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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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    • Oct 1, 2025 LATEST EPISODE
    • daily NEW EPISODES
    • 14m AVG DURATION
    • 2,273 EPISODES


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    Latest episodes from MoneywebNOW

    [TOP STORY] Is your business ready to dance with uncertainty?

    Play Episode Listen Later Oct 1, 2025 6:42


    ‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders working together' – PwC SA Senior Economist Christie Viljoen.

    Which healthcare stock does your portfolio need?

    Play Episode Listen Later Oct 1, 2025 20:43


    Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chantal Marx from FNB Wealth & Investments weighs in. Christie Viljoen from PwC South Africa explores the numerous business risks and the opportunities that arise from forced change. EY's Graham Stokoe breaks down the key challenges and opportunities revealed in the latest SAVCA PE Industry Survey.

    [TOP STORY] Active vs passive strategies in a changing market

    Play Episode Listen Later Sep 30, 2025 6:01


    Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine.

    Gold on track to hit $5 000 soon

    Play Episode Listen Later Sep 30, 2025 20:40


    Matete Thulare from RMB weighs in on the US dollar's 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine. Chris Harmse from Sequoia Capital Management explores US stagflation fears and their ripple effects, from gold to the rand.

    [TOP STORY] Zar sensitivity is a feature – not a bug

    Play Episode Listen Later Sep 29, 2025 6:31


    Bianca Botes from Citadel Global takes us through the forces behind the rand's sharp swings.

    Glitter or fade: Is silver offering value post-peak?

    Play Episode Listen Later Sep 29, 2025 20:09


    Nick Kunze from Sanlam Private Wealth unpacks silver's surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand's sharp swings – and why its volatility remains a hallmark of the currency.

    [TOP STORY] The SME Confidence Index and the future of small businesses in South Africa

    Play Episode Listen Later Sep 26, 2025 6:41


    David Morobe from Business Partners shares the importance of highlighting small business challenges, because resolution can ‘shape the environment and make it conducive for our SMEs to thrive'.

    South Africa remains a compelling play for global investors

    Play Episode Listen Later Sep 26, 2025 22:44


    Petri Redelinghuys analyses recent market trends. Andrew Amoils of New World Wealth on the rise of crypto millionaires. David Morobe of Business Partners on falling SME confidence amid fiscal uncertainty and rand volatility.

    [TOP STORY] Navigating interest rates amid inflation and US political pressures

    Play Episode Listen Later Sep 25, 2025 8:04


    'I think the main character in this whole drama is probably Trump himself, because it is a historically unprecedented degree of public interference in the functioning of the central bank' – Izak Odendaal Old Mutual Wealth Investment Strategist.

    Markets digest Trump's UN speech as he touts falling energy prices and slams climate policy

    Play Episode Listen Later Sep 25, 2025 21:06


    Kea Nonyana from Scope Prime unpacks Trump's comments at the UN General Assembly. Cassidy Nydahl from Franc introduces a new tool designed to bring financial order to SA's hustlers and gig workers. Old Mutual's Izak Odendaal weighs in on the outlook for US and SA interest rates.

    [TOP STORY] South Africans are stretching to afford new cars

    Play Episode Listen Later Sep 23, 2025 3:31


    While affordability is deteriorating, women aged 35-45 are more inclined to buy a new vehicle and males tend to opt for used vehicles from the more established brands – Henry Botha from Absa Vehicle & Asset Finance.

    Canal+ clinches MultiChoice takeover, targets growth

    Play Episode Listen Later Sep 23, 2025 21:08


    Analyst Jimmy Moyaha on PPC's turnaround plan and Canal+'s takeover of MultiChoice. Jonathan Kohler, Landsdowne Property Group CEO, on how South Africa's property market is finding breathing room as affordability dynamics shift. Henry Botha from Absa Vehicle & Asset Finance talks the real cost of car repayments for South Africans.

    [TOP STORY] Why more South Africans are paying tax without realising it

    Play Episode Listen Later Sep 22, 2025 6:02


    Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans' take-home pay.

    South Africans pay the price as red meat costs soar on supply shocks

    Play Episode Listen Later Sep 22, 2025 18:54


    Sanlam Private Wealth's Nick Kunze unpacks Investec's latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercial explains why red meat remains the biggest strain on household food bills. Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans' take-home pay.

