POPULARITY
Hosted by Simon Brown
61 episodes with Simon Brown
10 episodes with Simon Brown
5 episodes with Simon Brown
14 episodes with Simon Brown
5 episodes with Simon Brown
15 episodes with Simon Brown
3 episodes with Simon Brown
8 episodes with Simon Brown
MARKETS Guest: Simon Brown -Just One lap
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:
Markets Guest: Simon Brown - Just One Lap
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
Markets Guest: Simon Brown - Just One Lap
Markets Simon Brown - Just One lap
Simon Brown joins me to share how his role at Consensys has evolved since his last appearance in January 2024 and why he's now leading the charge on the Consensys Network State. It's all about reconnecting the sprawl of the Ethereum ecosystem, reinforcing the cultural gravity that made Ethereum magical in the first place, and creating a more cohesive network of builders, founders, and ecosystem experts.In this episode, we dive into how the Consensys Network State initiative is setting the stage for Ethereum's next decade, how it's bridging gaps between projects and people, and what it means for the future of decentralized coordination. We also get into some big-picture thinking around the evolution of Ethereum, the rise of network states, stablecoin growth, and what it takes to keep that cultural gravity intact as Ethereum continues to grow.Resources Mentioned:Sobol Agreements ProtocolConsensys Network State Flashbots BuilderNetPectra UpgradeConnect with Simon Brown and Consensys:Simon Brown: X(Twitter) | LinkedIn | MediumConsensys: Website | X(Twitter) Leave a review and subscribe onApple PodcastsSpotifyMoneyNeverSleeps (website)Email us: info@norioventures.comConnect with Pete Townsend and MoneyNeverSleeps:Pete Townsend: X/Twitter | LinkedIn MoneyNeverSleeps: X/Twitter | LinkedIn | Newsletter
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
Markets Simon Brown - Just One lap
On the Mike Hosking Breakfast Full Show Podcast for Thursday 1st of May, the Aratere ferry is being retired – the only rail-enabled ferry in KiwiRail's fleet. Financial literacy will now be taught at schools in Years 1-10. And Indy NXT driver Liam Sceats details just what young drivers have to go through to get the funding for a single season of driving at the top level. Get the Mike Hosking Breakfast Full Show Podcast every weekday morning on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Another Government curriculum refresh is aiming to give school kids more grasp of money management. The Education Minister's making financial literacy a compulsory topic for Years 1 to 10. The Government's teaming up with financial organisations, banks, and charities for lessons on investment and taxes. Banqer CEO Simon Brown told Mike Hosking that on an international level, we don't stack up too badly, but there's a wide variety in the level of financial education given by schools. He says that some schools do a great job delivering to all students, but in others financial education is completely lacking, and as a result, student preparedness is left up to chance. Brown believes a lot of people appreciate the importance and value of financial education, so to see this plan come to fruition is an exciting step. LISTEN ABOVE See omnystudio.com/listener for privacy information.
In Verified Near Death Experiences: Proof Of An Afterlife, there are thirty individual profound near-death experiences, each one coupled with startling, irrefutable moments of verification that challenge our understanding of life, death, and the afterlife. These are not just personal accounts of journeys into the unknown – they are stories backed by verifiable facts that couldn't have been known in any ordinary way. From detailed descriptions of events that occurred while the experiencers were clinically dead, to vivid insights about loved ones and places they had never visited, these stories raise fundamental questions about consciousness and the boundaries of human perception. Each chapter reveals how these individuals experienced moments of divine connection, profound insight, and mystical encounters, all while providing irrefutable evidence that supports the authenticity of their experiences. A compelling exploration of the veridical nature of near-death experiences, this book offers a powerful testament to the possibility that death is not the end, but perhaps only a doorway to a deeper truth. Prepare to question everything you thought you knew about life and the afterlife as you delve into the extraordinary and sometimes inexplicable world of near-death experiences. Are we more than our bodies? Is death truly the end? And, if so, what comes next? 'Verified Near Death Experiences: Proof Of An Afterlife' will leave you with more questions than answers—but it will forever change the way you view life, death, and what lies beyond.
