Podcast appearances and mentions of jimmy moyaha

Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in. Bank of America's Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner? And, Simon's thoughts on gold, why the sell off?

Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its best-practice guidelines for Reits and what it means for the sector. Simon's thoughts: Is the AI rally a boom or a bubble – and does the distinction even matter for investors?

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody's slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn't market volatility – it's investor behaviour.

Balwin CEO Steve Brookes comments on its strong full-year results, but they've skipped dividends again. Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.

Independent analyst Jimmy Moyaha unpacks the UAE's exit from Opec and Opec+ and what it means for oil markets. Nchaupe Khaole of the Mineworkers Investment Company discusses SA's economic recovery and why capital may not be reaching SMEs. Plus, Binance's Larry Cooke on the rise of crypto across Africa and what's driving adoption.

Independent analyst Jimmy Moyaha unpacks China's order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what's driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private credit boom is beginning to wobble and what risks that could pose for broader markets.

Independent analyst Jimmy Moyaha unpacks Sirius Real Estate's €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion looks at what an unchanged prime rate means for consumers still under pressure. And James Hodge from the Competition Commission warns against price gouging ahead of Wednesday's fuel increase.

Did we just get the Taco trade from Trump? Independent analyst Jimmy Moyaha weighs in, and also talks Thungela results. Advtech CEO Geoff Whyte on strong tertiary growth as school enrolments slow. Plus, PwC economist Lullu Krugel on how the Iran war could reshape the local economy.

Independent analyst Jimmy Moyaha unpacks Optasia's results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto call feature in structured products and unpacks their new AI version, now open for applications.

Independent analyst Jimmy Moyaha unpacks AVI's solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus, Bryn Hatty, CIO of Stonehage Fleming Investment Management SA, on three investment trends that matter for South African investors.

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods, breaks down results in which sugar dragged, but groceries delivered the upside.

Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief executive of Pam Golding Property Group, on next week's budget and what it could mean for house prices.

Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine's Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and how business owners can separate calculated risks from reckless bets.

Independent analyst Jimmy Moyaha on the Shoprite update and whether the gold selloff has run its course. Casey Sprake from AG Capital on Venezuelan heavy sour crude – and how shadow fleets keep illicit oil flowing. Buyi Mafoko, founder of Africa on Luxury, on how Africa's luxury market is being reshaped.

Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head of Operation Vulindlela, on the gains made so far and the key bottlenecks still holding reform back, just over five years into implementation.

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.

Jimmy Moyaha breaks down AlexForbes's results and the reassuring Hyprop update. Absa CIB's Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures. Conway Williams from Prescient Investment Management on infrastructure's central role in growth and the R15 billion bond aiming to unlock momentum.

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

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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.

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.

Independent analyst Jimmy Moyaha on Famous Brands's results – modest growth but a note of cautious optimism ahead – and the question on everyone's lips: where does gold's slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are drawing their attention. PwC's Leila Ebrahimi discusses the firm's latest executive pay survey, showing remuneration rebounded strongly in 2025.

Independent analyst Jimmy Moyaha says City Lodge's share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor's Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa's George Khoury looks at how money stress affects mental health and small steps to ease the strain.

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.

Independent analyst Jimmy Moyaha on MTN's strong results. Off a low base with currency woes easing, yet the market sold it off – is there still value? Mongezi Mtati from Rogerwilco on their new fast food and QSR report: value, taste, and location lead the way. Seshni Naidoo of ENGIE Southern Africa on the energy transition driving not just power, but jobs and GDP growth.

Independent analyst Jimmy Moyaha unpacks Hyprop's move to offload 50% of its Hyde Park Corner stake. Izak Odendaal from Old Mutual Wealth weighs in on the shaky but still-standing GNU – and whether he's spotting signs of recovery. Sello Sekele from Absa CIB breaks down June's PMI rebound – up 5.4 points, yet stubbornly stuck below the critical 50 mark.

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

Independent analyst Jimmy Moyaha breaks down Harmony's copper move and Pepkor's power-packed performance. Paul O'Donnell from Greencoat Renewables sheds light on Europe's green energy scene ahead of their JSE debut this June. FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft's now on the radar, and it could shrink your borrowing room.

