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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.
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.
437 Episodes
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![[TOP STORY] SA: Economic insights and opportunities for 2025](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg "[TOP STORY] SA: Economic insights and opportunities for 2025"){kind=logo}
David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.
Nick Kunze from Sanlam Private Wealth on the Trump nominee for Fed chair and the commodity rout. David Fraser, chair of Peregrine Capital, on the outlook for SA Inc, and what it means for local shares and bonds. Darren Hele, CEO of Famous Brands, unpacks the mechanics behind the group’s newly announced share buy-back.
With gold above $5000, Krishan Gopaul, market strategist at the World Gold Council, explains what’s driving record demand, renewed ETF inflows, cautious central banks and why investor momentum remains a powerful force.
Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up and ETFs add more than 800 tonnes. Simon reflects on the value of patience, and letting your portfolio naturally rebalance itself
James Bennett, from Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.
Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble. Atelisha Harilal from STADIO on what today’s students really expect from tertiary institutions, beyond glossy prospectuses.
‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we’re going to have to box clever’ – Izak Odendaal, Old Mutual.
Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond’s Bradd Bendall looks at the housing market as borrowers contemplate another potential rate cut on Thursday.
Niall Kramer of the Offshore Petroleum Association of South Africa warns regulatory uncertainty is costing South Africa $20m to $150m in potential investment per offshore exploration.
Faheema Adia of Momentum Securities unpacks last week’s Clicks update – a tough base, but is it still signalling a stretched consumer or emerging value? Niall Kramer from the Offshore Petroleum Association of South Africa on why regulatory certainty is critical to unlocking investment in the local energy sector. Lungile Kasapato, CEO of PPO Serve, on how rising medical aid costs are pushing more South Africans out of cover.
Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot the risks early – and why they matter.
Nick Kunze from Sanlam Private Wealth unpacks a strong Valterra Platinum update and why this week’s rate decision is unlikely to jolt markets. Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot sectional title risks early – and why they matter. Niki Giles from Prescient Fund Services breaks down umbrella funds, compliance pressures and what auto-enrolment reforms could change.
Stafford Masie from Africa Bitcoin Corporation expounds upon the launch of a new product offering yield on your bitcoin.
Kieran Witthuhn from Anchor unpacks Netflix’s latest results and the market implications of its all-cash bid for Warner Bros. Stafford Masie from African bitcoin Corporation on the launch of a new product offering yield on your Bitcoin. Simon weighs in on the tipping point at which a stronger rand starts squeezing JSE-listed companies that sell in US$.
Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.
Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest rate call. Hiten Keshave, CEO of Unconventional CA, argues that funding is not the problem for SMEs – capital is available, but many businesses are simply not ready to absorb it.
Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.
Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.
Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.
Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks the data behind poverty in South Africa.
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