Podcasts about JSE

Most investors say they want to start investing but never do because they're waiting for the perfect price that never comes. Dr. Matthew Preston and Dr. Thaon Simms break down dollar cost averaging on the JSE, reveal which stocks they'd buy every single month for the next three years, and make the case for one wild card pick that could double overnight if a single announcement comes through. Chapters:00:00 Introduction and What Is Dollar Cost Averaging02:24 Why Most People Never Actually Start Investing06:11 The Right Way to Pick a DCA Stock07:29 How DCA Is Like Consistent Training in Sports11:01 Thaon's Pick: TRANSJAM and the Mandeville Toll Surprise17:03 The Q1 Report That Should Look "Really Really Nice"22:26 Matthew's Pick: ATLANTIC Hardware and the Tax Break Play26:37 Could Atlantic Absorb More of the Musson Empire?31:37 Thaon's Pick: WISYNCO and the Brewery Expansion37:14 Breaking Down WISYNCO's 49% Profit Jump44:27 The Wild Card: WIPT and the Oil Discovery Thesis51:29 Upside vs Downside: Quantifying the Oil Play54:53 INDIES Pharmaceuticals and the Regadenoson US Market59:11 SYGNUS, SRF, MAILPAC and the Norbrook Angle1:07:03 Is the JSE Itself a DCA Stock?1:18:17 SEPROD's 1000% Profit Jump — Is It Real?1:23:38 Wrap Up and Your Stock Picks in the Comments

South Africans are facing an impending and massive R8-a-litre fuel price shock when prices are adjusted next month. This spike is a direct consequence of the prolonged war in Iran, which has driven the Rand cost of oil up by 40%, jumping from R954 to R1,328 a barrel. The higher oil price - now above $80 a barrel from below $60 a week ago - is significantly impacting global inflation expectations, triggering nervous trading on Wall Street overnight. Also in Today's Daybreak: Global and local markets are under pressure, with the JSE down 0.75%, mainly due to a 2.5% fall in resource stocks. The Rand opened at R16.60 against the US dollar. Gold and Bitcoin remain steady at $5,150 and $71,250, respectively. SA's Geopolitical Tightrope: ANC Top Seven member Nomvula Mokonyane visited the Iranian Embassy in Pretoria to sign a condolence book for the assassinated Ayatollah Ali Khamenei. Professor Edward Minnie discusses how this brings South Africa's delicate position on the war into sharp focus. Iranian Succession & Trump: Donald Trump is insisting on being involved in the selection of the new Iranian leader and strongly opposes a "North Korean style" succession by the Ayatollah's son. However, the FT's Tehran correspondent reveals that Mojtaba Khamenei has already emerged as the leading candidate in highly confidential initial voting. Investment Strategy Insights: Piet Viljoen discusses his worldwide flexible 'Cockroach' fund. He shares his protective strategy of holding a high exposure to previously inexpensive energy assets to guard against unpredictable global events. He also unpacks Warren Buffett's approach to geopolitics and explains his allocation to cryptocurrency.

Stephen Grootes speaks to Investec SA CEO, Cumesh Moodliar about investor sentiment at the 2026 JSE/Investec Macroeconomic Summit, South Africa’s strategy to strengthen economic resilience in a multipolar world, the country’s economic outlook amid geopolitical tensions, and the progress being made on energy and logistics reforms to rebuild critical infrastructure for growth. 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.

As the world grows more uncertain, clarity matters more than ever. BNC#8 brings together some of the smartest and most experienced minds to help you cut through the noise and navigate the turbulence with greater confidence. Tickets are selling out fast, with only 40 left. Don't waste time, book your place at BNC#8 now - https://www.quicket.co.za/events/347022-bnc8-the-2026-biznews-conference-in-hermanus/#/ Tonight's BizNews Briefing opens with Normandien Farms' Sean Hoatson, who describes what he says was an unlawful and intimidating incursion at the group's Newcastle operations. We then move to a mixed JSE update, with Woolworths, Quilter and Cashbuild showing resilience while AfroCentric swings to a heavy loss. Dr Iraj Abedian follows with a sharp critique of MTN's continued Iran exposure, before Bloomberg reports on President Trump's plan to support tanker traffic through the Strait of Hormuz.

