POPULARITY
This evening, we dive into the latest market movements with Just One Lap, we speak to the CEOs of Exxaro and Momentum about their respective results, we discuss the Competition Commission's decision to investigate Showmax's closure, we hear from Standard Bank on expanding its smart ID partnership with Home Affairs, and we chat to Zorora Sofas, a locally made-to-order couch company. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through today's market action, covering the rand, drivers of the sell-off, the oil price amid geopolitical tensions, the gold price, the dollar's performance, and how risk is being priced into the market. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discusses the day's market moves as we see red running through the bourse; the oil price as tensions continue in the Middle East; the gold price, commodities, and market sentiment amidst geopolitical tensions. SAfm Market Update - Podcasts and live stream
This evening we dive into the latest market movements with Just One Lap; we speak to executives from Nedbank, Shoprite and Aspen about their respective results; Rio Tinto discusses its R8.5bn investment into the Richards Bay Zulti South expansion; and we speak to Galetti Corporate Real Estate about where to invest in property in 2026. SAfm Market Update - Podcasts and live stream
This evening we dive into the latest market movements with Just One Lap, we speak to Corusca Consulting and Tax Consulting SA about what we can – and should – expect from tomorrow's national budget speech, Eduvos discusses how education needs to be adjusted to accommodate an evolving work landscape, and we examine how the state's mismanagement of the foot-and-mouth outbreak is placing pressure on the dairy industry. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through a relatively quiet day in the markets, the strengthening of the rand, movements in oil and gold prices, equity market moving sideways, managing volatility, and the overall performance of the rand. SAfm Market Update - Podcasts and live stream
This evening we dive into the latest market movements with Just One Lap, speak to Old Mutual chair Trevor Manuel about Team SA at the World Economic Forum in Davos, and get an outlook on frontier markets from S&P Global, while Alexforbes helps us understand the implications of the recent customary marriage court ruling. We also look at education planning with Standard Bank, and get to know a cheesemaking company in the Western Cape. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market moves, the rand moving stronger, commodities, the gold price, weakness in the dollar, and market sentiment. SAfm Market Update - Podcasts and live stream
This evening, we dive into the latest market movements with Sasfin Wealth, we speak to Just One Lap about the Sarb's decision to review the prime interest rate, Absa helps us unpack trends shaping the country's vehicle sales, tech analyst Mudiwa Gavaza discusses calls from SA's telecoms for international players such as Netflix and YouTube to contribute to building local infrastructure, and we get to know Rivonia Govender, CEO of GrowthHouse Financial Planning Services, in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream
This evening, we dive into the latest market movements with Sasfin Wealth, we speak to independent energy analyst Tshepo Kgadima about seven global investment firms qualifying to bid in the first round of the independent transmission programme, we review retail performance this year with Just One Lap, and we discuss small-to-mid caps in 2025 with FNB. SAfm Market Update - Podcasts and live stream
This evening, we dive into the latest market movements with Just One Lap, we speak to the CEOs of WeBuyCars and Astral Foods about their recent financial results, we hear from RMB on last week's MTBPS announcement of a R15bn infrastructure fund to finance future projects, Bonitas guides us through the local medical aid landscape, and Recharged.co.za helps us to stay safe from scams and hackers this Black Friday. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market moves, digesting Friday's S&P upgrade, the benefits for financials, the rand holding its ground, interest rate expectations, and results from Ninety One. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discusses the day's market developments, the gold price maintaining momentum, global market performance year to date, the oil price, and commodities continuing to shine. SAfm Market Update - Podcasts and live stream
This evening, we dive into the latest market movements with Just One Lap, PwC discusses the macroeconomic factors affecting the rand, the National Consumer Commission explains the warning issued to Shein and Temu to comply with local laws from the dtic, MyBroadband gives us insight into the recent crash of government websites, we look at what Medshield members can expect in 2026, and Trafalgar helps us understand estate levies. SAfm Market Update - Podcasts and live stream
This evening we dive into the latest market movements with Just One Lap, we speak to the Office of the Tax Ombud about its investigation into Sars efiling profile hijackings, we look back at 25 years of WineX, SAB discusses the history of beer, and we get to know a Rustenburg-based business making uniforms for all walks of life. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market developments, the JSE taking a turn late in the day, profit-taking from PGMs, the dollar, the rand, the latest out of Washington, US jobs data, and the Naspers deal with Just Eat Takeaway. SAfm Market Update - Podcasts and live stream