Markets Guest: Simon Brown - Just One Lap
Market Wrap: Simon Brown -Just One Lap
Markets Guest: Simon Brown - JustOne Lap
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 […]
Listener Question Topic: Decoding Market Crashes & Rand Movements Guest: Simon Brown -Just One Lap
Praying Without Ceasing - 1 Thessalonians 5:16-18 - Simon Brown
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.
Markets Guest: Simon Brown - JustOne Lap
Markets Guest: Simon Brown - JustOne Lap
Markets: Simon Brown -Just One Lap
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.
Markets Guest: Simon Brown - JustOne Lap
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
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
Markets Guest: Simon Brown- Just One Lap
Nhlanhla Sehume speaks to Simon Brown, Founder & Investment Analyst at Just One LapSee omnystudio.com/listener for privacy information.
Nosipho Radebe is in conversation with Simon Brown, Founder at Just One LapSee omnystudio.com/listener for privacy information.
Markets Guest: Simon Brown - JustOnelap
For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead. They then also give their expectations for the local Top40 index and the Rand against the US$. But first every year they start by scoring their previous year predictions to keep things real and honest.
Episode Summary: Simon Brown dives into the week's biggest financial and economic stories, covering Trump's election win, Nvidia's inclusion in the Dow, rate cuts expected from the FOMC and BOE, and the latest updates on Murray & Roberts, palladium, and gold. Recorded after market open, this episode sheds light on key trades, trends, and the shifting global landscape. Trump's Victory – What's the Trade? Trump's presidential win sparks market reactions, with immediate rallies in the S&P, Nasdaq, and Bitcoin. Simon discusses potential policy impacts, such as tariffs, technology restrictions on China, and implications for commodities, oil, and the South African economy. Notes on the uncertainty of Trump's policies and their potential effects on inflation, EVs, and cryptocurrency. Nvidia in the Dow; Intel Out Nvidia enters the Dow Jones, replacing Intel. Simon critiques the Dow's price-based index system but acknowledges Nvidia's stock performance, fuelled by strong demand from major tech firms. Discussion on how Nvidia's AI hardware demand could shape future stock gains. Nvidia | Weekly chart | Close 06 Nov 24 Murray & Roberts Update Murray & Roberts faces project downscaling from De Beers, revealing challenges tied to low diamond demand. Simon examines the ripple effects across the mining and construction sectors, highlighting how competitor data can provide insights. Palladium & Gold Trends Palladium and gold face downward pressure; Simon explores reasons for the dips, including potential G7 sanctions on Russian palladium. Simon highlights that gold's long-term appeal remains strong, driven by central banks diversifying away from U.S. dollars into gold. Gold | Weekly chart | 07 Nov 24 Bank Rate Cuts – FOMC & BOE Rate cuts anticipated from the FOMC and Bank of England as central banks shift to a rate-cutting cycle. Insights on the potential impact on global markets and currency dynamics. ASML and AI Hardware Market ASML's forward guidance disappoints, affecting semiconductor market outlook. Simon explains the unique position of ASML in the AI chip supply chain and its long-term value as a buy-the-dip candidate. CrowdStrike Resurgence CrowdStrike's recovery following a Microsoft update issue and Delta lawsuit. Simon assesses the stock's growth potential in the cybersecurity space. Listener Takeaway: Markets remain unpredictable but resilient, with global relations, tech policies, and central bank strategies driving shifts. Simon emphasizes informed trading and the long view in these uncertain times. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Disclaimers: The JSE Direct podcast is independent of JSE Limited and reflects Simon Brown's views, not necessarily those of the JSE. Always consider risks when investing.
