Podcasts about JSE

Good numbers, wrong catalyst. That's the Monday verdict on the JSE. Naspers flagged core earnings growth of up to 28% and still lost ground, sitting 37% off its 52-week high. Standard Bank reported resilient five-month earnings but moderated from a 12% first-quarter pace — sell-the-news into a stock already up 8% in a fortnight. Herriot acquired three Gauteng office blocks in a related-party deal worth R129 million. Meanwhile, Keir Starmer resigned as British prime minister two years after a landslide victory, gold held above $4,200, and US-Iran talks continued. The message: in a nervous market, strong performance is necessary — but not sufficient.

Stephen Grootes speaks to Arthur Goldstuck about how the World Cup is becoming a global tech showcase and how Africa is shaping innovation, to Warren Ingram about whether investors should buy into SpaceX and the risks at high valuations, to Nicole Martens about the rise of shareholder activism in South Africa, and to Andre Visser about how the JSE regulates companies and protects investors. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Arthur Goldstuck about how the World Cup is becoming a global tech showcase and how Africa is shaping innovation, to Warren Ingram about whether investors should buy into SpaceX and the risks at high valuations, to Nicole Martens about the rise of shareholder activism in South Africa, and to Andre Visser about how the JSE regulates companies and protects investors. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

What happens when one of Jamaica's oldest banks decides it no longer wants public shareholders? Dr. Matthew Preston and Dr. Thaon Simms break down Scotia Group Jamaica's $61.50 per share buyout offer and the $56 billion scheme of arrangement that would take the bank private after 137 years on the JSE. They unpack the difference between a takeover bid and a scheme of arrangement, question whether the price reflects fair book value, and explore a possible arbitrage play before the deal closes.Chapters:00:00 The $61.50 Number Every Scotia Shareholder Needs to Know00:32 Why Scotia Group Wants to Leave the Jamaica Stock Exchange02:53 Inside the Notice: Breaking Down the $56 Billion Buyout05:20 Is NCB Next? The Domino Effect Theory09:13 Who Actually Owns Scotia: NIF, Sagicor, and Donovan Lewis11:58 Takeover Bid vs Scheme of Arrangement Explained21:06 The Liquidity Question: Is There an Arbitrage Play Here30:17 The Book Value Math: Why $61.50 Might Be Too Low31:58 Remembering Mr. Staple's Shareholder Activism34:12 Where Will Scotia's $56 Billion Go Next38:57 CIBC Sells, Scotia Buys: Two Bank Deals, Opposite Directions46:54 Final Verdict: Would They Buy Scotia Stock Now

Stephen Grootes speaks to Andre Visser, Director of Issuer Regulation at the JSE, about how the Johannesburg stock exchange regulates listed companies and protects investors. From financial results and trading updates to mergers, acquisitions and market-sensitive announcements to what happens when firms fail to meet their obligations. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Makwe Masilela of Makwe Fund Managers discusses upcoming interest rate decisions from the Bank of Japan and Bank of England, noting falling Brent crude prices amid a US-Iran peace deal expected to be signed in Switzerland. He also covers the SpaceX IPO, which has gained 10%, and says JSE performance is being driven by commodities and industrials. SAfm Market Update - Podcasts and live stream

Jamaica didn't make the World Cup, but one JSE stock still wins big. Dr. Matthew Preston and Dr. Thaon Simms break down how Supreme Ventures' sports betting arm, JustBet, could see its profits double in 2026 just like they did in Qatar 2022, when sports betting revenues jumped from $681 million to $1.2 billion. They dig into SVL's Ghana expansion, their integrated SV Games platform, and whether this is the sleeper JSE play of the year.Chapters:00:00 Jamaica's World Cup Miss and SVL's Opportunity01:30 How JustBet and Supreme Ventures Make Money05:00 Sports Betting vs Lottery: Breaking Down SVL's Revenue09:00 The Qatar 2022 Effect: How Profits Doubled Last World Cup13:00 Polymarket and the Future of Sports Betting17:00 SVL's Ghana Expansion and Regional Ambitions22:00 Which Other JSE Companies Benefit From the World Cup27:00 World Cup Predictions and Final Thoughts