This evening, we dive into market movements with FNB Wealth and Investments, we look at the local GDP figure with Citadel, SweepSouth unpacks the state of SA's domestic worker landscape, we look towards Nampo Cape 2025 with Nedbank, Just One Lap gives us a retail update as Walmart heads to SA while Spar sells its Swiss stores, and we take a look at egg prices with the Competition Commission. SAfm Market Update - Podcasts and live stream
This evening, we dive into market movements with Anchor Capital, we speak to RCL Foods and Bidvest about their respective results, Just One Lap discusses Truworths' new retail strategy which involves launching individual stores for its internal brands, LookSee offers insight into its new home maintenance platform, and we unpack tax diagnostic reports – what they are and why they important. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market moves as we see the local bourse in the green, what's driving optimism, reflects on yesterday's FOMC, the rand, the upcoming Jackson Hole symposium, and where the dollar is sitting. SAfm Market Update - Podcasts and live stream
This evening, we dive into market movements with Just One Lap, we speak to Exxaro and Spur about their latest results, we hear from Castle Lite on how women are shaping the future of the beer industry, we examine how the G20 can advance gender equality with Standard Bank, and gain insights from Merchant Capital on the key questions SMEs should consider before expanding. SAfm Market Update - Podcasts and live stream
This evening, we dive into market movements with Just One Lap, we discuss challenges and barriers to Africa's infrastructure boom with the Public Investment Corporation, we look at the cost of financing this infrastructure boom with with Standard Bank, we speak to the IDC on their role in supporting SA's energy transformation, and we discuss what drives the CEO of Future Forex, Harry Scherzer, in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market developments as we see green across the local bourse, Trump's plan to up India's tariffs due to importing Russian oil, the global implications of tariffs, the rand, and Glencore's update. SAfm Market Update - Podcasts and live stream
This evening we dive into market movements with PSG, we speak to Efficient Group about SA's corporate tax rate, Just One Lap unpacks Ibex's decision to dispose of Pepkor, Ntiyiso Consulting Group discusses local municipal restructuring, we speak to Absa Business Banking about its new strategy, and FNB discusses the trend of office spaces being turned into residential property. SAfm Market Update - Podcasts and live stream
This evening we dive into market movements with Just One Lap, we speak to the South African Spaza and Tuck Shop Association about the government's proposed ban on selling loose cigarettes, Standard Bank gives us insight into its new campaign, we speak to North West University about the impact of hunting on the local economy, SAB explains its role in supporting SA gender-based violence support centres, and we speak to a local toymaker based in Cape Town. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market moves as we saw a relatively calm day, banks seeing a late rally, questioning the tech space, many EMs nearing all-time highs, platinum, and the rand. SAfm Market Update - Podcasts and live stream
This evening we dive into market movements with Just One Lap, we speak to Deal Leaders International about why the Vodacom-Maziv deal was blocked by the Competition Tribunal, Standard Bank helps us understand the business of art, we speak to aviation analyst Linden Birns about the state of SA airports, SAB discusses the importance of creativity when building a brand, and in this week's SME, we SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market movements, positive sentiment as Middle East ceasefire holds, the rand, the oil price, Trump's tariff deadline approaching, updates from Hyprop and Growthpoint, and how 2025 has performed so far. SAfm Market Update - Podcasts and live stream
This evening we dive into market movements with Just One Lap, we speak to energy analyst Chris Yelland about Eskom's new tariff plan and how it will impact solar users, Liberty gives us insight into a new partnership aimed at dealing with unclaimed benefits, we speak to SAB about its recent financials and celebrating 130 years, and this week's SME is Koa Academy, an online school launched during the pandemic. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market developments, the rand, the gold price, US interest rates remaining unchanged, market uncertainty, and the US vs China. SAfm Market Update - Podcasts and live stream
This evening, we dive into market movements with PSG Wealth, take a look at the state of the luxury sector especially amid tariff volatility with Just One Lap, speak to PPS about its recent results, Alexforbes gives us some information around its high school chess competition expanding to all provinces, and we get insight into some scams – from rentals to Vat notifications – with TymeBank and Fitzanne Estates. SAfm Market Update - Podcasts and live stream