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

Stephen Grootes speaks to JSE CEO Leila Fourie and Bidvest CEO Mpumi Madisa about their latest performance results, unpacking revenue growth, strategic priorities and what lies ahead for their respective businesses. In other interviews, Timothy Walker, Senior researcher on maritime security at the ISS talks about the impact of the Iran conflict on global maritime trade and energy markets. As tensions escalate in the Strait of Hormuz, the world’s critical oil and gas shipping corridor, tanker disruptions, stranded vessels and rising war-risk insurance costs are sending ripples through the local and international 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 See omnystudio.com/listener for privacy information.

Theo Vorster, medestigter van Galileo Capital, deel sy mening oor die Iran‑konflik, die swakker wisselkoers, die beweging van die goudprys en die rekordresultate van die JSE. Volg RSG Geldsake op Twitter

Stephen Grootes speaks to JSE CEO Leila Fourie about the JSE’s record-breaking R1bn profit milestone, the special dividend payout, and how renewed confidence in South African markets has fuelled strong trading activity and boosted the group’s overall performance. 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.

Tonight's BizNews Briefing opens with Dr Iraj Abedian's view of what could come next in Iran, as he lays out three possible paths ranging from a managed transition to violent instability. We then move to a market update led by MTN's earnings rebound, Exxaro's major manganese deal, the JSE's stronger payout, and pressure on Italtile. Piet le Roux follows with Sakeliga's early legal victory against NHI implementation, before Bloomberg closes on the potentially huge oil implications of a changed Iran-US relationship.

JOIN THE MONEY MISSION:https://moneymissionja.comGet the Money Mission Workbook: https://amzn.to/4567eL2WIP Terminal has been on an impressive run since listing on the JSE.But is their performance sustainable? And what plans do they have for the future? Chairman Charles Chambers joins us.Plus, the analysts weigh in on the latest market developments…Fontana's Q2 results are out. How did they perform?We'll discuss.******************OUR SEGMENTS: 0:00- Intro1:27 - What's Hot in Business8:15 - Discussion40:06 - Market Recap46:55 The Analysts- *******************SUBSCRIBE TO OUR NEWSLETTER: https://kalilahreynolds.com/newsletter JOIN THE MONEY MISSION:https://moneymissionja.com******************

The CEO of one of Jamaica's fastest growing construction stocks sits down to reveal everything. Deanall Barnes breaks down how Atlantic Hardware went from $1.4 billion in debt to under $600 million while growing revenue over 10% every year since acquisition. Dr. Matthew Preston and Dr. Thaon Simms dig into the hurricane rebuilding opportunity, hotel supply contracts, lumber market strategy, and a major hint about where $300 billion in government reconstruction money is headed.Chapters:00:00 Introduction and Deanall Barnes Background02:39 From ARC Manufacturing to Law to CEO08:03 Why Ownership Builds Wealth (Not Salary)10:25 The Grandmother's Market Story14:59 Atlantic's Transformation: Three Locations to One18:18 $1.4 Billion Debt Down to $580 Million20:26 Hurricane Melissa Pivot: Zinc, Lumber, Rebuild25:53 Capacity and the Supplier Truck Strategy28:35 Special Projects Division and Hotel Contracts31:03 Acquisitions: Forward and Backward Integration32:08 The Cement Question: Is CARIB Enough?35:00 Supply Chain Management and Global Disruptions37:48 The ERP System Behind Atlantic's Efficiency40:40 Construction Rebuild Timeline: What Comes Next44:39 Lumber and Zinc Already Driving Revenue48:13 Stock Doubled in Under a Year53:52 Deanall's Final Investment Advice55:21 Closing and Farewell

Stephen Grootes speaks to Simo Lushaba, Governance Specialist at the Institute of Directors South Africa, about the governance shift behind Patrice Motsepe’s decision to step down as chair. While much of the focus has been on the personality, the more significant development is the JSE’s newly implemented listing rule requiring the chairperson of a listed company to be a non-executive director, a move aimed at strengthening independence at board level. The change forms part of the JSE’s Listing Requirements Simplification Project and signals a tightening of corporate governance standards in South Africa. 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.