In this episode Paul Ashcroft, Simon Brown and Garrick Jones speak with Alexia Cambon, Senior Director of Research at Microsoft, to explore the evolving landscape of work influenced by AI. Alexia shares her journey from law to corporate research, highlighting her pivotal role in the Work Trends Index and the insights gained about AI's integration into the workplace. The conversation delves into the adoption of AI tools, the gap between employee enthusiasm and leadership hesitance, and the implications of AI on decision-making and cognitive skills. Alexia emphasizes the need for organizations to embrace AI as a new dimension of intelligence while ensuring that essential human skills are preserved. In this conversation, the speakers explore the multifaceted impact of AI on critical thinking, education, and workplace dynamics. We discuss the potential biases inherent in AI models, the transformative role of AI in providing a safe learning environment for students, and the emergence of power users who leverage AI for enhanced productivity. The discussion also delves into the importance of curiosity and persistence in effectively utilizing AI, the evolving nature of work as AI becomes a team member, and the implications for human relationships in an increasingly AI-driven world. About the Curious Advantage Podcast Series Join the authors of The Curious Advantage in an exploration of how individuals and organizations can harness the power of curiosity to drive success in our new digital reality. In each episode, they engage in enlightening conversations with world-leading experts from a diversity of disciplines to bring to life the latest understanding of curiosity in a way that's useful to anyone looking to embark on a journey of discovery, navigate challenges, and unlock opportunities. About The Curious Advantage Book The Curious Advantage is an exploration of the idea of Curiosity and its increasing importance for thriving in the digital age. Taking the widest possible exploration of things Curious – historical, contemporary, neuro-scientific, anthropological, behavioural, semantic and business-focused. At the heart of the book is our model of Curiosity, called 'Sailing the 7C's of Curiosity'. This model provides individuals with a practical framework for how to be successfully Curious and use Curiosity as a power skill to unlock their own potential. To find out more visit: curiousadvantage.com 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 and John McGinty. #AIinWorkplace #WorkTrendsIndex #AIandProductivity #ArtificialIntelligence #FutureOfWork #AIEducation #DataDrivenDecisions #AIandCuriosity #HumanMachineCollaboration #AIBias #CuriousAdvantage #CriticalThinking #PowerOfAI #WorkplaceInnovation #AILeadership #CognitiveSkills
In this episode of It's Never About Money, I am joined by Simon Brown, co-CEO of Banqer. Banqer is a leading financial education platform that has reached over half a million school students across Australasia. In his role, Simon combines his deep passion for finance, technology, and education to empower teachers and elevate students' financial literacy and overall well-being. In our conversation, we dive into the challenges and triumphs of teaching financial literacy in the digital age, with Banqer leading the way in making financial education both accessible and engaging in schools. We also explore the profound connection between financial literacy and well-being, and the on-going need for financial education for adults. I hope you enjoy this fascinating conversation with Simon! FIND OUT MORE: Follow Banqer on Facebook: https://www.facebook.com/banqer/ Connect with Banqer on LinkedIn: https://www.linkedin.com/company/banqer/ Follow Banqer on YouTube: https://www.youtube.com/channel/UCRN7tvLrE6SVbSK9NQ48Wzg Visit their Website: https://banqer.co/au ABOUT IT'S NEVER ABOUT MONEY: Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/ It's Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au It's Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/
In this episode of the Wise Decision Maker Show, Dr. Gleb Tsipursky speaks to Simon Brown, Global Learning & Development Leader at EY, who talks about why it's important to align Gen AI learning with company strategy.You can learn about EY at https://www.ey.com/
