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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.

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    • May 20, 2025 LATEST EPISODE
    • daily NEW EPISODES
    • 14m AVG DURATION
    • 2,085 EPISODES


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    Latest episodes from MoneywebNOW

    [TOP STORY] Advantages of umbrella funds for SMEs

    Play Episode Listen Later May 20, 2025 5:28


    Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

    The benefits of managing currency volatility

    Play Episode Listen Later May 20, 2025 21:00


    Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly. Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage. Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the complexity of staff retirement needs.

    [TOP STORY] Afrimat expects to be debt-free again in two to three years

    Play Episode Listen Later May 19, 2025 6:13


    ‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again': CEO Andries van Heerden.

    The US debt downgrade is symbolic

    Play Episode Listen Later May 19, 2025 20:45


    Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody's downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company's results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies fail to pay their taxes.

    [TOP STORY] Big Tech titans still vulnerable to macroeconomic turmoil

    Play Episode Listen Later May 16, 2025 8:42


    ‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion': Nishlen Govender from Citadel.

    Chinese tech rallies, but risks still in play

    Play Episode Listen Later May 16, 2025 20:13


    Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions. Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors. Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.

    [TOP STORY] Karooooo continues to seize growth opportunities in SA and Asia

    Play Episode Listen Later May 15, 2025 5:49


    ‘I think South Africa is a very resilient place with good people, good talent, and great opportunity', declares CEO Zak Calisto.

    Sasol: Has its time finally come?

    Play Episode Listen Later May 15, 2025 19:31


    Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers behind its performance. Meanwhile, Standard Bank CIB's Sam Dahya discusses the rise in investor inflows into Africa and how standardisation could be the key to unlocking even greater growth.

    [TOP STORY] From climate and disease to tariffs: The complex landscape of SA's agriculture

    Play Episode Listen Later May 14, 2025 6:24


    ‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

    Gold still fund managers' fav

    Play Episode Listen Later May 14, 2025 19:39


    Scope Prime's Kea Nonyana unpacks Exxaro's manganese move — and whether a truce on tariffs could dull gold's sparkle. Absa's Abrie Rautenbach weighs in on how tariffs are biting into South Africa's agri sector. Tax Consulting SA's John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

    [TOP STORY] Office market stuck in neutral, says Redefine, as demand remains absent

    Play Episode Listen Later May 13, 2025 6:00


    CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

    Lewis: After a strong update, it's still cheap

    Play Episode Listen Later May 13, 2025 19:56


    Alex Duys of Umthombo Wealth highlights Lewis Group's strong trading update and Boxer's solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient gross margins, reflecting tight cost control.

    [TOP STORY] Sappi Q2 2025 results show revenue flat year on year

    Play Episode Listen Later May 12, 2025 6:24


    ‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]': CEO Steve Binnie.

    AngloGold free cash flow surges sevenfold

    Play Episode Listen Later May 12, 2025 22:27


    Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower fuel prices.

    [TOP STORY] Turning the world of retail investing on its head

    Play Episode Listen Later May 9, 2025 9:19


    David Lloyd, CEO of King Alexander Investments, describes his company's unconventional ‘only pay when you're winning' fee structure.

    AB Inbev: A mature stock but priced for growth

    Play Episode Listen Later May 9, 2025 20:25


    Carmen Mpelwane unpacks AB InBev's rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

    [TOP STORY] Estée Lauder's new management needs to fix the business's investment case

    Play Episode Listen Later May 8, 2025 6:46


    The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,' following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

    Strong Palantir results, but valuations worry investors

    Play Episode Listen Later May 8, 2025 20:17


    Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder's dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael Lenz, CEO of TransBridj, on how their digital bridging finance solution is reshaping the home buying process for buyers and estate agents alike.

    [TOP STORY] Sylvania Platinum delivers sustained debt-free Q2 performance

    Play Episode Listen Later May 7, 2025 5:53


    The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model' – CEO Jaco Prinsloo.

    MTN offers unique exposure for investors

    Play Episode Listen Later May 7, 2025 21:06


    Gary Booysen from Rand Swiss discusses MTN's latest updates on Ghana, Nigeria, and Rwanda. After a strong performance this year, is it still an attractive investment? Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, talks about their expansion into chrome. Erica Liebenberg from Just Money explores the concept of the time value of money.

    [TOP STORY] The Sage of Omaha's legacy for Greg Abel

    Play Episode Listen Later May 6, 2025 7:05


    Anchor Capital CEO Peter Armitage reflects on Warren Buffett's investment philosophy and timeless lessons

    Gold miners eyeing brownfields for growth

    Play Episode Listen Later May 6, 2025 21:49


    Chantal Marx from FNB Wealth and Investments unpacks Gold Fields's big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett's surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of the National Automobile Dealers Association says vehicle sales might be showing signs of real momentum.