Nick Kunze of Sanlam Private Wealth unpacks a broadly positive day on the JSE and a stronger rand, driven by US dollar weakness. He also discusses the SpaceX IPO, the rush of listings and momentum in the AI trade. He notes that IPO surges often signal overheated markets that can be followed by sell-offs, which have also weighed on the gold price. He further comments on US inflation and jobs data and the implications for potential interest rate hikes. SAfm Market Update - Podcasts and live stream

Sithembile Bopela of FNB Wealth and Investment unpacks the JSE performance weaker and explains the volatility of equities as the screens were red. She shares US inflation is up due to oil prices and that any new US Fed rate cuts are firmly off the table. She talks about the European central banks making their next interest rates decision tomorrow and inflation hiked due to oil prices as well. SAfm Market Update - Podcasts and live stream

The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus. Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners. Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs. WorldWideMarkets is part of JustOneLap.com.

Stephen Grootes speaks to economist Duma Gqubule about his latest research on black ownership on the JSE and what it reveals about the state of economic transformation more than 30 years into democracy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In today's Daybreak episode, OpenAI files for a fall IPO and SpaceX's oversubscribed listing targets a $1.8 trillion valuation. Meanwhile, Israel and Iran ease strikes after Trump's intervention. Locally, a new AGOA proposal allows South African firms to opt out of BEE to avoid US tariffs, PPC's 84% profit surge triggers stock volatility, Bernard Montgomery reminisces on the old JSE floor, and the 2026 FIFA World Cup struggles with tourism forecasts.

‘I think Durban has a bad PR problem more than a bad reality; the minute the beach is closed, it's all over social media and they call it ‘Dirt-ban' and other things, but the water quality is better than Cape Town's – and it's certainly warmer,' says Marcel Von Aulock, CEO of the JSE-listed hotel giant. Podcast series on Moneyweb

In June 1996, the JSE's open-outcry trading floor fell silent forever. Thirty years on, Irakli speaks to Bernie Montgomery — clerk-turned-broker — who recalls the chaos, camaraderie, and colourful lunches that defined an era before the screen took over.

Viv Govender of Rand Swiss discusses US jobs data, Friday's market fall and the possibility of renewed interest rate hikes. He also covers a weaker rand and the JSE's resilience despite mixed retail results from Mr Price and TFG. He examines ongoing geopolitical risks, including tensions without a US-Iran ceasefire, and the potential impact of disruptions in the Strait of Hormuz on oil prices and smaller economies. SAfm Market Update - Podcasts and live stream

Trans Jamaica Highway just posted a 46% profit jump and the stock is up nearly 97% since its IPO offer price. But is the easy money already gone? Dr. Matthew Preston and Dr. Thaon Simms dig into the numbers behind TransJam's best quarter ever, what the $3.5 million May pen leg means for future revenues, and whether the Montego Bay perimeter road could be the catalyst that gets this stock to $20.Chapters:00:00 Introduction and TransJam's Big Quarter02:01 Breaking Down the 46% Profit Jump04:41 Warren Buffett and Infrastructure Stocks07:10 T-Tag Adoption and What It Means for Revenue16:30 From $3.60 to $7.10: Was the OFS Too Cheap?19:45 The Maypan to Williamsfield Leg Explained21:30 Montego Bay Perimeter Road: The Big Opportunity28:33 Could TransJam Win the MoBay Bid?37:15 The National Insurance Fund Connection39:49 Is TransJam Still a Buy at $7?