Relebogile Mabotja speaks to Tinus Rautenbach the Business Head at Clarity about South Africans exploring digital investing and the FSCA (Financial Sector Conduct Authority) and JSE (Johannesburg Stock Exchange) warning that online trading/investment scams are getting harder to spot. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

This evening we dive into the latest market movements with Sasfin Wealth, we speak to the PIC about its new mining investment fund, we chat with the Save SA Film Jobs Coalition about a payment backlog that is putting extra pressure to the industry, DRDGold takes us through its latest results, Allan Gray discusses how gains impact market outlook, the JSE discusses its annual SA Trade Connect Conference, and we get to know Patrick Gearing, CEO of Meropa Communications, in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream

 Ryan Strachan is back!

The CEO of Vukile Property Fund, which has just sold a string of retail parks in Spain for €279m (around R5.2bn), says the group is now trading at a premium on the JSE – and he forecasts further upside considering its acquisitions pipeline. Podcast series on Moneyweb

Bitcoin is down almost half from its peak, trading below $65k as a "crisis of faith" hits crypto. Wall Street is selling off, Amazon is tanking, and JSE miners are shedding value fast - and for the second time, Rio and Glencore are walking away from a potential merger. Alec Hogg gives you the context you need to navigate the sea of red. Also: The FT's Chris Cook on the chaotic Epstein file release, and why SA's generals need to get out of politics.

JOIN THE MONEY MISSION:https://moneymissionja.comGet the Money Mission Workbook: https://amzn.to/4567eL2Chris Williams is moving in a different direction.The retired investment banker has launched two new companies. What are his plans for the future? Plus, the analysts weigh in on the latest market developments…The JSE is up 27 thousand points for January. What's driving the hot streak?And how will tax changes under Trump's Big Beautiful Bill affect you and your money? We'll discuss.******************OUR SEGMENTS: 0:00- Intro1:29 - What's Hot in Business5:46 - Discussion37:37 - Market Recap42:28 - The Analysts- JSE hot streak 53:46 -The Analysts- Trump's Big Beautiful Bill*******************SUBSCRIBE TO OUR NEWSLETTER: https://kalilahreynolds.com/newsletter JOIN THE MONEY MISSION:https://moneymissionja.com******************

Can one hawkish Fed Chair nomination melt a golden bull's wings? In this episode of Magic Markets, The Finance Ghost and Moe-Knows look at volatility, market overreactions, and how to hunt for asymmetry responsibly. On the macro side, Moe examines the recent gold price oscillations and explains why gold might be circling the rim of the ‘speculative' bucket, while Ghost takes a micro look at some tips for sniffing out asymmetrical returns.  Join our hosts as they dive for treasure in the ‘too hard' pile of the JSE, reminisce about the 2008 ArcelorMittal share price, and look at LVMH, Netflix and Mr Price as examples of stocks that have fallen sharply from peaks. Today's Topics: Why the nomination of a surprisingly hawkish Fed Chair sent the gold price plummeting. How retail speculation is making gold behave more like crypto – and what it might mean for you. How a VC mindset and an understanding of asymmetrical returns might help you build a high-risk equity basket that doesn't blow up your core portfolio. What names like Netflix and Mr Price can teach us about opportunities after extreme market reactions. Get in touch: The Magic Markets Website @MagicMarketsPod, @FinanceGhost, and @MohammedNalla (all on X) Pop us a note on LinkedIn Disclaimer: This podcast is for informational purposes only and does not constitute financial or investment advice. Please speak to your personal financial advisor. Chapters (00:00:00) - Introduction: Market Psychology and the State of Gold(00:01:46) - Kevin Warsh: Why the Fed Chair Nomination Spooked Markets(00:03:41) - Is Gold the New Crypto? Retail Speculation and Volatility(00:06:13) - The Resources Rally: Why the Satrix RESI Is Still Up YTD(00:08:33) - Megatrends and Market Tops: Lessons From LVMH and 2023(00:11:16) - Optionality & Sniffing Out Asymmetrical Payoffs(00:16:10) - The Venture Capitalist Mindset: Building a High-Risk Speculation Basket(00:19:36) - The "Too Hard" Pile: Finding Asymmetry in Accelerate and PPC(00:22:47) - Taking A Gamble On Low-Ticket Stocks & ArcelorMittal(00:24:01) - Buying the Dip: Mr Price, Netflix, and Eating Our Own Cooking(00:25:36) - Conclusion & How to Get in Touch

Stephen Grootes speaks to Stella Ndabeni-Abrahams, Minister of Small Business Development, about what three years of the SME Rise Capital Matching initiative has delivered for small businesses in the Western Cape - with more than R36 million in funding unlocked, billions added to SME revenues and thousands of jobs created. 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.

