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Markets Guest: Simon Brown -JustOneLap
A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues markets are heading back to where they sat in late February, just with fewer rate cuts on the table. This episode also unpacks the most hyped IPO in history opening softer than expected, South African inflation surprising lower at 4.5% with chunky petrol and diesel cuts due in July, a no-change FOMC meeting, and a busy stocks-on-the-move list. Topics: US–Iran ceasefire, oil, rand, gold, emerging markets, SA inflation and fuel prices, FOMC, the big tech IPO, Clicks, Discovery, Bidcorp, Outsurance, Growthpoint, MTN and Mondi. WorldWideMarkets is part of JustOneLap.com.
Markets Guest: Simon Brown- JustOneLap
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.
Markets Guest: Simon Brown- JustOneLap
Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app. Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows. Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com.
Markets Guest: Simon Brown -JustOneLap
Markets Guest: Simon Brown - JustOneLap Founder
Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales. Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks. WorldWideMarkets is part of JustOneLap.com.
Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value? Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity. He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex. Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI. WorldWideMarkets is part of JustOneLap.com.
Markets Guest: Simon Brown -JustOneLap
Markets Guest: Simon Brown -JustOneLap
In this episode, Simon Brown takes us inside his role as Global Learning & Development Leader at EY, sharing how he sits at the table shaping the organisation's AI agenda rather than just delivering training. We explore how L&D can move from a support function to a strategic driver in the AI era, the practical ways his team is role-modelling AI, and the benefits of taking an integrated approach across departments to unlock real impact. Simon also gives his perspective on the speed at which AI is transforming L&D, what this means for day-to-day operations, and how teams can stay relevant in a rapidly changing landscape. He shares actionable advice for L&D leaders who feel they might be behind the curve, offering insights into how to forge influence, make AI work for learning, and prepare their organisations for the next wave of skills development. Take your L&D to the next level Take advantage of thousands of hours of analysis. Hundreds of conversations with industry innovators and 25+ years of hands-on global L&D leadership. It's all distilled into one framework to help you level up L&D. Access the L&D Maturity Model here - https://360learning.com/maturity-model KEY TAKEAWAYS A skills-based learning ecosystem where skills act as the “connective tissue” and people build visible skills profiles, earn badges by applying new capabilities, and are then scheduled onto projects based on those skills turns learning into a direct driver of real work opportunities and career growth. A clear vision, strategy and operating model, agreed with the C‑suite, gives L&D a mandate and protects it from shiny object tech decisions. L&D only stays relevant if it matches consumer-grade, AI-powered experiences and uses AI itself to accelerate and personalise learning. Be part of early AI conversations. BEST MOMENTS “The learning is actually done by interaction with an AI agent, and that agent will guide you through step by step what might be a good agent for you to build.” “We've tried to role model how to use the (AI) technology ourselves in how we build the learning solutions.” Simon Brown Bio Simon Brown is Global Learning & Development Leader at EY and international best-selling author of The Curious Advantage. A commercially minded learning leader, he was previously Chief Learning Officer at Novartis and has led major learning transformations across sectors, including at Lloyds Banking Group. Earlier in his career he co-founded Brightwave, one of the UK's leading e-learning companies, and consulted at Accenture for global brands such as BT, BP, Microsoft, and Canon. His work has earned multiple Chief Learning Officer Strategy Awards, and under his leadership Novartis was named #3 globally for Talent Development in the ATD BEST Awards. Simon co-hosts The Curious Advantage podcast, is a regular international keynote speaker, and is active in global learning communities and EdTech as an angel investor. https://www.linkedin.com/in/simoncbrown1/ https://www.amazon.co.uk/Curious-Advantage-Paul-Ashcroft/dp/1648713513 https://www.curiousadvantage.com/curious-advantage-podcast VALUABLE RESOURCES The Learning And Development Podcast - https://podcasts.apple.com/gb/podcast/the-learning-development-podcast/id1466927523 L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home ABOUT THE HOST David James David has been a People Development professional for more than 20 years, most notably as Director of Talent, Learning & OD for The Walt Disney Company across Europe, the Middle East & Africa. As well as being the Chief Learning Officer at 360Learning, David is a prominent writer and speaker on topics around modern and digital L&D. CONTACT METHOD https://twitter.com/davidinlearning https://www.linkedin.com/in/davidjameslinkedin https://360learning.com/the-l-and-d-collective This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
Markets Guest: Simon Brown -JustOneLap
South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where cheap simply means broken. He also sets the macro scene with Trump's Wednesday deadline on Iran peace talks and what a Straits of Hormuz transit fee would mean for oil prices and inflation. Stock by stock: valuations, analyst targets, dividend yields, and Simon's honest take on what he holds and why. Topics covered: JSE retail sector, food retailers, clothing retailers, Iran oil risk, consumer inflation, SA discretionary spending. WorldWideMarkets is part of JustOneLap.com.
Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.
Markets Guest: Simon Brown -JustOneLap
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
Markets Guest: Simon Brown -JustOneLap
Markets Guest: Simon Brown -JustOneLap
Markets Guest: Simon Brown - Founder JustOneLap
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 special broadcast is the recording of the Budget Panel 2026 with AJM, Baker Tilly Greenwoods, and FNB. Simon Brown hosts and his guests are; The Hon Ashor Sarupen Dep Fin Minister Mamello Matikinca chief economist at FNB Dr Christo Wiese – business man Dr Albertus Marais – Partner AJM
Markets Guest: Simon Brown -JustOneLap Founder
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
[14x6] The homecoming from hell continues. Season XIV enters its final stretch as we make our (final?) visit to the cursed town of Salem's Lot. This week, we're sinking our teeth into the 2004 TNT miniseries. Rob Lowe stars as author Ben Mears, who returns to his childhood home only to find that an ancient evil is already there.... Joining us to navigate the shadows is a special guest: Dr Simon Brown, an Associate Professor of Film and TV and a self-described Stephen King super-fan. We discuss how this mid-2000s reimagining holds up against King's legendary source material.
Markets Guest: Simon Brown -JustOneLap
Markets Guest: Simon Brown - Just One Lap
Markets Guest: Simon Brown- JustOneLap
Markets Guest: Simon Brown -JustOneLap
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
For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three predictions for the year ahead and a view on the Top40 and Rand/ Find last years show here.
New @greenpillnet pod out today!
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
This week on The Trawl, Jemma Forte and Marina Purkiss are knee-deep in the latest wave of outrage from poppy politics to a BBC in apparent crisis.As Remembrance Sunday came and went, the usual suspects found new ways to weaponise the poppy, turning a moment of reflection into yet another battle in the culture war. Jemma and Marina unpick the hypocrisy, the viral clips, and the veteran being used for clicks.Then, it's onto the Beeb: two top resignations, a leaked memo, and a right-wing press party that smells blood. Is this really about “bias” or something far more coordinated? The pair dive into how the BBC's latest wobble has been spun into a full-blown assault on public broadcasting.With new jingles (thank you, Simon Brown), the usual sound effects, and plenty of righteous rage, this is The Trawl doing what it does best — diving deep into the week's digital nonsense so you don't have to.Thank you for sharing and do tweet us @MarinaPurkiss @jemmaforte @TheTrawlPodcast Patreonhttps://patreon.com/TheTrawlPodcast Youtubehttps://www.youtube.com/@TheTrawl Twitterhttps://twitter.com/TheTrawlPodcastIf you've even mildly enjoyed The Trawl, you'll love the unfiltered, no-holds-barred extras from Jemma & Marina over on Patreon, including:• Exclusive episodes of The Trawl Goss – where Jemma and Marina spill backstage gossip, dive into their personal lives, and often forget the mic is on• Early access to The Trawl Meets…• Glorious ad-free episodesPlus, there's a bell-free community of over 3,300 legends sparking brilliant chat.And it's your way to support the pod which the ladies pour their hearts, souls (and occasional anxiety) into. All for your listening pleasure and reassurance that through this geopolitical s**tstorm… you're not alone.Come join the fun:https://www.patreon.com/TheTrawlPodcast?utm_campaign=creatorshare_creator Hosted on Acast. See acast.com/privacy for more information.
New @greenpillnet pod out today!