John Maytham speaks to TV and entertainment journalist Tinus Ferreira, to unpack what this listing really means for DStv subscribers, investors, and the future of streaming in South Africa — including talk of new bundled services and the possible introduction of Amazon Prime at a low entry price point. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Helina Andhee, Chief Officer: Capital Markets at JSE about Canal+ strong debut on the JSE, its multi-billion rand takeover of MultiChoice, and how it plans to use Africa as a key growth engine while taking on global streaming giants like Netflix and Disney. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

This evening, we wrap up the day's market movements with Otto1890, discuss major acquisitions that strengthened asset management strategy at Ninety One, examine the significance of the Canal+ listing for local markets with the JSE, explore energy and carbon performance certificates with Looksee, consider what history can teach us about investing and AI with Allan Gray, and in this week's Executive Lounge, we follow the journey of Dr Phindile Msomi from the Hazile Group. SAfm Market Update - Podcasts and live stream

Business Day journalist Nompilo Zulu unpacks allegations of VAT fraud and accounting irregularities at Spar's Bloed Street Tops store, after a BDO due-diligence report flagged unreliable financials, alleged tax underdeclarations and stock-related concerns. Spar strongly disputes the claims, saying the matter relates to one store and follows a failed bid by businessman Amaan Sayed to rejoin the Spar network. With complaints now before regulators including the JSE, Saica and CIPC, Zulu explains what the report found, how Spar has responded, and what could come next.

What would the world's wealthiest man buy on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed Elon Musk's entire investment philosophy into AI and asked it to pick one JSE stock. The answer was unexpected, the reasoning was airtight, and the price target will make you think twice. Watch to find out if you would have made the same call.Chapters:00:00 Introduction and Elon Musk Background01:25 How Musk Built His Fortune: From Zip2 to Tesla09:57 The JSE Pick Revealed12:07 Why This Stock Fits Musk's Investment Thesis19:39 The Hidden Business Most Investors Overlook28:08 The Biggest Risk to the Thesis32:26 What the Competition Tells Us39:00 How the Company Raises Capital45:00 The Price Target: Realistic or Wishful Thinking?52:23 Final Verdict

Aubrey Masango speaks with Vuyo Lee, chief marketing and corporate affairs officer at the Johannesburg Stock Exchange (JSE), about the institution's impact on South Africa's economy. You’re listening to The Aubrey Masango Show with Aubrey Masango, where real conversations meet expert insights – from politics, to life, personal finance, and more. Catch the show live on 702 weekdays from 8 pm to midnight, or on CapeTalk from 8 pm to 9 pm (South African time) Thanks for listening. Find more from the show and catch-up podcasts on Primedia+ and subscribe to the 702 newsletters for more. Keep the conversation going online: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/capetalkza/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Gary Booysen of Rand Swiss unpacks the market's response to news of the ceasefire in the Strait of Hormuz. He explains the still-anticipated inflation shocks, the end of the fuel subsidies and the pressure of rate hikes on consumers. He weighs in on commodity prices boosting Harmony Gold's shares 7.61% by the closing bell, with platinum up over 3% and gold 1.35%. He also looks at the JSE's performance, with Sibanye-Stillwater soaring 6.71%. Gary Booysen – Portfolio Manager, Rand Swiss SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss unpacks the market's response to news of the ceasefire in the Strait of Hormuz. He explains the still-anticipated inflation shocks, the end of the fuel subsidies and the pressure of rate hikes on consumers. He weighs in on commodity prices boosting Harmony Gold's shares 7.61% by the closing bell, with platinum up over 3% and gold 1.35%. He also looks at the JSE's performance, with Sibanye-Stillwater soaring 6.71%. Gary Booysen – Portfolio Manager, Rand Swiss SAfm Market Update - Podcasts and live stream