    [TOP STORY] Obligatory crypto reporting and SA tax compliance

    Play Episode Listen Later Sep 19, 2025 8:30


    Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations.

    PnP trades below sum of parts, value or trap?

    Play Episode Listen Later Sep 19, 2025 20:08


    Schalk Louw from PSG Old Oak says Pick n Pay's sum-of-parts makes it free, but asks if it is valuable. Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations. Simon shares his thoughts on spreading the word about investing and better money management.

    [TOP STORY] Customer sentiment is shaping the future of the telecoms industry

    Play Episode Listen Later Sep 18, 2025 7:13


    PwC partner Basheena Bhoola shares new insights from the PwC SA Telecommunications Sentiment Index.

    FOMC meeting shows rising tensions at the Fed

    Play Episode Listen Later Sep 18, 2025 20:41


    Perpetua's Pooja Tanna unpacks last night's FOMO rate call and Fed chair Powell's remarks. Prescient's Vishal Rama weighs in on the MPC decision later today – could the stronger-than-expected August CPI open the door to a rate cut? PwC's Basheena Bhoola on their new Telecommunications Sentiment Index, revealing service and network quality as customers' top priorities.

    [TOP STORY] Evergreen YeboYethu from Vodacom ‘doing really well'

    Play Episode Listen Later Sep 17, 2025 6:09


    ‘The discount to fair value ... makes it look quite attractive' – Craig Gradidge, Gradidge Mahura Investments.

    Reit results continue to shine

    Play Episode Listen Later Sep 17, 2025 20:18


    Chantal Marx FNB Wealth & Investments on a good dividend from Hyprop results and everybody wants Libstar after they promise to unlock shareholder value Craig Gradidge Gradidge Mahura Investments on the deep discount currently offered by the Vodacom BEE scheme, Yebo Yethu Petri Redelinghuys Herenya Capital Advisors on gold as it hits new all-time highs. How high can it go?

    [TOP STORY] Don't let your digital life fade away

    Play Episode Listen Later Sep 16, 2025 5:57


    JustMoney's Sunette Ansara stresses the importance of securing your online legacy for heirs and executors.

    Breaking up the masterpiece: Art as a fractional investment

    Play Episode Listen Later Sep 16, 2025 20:36


    Kea Nonyana from Scope Prime on OUTsurance results and the potential for two to three FOMC cuts this year. Sunette Ansara from JustMoney on including digital assets and other online tools in your will. Kyle Wales, co-CEO of Legacy Art, on investing in art collectively to reduce risks tied to individual artists.

    [TOP STORY] Mag 7's growth outpacing the S&P 500

    Play Episode Listen Later Sep 15, 2025 6:16


    Gerrit Smit from Stonehage Fleming Investment Management explains what is ‘absolutely key' in choosing to invest in GE Aerospace.

    Caxton awash with cash, what's the plan?

    Play Episode Listen Later Sep 15, 2025 20:06


    Nick Kunze from Sanlam Private Wealth unpacks Caxton's results, where nearly 75% of its market cap is cash, and weighs in on City Lodge, as refurbishments hit occupancies. Gerrit Smit from Stonehage Fleming Investment Management on how the Mag 7's growth outpaces the S&P 500, plus the stock that has them truly excited. Dr Roelof Botha on the Q2 Afrimat Construction Index, with insights into South Africa's building and infrastructure activity.

    [TOP STORY] Discovery Bank's behavioural model drives lower defaults

    Play Episode Listen Later Sep 12, 2025 6:42


    'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.

    FirstRand deserves highest rating of the big four

    Play Episode Listen Later Sep 12, 2025 18:23


    Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon's take: when an investment soars – buy more, hold, or sell?

    [TOP STORY] Do just a few key stocks drive most of the returns?

    Play Episode Listen Later Sep 11, 2025 6:20


    ‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year' – Sean Ashton, Private Clients, Old Mutual Wealth.

