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Stephen Grootes speaks to Grant Nader, Portfolio Manager at Benguela Global Fund Managers, and Wayne McCurrie about the difference between quality and value investing, two distinct approaches to selecting shares. They look at what investors are actually buying with each strategy, how quality businesses differ from undervalued stocks, and why understanding the trade-off between price, business strength and long-term potential matters when building a portfolio. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Wayne McCurrie about the governance questions emerging from Pepkor's R2.8 billion acquisition of Fintech Business Holdings, a deal that will leave Pepkor CEO Pieter Erasmus with a stake reportedly worth more than R2 billion. While the transaction has reignited debate around executive conflicts of interest, what do South Africa's corporate governance rules actually say when a CEO stands to benefit personally from a deal their company pursues? The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes leads a panel discussion examining the far-reaching consequences of the 30% US tariff on South African imports, with a particular focus on vulnerable industries such as wine production. In other interviews, Vincent Anthonyrajah, CEO and co-founder & Prof Adrian Saville, Professor of Economics and Finance at GIBS at Differential Capital unpack the investment strategies in a rising tariff era. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
Stephen Grootes discusses the devastating impact of the 30% US tariff on South African imports with a panel of experts - Amith Singh, National Manager of Manufacturing at Nedbank Commercial Banking, Isaah Mhlanga, Chief Economist at Rand Merchant Bank, Michael Fridjhon, founder of Winewizard.co.za, Bartholomew Broadbent, founder and CEO of Broadbent Selections and Wayne McCurrie, Veteran Investment Analyst. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
Die bekende beleggingskenner, Wayne McCurrie gesels oor sy aftrede, agtergrond, loopbaan, en wat hy doen om te ontspan. Volg RSG Geldsake op Twitter
Wayne McCurrie of FNB Wealth and Investments discusses the day's market movements, mining shares showing strength for two days in a row, the history of gold, PGM prices, what a commodity cycle entails, BHP, Anglo, and whether now is the time to buy. SAfm Market Update - Podcasts and live stream
Wayne McCurrie from FNB Wealth and Investments and Stephen Grootes analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments analyses Investec's trading update and discusses the rand's current fair value. Petri Redelinghuys of Herenya Capital Advisors highlights key levels to watch for platinum and palladium. David Morobe from Business Partners Limited addresses how private equity and venture capital are filling the funding gap in SA's National Development Plan.
Wayne McCurrie from FNB Wealth and Investments and Stephen Grootes analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie of FNB Wealth and Investments runs us through the day's market moves as we saw widespread gains, Bidcorp, gold shares higher thanks to the gold price, Sanlam's trading update, numbers out of Implats, Pick n Pay closing stores, and reactions to statements around banks' transparency regarding home loans. SAfm Market Update - Podcasts and live stream
Wayne McCurrie from FNB Wealth and Investments and Stephen Grootes analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Stephen Grootes analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Stephen Grootes analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Motheo Khoaripe analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.
Wayne McCurrie from FNB Wealth and Investments and Ray White analyse corporate news and international marketsSee omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Motheo Khoaripe analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Joining presenter Motheo Khoaripe to talk about the current state of the global markets is Wayne McCurrie from First National Bank's Wealth & Investments divisionSee omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international marketsSee omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international marketsSee omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international marketsSee omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?
Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analysecorporate news and international markets.See omnystudio.com/listener for privacy information.
Wayne McCurrie from FNB Wealth & Investments talks US inflation as it disappoints again. Ashburton Investments's Tlhoni Komako talks fixed income as its beating inflation by +4%. A look at the pros and cons. Absa CIB's Bohani Hlungwane on why the roll out of the African Continental Free Trade Area is urgent.
Wayne McCurrie from FNB Wealth and Investments unpacks the Nampak and Blue Label trading updates and South32 results. Joubert Botha from KPMG on proposed tax increases in next week's budget and their feasibility in the current economic climate. Simon offers his thoughts on writedowns. Yes, they're not cash when written down. But they were cash when purchased.
FNB's Wayne McCurrie on Lewis's trading update and Dis-Chem buying its head office in a related party transaction. Philip Bradford from PortfolioMetrix talks their new active ETF focusing on income. Bianca Botes from Citadel Global unpacks the risks facing the rand in 2024.
Wayne McCurrie from FNB Wealth and Investments on US CPI and PPI data from last week and what he sees for oil in 2024. Citadel's Maarten Ackerman talks about the investment outlook for 2024. Brian Rushmere from Levantine & Co on US economic resilience even as uncertainties in the market abound.
Wayne McCurrie from FNB Wealth and Investments talks the latest US jobs data and takes a look at the potential for commodities in 2024. Roelie van Reenen from Beefmaster Group on the challenges facing the local beef industry in 2024. Fairtree's Cornelius Zeeman on the trend among local investors to split the asset managers they use for their local and offshore equity exposure.
FNB's Wayne McCurrie on the Itatile update and Spar's appointment of an IT expert to the board after the SAP rollout disaster. Viv Govender from Rand Swiss on the launch of Google Gemini, their response to ChatGPT (with a launch video they admit was faked). Varshan Maharaj of the Allan Gray Frontier Markets Equity Fund talks opportunities in the space, including the world's largest uranium mine in Kazakhstan.
Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Wayne McCurrie from FNB Wealth & Investments Stock Watch
Wayne McCurrie from FNB Wealth & Investments takes a look at what drove markets in the past week. Stock Watch
Tackling your questions tonight is David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments Stock Watch
Wayne McCurrie of FNB on inflation, rand weakness, and Jason Quinn being named Nedbank's next CEO. NMG's Natasha Huggett-Henchie discusses latest developments in the two-pot pension system. Investec's Tinus Rautenbach on its new online trading platform.
Tackling your questions tonight is David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments Stock Watch
FNB's Wayne McCurrie on Redefine results, is the worst behind them? Greg Blend from Africrest Properties on the opportunities and challenges of converting offices to residential. Dylan Govender from Investec discusses additional regulations impacting importers.
Wayne McCurrie from FNB Wealth & Investments on the DRD and Life Healthcare updates and results from Bytes Technology. Quintin Rossi from Spear Reit on results as they're seeing corporates semigrating to Cape Town, boosting office demand. Nicola Malan from Malan Scholes Attorneys on the proposed new remuneration rules as set out in the recently published Companies Amendment Bill.
FNB's Wayne McCurrie on opportunities in the locally listed retail space as consumers continue to be squeezed. Fikile Mbhokota from Satrix on 30 years of ETFs in the US and 23 locally. Joshua Alexandre from InfoDocs on new requirements for all companies to submit beneficial ownership information to the CIPC.
Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.
Wayne McCurrie from FNB Wealth & Investments on the Fed and Sarb rate decisions and updates from PPC and Southern Sun. Absa CIB's Thabo Makoko talks the rise in cash transactions, indicating consumers are spending … especially on more discretionary items. Christo de Wit from Luno on the rise of bitcoin in Africa, especially in Nigeria, where there are concerns around weakening currency and inflation.
FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat Construction Index for Q2 2023.
FNB's Wayne McCurrie on Italtile's results as consumers struggle and costs hurt. Roy Douglas from AdvTech unpacks their strong results as Heps was up 24% and margins improved across all sectors. Harry Scherzer of Future Forex on National Treasury's new regulations set to seriously hamper offshore earnings in foreign currency.
Thabo speaks to Wayne McCurrie, the Head of Wealth and Investment at FNB about the best ways to start your investment journey. See omnystudio.com/listener for privacy information.