Most Jamaicans are walking toward retirement with nothing saved and don't know it yet. Desmond Johnson spent over 20 years inside NCB managing over $120 billion in pension assets. He joins Dr. Matthew Preston and Dr. Thaon Simms to explain why less than 20% of Jamaica's workforce contributes to a pension, what the government's auto enrollment plan actually changes, and which JSE stocks he's buying right now. This is the retirement conversation Jamaica needs to have.Chapters:00:00 Introduction and Meet Desmond Johnson02:10 Behind the Scenes: What the Pension Industry Sees That You Don't05:06 Jamaica's Retirement Gap: Only 20% Are Saving09:08 What a Pension Actually Is and How It Works14:11 Starting at 24 vs 35: The Real Difference in Your Payout16:17 Why Coverage Is So Low: It's a Culture Problem18:14 What Auto Enrollment Actually Means for Jamaica22:37 Pension Funds and the JSE: Why More Money Isn't Flowing In33:19 How Pension Funds Invest and the 5% Concentration Limit40:14 Desmond's JSE Stock Picks: NCB, Grace Kennedy and Sagicor

Stephen Grootes speaks to Sanisha Packirisamy, Momentum Investments’ Chief Economist, about the surprising uptick in April inflation to 4%, driven by sharp fuel price hikes, and what it means for consumers already under pressure, the outlook for interest rates, and whether easing food prices can offset rising transport and medical costs. In other interviews, Balwin CEO Stephen Brookes talks about the R4.35-per-share buyout offer led by the PIC and existing shareholders, the rationale behind taking the group off the JSE, and what the deal signals about long-term confidence in South Africa’s residential property market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Balwin CEO Stephen Brookes about the R4.35-per-share buyout offer led by the PIC and existing shareholders, the rationale behind taking the group off the JSE, and what the deal signals about long-term confidence in South Africa’s residential property market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

David Shapiro of Otto1890 unpacks US inflation rates and the potential consequences for business- and consumer spending. The JSE performed strongly, led by mining counters. He explains the resilience of the US economy and the positive results of US retailers like Target and CostCo. He also talks about the upcoming Nvidia results and what it may signal for an artificial intelligence stock bubble. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments unpacks the US 30-year Treasury yield surpassing the 5% threshold and the history behind the 2008 financial crisis. She delves into AI stocks taking a hit and the JSE performing weaker today, the impact of the US-Iran conflict on markets and inflation and how prolonged uncertainty has affected oil prices. She also shares her expectations for the upcoming inflation print and the interest rate decision later this month. Chantal Marx – head of investment research, FNB Wealth and Investments SAfm Market Update - Podcasts and live stream

Stephen Grootes speaks to author, Phakamisa Ndzamela, about his book, Cape Flats to the JSE, and the rise of Brimstone Investment Corporation, its pioneering role in black economic empowerment, and the lessons from its 30-year journey navigating growth, setbacks, and transformation in South Africa’s economy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Makwe Masilela of Makwe Fund Manager reflects on how markets are reacting to the US-Iran conflict deadlock and concerns that central banks may keep interest rates elevated. While the JSE finished the day slightly stronger it may reverse tomorrow and Chinese markets responded to slowing growth rates. He reflects on Pick n Pay selling part of its Boxer stake, the need for liquidity and opportunities available to help the ailing group. Makwe Masilela – CIO, Makwe Fund Manager SAfm Market Update - Podcasts and live stream

In this interview with Irakli of BizNews, Currency co-founder Giulietta Talevi unpacks the April 23 letter from Finance Minister Enoch Godongwana to Joburg Mayor Dada Morero, which laid bare the city's "shocking" financial picture: just R3.9bn in cash against R25bn owed to creditors. "Technically, you would say that it's bankrupt now, and cannot afford an excessively expensive wage deal," Talevi says of the R10.3bn SAMWU agreement at the heart of the dispute. She explains why Moody's downgrade watch is really about governance — not just numbers — pointing out that the city's failure to produce its audited financial statements "indicates serious deterioration in governance, and not just Joburg's financial health." Two deadlines loom: audited financials owed to the JSE by May 31, and a R1.4bn bond repayment due June 22. Talevi explains that because the debt is unsecured, all creditors "are treated equally" — meaning a single default event could trigger every lender to call in their loans simultaneously. She also raises the spectre of moral hazard, citing Chartis Asset Management's Ian Scott on what he calls a "treasury-funded put" — the idea that bailing out Joburg signals to leadership that they "can mess up, you can collapse the financial situation of the country's biggest Metro… and we'll bail you out because you're too big to fail." When Irakli draws a parallel to the e-toll saga, Talevi agrees taxpayers are "on the hook again" — paying their taxes only to face additional costs for the basic services those taxes were meant to fund.

