Moneyweb Radio

MoneywebNOW

News EN ↓ 321 episoder

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.

Husk at besøge podcastens hjemmeside og støtte skaberen: www.moneyweb.co.za

Forfatter

Moneyweb Radio

Kategori

News

Podcastens hjemmeside

www.moneyweb.co.za

Seneste episode

12. nov. 2026

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Episoder

[TOP STORY] Property owners wait for municipal improvements post elections 12.11.2026

‘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? 12.11.2026

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? 11.11.2026

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 11.11.2026

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 10.11.2026

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 10.11.2026

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 09.11.2026

Keith McLachlan of Element Investment Managers analyses the payment hyperscaler's revenue, infrastructure, and valuation.

Strong US jobs data signals economic resilience 09.11.2026

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 06.11.2026

‘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 06.11.2026

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 refus...

[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices 05.11.2026

‘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 05.11.2026

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, revea...

[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models 03.11.2026

‘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 03.11.2026

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 wil...

[TOP STORY] Elections, valuations, and long-term strategy 02.11.2026

‘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 02.11.2026

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 30.10.2026

‘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? 30.10.2026

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 mark...

[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses 29.10.2026

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 29.10.2026

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 28.10.2026

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 28.10.2026

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 27.10.2026

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? 27.10.2026

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 26.10.2026

Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

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