Overview: In this episode of JSE Direct, Simon Brown breaks down the latest market updates, key stock analyses, and insights into the South African investment landscape. Episode highlights include discussions on property developers Calgro M3 and Balwin, Capitec's strong performance, Purple Group's rise, Afrimat's challenging update, and Wilson Bailey's long-term chart breakout. The show also covers upcoming events and Brown's views on Nvidia's stock movement. Property Developers: Calgro M3* vs. Balwin Calgro M3: Delivered a strong trading update, attributed to its flexibility in targeting lower-income segments. Calgro's ability to adapt and scale down offerings positions it well, with potential for significant price appreciation. Trading at a low PE of 3.5, Brown argues that in a normal market, it should command a 10x PE, suggesting a fair value of around R9. Balwin: Struggling with higher entry price points in its developments. Despite weaker performance, there may still be value. If results improve in the future, Balwin could present a solid opportunity. Brown speculates that a delisting could be on the cards if the stock remains undervalued. Calgro M3 weekly chart | Close 09 October 2024 Capitec: Expensive, but Resilient Capitec continues to outperform with robust growth, though it trades at a high PE of 27 and a price-to-book of 7.8. Despite concerns about its premium valuation, the company's diverse ventures, from mobile services to expanding insurance offerings, make it a long-term core portfolio holding. Historical growth shows Capitec's resilience and market leadership in the South African banking sector. Purple Group*: A Breakout Stock After months of a consistent seller at 80 cents, Purple Group's stock broke higher, reaching 98 cents before pulling back. Brown remains optimistic, particularly as trading volumes in the JSE pick up, benefiting Purple's core business. Although trading at a high PE of 45, Brown is bullish about its prospects in a rising market. Afrimat: A Tough Year, but Long-Term Potential Afrimat's trading update indicated a sharp drop in earnings (down 75-85%), partly due to the acquisition of Lafarge, which is still loss-making. While the near-term outlook is challenging, Brown remains optimistic about Afrimat's long-term potential, especially if South Africa enters a construction boom. He sees the stock as attractively priced for long-term investors. Wilson Bayly Holmes-Ovcon (WBHO): A 16-Year Breakout Brown discusses WBHO's impressive 17-year chart, finally breaking out after a long consolidation period. He suggests the stock could benefit from renewed local construction activity, while Afrimat remains his preferred pick in the sector due to its diversification into industrial metals. A breakout after a 17-year consolidation is very bullish in TA. Add the fundamental underpin. I think this still has lots of room to run. pic.twitter.com/fBk5BCKtvk — Richard Thomason (@richytee) October 9, 2024 Nvidia: Breaking New Highs Nvidia, another stock Brown holds, is testing all-time highs after a series of consolidations. With Nvidia's historical pattern of doubling after breaking key resistance levels, Brown remains confident in the stock's potential for further growth despite its high valuation. Nvidia weekly chart | Close 09 October 2024 Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Chapters 00:00 Market Overview and Calgro M3 vs Balwin 07:11 Capitec's Performance and Future Outlook 12:43 Exploring Other Stocks: Purple Group and Afrimat 18:15 Long-term Trends: Wilson Bailey and Nvidia
Summary: In this episode of JSE Direct, Simon Brown delves into the latest developments in South African markets, focusing on the impact of China's major economic stimulus and the strengthening of the Rand. Key highlights include: Rand Strength: The Rand has seen notable appreciation, reaching levels of R17.12 to the US dollar. Simon discusses the drivers behind this, particularly US dollar weakness and foreign purchases of South African bonds. He explores possible future movements, with a target of R16.80 and potential for further strengthening. USDZAR | Weekly | 26 Sep 24 Global Stimulus: China's massive stimulus measures, including relaxed lending rules for banks and lower interest rates, are aimed at boosting consumer demand. This is the largest Chinese stimulus since 2008, with significant potential to impact global commodities and bolster the South African economy. Commodities & Bull Market: The commodities market is seeing positive movement, with Chinese demand driving up prices for industrial metals like copper, iron ore, and coal. Simon notes how the previous commodity bull run in 2021 significantly strengthened the Rand and discusses the potential for a similar scenario if China's economy continues to gain momentum. Market Performance: South Africa is outperforming other emerging markets, particularly Brazil and Mexico, over the past six months. Simon explains the drivers of this outperformance and highlights the continuing bull run in the JSE Top 40 and All-Share indices. SA Equities: Our fortunes have changed significantly since the GNU was formed in June. SA has dramatically outperformed (in US$) not only Emerging markets in general, but Brazil & Mexico. SA has tilted more centrist, with a focus on the economy. Brazil & Mexico both shifted left. pic.twitter.com/Zz6OOM4dCJ — Karin Richards (@Richards_Karin) September 23, 2024 Rate Cuts: South Africa and several other global economies, including the US and Europe, have entered a rate-cutting cycle. Simon emphasises the importance of this for markets, especially property stocks, which are benefiting from lower bond yields and improved investor sentiment. JSE Index Changes: Anglo Platinum has been removed from the JSE Top 40 index, replaced by Pepkor. Simon discusses why Pepkor's entry is significant, given its position as a retailer and its attractive valuation compared to competitors. Key Discussion Points: Rand's strengthening trajectory and foreign capital inflows. China's economic stimulus and its potential effects on global commodities. Outlook for South Africa's bond and equity markets. Changes in the JSE Top 40 index with Pepkor replacing Anglo Platinum. Global rate-cutting trends and their impact on local property stocks. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