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate hikes. However, equity markets are moving ahead strongly. Oil prices did end the day lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq stocks are up particularly with the arrival of Trump in China. He explains the impact of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in technology. At home, he explains the recovery of property stocks on the JSE but cautions that interest rates may provide challenges ahead. He shares retail stock standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the expansion of the AI sector through BHP opening data centres. David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

Stephen Grootes speaks to Marek Masojada, CEO of Boxer, about the retailer’s strong first full-year results since listing on the JSE and how its discount retail model continues to win market share in a tough economy. In other interviews, Woolworths CEO Roy Bagattini talks about the decision to terminate its relationship with Beyers Chocolates, the exclusivity dispute, and allegations around the use of intellectual property. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Marek Masojada, CEO of Boxer, about the retailer’s strong first full-year results since listing on the JSE and how its discount retail model continues to win market share in a tough economy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Gary Booysen of Rand Swiss reviews today's JSE performance, noting gains in Vodacom (4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the inflation outlook. SAfm Market Update - Podcasts and live stream

What if Jamaican businesses could access capital without a bank ever approving them? Dr. Matthew Preston and Dr. Thaon Simms sit down with Stanley Thompson, EVP at Quantus Capital, to get inside the engine room of the Quantus Advantage IPO. Stanley breaks down structured finance, securitization, the 8% hurdle rate, and why the $11 billion private credit market in Jamaica is largely untapped. Whether you're a first-time investor or sizing up your next JSE position, this episode gives you the framework to decide for yourself.Chapters:00:00 Introduction and Stanley's Background01:37 From Mayberry to Quantus: Stanley's Finance Journey02:34 What Made Stanley Leave Banking for a Startup04:33 Traditional Financing vs the Quantus Way07:55 The Sandals Farmer Example: How Receivables Financing Works12:19 Structured Finance vs Securitization Explained17:00 The $11 Billion Market Jamaica Isn't Using19:05 How the Quantus Advantage IPO Fits the Bigger Picture25:29 Which Sectors Does Quantus Prefer?31:00 Stanley's Top 3 Investment Evaluation Criteria40:51 Why the 2% Fee and 8% Hurdle Rate Are Justified44:32 Junior Market vs Main Market: Why Quantus Chose the US Main Market48:52 Price vs Value: How to Actually Assess This IPO52:13 Closing Thoughts and Stanley's Message to Future Shareholders

Hyperscaler results from Microsoft, Amazon and Alphabet produced numbers that almost don't seem real — combined remaining performance obligations of $1.46 trillion and Q1 capex of $112 billion. Simon unpacks where that money is going, why copper is the quiet beneficiary, and which JSE stocks give exposure. Berkshire Hathaway is sitting on $380 billion in cash, roughly 38% of its market cap — a meaningful drag while US markets sit at highs. The memory makers — Samsung, SK Hynix and Micron — are choosing pricing power over capacity, with SK Hynix on a forward PE of 4.5. Closer to home, the fuel price hike lands tomorrow with Brent back at $114, putting fragile consumer stocks under pressure. Plus an update on using AI for institutional-grade research and the upcoming JustOneLap events. WorldWideMarkets is part of JustOneLap.com.

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view on EMS exposure. Sam Mokorosi from the JSE on last month's launch of Africa's first Nature-Linked Performance-Based Bond – and what it could mean for sustainable finance on the continent.