Technology sits at the heart of modern capital markets, and nowhere is that more evident than at the JSE. In the latest episode of Meet the CIO, TechCentral editor Duncan McLeod sits down with Tebalo Tsoaeli, the bourse's CIO, to unpack how technology underpins Africa's largest stock exchange – and how it is evolving for a more digital, global and real-time future. Meet the CIO is brought to you by NTT DATA, where global experience meets local impact. Tsoaeli has spent his entire career in financial services technology, starting out as an application developer at Rand Merchant Bank before holding senior technology roles at Standard Bank, Investec, Nedbank, FirstRand and Sanlam. He became CIO of the JSE three years ago, bringing deep experience in large-scale, mission-critical systems to one of the most tightly regulated technology environments in the country. In the conversation, Tsoaeli reflects on his early exposure to computing and how a formal grounding in computer science shaped his career path. While he is clearly a technologist at heart, he explains how his role has evolved beyond pure IT delivery to focus on strategy, resilience, regulatory compliance and enabling market growth. A major theme of the discussion is the JSE's technology stack and how it has changed over time. Tsoaeli explains how the exchange now works closely with Amazon Web Services, moving away from a purely on-premises model to leverage cloud infrastructure for scalability, resilience and performance. He also addresses the question many market participants ask: can the cloud really be trusted with mission-critical exchange workloads, especially in a world where outages at global providers can have far-reaching consequences? Latency and real-time trading are central concerns for any exchange, and Tsoaeli provides insight into how the JSE's infrastructure supports the full trading lifecycle – from pre-market activity through live trading to post-trade clearing and settlement. He also touches on the exchange's networking architecture and how it is designed to deliver predictable, low-latency performance for brokers and market participants. The episode also explores the JSE's strategic technology partnership with Nasdaq. Tsoaeli explains how this relationship operates at a technology level and what it has delivered so far, including support for market modernisation and international interoperability. Closely linked to this is the modernisation of the JSE's Broker Dealer Accounting system, a project Tsoaeli describes as critical to improving efficiency, resilience and future-readiness. Given the highly regulated nature of financial markets, security and compliance are never far from the conversation. Tsoaeli outlines how the JSE balances innovation with stringent regulatory requirements, and what this means for data protection, operational risk and trust in the market. Looking ahead, the discussion touches on cross-border capital flows, dual listings and the potential role of emerging technologies such as artificial intelligence and machine learning in trading and market operations – along with the risks that come with them. Finally, Tsoaeli shares his perspective on what success looks like for the JSE's technology journey over the next three to five years, how he sees the role of the CIO evolving, and – in a lighter moment – his favourite productivity hack. TechCentral

What if Warren Buffett woke up tomorrow as a Jamaican investor with a million dollars to spend on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed AI models Buffett's shareholder letters, investment philosophy, and decades of wisdom to find out. The results are surprising. One AI went ultra concentrated with just three stocks. The other spread across five picks. From economic moats to toll bridge businesses, discover which JSE companies passed Buffett's legendary filters for quality, management, and value. You'll have to watch to see if your favorites made the cut.Chapters:00:12 Introduction: What Would Warren Buffett Buy on the JSE?02:47 Preston's Approach: Using Claude with Buffett's Letters03:19 Pick 1: The Banking Giant08:19 Thaon's Reaction: Is This the Right Banking Play?09:26 Pick 2: The Infrastructure Monopoly11:40 Why Buffett Loves Infrastructure and Toll Roads12:11 Pick 3: The Century Old Conglomerate15:27 Thaon's Approach: Training ChatGPT to Think Like Buffett16:24 The Five Core Buffett Principles Applied19:23 Alternative Pick 1: A Different Banking Champion23:37 Preston's Take: The Opportunity Everyone's Missing25:07 Alternative Pick 2: The Same Conglomerate30:13 Alternative Pick 3: The Beverage Franchise34:23 The Coca-Cola Bias Revealed36:17 Alternative Pick 4: The Insurance Powerhouse39:20 Why Buffett Loves Insurance Companies42:04 Alternative Pick 5: The Monopoly Play45:27 The Ironic Royalty Twist47:56 Comparing Both AI Portfolios48:20 Would Buffett Really Pick Five Stocks?50:02 Context Rot: Why More Information Can Hurt AI Output52:06 Final Thoughts and Experiment Conclusions

