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MoneywebNOW
MoneywebNOW
Author: Moneyweb Radio
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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.
367 Episodes
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GM Andy Ridge looks back on record sales and delivery performance during Shoprite’s early Black Friday promotion.
Independent analyst Shaun Dendere on Tiger Brands’s strong results as the turnaround gains pace. Andy Ridge from Shoprite Group on a record Black Friday weekend ahead of the official day on Friday. Albert Oosthuysen, CEO of Net Nine Nine, on how expensive mobile data and limited broadband access continue to constrain South Africa’s growth potential.
Kurhula Baloyi, founder of Sum1 Investments, describes an innovative financing model – and even the idea of a future township stock exchange.
Chantal Marx on Pepkor on strong results as the lending book grew and the market loved the Zeda numbers
Jeffrey Wapnick Octodec CEO on results as occupancies improv across the board
Kurhula Baloyi founder Sum1 investments on their asset-financing model that enables stokvels to invest into township small businesses
‘At this point … we have to lean quite heavily on our momentum indicators, liquidity indicators’: Peter van der Ross – STANLIB Asset Management.
Independent analyst Jimmy Moyaha unpacks Prosus’s swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB’s Peter van der Ross on markets taking flight even as global economies lose momentum.
Maarten Ackerman from Citadel notes that ‘it seems the world will probably muddle through’ while ‘we are seeing some of the policy reforms starting to show results.
Nick Kunze from Sanlam Private Wealth unpacks CellC’s IPO pricing, Spar’s latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who’ve worked in the UK may be eligible for a UK pension.
Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.
Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it’s become, and whether investors should start worrying.
‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it’ – Kieran Witthuhn, Anchor Capital.
Kieran Witthuhn from Anchor unpacks Nvidia’s hotly awaited results released after the US close on Wednesday. Investec’s Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today’s MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.
Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.
Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC’s Elle-Sarah Rossato unpacks the fast-evolving shifts reshaping South Africa’s tax landscape.
‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu’ – CEO Gary Arnold.
Faheema Adia from Momentum Securities on WeBuyCars’s milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.
Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance.
Independent analyst Jimmy Moyaha unpacks SA’s sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance. Marriott’s Scott Cooper explains how they’re positioning portfolios.
With the company’s annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.
Gary Booysen from Rand Swiss on the JSE’s record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what it means and why it matters for South Africa’s fiscal path.


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