The Atlanta Fed's GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January. Market Reactions and Sell-Offs Nasdaq and S&P had their worst single-day drops since 2022. Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines. Bitcoin at $81,000 amid broader market volatility. Europe as a Potential Investment Opportunity Europe's economic stimulus: Germany announces a €500B package. ETFs to consider: EURO STOXX 50 (SYGEU) vs. MSCI Europe Industrial Sector. Potential for growth in industrial and defense sectors. Euro Stoxx 50 | Weekly | 12 March 2025 Just One Lap Turns 14 Founded in 2011 to provide online financial education. Reflection on the platform's growth and community support. South African Budget Review Possible VAT increase; lack of innovative fiscal strategies. Previous reliance on gold reserves for financial stability. Discussion on potential economic impacts. HomeChoice International Results Revenue up 21%, HEPS up 27%, dividend up 17%. Expanding into fintech with PayJustNow and FinChoice. Liquidity concerns despite strong financial performance. Two-Pot Retirement Withdrawals - Where Did the Money Go? Initial claims suggested debt repayment, but data suggests spending. Increased vehicle sales, hospitality sector growth (e.g., Spur, Sun International). Implications for long-term financial planning. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Economic Outlook: Recession Predictions and Market Reactions 09:07 Investing in Europe: Opportunities and ETFs 12:07 Celebrating 14 Years of Just One Lap 13:20 Budget Analysis: VAT Increase and Economic Innovation 15:09 Home Choice International: Business Performance and Liquidity Challenges 18:19 Consumer Spending Trends: Where Did the Money Go?
This Is the 150th episode of The Property Pod on Moneyweb, and we are joined by Brown, the founder of Just One Lap and host of the MonewebNOW show. With three Sarb repo rate cuts, has he changed his mind about buying? Podcast series on Moneyweb
This evening we look at the markets with Just One Lap, we touch on the day's results releases from Nedbank, Shoprite, Harmony Gold and Discovery, and in our Property Insights segment, we speak to Sentinel Homes about instalment sale agreements as an alternative to a traditional mortgage. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap runs us through the day's market performance, local GDP data, tariff troubles, SA having a decade of zero growth, geopolitical tensions, and can SA make real changes? SAfm Market Update - Podcasts and live stream
This evening we look at market moves with Just One Lap, we discuss expectations for the upcoming mid-term budget policy statement with PwC, Modern Corporate Solutions helps us understand the gold-silver ratio and how investors can use it to their advantage, Old Mutual joins in to discuss the importance for nurturing innovation in Africa, and in our Property Insights segment, we speak to TPN on the current state of the rental market. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discusses the day's market developments, commodities, Shoprite's update, Astoria's update, the Competition Tribunal shutting down Vodacom's deal with Maziv, and Coronation's trading statement. SAfm Market Update - Podcasts and live stream
This evening we look at market moves with Just One Lap, speak to independent economist Glen Robbins about recent legal developments around the Durban ports deal, and economist Mudiwa Gavaza gives us insight into the US's plan to break up Google. NIQ MD Zak Haeri discusses the current state of the South African consumer, and what he expects for 2025, and in our Executive Lounge segment we speak to Outa CEO Wayne Duvenage about his job, getting started at Avis, and what he does in his spare time. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discuss the day's market moves, US interest rate and inflation expectations, Asian markets following China's stimulus announcement, commodity prices, SA's economic growth possibilities, and Afrimat's trading update. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discusses the day's market movements as the JSE saw green all around, excitement for tomorrow's US rates decision and what the scenario might be after the decision, local consumer confidence, numbers out of OUTsurance, Metair deciding to exit Türkiye, platinum counters seeing another strong day, and where he's finding value. SAfm Market Update - Podcasts and live stream
This evening we look at market developments with Just One Lap, Hyprop's CEO discusses the company's financials, we discuss the Prudential Authority highlighting flaws in Ithala's system with Denker Capital, MyBroadband discusses whether we are really being told the truth about the deal with Elon Musk's Starlink, and PayProp chat to us about the real (and sometimes hidden) costs associated with renting. SAfm Market Update - Podcasts and live stream
Just One Lap's Simon Brown discusses the day's market moves as August trading opens lower, local PMI, US market performance, the incoming interest rate decision from the Fed, the gold price, commodities, Quantum Foods qualms, and Vodacom. SAfm Market Update - Podcasts and live stream
Pre-negotiated employment agreements known as "golden handshakes" offer a severance payment in the event that a person leaves their job prematurely without permission. Cash, stock options, or any other kind of payment allowed by the contract may be used as payment. To provide additional clarification, host Ray White speaks to Simon Brown, a financial educator from Just One Lap, for our Money show explanatory feature.See omnystudio.com/listener for privacy information.
