Claim OwnershipMoneywebNOW
Subscribed: 3,095Played: 88,408
Subscribe
© Moneyweb (Pty) Ltd. 1997 - 2020.
Description
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.
398 Episodes
Reverse
![[TOP STORY] A noisy yet resilient year for US private credit](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg "[TOP STORY] A noisy yet resilient year for US private credit"){kind=logo}
Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.
Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked opportunity and borrowers benefited from easing rates and stronger earnings.
Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.
Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and where the real value is hiding.
Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate 12m cattle, progress on chicken vaccinations, and whether 2026 rains will give farmers a lift.
Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.
Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.
Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.
Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest’s record-setting Euro bond issue, which landed sharp pricing after being 5.5 times oversubscribed.
Herman van Papendorp from Momentum Investments maps out the smartest places to put your money in 2026.
Chantal Marx from FNB Wealth and Investments unpacks a resilient local banking sector – solid updates, steady performance and the question on everyone’s mind: Is there still value to be found? Herman van Papendorp from Momentum Investments Group maps out the smartest places to put your money in 2026. Harry Scherzer, CEO of Future Forex, explains how to move funds offshore without paying excessive fees.
Ayesha Hatea from TransUnion notes that South Africans ‘want affordable, feature-packed cars, and that is becoming the new normal’, with Gen Z and Millennials ‘much more eager to enter the market’.
Jimmy Moyaha questions if Spar has beaten – or merely met – its modest expectations; Pnet’s Paul Byrne tracks a long-awaited rebound in tech jobs; and Ayesha Hatea from TransUnion breaks down the 11-year high in SA’s automotive market.
‘People are looking more at what happens to their identity and purpose when they retire’ – Craig Lawrence of BDO Wealth Advisors.
Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to hold SA’s rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments CEO, highlights the three big challenges facing South African asset managers today.
Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.
Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon’s take: if ever there was proof the stock market isn’t the economy, 2025 delivered it.
Download from Google Play
Download from App Store
United States
Z e3334https://media.tenor.com/gotO2qLnyvy4YAAAAM/bubu-dancing-dance.gif m