarcity and commercial landlords’ evolving strategies · 8 minProperty analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages…
- Clicks and Afrimat: Quality stocks, tough sectors · 20 minNasty 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…
- [TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases · 7 min‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.
- Sasol keeps the momentum going · 22 minKea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading…
- [TOP STORY] What shareholders want to see in C-suite remuneration · 6 minPwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.
- Transnet’s pain, Kumba’s gain · 20 minChantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox from Tax Consulting SA warns of the…
- [TOP STORY] Calgro's shifting asset portfolio and housing developments · 7 min‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben…
- South32 bets big on copper boom · 21 minAlyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone…
- [TOP STORY] Navigating strategic growth and leadership in SA · 7 minMaarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and…
- SA: Investment grade within two years? · 20 minSanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to…
- [TOP STORY] Investment an increasingly important driver of global growth · 7 minKPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.
- Why is Spur eating Famous Brands’s lunch? · 20 minDanie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and…
- [TOP STORY] Preparing SA’s infrastructure and economy for an ageing population · 7 minBarry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental…
- China stocks: Too cheap to ignore? · 21 minA look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.
- [TOP STORY] Overhauling trust administration · 7 minCitadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.
- Bytes Technology sells off on strong results · 23 minA look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.
- [TOP STORY] The positive bond feedback loop: SA’s economic resilience · 5 minIzak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.
- Boxer coming for Shoprite's retail crown · 21 minAlyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting…
- [TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience · 7 min‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.
- JSE at yearly lows: Time to buy or brace? · 22 minThe Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off…
- [TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies · 9 min‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.
- Naspers/Prosus: ‘Steal of the century’ · 21 minKea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just…