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on prioritising education spend in Budget 3.0.

The SAfm Market Update with Moneyweb provides breaking business news, expert analysis and investment insight to help you make sense of the markets. The show is presented by distinguished financial analyst, Jimmy Moyaha. The programme is broadcasted Monday to Thursday nationwide on SAfm (104 – 107fm), between 18:00 and 19:00. SAfm Market Update - Podcasts and live stream

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.

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.

Jimmy Moyaha on US tariffs: What did and didn't we get? Satrix CIO Kingsley Williams on managing bumpy markets as market volatility heats up. Sarb Deputy Governor Dr Mampho Modise on the Corporation for Deposit Insurance one year after launch.

Jimmy Moyaha unpacks Momentum's strong results, while FNB ETF's Daniel Dos Passos explores the paradox of choice in investment decisions. Niveshen Govender, CEO of the South African Wind Energy Association, discusses financing for renewable energy.

Independent analyst Jimmy Moyaha breaks down FirstRand's results and the broader struggles seen in recent SA Inc earnings. Woolworths CEO Roy Bagattini unpacks the hurdles in the retailer's fashion and beauty segments. Simon shares his top picks for your tax-free savings account.

Independent analyst Jimmy Moyaha discusses Anglo Platinum's results, special dividend, and demerger, while Sanlam Investments's Teboho Makhabane explores green job opportunities in South Africa. Meanwhile, Glenn Ambrose from ZURU highlights the rise of 'kidults' as more adults return to playing with toys.

Independent analyst Jimmy Moyaha weighs in on Sappi's Q1 results. Izak Odendaal from Old Mutual Wealth discusses South Africa's economic growth potential and the role of the GNU in fostering it. Arno Jansen van Vuuren from Futurewise explains why education insurance might be a smarter choice than additional life cover.

Independent analyst Jimmy Moyaha unpacks the latest updates from Shoprite and Woolies. Viv Govender of Rand Swiss dives into Deepseek AI from China – the tech shaking up US AI markets. Is it the real deal? Citadel's Mike van der Westhuizen on bold steps South Africa must take to fix its economy.

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether, after years of struggle, it might finally be time for PGM stocks.

Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.

Independent analyst Jimmy Moyaha discusses Pepkor's results and the post-period allocation of two-pot money. Purple Group CEO Charles Savage on their results as the company swings into profit. Flagship global equity analyst Gerhard Janse van Vuuren explains the Buy Now Pay Later model and its benefits for online retailers.

Independent analyst Jimmy Moyaha weighs in on the latest Bidcorp and AVI updates, noting that both reflect continued consumer pressure. Premier Group CEO Kobus Gertenbach discusses their recent results, highlighting strong operational leverage and reduced debt. YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions. Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks. Absa's Sello Sekele notes October's positive PMI data as a good sign for interest rates and consumer confidence.

Independent analyst Jimmy Moyaha on whether there's value in the local resources index, which is up for the year. Anchor's Casey Sprake discusses the impact of rising food inflation. Khantse Radebe from FNB Commercial on the growing trend of asset-based finance for corporates and SMEs.

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower long-term gains.

Independent analyst Jimmy Moyaha analyzes Nvidia's results released after the US market closed on Wednesday: Did they meet the high expectations? Bidcorp CFO David Cleasby discusses their results, highlighting strong profits and impressive cash generation. Stanlib's Marius Oberholzer talks about multi-asset funds, the benefits of diversification, and the opportunities he currently sees in the market.

Independent analyst Jimmy Moyaha discusses Sasol's results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

Independent analyst Jimmy Moyaha on the economy as the Bureau for Economic Research forecasts a 2.2% GDP growth for South Africa in 2025, with the local PMI expected to rise above 50. Stanlib's Rademeyer Vermaak discusses various equity investment strategies. Simon offers his perspective on Fed chair Jerome Powell's comments about potential US rate cuts in September.

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the AF Infrastructure Impact Fund-of-Funds.