Episode Overview: In this episode, Simon Brown dives into the current economic landscape with a focus on interest rates, inflation, and the state of the South African Rand (ZAR). He also explores asset-light businesses and why they make great investments, followed by a breakdown of the latest market activity and local company results. Rate Cuts & Inflation Outlook: South African CPI (August): 4.4%. A possible drop to 3.5% in October discussed with Johan Els, Chief Economist at Old Mutual. The need for rate cuts to stimulate the economy, with experts debating between 0.25% and 0.5% cuts. Fed decision and its potential market impact. SA Prime and CPI September 2024 ZAR Strength & Market Trends: Rand showing strength, potentially reaching sub-17 levels. Global market highs: S&P 500, NASDAQ, and JSE Top 40. Consumer confidence in the US and South Africa rising but still negative. Platinum Group Metals (PGMs) & Palladium: A strong bounce in PGM stocks, driven by oversold positions and palladium production cuts. Palladium's recent performance and its potential future breakouts. Palladium weekly chart | 18 September 2024 Asset-Light Businesses & Their Investment Potential: Definition and benefits of asset-light businesses (e.g., Santova, Nvidia). Simon breaks down why businesses with fewer physical assets can provide higher returns on equity and efficiency. Comparison to asset-heavy businesses like banks and retailers. A deep dive into asset-light models like Shein, Temu, and logistics firms. Company Updates & Local Results: Outsurance: Strong financial results and special dividends; analysis of the short-term insurance industry's ability to reprice premiums annually. Altvest IPO: Simon discusses the upcoming Altvest IPO on the JSE and why he's not taking part in it, despite its interesting SME funding model. Finbond: A look at the excitement surrounding Finbond's potential delisting and the company's moves in the US market. Noteworthy Quotes: "Rate cuts are coming, and I think we'll see a short-term sell-off as markets react." "Asset-light businesses like Santova and Shein are great investment opportunities because they don't carry the heavy burden of owning physical assets." "Outsurance continues to impress with strong numbers and dividends, proving the strength of short-term insurers." Chapters 00:00 Economic Landscape and Rate Decisions 03:09 Understanding Asset-Light Businesses 05:54 Market Psychology and Upcoming Events 09:11 Local Results and Investment Insights 11:52 Exploring New Investment Opportunities 15:10 Finbond and Market Speculations 17:59 Larry Ellison and Oracle's Rise Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
Summary In this episode of JSE Direct, Simon Brown discusses various topics including the troubles faced by Anglo Platinum, the performance of leisure stocks, Anglo Gold Ashanti's* acquisition of an Egyptian gold miner, and the impact of two pot withdrawals. He also touches on the future of PGMs, the growth of electric vehicles, and the psychology of markets. Takeaways Anglo Platinum is facing challenges as Anglo American wants to get rid of their stake, causing a sell-off in the market. Anglo Platinum weekly chart The PGMs market is uncertain, with palladium and platinum prices experiencing fluctuations. The World Platinum Council projects a second year of meaningful platinum deficits, with jewelry demand expected to rise. The growth of electric vehicles is impacting the demand for PGMs, but the market is still uncertain. Investors should wait for positive price action before considering investments in PGMs. Anglo Gold Ashanti's acquisition of an Egyptian gold miner raises questions about the use of equity and the future of gold prices. Two pot withdrawals have resulted in over 4 billion rand being withdrawn from the market. Leisure stocks, such as City Lodge and Sun International, have mixed performance, with City Lodge experiencing lower occupancy rates. The growth of sports betting raises concerns about its impact on poorer individuals and the fairness of the industry. Sound Bites "Anglo Platinum has a problem which is perhaps a little more unique than just the PGMs." "There is that initial overhang. A whole lot of people will get Anglo-Platinum shares and say, 'I don't want these' and sell it." "The World Platinum Council is saying we're gonna have deficit again, that's the important point." Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Chapters 00:00 Challenges for Anglo Platinum and the PGMs Market 02:22 The Future of PGMs and the Impact of Electric Vehicles 07:54 The World Platinum Council's Projections 09:16 The Diminishing Role of Internal Combustion Engines 11:09 The Impact of Low Prices on Production 14:55 Anglo Gold Ashanti's Acquisition and the Use of Equity 17:56 Pot Withdrawals and their Effect on the Market 19:18 Performance of Leisure Stocks: City Lodge and Sun International 19:42 Concerns about Sports Betting and its Impact 20:10 Upcoming Events: Investment Goals and the Psychology of Markets
How a top CLO, author and podcaster transforms learning strategy. In this special 100th episode of The Learning Hack podcast, we celebrate a milestone by diving deep into curiosity and corporate learning with Simon Brown, Global Learning and Development Leader at EY and best-selling author of The Curious Advantage. Simon, formerly CLO at Novartis, shares his insights on the pivotal role curiosity plays in driving personal and organizational growth. We explore how AI is reshaping learning landscapes, and Simon offers invaluable lessons on fostering innovation, building effective learning strategies, and navigating rapid change. Join us for an engaging conversation that marks our centenary episode with a true thought leader. 00:00 - Start 00:41 - Intro 03:26 - Why curiosity? 11:22 - Simon's journey to top CLO 16:09 - How did he form his team at Novartis? 21:15 - How did he get the resources and C-Suite buy-in for the change? 26:58 - How specific is his take on strategy to the sectors he has worked in? 31:34 - His role at EY 36:07 - Is there substance behind the skills hype? 39:34 - Will AI-driven learning shut down curiosity? 47:47 - How does he pursue his own learning, and what sources does he follow? 53:25 - End Sponsor link: https://iventiv.com/learninghack Follow Simon Linkedin: linkedin.com/in/simoncbrown1 The Curious Advantage (podcast): https://open.spotify.com/show/0fhW2Xj66JcumYeh6gljZ The Curious Advantage (book): https://www.goodreads.com/book/show/53731453-the-curious-advantage Contact John Helmer X: @johnhelmer LinkedIn: https://www.linkedin.com/in/johnhelmer/ Website: https://learninghackpodcast.com/ Patreon: https://www.patreon.com/LearningHack
Episode Summary: In this episode of JSE Direct, Simon Brown delves into the impact of anticipated interest rate cuts and how they may affect various sectors and stocks. He shares his thoughts on potential beneficiaries like consumer stocks, REITs, and companies with high levels of debt. The episode also covers key updates on Nvidia's earnings, Nike's stock valuation, and a new ETF listing by ETFSA. Interest Rate Cuts and Market Impact: Jerome Powell's Jackson Hole Speech: The anticipation of rate cuts as early as September, with an expected reduction of around 75 basis points by the end of the year. Benefiting Sectors: Companies with significant debt, consumer stocks (Mr Price, Foschini, Shoprite), and REITs are likely to benefit from lower interest rates. Sector-Specific Insights: REITs: Discusses the potential for real estate investment trusts like Storage, Spear, and the concerns around office spaces with high vacancy rates. Consumer Stocks: Simon reiterates his positive outlook on consumer-focused companies and the strong performance of used and new car sales, highlighting stocks like CMH and Motus. Stock Analysis: Nvidia: With results due, Simon highlights the market's expectations and the potential for significant movement based on the earnings report. Nvidia | Close 27 aug 24 | Weekly chart Nike: Simon discusses Nike's current valuation, seeing it as a strong buy at its multi-decade support levels, despite its challenges. Nike | Close 27 aug 24 | Weekly chart ETF Updates: ETFSA's New Actively Managed ETF: Introduction of the Balanced Foundation ETF, which is actively managed due to the lack of a specific index and includes a mix of local and foreign equities, bonds, and property. Satrix Nasdaq ETF: The transition from a feeder fund to a standard fund, reducing total expense ratios and offering cost benefits to investors. Housekeeping: No Show Next Week: Simon will be on vacation and the podcast will resume on 12 September. Money Summit: Scheduled for 10 September in Johannesburg with free tickets available using the code "MONEYWEBGEST" at MoneySummit.co.za. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
