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MoneywebNOW

MoneywebNOW

Moneyweb Radio 150 Episodes Nov 3, 2026

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 between 06:30 and 06:50.

Episodes

[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models
[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models Nov 3, 2026 5:13 ‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.
Altron earnings quality continues to improve
Altron earnings quality continues to improve Nov 3, 2026 21:01 Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI wil
[TOP STORY] Elections, valuations, and long-term strategy
[TOP STORY] Elections, valuations, and long-term strategy Nov 2, 2026 7:02 ‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.
Clicks is cheap, but not yet a buy
Clicks is cheap, but not yet a buy Nov 2, 2026 18:50 Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial for Johannesburg's residential property market.
[TOP STORY] Bond market jitters, global yields, and political risk
[TOP STORY] Bond market jitters, global yields, and political risk Oct 30, 2026 9:34 ‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.
Beer is old school, but is it investable?
Beer is old school, but is it investable? Oct 30, 2026 20:53 Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market. Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF mark
[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses
[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses Oct 29, 2026 6:43 In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.
TSMC's value is at the heart of the tech trade
TSMC's value is at the heart of the tech trade Oct 29, 2026 20:05 Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.
[TOP STORY] The hidden toll of debt and why early action matters
[TOP STORY] The hidden toll of debt and why early action matters Oct 28, 2026 6:35 If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.
Anthropic IPO numbers surprise on the upside
Anthropic IPO numbers surprise on the upside Oct 28, 2026 20:40 Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
[TOP STORY] The inverse relationship between bond yields and equities
[TOP STORY] The inverse relationship between bond yields and equities Oct 27, 2026 7:22 John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.
Is your Reg 28 fund pulling its weight?
Is your Reg 28 fund pulling its weight? Oct 27, 2026 21:19 Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.

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