On this morning's BizNews Daybreak, Alec Hogg unpacks a massive overnight shift in global markets: The "Fear & Greed" Trade: Gold has surged $300 to a record $5,566/oz, pulling JSE miners like Harmony Gold (+10%) and Gold Fields (+8%) skyward. The FT's Katie Martin and Rob Armstrong argue this isn't just a safety play—it's a "heady cocktail" of fear, greed, and naked speculation. The "Permabear" Warning: Legendary investor Jeremy Grantham reveals a "dirty trick" he played at a 1990s conference, proving that 99% of Wall Street professionals knew the Dotcom crash was inevitable but refused to say so publicly due to career risk. Fed vs. Trump: The US Federal Reserve has held interest rates steady, with Chair Jay Powell firmly asserting the central bank's independence amid pressure from the Trump White House. Tech Earnings: Big beats from Tesla, Meta, and ASML have steadied Wall Street, with Elon Musk doubling down on investments in xAI despite scepticism. Currency Check: The Rand has strengthened significantly, starting today below R15.70/$ amidst the Dollar's continued wobble.

Sometimes you just gotta check in.In Episode 262, Luap and Chop—the HNICs of JSE—kick back for a long overdue catch-up. No big topic list, no pressure, just real conversation. Life updates, random thoughts, laughs, and the kind of talk that only happens when the mics are on and the vibes are right.If you've been rocking with Just Spitballin for a while, this one feels like home.If you like what you are hearing be sure to Follow our social media:Facebook: Just Spitballin Ent.Twitch: JustSpitballinTTVTwitter: @JSpitballinInstagram: justspitballin_ent

In this episode of BizNews Daybreak for Tuesday, 27 January 2026: Markets Rally: The Rand strengthens overnight below the critical R16/$ level, while Gold opens the day above a record $5,000/oz, driving massive gains for JSE miners. The FMD Crisis: A dairy farmer and Sakeliga CEO, Piet le Roux, expose how the state is allegedly "blocking solutions" to the Foot-and-Mouth epidemic, forcing businesses to intervene in a "systemic failure." Trump's Trade War: The US President slaps surprise 25% tariffs on South Korea and makes a historic $1.6bn direct investment into Rare Earths to counter China. Survival Story: Rusty Labuschagne recounts the harrowing nightmare of spending 10 years in Zimbabwean prisons for a crime he didn't commit. Hosted by Alec Hogg.

The finance chief of South Africa's second largest JSE primary-listed real estate counter, Redefine Properties, is more optimistic about SA Inc on a number of fronts, including economic reforms, interest rates and the country's fiscal position ahead of the 2026 budget. Podcast series on Moneyweb

Alec Hogg brings you Monday's top business and geopolitical stories: Trump's Board of Peace: The new US President unveils a controversial rival to the UN with a $1 billion entry fee—and South Africa is not on the guest list. Valterra Platinum: The miner formerly known as Amplats flags a doubling in profits despite floods and cost-cutting, signalling a strong start for the rebranded giant. Farewell, Barloworld: After over 80 years, the industrial titan “Barlows” (BAW) will delist from the JSE tomorrow, marking the end of an era for public investors. Sasol's Grit: The energy giant stabilises its engine room with a fatality-free quarter and a fix for its coal quality woes at Secunda. SANDF Scandal: US intelligence analyst Chris Wyatt breaks down the shock promotion of a “murder-charged” General to lead SA's Special Forces. Plus: Gold through $5 000, market movers and commodities updates. Start your week with the context you need to win the day.

Stephen Grootes speaks to IDC CEO Mmakgoshi Lekhethe about the Corporation’s participation at the World Economic Forum in Davos, its role within Team South Africa, and efforts to advance industrialisation, investment, and sustainable development through initiatives such as AfCFTA. In other interviews, Andre Visser, JSE’s director of issuer regulation talks about the recently updated simplification of listing rules on the JSE. 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.

