MoneywebNOW
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MoneywebNOW
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app...
Episodis Recents
345 episodis![[TOP STORY] Trump actions ironically good for SA](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg){kind=logo}
[TOP STORY] Trump actions ironically good for SA
‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendor...
Finding stellar returns beyond just tech
Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman...
[TOP STORY] The importance of Federal Reserve independence
Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the futur...
Global property EFT offering good dividend yield
Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad?
Future...
[TOP STORY] Is SA's consumer credit health really improving?
Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.
Commodities looks set for another strong year
Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year.
ETFsa's Mike Brown on...
Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bub...
Transnet: From excellence to crisis – and the long road back
Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, pl...
Domestic outlook improves, but global threats loom large
Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.
Economic and political power is shifting eastwards
Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting fro...
Stafford Masie on understanding bitcoin treasury companies
Stafford Masie from Africa Bitcoin Corporation on the case for a bitcoin treasury company — how their model differs from Strategy Inc, and why being a...
[TOP STORY] A noisy yet resilient year for US private credit
Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.
Another great year for local Reits
Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields...
[TOP STORY] Why SA’s long-awaited green shoots are finally starting to surface
Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally sta...
Local retail a mixed bag in 2025, but is there value?
Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are final...
[TOP STORY] A good time to be a farmer in SA
Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for...
An amazing year for ETF investors
Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income pr...
[TOP STORY] Navigating financial stability in the technology rush
Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
After a stellar year, can precious metals repeat it in 2026?
Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge...
[TOP STORY] Super Apps: The future of convenience
André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.
Mr Price selloff: Bargain or red flag?
Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, C...
[TOP STORY] The Illusion of certainty: Not knowing noise from signal
Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.
Anchor’s picks for 2026
Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks...
[TOP STORY] Dollar weakness sets the stage for EM outperformance in 2026
Herman van Papendorp from Momentum Investments maps out the smartest places to put your money in 2026.
Local banks offering great value into 2026
Chantal Marx from FNB Wealth and Investments unpacks a resilient local banking sector – solid updates, steady performance and the question on everyone...
[TOP STORY] SA’s best quarter for vehicle sales in over a decade
Ayesha Hatea from TransUnion notes that South Africans ‘want affordable, feature-packed cars, and that is becoming the new normal’, with Gen Z and Mil...
Absa update offers promise
Jimmy Moyaha questions if Spar has beaten – or merely met – its modest expectations; Pnet’s Paul Byrne tracks a long-awaited rebound in tech jobs; and...
[TOP STORY] Retirement planning: Beyond money to meaning
‘People are looking more at what happens to their identity and purpose when they retire’ – Craig Lawrence of BDO Wealth Advisors.
Reits are back and they’ve had another great year
Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to h...
[TOP STORY] From consumers to creators: Africa's AI awakening
Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.
Telcos quietly having a great year
Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake...
[TOP STORY] Afrimat Construction Index Q3 data ‘looking good’
But, stresses prominent SA economist Dr Roelof Botha, ‘We need to create jobs at any cost’.
Trump’s reimagining of the Fed
Pooja Tanna from Perpetua Investment Managers on the expected rate decision from next week's FOMC decision, and Trump says he’s decided on the next Fe...
[TOP STORY] Adapt financial plans regularly to changing markets and life events
Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.
Positive GDP ‘nice’ but not nearly enough
Bradley Sacks, CEO of Araxi, on strong results and solid cash generation. Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importan...
Global economy resilience helpful to SA’s economy
Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures.
Hyprop update points to a consumer mood on the mend
Jimmy Moyaha breaks down AlexForbes’s results and the reassuring Hyprop update. Absa CIB’s Miyelani Maluleke discusses stronger GDP projections and wh...
[TOP STORY] Fuelling the future: Oil and gas can transform SA's economy
‘Having access to energy and electricity really does drive economic growth, and it's key to make sure you have a reliable supply’ – Dr Ross Compton fr...
Rand has potential to hit R16.50/$
Nick Kunze from Sanlam Private Wealth on where SA Inc stocks offer real opportunity – and whether copper and silver still count as the ‘cheaper’ commo...
From fuel prices to farming: KAL Group shows financial resilience
CEO Sean Walsh shares the group’s 2026 plans for capital expenditure and storage capacity growth.