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 between 06:30 and 06:50.
Episodes
[TOP STORY] AI predicts the 2026 Fifa World Cup winner – but let’s see
Haim Israel, Head of Global Thematic Investing Research at the Bank of America, describes the gargantuan role of AI in planning, directing and evaluating this year’s global soccer tournament in all its complexity.
Big bang expected from SpaceX listing
Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in.
Bank of America's Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner?
And, Simon's thoughts on gold, why the sell off?
[TOP STORY] Electronic payments grow despite slowing economic activity, PayInc data shows
Shergeran Naidoo, head of stakeholder engagement shares the latest readings of the PayInc Economics Index.
Spar has some easy fixes
Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day.
PayInc's Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May. Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.
[TOP STORY] Araxi shows itself ‘on a really good footing’ going into FY 2027
CEO Bradley Sacks points out that the Halo Dot offering, enabling Apple's Tap to Pay iPhone launch in South Africa, is not a ‘fairly’ big deal, but a ‘big’ deal.
PGMs under pressure but offering opportunity
Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What’s troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs.
Araxi CEO Bradley Sacks talks group results, which saw revenue and Heps slip.
And, Eighty20's Andrew Fulton on young SA consumers facing mounting credit stress.
[TOP STORY] ‘There's a bit of a tailwind' for Omnia – Gobalsamy
The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.
PPC needs stronger SA building demand
Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan Gobalsamy discusses the group's strong set of results, as its chemicals unit returned to profit and Africa agri delivered a robust recovery. Plus, Future Forex CEO Harry Scherzer on what we can expect from SA's Q1 2026 GDP data that's due out later thi
[TOP STORY] ‘What we're seeing is an economy certainly slowing down’
Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.
Is Musk's SpaceX IPO causing the tech sell off?
Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shocks rippling through local supply chains. Plus, Consult by Momentum's CEO Johan Minnie on managing market dips.
[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence
Transparency and consistency in REIT reporting for investor confidence
'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.
Great dividend payouts from asset managers
Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its best-practice guidelines for Reits and what it means for the sector. Simon’s thoughts: Is the AI r
[TOP STORY] Semiconductor giants are powering the AI revolution
Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.
Bitcoin: The fall isn't over
Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs?
[TOP STORY] Crypto to stocks: A digital revolution
Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.
Canal+ arrives on the JSE ... what to expect
Chantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger investors.
[TOP STORY] AI sees beyond traditional lending models in SA
‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.
Tiger Brands defends big brand pricing
Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is helping lenders reach and serve ‘invisible’ consumers
[TOP STORY] Emerging markets: The new safe havens?
'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.
Rates have only just started rising – retailers are already struggling
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section
[TOP STORY] Crypto on the move: Latest SA regulations
Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.
Strong results push Lewis yield over 10%
Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial market fears. Plus, Simon shares why SpaceX is increasingly being valued as an AI company rather t
[TOP STORY] Expert insights on SA’s revised merger regulations
‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy’ – Ahmore Burger-Smidt, Werksmans Attorneys.
Beaten-down tech offering value
Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon’s MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline the process.
[TOP STORY] Eastern Europe's remarkable 20-year property investment success
'Real estate is a place where you start off with a large fortune and you end up with a small one. I think the opposite holds true for Eastern Europe over the past two decades' – MAS CEO Mihail Vasilescu.
Pepkor fintech is booming
Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor’s latest results, where fintech delivered strong momentum while clothing sales were more subdued. Mihail Vasilescu, CEO of MAS, discusses listed property in Eastern Europe – a high-growth sector attracting growing South African interest. Justin Thom of Galetti Corporate Real Estate looks at how the evolution of online shopping is forcin
[TOP STORY] African fintech: From USSD to smartphone apps and beyond
'Skilled [fintech banking] opportunities are essentially finding exit routes via African capital markets, and that's a trend which is happening … and long may it last’ – Adesoji Solanke, head of Fintech and Banks investment banking origination at Absa CIB.
Pick n Pay: Still a long way to go
Faheema Adia from Momentum Securities unpacks Pick n Pay’s results as the turnaround continues and supermarket revenue comes under pressure. Absa CIB’s Adesoji Solanke weighs in on Africa’s fintech market amid fresh IPO activity and new investment, and Fedgroup’s Rob Timmis discusses its R500m IDC funding boost for renewable energy projects.
[TOP STORY] How wealth managers help investors avoid costly mistakes
'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Client Holdings.
Luxury weathers the uncertainty
Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest thre
‘Affordability crisis’ replaces load shedding crisis
Andrew Middleton, CEO of Go Solar, reflects on the dramatic.