Hurricane Melissa just devastated Jamaica's tourism sector with a 73% drop in November arrivals. While everyone panics about dead tourism stocks, Dr. Matthew Preston and Dr. Thaon Simms ask a different question: Is this actually a buying opportunity?They break down every publicly traded tourism company on the JSE, analyzing Dolphin Cove's forced sale, Express Catering's airport shutdown, CPJ's hotel losses, and Everything Fresh's surprising resilience. Whether you're already invested or considering entry, discover which companies will bounce back fastest and which might quietly turn this crisis into a reset.Chapters:00:02 Why Hurricane Melissa Creates a Tourism Stock Decision00:47 The Tourism Stock Landscape on the JSE07:54 Dolphin Cove: Lost Dolphins, Reopening Timeline & The Forced Sale19:13 The Ocho Rios Port Reopening: Game Changer for Dolphin Cove24:55 CPJ Analysis: Million Dollar Losses Before the Hurricane Even Hit30:14 Everything Fresh: The Smarter Tourism Play? Diversification Pays Off44:01 Express Catering: 73% Passenger Drop & Airport Damage Impact55:25 Final Verdict: Winners, Losers & The Quiet Recovery Opportunities

Kieran Witthuhn from Anchor unpacks Netflix's latest results and the market implications of its all-cash bid for Warner Bros. Stafford Masie from African bitcoin Corporation on the launch of a new product offering yield on your Bitcoin. Simon weighs in on the tipping point at which a stronger rand starts squeezing JSE-listed companies that sell in US$.

Trump Takes Over Davos: In a wide-ranging address at the World Economic Forum, US President Donald Trump dominated the agenda. He doubled down on his interest in purchasing Greenland, although not using force to acquire it, cheered the markets (proposing a "Golden Dome" missile shield for it), attacked the "green scam," and touted US economic growth as the solution to the country's $36 trillion debt. Police Capture & The "Can of Worms": Following yesterday's parliamentary drama, Juanita du Preez of Action Society discusses the Madlanga Commission. She weighs in on whether these new revelations of police corruption are just a "circus" or if they will finally deter the syndicates embedded within law enforcement. Long-neglected mining sector is carrying the JSE (and the Rand): Veteran analyst Peter Major reveals that the mining sector now accounts for a massive 38% of the JSE All Share Index—a multi-decade high. He argues the sector is single-handedly pulling the SA economy forward and generating record tax revenues, despite government inefficiency. Market Movers: Teledyne Technologies surged 10% overnight after beating Q4 earnings estimates, driven by strong defence and aerospace sales. Orion Minerals jumped another 10% (now 33 cents/share), with Peter Major noting that, despite copper price volatility, the counter offers significant value. The Rand: Strengthening to R16.27/$, reflecting a 12% gain over the last year.

Andre Visser, direkteur van Noteringsregulasies by die JSE, gesels oor die verslapping van noteringsvereistes om meer noterings te lok. Volg RSG Geldsake op Twitter

In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in naval exercises. Retired US intelligence analyst Col. Chris Wyatt weighs in on whether Pretoria should "dig in" or repair relations to protect trade. More on the "Madman" Theory: Piet Viljoen provides another perspective on historian Niall Ferguson's argument that Donald Trump's erratic behaviour—including his aggressive bid for Greenland—is a calculated strategy. Market Movers: On a relatively quiet JSE while the US takes a holiday, Sibanye Stillwater jumps 3% on news of a strategic pivot at its Keliber lithium project in Finland, while Sasol falls below R100 on lower oil and a stronger Rand. Investment Outlook: Counter-cyclical investor Piet Viljoen explains why 2026 could be another banner year for South African assets. Sign up for the BizNews Conference in Hermanus (March 10-12) as seats are filling up - details at BizNews.com.

In today's BizNews Briefing, NEASA CEO Gerard Papenfuss takes aim at mining minister Gwede Mantashe in a pointed open letter on BEE. Veteran money manager and RECM founder Piet Viljoen argues that South African assets remain undervalued relative to an overowned US market, while the bearish Magnus Heystek urges caution amid a "false dawn" on the JSE. Plus: Dr Iraj Abedian explains why Iran's latest uprising could prove fundamentally different.