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
Jimmy Bogard joins Pod Rocket to talk about making monoliths more modular, why boundaries matter, and how to avoid turning systems into distributed monoliths. From refactoring techniques and database migrations at scale to lessons from Stripe and WordPress, he shares practical ways to balance architecture choices. We also explore how tools like Claude and Lambda fit into modern development and what teams should watch for with latency, transactions, and growing complexity. Links Website: https://www.jimmybogard.com X: https://x.com/jbogard Github: https://github.com/jbogard LinkedIn: https://www.linkedin.com/in/jimmybogard/ Resources Modularizing the Monolith - Jimmy Bogard - NDC Oslo 2024: https://www.youtube.com/watch?v=fc6_NtD9soI Chapters We want to hear from you! How did you find us? Did you see us on Twitter? In a newsletter? Or maybe we were recommended by a friend? Fill out our listener survey (https://t.co/oKVAEXipxu)! Let us know by sending an email to our producer, Em, at emily.kochanek@logrocket.com (mailto:emily.kochanek@logrocket.com), or tweet at us at PodRocketPod (https://twitter.com/PodRocketpod). Follow us. Get free stickers. Follow us on Apple Podcasts, fill out this form (https://podrocket.logrocket.com/get-podrocket-stickers), and we'll send you free PodRocket stickers! What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces the UX and technical issues impacting user experiences. Start understanding where your users are struggling by trying it for free at LogRocket.com. Try LogRocket for free today. (https://logrocket.com/signup/?pdr) Special Guest: Jimmy Bogard.
Dr. Serena Goncalves-Firsh, the Global Head of Talent at SoftwareOne, shares her refreshingly candid perspective on the evolving role of Learning and Development (L&D) in today's organizations.You'll hear her challenge traditional approaches to employee learning, advocate for seamless integration between learning, talent, DEIB, and performance, and call out industry complacency.Serena also shares how her small but mighty team serves 14,000 employees across the globe by staying closely attuned to actual business needs and leveraging the power of data and AI—not just for content creation, but for true predictive insights.Listen in for a fascinating discussion that covers everything from the purpose of L&D, how technology is reshaping talent strategies, to the importance of connecting learning directly to organizational impact. You will want to hear this episode if you are interested in...[00:00] Integrated learning & talent strategy.[09:10] Rethinking organizational learning approaches.[21:47] Defining HR's role in automation.[29:04] Streamlining your learning and development team.[31:23] Creating GCP learning journeys.[34:49] Diversity, equity, and inclusion (DEI) in workplace policy.[40:34] AI's Role in boosting efficiency and elevating humanity.[47:08] Organizations as continuous learners.Resources & People MentionedCurious Advantage by Paul Ashcroft, Simon Brown and Garrick JonesThe 70:20:10 InstituteLori Niles-Hofmann on LinkedInJay Wetterau on LinkedIn Nigel Paine Learning Technologies Awards Connect with Dr. Serena Gonsalves-FerschDr. Serena Gonsalves-Fersch, FLPI on LinkedIn Connect With Red Thread ResearchWebsite: Red Thread ResearchOn LinkedInOn FacebookOn TwitterSubscribe to WORKPLACE STORIES
Most New Zealanders consider themselves only “average” with money. In fact, a new study from Partners Life finds less than a quarter of New Zealanders rate their financial knowledge as "excellent". Nearly 60 percent find it tough to pay monthly expenses, and just over half reported stress or losing sleep due to money concerns. At the same time, many are reportedly using credit and afterpay services to make ends meet. How do we improve financial literacy? What can we put into practice now? Banqer CEO Simon Brown joins Tim Beveridge for Smart Money... LISTEN ABOVESee omnystudio.com/listener for privacy information.
In the fourth episode of our European tour, HB Reavis' Steve Skinner and CBRE's Alastair Perks and Simon Brown explore how asset renewal, sustainability priorities and operational excellence are transforming real estate development across Europe.