In this landmark 600th episode of JSE Direct, Simon Brown reflects on the podcast's journey from its beginnings as a radio show in 2008 to becoming a leading podcast for market insights. The episode covers a range of topics, from South Africa's local CPI and a strengthening Rand to the surprising twists in the gold market and a mixed bag of corporate earnings. Local Inflation Data: South Africa's CPI has come in better than expected at 4.6%, fueling speculation on whether the next rate cut by the MPC might be more aggressive than anticipated. South Africa CPI | July 2024 Rand Strengthens: The Rand has shown significant strength, dropping below 18 to the dollar, with Simon analyzing the contributing factors, including foreign investment in bonds and a weakening US dollar. Bull Market Sentiment: Simon reaffirms the current bull market, highlighting the JSE's all-time highs and advising listeners to stay invested while cautioning against the risks of sitting on the sidelines. Top40 20 August 2024 | Weekly chart Gold Market Rally: Gold prices have surged above $2,500, driven by central banks' increased purchases and concerns about the US dollar's stability. Simon discusses the potential for further gains in the gold market. Corporate Earnings Recap: Coronation Fund Managers: Special dividend announced but falls short of expectations. CMH*: Despite low liquidity, the stock continues to climb, reflecting the breadth of the bull market. Sasol: Disappointing results with no dividend payout, a situation Simon had previously predicted. Spur Corporation: Strong earnings, signaling improving economic conditions. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
We sit down with Simon Brown, Co-CEO of Banqer, to delve into the state of financial literacy in New Zealand and beyond. Simon shares his expertise on how Banqer is revolutionising financial education through its innovative online platform, which simulates real-world financial scenarios. The Money Month Challenge is a free two-week online challenge to help you build your financial capability, confidence and ultimately well-being! Register now! The challenge starts on the 12th of August and runs for two weeks. Everyone in Aotearoa New Zealand is welcome to register. Sign up with your colleagues, whānau, friends or community group. Learn as you play and compete to win over $7,000 worth of prizes thanks to our Partner and sponsor Partners Life: https://banqer.co/nz/money-month This episode is proudly sponsored by Partners Life: https://www.partnerslife.co.nz/ For more money tips follow us on: Facebook Instagram LinkedIn TikTok YouTube The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Presidential Vision for Infrastructure Development: The South African President's recent speech emphasised making the country a hub of construction and infrastructure development. The potential for public-private partnerships and the types of infrastructure that might be developed, including roads, energy transmission, and public buildings. Stocks That Could Benefit: Construction Stocks: A detailed look at various construction-related companies and their potential to benefit from the President's infrastructure plans. PPC: Potential benefits from increased construction activity. Murray & Roberts: Despite historical losses, they have a division in infrastructure and renewable power that might benefit. Stefanutti Stocks: Focus on their claim against Eskom, which is crucial for their future. Wilson Bayly Holmes (WBHO): Expected growth, though a significant portion of their revenue comes from Australia. Raubex: Strong performance and solid management, with significant involvement in road construction through Sanral. Afrimat: Supplier of construction materials, benefiting from Sanral and Transnet orders. Reunert: Involvement in industrial cabling and commercial battery storage, critical for new power facilities. Market Insights: Mr Price* Update: Gaining market share and performing well post-elections and during a late-arriving winter. Sasol Production Update: Management's effective handling of controllable factors and slight improvements in Transnet's performance. Kumba Iron Ore: Confirmation of slight improvements in Transnet, echoing Sasol's observations. JSE Listed Construction Stocks | 1 year return | close 23 July 2024 International Market Movements: CrowdStrike* Incident: A significant security update issue affected numerous systems, impacting the stock but not signalling an end for the company. US Small Cap Stocks: Rotation into small caps like those in the Russell 2000 index, offering a cheaper alternative to large-cap tech stocks. Simon Brown wraps up the episode by emphasizing the importance of infrastructure development for South Africa's economy and reiterates his top stock picks to benefit from potential future construction projects: Raubex, Afrimat, and Reunert. He also touches on the potential 3% GDP growth for 2025 and the broader market implications. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
Schalk Louw from PSG Old Oak discusses the Pick n Pay rights issue buoyed by a higher share price. Simon shares a trading blunder that nearly left him with 200 tons of maize on his front lawn. Karl Westvig, TymeBank's new CEO, talks about Asian markets, new products, and the planned listing.