Election Results Impact on Markets Slow ballot counting with three ballots, 18.7% counted. CSIR prediction at 5%: ANC 42%, DA 22%, EFF 9%, MK 14%, Patrick Alliance 2%. Market concerns about ANC forming a coalition. Rand fluctuations: From 18.34 on Tuesday to 18.61 currently. [caption id="attachment_42259" align="aligncenter" width="849"] Rand | 1pm 30 May 2024[/caption] Pepkor Results: 9.5% revenue growth. 24.5% growth in fintech, now 12% of the business. Pepkor sells 7 out of 10 smartphones in South Africa. Woolies (Woolworths) Update: Earnings down 20% for the year ending June. Challenges in the clothing segment, further deterioration in footfall and discretionary spend. Food segment performing better, but overall market reaction negative. Zeda Results: Revenue growth of 19%, HEPs up 12.5%, return on equity at 28.5%. Surprise 50 cents dividend despite previous year-end dividend expectations. BHP Billiton and Anglo American Merger BHP walked away from the Anglo-American takeover proposal. Speculation about potential offers from Rio Tinto or Glencore. Anglo-American's disinvestment plans for De Beers and Anglo Platinum. Market Insights Discussion on Metrofile's challenges with dividend yield falling and pressure on share price. SAB Cap Investments' exit from Metrofile. South African Reserve Bank MPC rate announcement: No rate changes expected. Upcoming central bank meetings: ECB, FOMC, Bank of England, Swiss National Bank. Potential for future rate cuts in South Africa if inflation targets are met. Commodity webcast with Johann Erasmus available on Just One Lap. Insights into gold, PGMs, and copper. Mention of the cheaper gold ETF from 1nvest compared to Absa GLD. Changes in 10X ETFs: Local Dividend Aristocrat and Smart Beta merging into a Top 50 ETF. * I hold ungeared positions.
Simon Brown of Just One Lap takes us through the day's market moves, this week's inflation print, market sentiment, interest rates staying higher for longer, and where investors are putting their money. SAfm Market Update - Podcasts and live stream
Simon Brown of Just One Lap discusses the day's market news, US inflation dampening hopes of a rate cut, the rand, and where we can find value in the market currently. SAfm Market Update - Podcasts and live stream
Bertina Engelbrecht, CEO at Clicks Group on their annual financial results and trading conditions in SA. Simon Brown, financial educator at Just One Lap on the fiasco at BHI trust, as fund manager is arrested for fraud. Warren Ingram, co-founder of Galileo Capital and personal financial advisor on whether it is better to invest in fixed deposits or the stock market in order to build wealth.See omnystudio.com/listener for privacy information.
We focus on some industry-leaders in the insurance sector, unpacking Old Mutual, Santam, Sanlam and Liberty with Simon Brown from Just One Lap. Stock Watch
Simon Brown — Founder, Just One Lap
Simon Brown - Founder, Just One Lap
Simon Shares Just One Lap is 11 years old :) FOMC, as expected. Local MPC tomorrow. Nasdaq, time to buy? Also FTSE100. Both a technical buy, not taking a view on the fundamentals. Brent almost back at US$120. China opened up already, well Foxcon at least. Tencent results, flat-lining. The end of an era! So says Tencent as revenue grows in single digits, the lowest quarterly number since listing back in 2004. Tencent's declaration is resignation that any expansion will be cautious and controlled. Prosus down 8.2%, Naspers down 8.4%. Prices still look vulnerable — David Shapiro (@davidshapiro61) March 23, 2022 Thungela Resources (JSE code: TGA) results and 1800c dividend. "developments in terms of new thermal coal projects which have been hampered by financing opportunities, given ESG pressures on carbon fuels" * I hold ungeared positions.