Brent crude just hit $111 a barrel and Jamaica's $4.50 weekly fuel cap is about to shatter. Matthew Preston and Thaon Simms break down how the Strait of Hormuz closure and the $11.8 billion Petrojam crisis are quietly crushing JSE stocks across manufacturing, banking, and energy. From Wisynco's diesel fleet to NCB's bond portfolio to Grace Kennedy's 9% price hike landing May 1, every Jamaican investor needs to know which companies survive this and which ones bleed. Your portfolio's exposure runs deeper than you think.Chapters:00:00 Brent Crude at $111 and the JSE Crisis02:22 The Strait of Hormuz Shutdown Explained06:01 The 14 Million Barrel Production Cut11:07 How Petrojam Pricing Actually Works17:31 The $4.50 Cap and the $11.8 Billion Problem20:21 Why Your JPS Bill Is About to Spike24:52 The $40,000 a Month Bus Commuter Story28:09 Why Trans Jamaica Highway Survives34:33 The Margin Squeeze on FESCO and RPL42:10 Manufacturing Stocks at Risk: WISYNCO, SEPROD, GK49:30 The Bond Trap at NCB and SAGICOR56:28 WIGTON and the Renewables Tailwind

The Quantas Advantage IPO opens April 22, 2026 — and it might be the most important JSE listing of the year. Dr. Matthew Preston and Dr. Thaon Simms break down the full prospectus LIVEWe're reading the prospectus page by page, answering your questions in real time, and giving you our honest take on whether this belongs in your 2026 portfolio.Drop your questions in the chat — we're answering them live.Chapters:00:00 LIVE Intro and Welcome02:00 What is Quantas Advantage? (Plain English)06:00 The Two-Pillar Business Model Explained12:00 Structured Finance vs Securitised Assets18:00 The Numbers: 10.19% ROE and Zero Credit Losses25:00 Dividend Policy: 9.2% Yield Breakdown32:00 Pricing Tiers: Why Anchors Pay $17.45 and You Pay $19.3940:00 Who Already Owns Quantas (JMMB, Continental, DBJ)48:00 Use of Proceeds: Where Your Money Actually Goes55:00 Risk Factors You Need to Know1:05:00 USD Main Market Listing: What This Means1:12:00 Our Verdict: Buy, Pass, or Wait?1:20:00 Live Q&A⚠️ Key IPO Dates:Opens: April 22, 2026Closes: May 21, 2026Lead Broker: JMMB Securities LimitedListing: JSE USD Main Market

Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this morning. Stephan Potgieter, CEO of BetterHome Group Mortgage Origination and BetterBond, looks at the continued rise of first-time buyers and growing demand for smaller homes, flats and townhouses.

‘I think for the investor the beauty is a single ETF that you buy on the JSE for the very low starting price of R10 a unit' – etfSA Director Nerina Visser.

US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug pricing pressure. Simon also unpacks South Africa's looming fuel crisis and makes the economic case for working from home, a new 100% offshore ETF listing on the JSE from ETFSA, and an ASP Isotopes update for those holding a speculative position. FNB's FCA-mandated R11.9bn provision for undisclosed UK vehicle finance commissions gets a full breakdown, as does the nuanced reality of the Straits of Hormuz "blockade" — it has T's and C's. Plus a long-overdue Bitcoin check-in. WorldWideMarkets is part of JustOneLap.com.