    Oracle surges +30% on cloud demand

    Play Episode Listen Later Sep 11, 2025 20:53


    Rand Swiss's Viv Govender on what's behind Oracle's share price surge. Marriot's Lourens Coetzee on why investors shouldn't let relative performance be their guiding star. Old Mutual Wealth's Sean Ashton on big tech's outsized role in returns – and how to manage that concentration.

    [TOP STORY] Emigrating? Don't forget your tax residency ‘Golden Ticket'

    Play Episode Listen Later Sep 10, 2025 6:15


    Tax Consulting SA's Shuanita de Wet explains how to properly step out of Sars's net when relocating abroad.

    GDP data shows upbeat consumers activity

    Play Episode Listen Later Sep 10, 2025 21:13


    FNB Wealth & Investments's Sithembile Bopela unpacks the Anglo American–Teck “merger of equals” – is it really a winning strategy? Stats SA's Joe de Beer breaks down South Africa's Q2 GDP – what's working, and what's worrying. Tax Consulting SA's Shuanita de Wet on how to properly step out of Sars's net when relocating abroad.

    [TOP STORY] Electricity, water, and education drive cost-of-living squeeze – CompCom

    Play Episode Listen Later Sep 9, 2025 5:52


    CompCom's Raksha Darji highlights how administered prices are putting the real squeeze on households.

    Sun International best bet in leisure sector

    Play Episode Listen Later Sep 9, 2025 20:40


    Faheema Adia of Momentum Securities unpacks Sun International's latest results and weighs in on which leisure stock, if any, she favours; Raksha Darji from the Competition Commission highlights findings from their new Cost of Living Report showing how administered prices are putting the real squeeze on households; and Rory Bosman of Ecentric Payment Systems takes us behind the tap, revealing the hidden world of authorisations, fraud checks, encryption, and bank settlements that power every seamless card payment.

    [TOP STORY] The rise of ETFs and the risks of passive investing

    Play Episode Listen Later Sep 8, 2025 6:59


    Parity Wealth's Sean Kelly asks: ‘Should we still be in active management at all, or are we moving into a world where index investing is the prevailing strategy?'

    US jobs data all but guarantees US rate cut

    Play Episode Listen Later Sep 8, 2025 21:33


    Sanlam Private Wealth's Nick Kunze unpacks US jobs data and Opec's latest move. Parity Wealth's Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.

    [TOP STORY] Treasury, the Sarb and inflation targeting

    Play Episode Listen Later Sep 5, 2025 6:20


    ‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path': Zain Wilson – Strategist, Old Mutual Investment Group.

    inflation targeting treasury old mutual investment group
    Market punishing results that are only ‘decent'

    Play Episode Listen Later Sep 5, 2025 20:20


    Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

    [TOP STORY] Beyond play: Toys R Us bets on education, expansion and kidults

    Play Episode Listen Later Sep 4, 2025 6:45


    Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.

    How GLP-1s are hitting food consumption trends

    Play Episode Listen Later Sep 4, 2025 22:19


    Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on acquiring ToyZone and the state of the local toy market.

    [TOP STORY] Motus shows resilience in a tough market

    Play Episode Listen Later Sep 3, 2025 7:01


    CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.

    Serving up profits: Food retailers to add to your portfolio

    Play Episode Listen Later Sep 3, 2025 21:50


    Chantal Marx from FNB Wealth & Investments on whether other food retailers are worth considering after Shoprite's results. Shoprite CEO Pieter Engelbrecht unpacks results as Sixty60 revenue nears R19 billion and group revenue tops R250 billion. Motus CEO Ockert Janse van Rensburg on results and whether the recovery in local vehicle sales signals the worst is over.

    [TOP STORY] Can impact investing transform SA's retirement funds?

    Play Episode Listen Later Sep 2, 2025 7:52


    ‘It's just a good diversifying asset class that gives you tangible benefits for your communities' – Zeyn Ismail from STANLIB.

    Was the market overly harsh on Bidvest?

    Play Episode Listen Later Sep 2, 2025 23:12


    Independent analyst Jimmy Moyaha on Bidvest results, market reaction, and strong local vehicle sales hitting their highest August level since 2019. RCL Foods CFO Rob Field on results from the reshaped business, with all segments performing well despite tough conditions. STANLIB's Zeyn Ismail on driving impact through private markets.

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