This week for NZ Made vinyl album buffs around the motu will be pleased as our guest makes high end turn tables from his base in Motueka. The company is called Wand Analogue products and it's run by Simon Brown.
In the latest edition of the Ankeny Fanatic weekly podcast sponsored by Coldwell Banker Mid-America, publisher Dan Holm breaks down the girls' Class 3A state soccer tournament with Ankeny coach Simon Brown and senior forward Emma Gott, who scored two goals in the Hawkettes' 3-0 victory over Waukee in the quarterfinals on Tuesday.
Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer. Discussion on lab-grown diamonds and potential impacts on the market. Market Insights Tencent's positive results impact Naspers and Prosus. NASDAQ and S&P close at all-time highs. Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength. [caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption] Discussion on upcoming elections' market impact. NHI bill signed, causing sell-off in healthcare stocks. US imposing more tariffs on China, strategic implications discussed. Company Highlights Positive financial results from Calgro M3* and Raubex. Calgro M3 reports good numbers, discusses share buybacks and future prospects. [caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption] Raubex impresses with strong financial performance, diversification strategies. Preview of forthcoming corporate earnings announcements and economic data releases. Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results. * I hold ungeared positions. Simon Brown
Join hosts Paul Ashcroft, Simon Brown, and Garrick Jones as they dive into the world of artificial intelligence with Jaeden Schafer, the visionary behind the top AI podcasts, "AI Chat," "AI Applied," and "AI Hustle," collectively boasting over 2 million annual listens. In this episode, discover the origins of Jaeden's passion for AI and the journey that led him to become a trailblazer in the field. Gain exclusive insights into the inner workings of his acclaimed podcasts and explore Jaeden's unique approach to content curation, driven by a commitment to quality and authenticity. Jaeden shares his mission to democratize AI through AI Box's innovative no-code app builder and marketplace, shedding light on the challenges he's faced and the vision driving his work. Learn how he envisions a future where AI is accessible to all, and explore the exciting advancements and applications shaping the AI landscape. Drawing from his extensive experience, Jaeden also offers practical advice for leveraging AI effectively, empowering individuals and businesses to unlock its full potential. Want to learn more? Visit AI Box: https://aibox.ai/ Find Jaeden Schafer on LinkedIn: https://www.linkedin.com/in/jaeden-schafer Find Jaeden Schafer on X: https://x.com/jaeden_ai About the Curious Advantage Podcast Series The Curious Advantage Podcast series, hosted by the authors of The Curious Advantage book – Paul Ashcroft (co-founder & partner, Ludic Group), Simon Brown (CLO, Novartis), 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. About The Curious Advantage Book The Curious Advantage is an exploration of the idea of Curiosity and its increasing importance for thriving in the digital age. Taking the widest possible exploration of things Curious – historical, contemporary, neuro-scientific, anthropological, behavioural, semantic and business-focused. At the heart of the book is our model of Curiosity, called 'Sailing the 7C's of Curiosity'. This model provides individuals with a practical framework for how to be successfully Curious and use Curiosity as a power skill to unlock their own potential. To find out more visit: curiousadvantage.com 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 produced by Aliki Paolinelis. Audio editing is expertly handled by Danny Cross, with visuals crafted by Jessica Wickham. #CuriousAdvantage #CuriousAdvantagePodcast #CuriosityPodcast #7CsofCuriosity #DigitalSuccess #NeuroscienceInsights #BusinessCuriosity #PodcastSeries #Audiobook #Amazon #DigitalAge #Sailingthe7Cs #7CsofCuriosity #PowerSkill #CuriosityModel #Curisosity #ThriveDigitally #PodcastInsights #AuthorPodcast #LeadershipCuriosity #DigitalLandscape #CuriosityBook #LinkedInPodcast #AI #Podcast
© 2020-2025 Ivy Podcast Discovery LLC