    [TOP STORY] Surviving the storm: mastering trading

    Play Episode Listen Later May 5, 2025 6:55


    'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.

    What's Opec doing with all the oil?

    Play Episode Listen Later May 5, 2025 19:52


    Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec's plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets versus trending ones – which offers the edge?

    opec us gdp nick kunze
    [TOP STORY] Is gold still the ultimate safe-haven asset?

    Play Episode Listen Later May 2, 2025 7:51


    Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.

    How to build a core portfolio

    Play Episode Listen Later May 2, 2025 19:09


    Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.

    [TOP STORY] China's move towards consumer spending

    Play Episode Listen Later Apr 30, 2025 6:17


    IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world's largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.

    Can WeBuyCars continue market share growth?

    Play Episode Listen Later Apr 30, 2025 21:04


    Independent analyst Jimmy Moyaha unpacks WeBuyCars's trading update – modest core Heps growth, but is it fair value? Ninety One's Iain Cunningham on why domestic consumption is key to hitting 2025's 5% GDP goal. Street Wallet's Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

    [TOP STORY] JSE the next stop for Nasdaq-listed ASP Isotopes

    Play Episode Listen Later Apr 29, 2025 6:38


    ‘The world needs to double the amount of electricity it produces over the next 25 years...and the only way the world is going to do it is with more nuclear power' – CEO Paul Mann.

    Clothing retailers reflecting fair value after sell off

    Play Episode Listen Later Apr 29, 2025 20:36


    Kea Nonyana from Scope Prime unpacks local retailers: Is there still value on the table? Is Mag 7 flashing a buy signal yet? Plus, oil – should you be going long or short? Paul Mann, CEO of Nasdaq-listed Asp Isotopes, talks growth plans and why a JSE listing is next on the cards. PSG Insure's Ryno de Kock warns that a weaker rand could push up the replacement cost of your insured goods. Here's what you need to know.

    [TOP STORY] Global jitters calling the shots, but domestic uncertainty doesn't help

    Play Episode Listen Later Apr 25, 2025 8:29


    John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.

    Netflix: Light years ahead, but expensive

    Play Episode Listen Later Apr 25, 2025 20:51


    Anchor's Kieran Witthuhn breaks down Netflix's grown-up results – and the horror story that is Aspen's latest news. John Orford from OMIG unpacks the local market mood – spoiler: global jitters are calling the shots. Simon shares smart strategies for setting stop losses – should you go by price or play the event angle?

    [TOP STORY] SA's 2025 GDP forecast ‘way below' what Treasury expects

    Play Episode Listen Later Apr 24, 2025 5:56


    A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete' – Dr Azar Jammine from Econometrix.

    Expensive is the norm for high quality Capitec

    Play Episode Listen Later Apr 24, 2025 22:42


    Schalk Louw from PSG Old Oak dives into Capitec's latest results – the stock's not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big chunk of your portfolio. Dr Azar Jammine from Econometrix gives his take on the IMF's downgrade of South Africa's 2025 GDP forecast – and why it's way below what Treasury is expecting.

    [TOP STORY] Why credit reports matter

    Play Episode Listen Later Apr 23, 2025 6:04


    Fatgie Adams of TransUnion Africa emphasises the need to check one's financial standing regularly, especially to identify possible fraud or unknown outstanding payments.

    credit reports transunion africa
    Why is Trump threatening Powell?

    Play Episode Listen Later Apr 23, 2025 20:54


    Viv Govender of Rand Swiss unpacks Trump's criticism of Fed Chair Powell – what's behind it? Fatgie Adams from TransUnion Africa highlights why credit reports matter as more South Africans start paying attention. John Jack, CEO of Galetti Corporate Real Estate, weighs in on whether the property market is back to pre-pandemic levels – and if it's a safe haven.

    [TOP STORY] The reality of US tariffs for export-reliant economies

    Play Episode Listen Later Apr 22, 2025 7:04


    'We are potentially going to see a quarter of negative GDP growth' – Reza Hendrickse of PPS Investments.

    Is the energy trade in trouble in the era of Trump?

    Play Episode Listen Later Apr 22, 2025 19:55


    Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1 billion in funding from the IFC. Reza Hendrickse from PPS Investments explains how they're positioning global portfolios amid shifting macroeconomic dynamics.

    [TOP STORY] Gold price rally: Are we witnessing history repeat itself?

    Play Episode Listen Later Apr 17, 2025 8:24


    Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term'.

    history rally witnessing gold price old mutual investment group
    Are GNU concerns preventing a stronger rand?

    Play Episode Listen Later Apr 17, 2025 20:05


    Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

    Will tariffs impact China's 5% GDP growth target?

    Play Episode Listen Later Apr 16, 2025 8:11


    Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance'.

    Markets still worried even with tariff pause

    Play Episode Listen Later Apr 16, 2025 21:36


    Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

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