Podcasts about JSE

In this episode, Njabulo Mashigo shares how deliberate culture work has helped make Vodacom South Africa the number one top employer in the country three years running, a first in that market. Njabulo is HR Executive Director at Vodacom South Africa, the largest market in the Vodafone Group, and describes herself as a people strategist and culture evangelist. Across 24 years and three industries, from Unilever to South Africa's National Treasury and the JSE to Heineken, she has developed a clear view that culture is not something that simply happens to an organization. It can be orchestrated, measured, and treated as a strategic asset. She and Andy open on the tension facing large companies right now, the pressure to keep growing while cutting costs, and why HR has a role on both sides of that without becoming the hangman.Njabulo explains how her team documents the lived experiences of specific groups inside the business and turns that into an action plan, how they expanded their listening beyond the annual engagement survey, and how data on attrition revealed a leaking bucket problem with retaining women that attraction numbers had masked. She also shares Vodacom's approach to AI, from early instincts to block the tools to running AI immersions in HR, why leader resistance is usually about confidence rather than unwillingness, and how their firelighters hold leadership accountable from the grassroots. Throughout, she makes a practical case for connecting people patterns directly to business results.I hope you enjoy it! As always you can learn more and connect with me on my website (andystorch.com) or LinkedIn. And you can find my books - Own Your Career Own Your Life and Own Your Brand, Own Your Career - on Amazon.Connect with Njabulo Mashigo: LinkedIn

Mkhari talks about her role as chair of the JSE-listed group behind Waterfall City, and reveals what Motseng Investment Holdings, where she is founding CEO, has been up to Podcast series on Moneyweb

Chantal Marx of FNB Wealth and Investments discusses conflicting reports on the peace deal, energy prices and Strait of Hormuz traffic, as well as AI bubble risks and high capex. She also unpacks the JSE's performance and Truworths' stronger-than-expected trading statement. SAfm Market Update - Podcasts and live stream

13 Augustus 2026: Graan SA betoog teen die JSE se sojaboonprysmodel. 'n Beloning uitgeloof ná 'n beweerde brandstigtingsvoorval by die Bloedrivier-erfenisterrein. Zambiërs trek vandag hulle kruisies in dié land se algemene verkiesing.

Chantal Marx of FNB Wealth and Investments unpacks the sea of red on the JSE, the impact of unemployment on market sentiment and key company results, including AB InBev, MTN and British American Tobacco. She also examines US market volatility, the AI bubble and earnings season, before turning to stronger Asian markets despite Japanese public holidays. SAfm Market Update - Podcasts and live stream

The CFO at logistics-focused Equites Property Fund is one of the youngest women executives at a JSE-listed company currently. She shares her story and talks about the growth of the group. Podcast series on Moneyweb

David Shapiro of Otto1890 reflects on US corporate earnings and the growing adoption of AI by businesses. He also unpacks the JSE, where mining stocks performed strongly, and discusses Brent crude oil still lingering at the $80 mark despite the absence of headlines on renewed peace talks. SAfm Market Update - Podcasts and live stream

Thirteen votes vanish, a city manager gets his job back, and Tshwane's bondholders are left wondering what happens to every tender signed while he was out. Kallie Kriel tells Chris Steyn that AfriForum is coming for Julius Malema again, and this time the government's in the crosshairs too. Then Ivor Ichikowitz, the famously private founder of Paramount, breaks his silence on the defence empire he built out of South Africa, and on a fresh survey showing Africa's youth quietly picking sides between Washington and Beijing. Plus: Nedbank's numbers hide a bigger story, the JSE reports on itself, Old Mutual's frozen Zimbabwe shares get a lifeline, and Palantir hands Wall Street another reason to pay attention.

Treasury switched off the taps to 69 municipalities for doing nothing about corruption and mismanagement. Today it switched them back on anyway, days before its own deadline. Alec Hogg asks the obvious question nobody in government wants to answer. Plus: why last week's Reserve Bank rate hold is already punishing the rand, a foundation funded by an arms dealer just published a survey putting China ahead of America in young Africans' eyes, and on the JSE it's a tale of two extremes: Valterra Platinum showering shareholders in cash while ArcelorMittal's losses widen by the day. And the machine that prints the world's most advanced chips just found out China isn't waiting around.

Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield actually sits, and shows how Growthpoint, Nedbank, Coronation and Standard Bank can be combined into a home-built income portfolio yielding roughly seven and a half to eight percent, growing ahead of inflation. He also unpacks Alphabet's record quarter, where two thirds of the profit was unrealised paper gains and free cash flow turned negative for the first time on record, and asks how any investor values Tesla when the CEO has promised self-driving cars every year for a decade. Topics: Alphabet results, AI capex, circular AI revenue, Vodacom dividend policy, JSE dividend yields, income ETFs, Tesla valuation, Elon Musk, Bid Corp, Clicks, Absa. WorldWideMarkets is part of JustOneLap.com.

Two judges signed the same court order and can't agree on what it actually stops. Now Ramaphosa's impeachment fight is headed to the Constitutional Court, with the ANC's own GNU partner pushing Parliament to keep working in the background regardless. Meanwhile South Africa's bookmakers want prediction markets like Polymarket treated as illegal, three JSE-listed companies posted results pulling in three different directions this morning, and overnight a sell-off in AI and chip stocks wiped billions off names like Nvidia and SK Hynix. Alec Hogg unpacks what's actually driving each story, and what it means for your money.

AI-powered financial inclusion is helping millions of underserved consumers access credit through alternative data and advanced risk modelling. Salvador Anglada, Chief Executive Officer at Optasia, explains how the company uses artificial intelligence to provide small, unsecured loans at scale across 38 countries. He discusses how alternative data can create credit profiles for people excluded from traditional banking systems, supporting more than 32 million credit decisions each day. The conversation covers Optasia's Johannesburg Stock Exchange listing, why South Africa is central to its African strategy, and the role of major partners including mobile networks and banks. Anglada also explains how technology, distribution partnerships, and local regulatory expertise have supported the company's rapid growth. He discusses Optasia's acquisition of a prepaid electricity credit business, the potential to expand electricity financing across emerging markets, and why AI should be viewed as an opportunity to improve productivity. He also shares leadership lessons on building strong teams, lifelong learning, taking bold opportunities, and remaining patient throughout a career. 0:00 Intro 1:41 How Optasia supports financial inclusion 4:40 Leading a purpose-driven business 6:15 Leadership and building strong teams 8:10 Optasia's JSE listing 10:40 Partnerships across South Africa and Africa 13:26 Technology, growth, and future opportunities Follow MyBroadband: X - https://twitter.com/mybroadband Facebook - https://www.facebook.com/mybroadband Instagram - https://www.instagram.com/mybroadband/ Website - https://mybroadband.co.za/news/ #FinancialInclusion #ArtificialIntelligence #Fintech

You applied for the IPO, got your allotment, then watched the stock sink below the offer price. You're not alone. Dr. Matthew Preston and Dr. Thaon Simms pull real numbers on the last 10 JSE listings and find most left investors underwater. From WIPT's 1824% gain that isn't what it looks like, to Quantus Capital's shaky first week, plus Woodcats, R.A. Williams and Image Plus, they break down who really gets your IPO money and the four questions to ask before the next prospectus drops.Chapters:00:00 Why Your IPO Allotment Never Popped04:14 What an IPO Actually Is09:31 New Shares vs Insiders Cashing Out13:56 The 4 Questions to Ask Before Any IPO15:55 The Last 10 JSE IPOs Scoreboard18:07 Qu antus Capital: Heading Below IPO Price?23:17 Woodcats at 56 Cents: Time to Buy?25:56 R.A. Williams: From $1.00 to 34 Cents29:28 Image Plus: Acquisitions, Debt and the Big Move58:50 One Great Studio: How AI Broke Their Biggest Bet1:09:51 One on One: The AI Education Play1:16:30 Regency Petroleum and How to Gauge IPO Demand

Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits. SAfm Market Update - Podcasts and live stream

Expert Topic: Why Grain SA says the JSE's latest soybean decision could cost farmers Guest: Tobias Doyer, CEO, Grain SA

Optasia is on target to distribute more than US$6-billion in credit across its markets in 2026 – and it carries every cent of the default risk itself. In this episode of the TechCentral Show, CEO Salvador Anglada unpacks how the JSE's biggest recent fintech listing actually works. Formerly known as Channel VAS, Optasia was founded in 2012 as a single-country airtime credit provider. It listed on the JSE main board on 4 November 2025 at R19/share – top of the range, and oversubscribed several times. FirstRand took a 20.1% stake ahead of the IPO and has since raised it to 26.1%. Today, Optasia's AI-driven credit decisioning platform operates in 38 countries through mobile operators – MTN and Vodacom among them – and financial institutions, serving more than 120 million monthly active users and making 1.5 billion credit decisions a month. Microfinancing now generates 72% of revenue, overtaking the airtime advance business on which the company was built. In the interview, with TechCentral editor Duncan McLeod, Anglada discusses: • What happens in the 30 seconds it takes an unbanked customer in Accra to get a loan – and why partner banks, the “lenders on record”, carry none of the risk; • The algorithms behind it: more than 5 000 data points per customer, models tailored to each market and a blended default rate of just 1.2% on unsecured loans with no collateral – and no blacklisting of defaulters; • Optasia's plans for South Africa, where Anglada sees 15-20 million people without proper access to credit – and why local banks will be the channel; • The Nigerian regulatory dispute that suspended its airtime credit services – a suspension Anglada calls “a little bit aggressive”; • Why Optasia chose the JSE over London, and how it works with FirstRand; and • The road to 2030: new markets including Ethiopia, Egypt and Mozambique, plus SME lending, buy now, pay later and a “virtual credit card” now in testing. Optasia reports interim results in September, with revenue guided up by more than 50%. Don't miss the discussion! TechCentral

Gary Booysen of Rand Swiss says the JSE closed lower as resource stocks weakened, while investors look ahead to the US earnings season. He expects the Sarb to keep interest rates unchanged but warns that higher oil prices and persistent inflation could increase pressure on consumers. SAfm Market Update - Podcasts and live stream

Kea Nonyana of PrimeXBT unpacks the geopolitical risks driving Brent crude oil volatility, discusses SpaceXs stock price prospects, and assesses whether shifting risk sentiment could trigger another market sell-off. He also looks at the JSE;s performance, the days top gainers, and the rands performance against G10 currencies. SAfm Market Update - Podcasts and live stream

Six years ago, Emmanuel DaRosa walked away from running Jamaica's power grid to bet his own money on the sun. Now the ex JPS CEO is building SUNTERRA's $60 million Midnight Sun project, engineered to survive the exact kind of storm that just wiped out a rival solar farm. Dr. Matthew Preston and Dr. Thaon Simms dig into how DaRosa structured the deal, why Jamaica is falling behind its 2030 renewable energy target, and whether SUNTERRA could eventually list on the JSE.Chapters:00:00 Introduction00:37 From Portugal To Canada: An Unlikely Path To Jamaica05:14 The Secret Recruitment To Become JPS CEO13:48 Why Saying Yes Built His Career17:34 The Renewable Projects JPS Rejected21:47 Leaving JPS To Bet Everything On SUNTERRA22:57 Inside The Midnight Sun Project28:52 Bidding For Jamaica's Next 220 Megawatt Deal33:45 Why A Rival Solar Farm Didn't Survive Hurricane Melissa43:45 The $60 Million Financing Behind SUNTERRA48:51 A Future JSE Listing?59:16 Why Jamaica Won't Hit Its 2030 Renewable Goal

Dr Frans Cronje joins Alec Hogg for a wide-ranging catch-up that reframes the week's political noise into something more useful: a structural theory of why the DA is stuck and what it actually has to do next. His regime change argument is sharp — South Africans have lost confidence in the ANC, but they haven't yet gained confidence in the DA as a replacement. Until they do, the country sits in no-man's land. His defense of Tony Leon is equally direct: what Steenhuisen has alleged is lobbying, not state capture, and conflating the two is both factually wrong and damaging to the economy. Also today: Prosus raises $1.65 billion in investment-grade AI-era debt; Hyprop's oversubscribed JSE capital raise proves the exchange is working exactly as it should; and Rob Hersov makes the case for flagpole neutrality at Bishops.