Remember when TransJamaica Highway was announced at last year's JSE Conference? Investors who bought at $3.75 are sitting on 30% gains less than a year later. This year, Andrew Holness and Fayval Williams are both speaking, and we're breaking down which sessions could move the stocks in your portfolio. From construction plays like Carib Cement to the micro market announcement we've been waiting for, Matthew Preston and Thaon Simms preview everything you need to know before January 20th.Chapters:00:00 Introduction01:38 Last Year's TransJam Announcement (30% Gains)02:15 Who We Want to Interview05:34 Andrew Holness: Devastation, Recovery, Resilience08:39 Construction Stocks to Watch12:17 Why This Conference Matters for Investors16:22 JSE and New Listings: What Would Make More Companies List?19:46 JSE's Plans: Government Securities and More21:40 Grace Kennedy and Steven Whittingham23:37 Fayval Williams and the Micro Market25:49 Cross Listings: Rwanda, Trinidad, Barbados29:06 NCB Capital Markets31:20 Final Thoughts and Ticket Giveaway

Omri Thomas, direkteur by Abax Beleggings, gesels oor die 52-week-hoogte- en laagtepunte op die JSE, asook Richemont se handelsverslag. Volg RSG Geldsake op Twitter

What if the next 10 years completely reshape which Jamaican investors win and lose? Investment professional Julian Morrison returns with a bold prediction: Jamaica's rebuild timeline could stretch a decade, not five years. Dr. Matthew Preston and Dr. Thaon Simms dig into which JSE companies have the balance sheets to survive and thrive.From Fontana's Portmore expansion to Wisynco's wallet share strategy to NCB's forced shrinking, Julian breaks down why earnings don't matter right now but capital does. Plus, a Limitless exclusive: the launch of his new newsletter, Market Failure.Chapters:00:00 Introduction and Christmas Vibes03:12 2026 Outlook: Why Julian Is Optimistic04:21 Cold War II and Jamaica's Position05:06 The 10 Year Rebuild Timeline08:04 Kingston Crowding and Business Opportunities11:08 Wisynco's Wallet Share Strategy14:14 GDP Per Capita: The Statistical Trick16:13 How US Immigration Changes Affect Jamaica19:21 Construction and Hardware Winners20:44 Jamaica Needed This Reset23:32 Healthcare Stocks Bull Case24:31 M&A Activity: Who's Buying What?29:10 AI, Industrialization, and Jamaica's Reality37:25 Metals Bull Run Explained41:14 Interest Rate Outlook for 202646:04 NCB vs Scotiabank: A Capital Story53:55 How to Evaluate Investment Funds1:01:58 The Three Things That Drive Bull Markets1:09:16 Micro Market Opportunities1:21:31 Julian's Top Picks: Fontana and Eppley1:24:12 Market Failure Newsletter Announcement

In today's episode of BizNews Daybreak, Alec Hogg covers a dramatic morning for global and local markets. The Trump administration ramps up pressure on Venezuela with oil tanker seizures, while we hear of escalating repression of the population by Maduro's underlings. Locally, the JSE sees action as HCI sells its 65% stake in Hermanus's biggest shopping mall for R600m and the ASP Isotopes-Renergen deal officially closes. Plus, regulators slam Novus for "conscious lying" in the Mustek takeover, with its chairman deeply implicated. Plus, mining guru Peter Major explains why portfolio favourite Orion Minerals has surged 36% this week.

Join Alec Hogg for BizNews Daybreak, your early morning briefing on investment markets and the world's biggest stories. We unpack President Trump's controversial proposal to manage Venezuelan crude to fund reconstruction, and hear analysis from The Economist around China's surprising silence on Maduro's removal - something which will doubtless be carefully analysed in the Union Buildings. Locally, the Rand strengthened to R16.36/$, and JSE portfolio stocks rallied, with a spectacular surge by BizNews Ricardo portfolio member Orion Minerals. However, new data suggests further economic contradiction: November's massive R37.7bn trade surplus was driven by plunging imports and December saw a fresh 11-month low in PMI . Get the context you need to win the day.

In today's episode: The Venezuela Crisis: The latest from Bloomberg, historian Niall Ferguson argues Trump's intervention was telegraphed months ago, while the FT provides critical context on the situation. Global Markets: Bitcoin hits $93,800, Gold holds near $4,500, and US oil stocks react strongly. Local Movers: The Rand strengthens to R16.32. On the JSE, Lewis hits a new high while Arcelor Mittal drops to a trough. Tech Watch: Updates on Nvidia and the overnight action on Wall Street.