Welcome back to another exciting episode of your favorite paranormal podcast, I'm being joined on this episode by Simon Brown, past lives regression hypnotherapist, podcaster, and author. We had a great conversation about his career, his experiences, and we even got into some cryptids as well. Join in and enjoy! Simon's Website: https://www.pastliveshypnosis.co.uk/ The Alien UFO Podcast: https://open.spotify.com/show/4oskVqu6YfqRrLo1cyFf62?si=2607f546661f4350 Uncensored, Untamed & Unapologetic U^3 Podcast Collective: https://www.facebook.com/groups/545827736965770/?ref=share Tiktok: https://www.tiktok.com/@juggalobastardpodcasts?is_from_webapp=1&sender_device=pc YouTube: https://www.youtube.com/channel/UC8xJ2KnRBKlYvyo8CMR7jMg
This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike's results, Omnia's cash pile (and SARS headache), and what falling bond yields mean for SA. In this episode:
Interview starts at 35:25 Simon Brown joins us for a great chat about his book "Verified Near Death Experiences - Proof of an Afterlife". It's about time someone synthesized many of the most important cases and to show how far this has come. There is so much evidence out there. We chat about consciousness, connections with UFO's and abductions, synchronicities, alien implants, inter-dimensions, COMA's and NDE's, waking life, and after effects. We also discuss Russel Targ, Pat Price and Remote Viewing, the overall message of the returning people, implications of mystics of the ancient past, our hospital system set up against this, examples of Doctors going both ways, deathbed visions https://www.pastliveshypnosis.co.uk/ Become a Lord or Lady with 1k donations over time. And a Noble with any donation. Leave Serfdom behind and help Grimerica stick to 0 ads and sponsors and fully listener supported. Thanks for listening!! Help support the show, because we can't do it without ya. Support the show directly: https://grimericacbd.com/ CBD / THC Gummies and Tinctures http://www.grimerica.ca/support https://www.patreon.com/grimerica http://www.grimericaoutlawed.ca/support www.Rokfin.com/Grimerica https://www.eventbrite.com/e/experience-the-ultimate-hunting-adventure-in-alberta-canada-tickets-1077654175649?aff=ebdsshcopyurl&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=organizer-profile&utm-share-source=organizer-profile The Eh- List site. Canadian Propaganda Deconstruction https://eh-list.ca/ The Eh-List YouTube Channel: https://youtube.com/@theeh-list?si=d_ThkEYAK6UG_hGX Adultbrain Audiobook YouTube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing https://grimericaoutlawed.ca/The newer controversial Grimerica Outlawed Grimerica Show Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Our audio book website: www.adultbrain.ca www.grimerica.ca/shrooms and Micro Dosing Darren's book www.acanadianshame.ca Grimerica on Rumble: https://rumble.com/c/c-2312992 Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica https://www.guilded.gg/i/EvxJ44rk Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter https://grimerica.substack.com/ SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Tweet Darren https://twitter.com/Grimerica Can't. Darren is still deleted. Purchase swag, with partial proceeds donated to the show: www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ Episode ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC https://brokeforfree.bandcamp.com/ - Something Wobbly Felix's Site sirfelix.bandcamp.com - Should I
In the latest edition of the Ankeny Fanatic weekly podcast sponsored by Legacy Realty of Iowa and Revive Dermatology Clinic and Spa, publisher Dan Holm breaks down the girls' soccer season thus far with coaches Simon Brown of Ankeny and Chris Allen of Ankeny Centennial, previews Monday's annual Ankeny Derby showdown, and discusses Brown's resignation […]
Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.
In this episode of the Curious Advantage podcast, Simon Brown and Garrick Jones engage with Margaret Heffernan, a renowned author and speaker, to explore the themes of curiosity, leadership, and organizational culture. Heffernan shares her diverse career journey and emphasizes the importance of questioning conventional wisdom in fostering innovation and collaboration within organizations. The conversation delves into the concept of willful blindness, the intersection of playwriting and research, and the challenges leaders face in navigating accountability and certainty. Heffernan advocates for creating environments that promote curiosity and productivity, highlighting the need for organizations to rethink their approaches to work and collaboration. In this engaging conversation, Margaret Heffernan discusses the importance of curiosity and helpfulness in the workplace, emphasizing how these traits can enhance productivity and collaboration. She shares insights from her experiences in various organizations, highlighting the detrimental effects of excessive competition and the benefits of fostering a culture of learning and connection. The discussion also touches on the concept of 'super chickens' and how a focus on individual performance can undermine overall team success. Heffernan advocates for creating environments that encourage curiosity and collaboration, ultimately leading to more innovative and productive organizations. Margaret Heffernan website: https://www.mheffernan.com/#modal-close About the Curious Advantage Podcast Series The Curious Advantage Podcast series, hosted by the authors of The Curious Advantagebook – Paul Ashcroft (co-founder & partner, Ludic Group), Simon Brown (Global Learning & Development Leader, Partner, EY), and Garrick Jones (co-founder & partner, Ludic Group) – explores how curiosity is a driving force for success in both individual lives and organizations, particularly in our evolving digital landscape. This podcast distills insights from neuroscience, anthropology, history, art and behaviorism to make the concept of curiosity accessible and applicable to everyone. Get your copy of The Curious Advantage on Amazon The Curious Advantage Audiobook is also available on Audible Follow The Curious Advantage on LinkedIn and Instagram The Curious Advantage Podcast is executive produced by Jessica Wickham and Aliki Paolinelis. Audio editing is expertly by Danny Cross. Video editing by Jessica Wickham.