Carreras just posted an 80% profit surge and a $30 share price, but is a buyout next? Dr. Matthew Preston and Dr. Thaon Simms break down what's really driving the numbers, plus seven more JSE stocks worth watching this quarter. From Fesco's record fuel profits to Tropical Battery's failed capital raise, Omni's hurricane fueled growth, and why Elite Diagnostic just hit a fresh 52 week low. If you're holding JSE stocks, this recap tells you what actually matters.Chapters:00:00 Introduction and Market Roundup Kickoff01:51 CARRERAS: The 80% Profit Surge and $7 Billion Revenue Story19:23 Illicit Cigarettes, Vapes, and Could CARRERAS Go Private?33:27 LAB JAMAICA's Streaming Deals With Amazon, Apple TV and Tubi1:14:36 FESCO's Record Year as Middle East Tensions Spike Fuel Prices1:26:50 RPL's 75% Profit Jump and the Yadman LPG Acquisition1:32:34 OMNI INDUSTRIES Profits Double on Hurricane Melissa Rebuild1:46:00 ELITE DIAGNOSTIC Hits a 52 Week Low: What Went Wrong2:00:16 WOODCATS Down Over 20% Since Its IPO2:08:46 TROPICAL BATTERY's Failed $1.79 Billion Capital Raise

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty discusses the firm's Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

What would you do if someone handed you a million dollars to invest on the Jamaica Stock Exchange today? Dr. Matthew Preston and Dr. Thaon Simms each build a portfolio from scratch with one goal: 30% returns by December 2026. From a Chinese car company trading under $3 to a film production stock at an all time low, they walk through every pick, stress test each other's logic, and debate which bets are worth the risk. Whether you're starting with $100K or $10K, this is the framework that matters.Chapters:00:00 Introduction and the Million Dollar Rules01:30 Setting the 30% Target by December03:50 Thaon's Pick: JETCON and the Chinese Car Boom09:07 Stress Testing the Jetcon Thesis14:15 Preston's Pick: The Lab at an All Time Low27:30 Can You Even Buy $1M of Lab Stock?33:35 Hunting for the Next Pick38:00 Thaon's Pick: Select MD and the 55% Arbitrage Gap43:50 Preston's Pick: Atlantic Hardware and the Rebuild Play49:00 Why Construction Demand Hasn't Even Started Yet53:30 Trans Jamaica and the People's Champion55:30 Final Predictions and End of Year Follow Up

Nick Kunze of Sanlam Private Wealth highlights concerns over AI valuations and a stronger US dollar weighing on emerging market currencies. He notes strong returns in microprocessor stocks and US inflation at 4.1%, with the Fed maintaining a hawkish stance and potential rate hikes ahead. He also discusses JSE performance, intraday volatility in emerging markets, and swings in gold and oil prices, expecting higher inflation and slower growth. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 discusses weaker gold and oil prices, with crude falling below $75 a barrel for the first time in 16 weeks. He says lower oil prices should support consumers and consumer stocks on the JSE, and expects the SA Reserve Bank to keep interest rates unchanged. SAfm Market Update - Podcasts and live stream

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.

Gary Booysen of Rand Swiss reviews progress in the US-Iran peace settlement and its impact on oil prices, now around $77 a barrel. He also looks at firmer gold prices, positive JSE performance, and mixed global market signals amid US and Asian closures on Friday. He discusses muted FTSE reactions to UK political developments including reports surrounding Prime Minister Keir Starmer's resignation, and the potential for a stronger week ahead for the rand. SAfm Market Update - Podcasts and live stream

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

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.

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.

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.

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 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.

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.

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