Nelis Brink of PSG R21 runs us through the day's market developments, the JSE reaching new highs, copper standing out among commodity prices, local equities continuing their positive momentum from 2025, expectations of volatility in 2026, and the rand. SAfm Market Update - Podcasts and live stream

It's the first ever Limitless Awards! Dr. Matthew Preston and Dr. Thaon Simms hand out trophies to Jamaica's most surprising, controversial, and profitable stocks of 2025. One company's parent company crisis shocked everyone. A newcomer dominated despite dipping below IPO price. A stock nobody believed in pulled off a 100% comeback in weeks. And a former favorite left investors deeply disappointed. Plus, the hosts share investing lessons they learned the hard way this year.Chapters00:00 Welcome to the Limitless Stock Awards 202501:37 Biggest Surprise Award06:42 Honorable Mention: A Legend Lost08:05 What Happened to That Failed IPO?12:14 Best Newcomer Award14:00 The Listing That Could Explode19:38 Most Controversial Award29:11 Breakout Sector of the Year32:10 Biggest Turnaround Award35:59 People's Choice Award38:14 Our Personal Favorite Stocks of 202544:03 Most Popular Stock of the Year51:32 Most Disappointing Award1:02:01 Best Guest of the Year1:03:51 Our Biggest Investing Lessons of 20251:11:27 Your Lessons and Final Thoughts

Is the West Indies Petroleum Terminal listing about to crash and burn or make early investors rich? Two medical doctors tackle the most talked about Jamaica Stock Exchange listing of the year with zero hype and all facts.Dr. Matthew Preston and Dr. Thaon Simms break down this oil storage business valued at J$5.6 billion that just joined the JSE through listing by introduction, not a traditional IPO. You'll discover why they chose this unusual route, uncover a mysterious World Energy Solutions shareholder situation, learn whether this simple storage business is actually worth buying at 50 cents per share, and find out if WIPT could become a dividend powerhouse or just another stock that disappoints investors.From the Jamaica Broilers acquisition to BP Latin America supply agreements and potential regional expansion into 34 countries, this is everything you need to know before the market decides WIPT's fate. Whether you have $50,000 or $5 million to invest, understanding this listing could be the edge you need.

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest's record-setting Euro bond issue, which landed sharp pricing after being 5.5 times oversubscribed.

Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It"

Stephen Grootes welcomes CEO of Cell C, Jorge Mendes, to reflect on Cell C making a strong debut on the Johannesburg Stock Exchange as shares rise 4% on first trading day. In other interviews, Stephen Grootes is joined by broadcaster, entrepreneur, and former Miss South Africa, Liesl Laurie-Mthombeni, who has also completed the Momentum Money Fingerprint assessment. Moreover, Paul Nixon, Momentum’s Head of Behavioural Finance, helps unpack the behavioural insights behind it all. 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.

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Jamaica Broilers stock crashed from $40 to ~$18 after a $46B fraud bombshell in US operations—hosts Dr. Matthew Preston & Dr. Thaon Simms cut through the noise, reveal restated financials (6B profit → 10B loss), asset inflation, liability concealment, and why bankruptcy odds are low. They break down recovery catalysts: profitable Jamaican ops (+400% Q1 profit), $40B asset revaluation incoming, tax credits up to $30B, debt restructuring, and possible US meat exit. Is this Jamaica's biggest contrarian buy since the scandal?Related:Previous Jamaica Broilers Fraud Episode: https://youtu.be/KybsVkdfxoEOur Full Jamaica Broilers Stock Review: https://youtu.be/iDhUJRntJRESources (check yourself!):Mayberry Investor Briefing: https://www.youtube.com/watch?v=ckJr0JMbXSA&t=1835sAudited Financials (Year Ended May 3, 2025) on JSE: https://www.jamstockex.com/jamaica-broilers-group-limited-jbg-audited-financial-statements-for-the-year-ended-may-3-2025/Q1 2025/2026 Interim Report (PDF): https://www.jamaicabroilersgroup.com/wp-content/uploads/2025/11/JBG-2025_2026-Q1-Interim-Report.pdf