Four years ago two doctors with zero subscribers hit record. Now with nearly 3,000 subscribers and 300,000 views, Dr. Matthew Preston and Dr. Thaon Simms celebrate The Limitless Podcast's fourth anniversary with a special live stream. They reflect on favorite episodes, lessons learned, and what's next for the channel. Plus they dive into Wisynco's Legend Beer strategy, TransJamaica's post dividend drop, and whether Main Event can recover from Hurricane Melissa's impact on their peak season.Chapters:00:00 Four Year Anniversary Welcome01:06 Did We Expect to Be Here Four Years Later?03:18 Subscribe Push and Community Love06:06 The Guy Who Said We Were Wrong About Oil09:53 Favorite Episodes of the Year12:00 The JSE Conference Experience15:00 Chat Shoutouts and Episode Requests19:16 Standout Guests Over Four Years20:14 Wisynco's Legend Beer and On the Ground Research25:04 Chat Love and Audience Messages28:23 Can Legend Beer Really Move Wisynco's Stock?31:36 Wisynco's Export Growth and Factory Upgrades33:03 Wisynco Q1 and Q2 Earnings Breakdown34:55 Main Event's Rough Quarter and Carnival Season39:01 TransJamaica at $6.17 and the Dividend Drop42:20 Thaon's TransJam Price Prediction44:05 Lessons from Four Years of Podcasting49:12 The Power of Prioritization51:04 Community Building and Listener Stories53:29 What's Next for Limitless

South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where cheap simply means broken. He also sets the macro scene with Trump's Wednesday deadline on Iran peace talks and what a Straits of Hormuz transit fee would mean for oil prices and inflation. Stock by stock: valuations, analyst targets, dividend yields, and Simon's honest take on what he holds and why. Topics covered: JSE retail sector, food retailers, clothing retailers, Iran oil risk, consumer inflation, SA discretionary spending. WorldWideMarkets is part of JustOneLap.com.

The Jamaican government just revealed a $100 billion budget, nearly double last year's capital expenditure, and $30 billion is earmarked for Hurricane Melissa reconstruction alone. Dr. Matthew Preston and Dr. Thaon Simms break down which construction stocks stand to benefit, why $21 billion in new pension fund capital is about to flow into private companies, and how the JSE's new stock market sandbox launching April 17th could trigger a wave of new listings.Chapters:00:00 Introduction01:01 Why the Government Is Running a Deficit04:00 The $100 Billion Capital Expenditure Plan08:00 Construction Spending Nearly Doubles12:00 How $30 Billion Hurricane Melissa Contingency Gets Spent16:00 Pension Fund Reform: Private Equity Cap Rising to 7.5%22:00 $21 Billion in New Capital for Private Companies26:00 JSE Stock Market Sandbox Launching April 17th30:00 25 Companies Already Lined Up for Listing34:00 Which Listed Companies Manage the Pensions38:00 The NHT Housing Debate42:00 What This Means for JSE Investors

Worldwide Markets — Episode 680 | 18 March 2026 Powered by Standard Bank, Global Markets, Retail and Shyft ⛽ Fuel Price Pain Coming Petrol 95 up ~R4.50/litre and diesel up ~R7.50/litre from the first Wednesday in April. On a 50-litre tank that's R200+ for petrol and close to R400 for diesel. Fill up before April if you can.

Stephen Grootes speaks to Haroon Bhorat, professor of economics at the University of Cape Town, about new research examining the steady decline in listings on the Johannesburg Stock Exchange. The study finds the exchange has lost a net 514 companies since 1989, with delistings significantly outpacing new listings and leaving South Africa with fewer opportunities for smaller firms to raise capital through public markets. While many exits are linked to mergers and acquisitions or firms choosing private funding, the research also highlights how weak economic growth, currency pressures and structural shifts in global capital markets have contributed to the shrinking listings. In other interviews, Miyelani Holeni, Municipal Governance Expert talks about Eskom’s escalating push for Distribution Agency Agreements, the municipalities at risk of disconnection, and the deeper governance failures behind the soaring arrears that threaten to plunge entire communities into darkness The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Peter de Villiers, CFO of Attacq, about the property group’s latest interim results, after the JSE-listed REIT reported solid growth in distributable income and upgraded its full-year guidance. The performance was supported by higher rental income, improved occupancy levels, and lower finance costs, while strong trading density across key retail assets, including Mall of Africa, highlights resilient tenant activity despite a challenging economic backdrop. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.