Mega IPOs: Don’t go chasing
Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to get exposure. GoSolr CEO Andrew Middleton on municipalities’ latest revenue grab through your power bill, and Simon’s take on ri
[TOP STORY] How UCT students manage investment passion with academic life
Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club, which uses simulated cash for learning.
Nvidia results beat all expectations
Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.
[TOP STORY] Managing market volatility with both fundamentals and technology
STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.
Famous Brands facing a tough market
Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.
[TOP STORY] Calgro M3 Is digging deep into infrastructure and memorial parks
CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.
Concerns over Pick n Pay Boxer sale
Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods CEO Gary Arnold shares insights on the group's strong interim results as
[TOP STORY] Sarb to hike next week to save some pain later?
AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.
Surging DM bond yields 'a crisis in the making’
Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from Remchannel shares insights into renumeration and the wider benefits instead of just money in the bank.
[TOP STORY] SA shines for Equites Property Fund amid UK exit
CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.
Powell's Fed legacy as he steps down
Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh.
Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South Korea as their stock market goes wild on chip demand and how to buy into
[TOP STORY] Field to fork: Farmers’ rising risks and costs
‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future’ – Loffie Brandt from Absa AgriBusiness.
Trump, Xi meeting in China as equals
Kea Nonyana of PrimeXBT on Trump in China and Anthropic to raise money at $900 billion valuation - crazy or fair? Citadel economist Maarten Ackerman weighs in on lessons from previous oil shocks. Plus, Loffie Brandt from Absa AgriBusiness on building resilience in local agriculture in the face of a changing climate.
[TOP STORY] Octodec repositions for future growth
CEO Jeffrey Wapnick discusses the company's six-month results to end February, highlighting the disposal of non-core properties, strong rental income growth and impressive collection rates.
Telco sector still attractive after strong run
Shaun Dendere of L7 Prime on SA telco results: Vodacom on Monday and MTN on Tuesday, are there opportunities in the sector?
Octodec CEO Jeffrey Wapnick shares insights on the group's latest results. Plus, Abhishek Amichand of Sanlam Alternative Investments weighs in on private credit lending and how South African investors need to find a local solution.
[TOP STORY] Balwin delivers strong full-year results, but again no dividend
'In the Western Cape, we're shooting the lights out; that's a great story,’ notes CEO Steve Brookes.
Stronger Boxer boosting Pick n Pay
Balwin CEO Steve Brookes comments on its strong full-year results, but they’ve skipped dividends again.
Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.
[TOP STORY] Exploring structural changes in healthcare and biotech
'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.
Markets brace for Powell’s final Fed meet on Friday
Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results.
Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it’s not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and healthcare/biotech innovation.
[TOP STORY] Unpacking Sappi’s financial and operational outlook
End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.
Gold Fields cost increases a concern
Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned?
Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations or RPOs surge to almost $ 1.5 trillion.
[TOP STORY] SA vehicle sales zoom ahead despite bumpy 2025
'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.
Disney and Ferrari results: Any more value?
Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value?
Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
[TOP STORY] Rebuilding investment strategies for the AI era
Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.
Aspen improving, but not out of the woods
Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha.
Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO Bryn Hatty talks about how the rand's outlook reversed and where to next.
[TOP STORY] The complex forces driving 2026’s financial markets
Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.
Consumer stocks still require caution
Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view on EMS exposure. Sam Mokorosi from the JSE on last month’s launch of Africa’s first Natur
[TOP STORY] Stagflation looms – with debt an extra wrinkle
Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.
Pet food: A resilient and premium market
Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and the trend towards premiumisation.
[TOP STORY] Pre-marital financial conversations for couples – beyond the wedding budget
BDO Wealth’s Shaun Chennells highlights that money is a leading cause of divorce, making premarital financial counselling just as essential as relationship counselling for couples building a life together.
AI fuels Mag 7 earnings … but not all will win
Kea Nonyana of PrimeXBT unpacks JP Morgan’s increased stake in Sibanye-Stillwater and Astral Foods’s latest trading update. BDO Wealth’s Shaun Chennells looks at how marriage, shared finances and complex wealth structures intersect.
[TOP STORY] Private investment helps shape SA’s path to economic renewal
‘Digital infrastructure and connectivity are high up in terms of the themes we look to get behind' – Mineworkers Investment Company CIO Nchaupe Khaole.
Africa’s crypto market is growing fast, but new investors face real risks
Independent analyst Jimmy Moyaha unpacks the UAE’s exit from Opec and Opec+ and what it means for oil markets. Nchaupe Khaole of the Mineworkers Investment Company discusses SA’s economic recovery and why capital may not be reaching SMEs. Plus, Binance’s Larry Cooke on the rise of crypto across Africa and what’s driving adoption.
[TOP STORY] Current SA consumer spending habits
Discovery Bank CEO Hylton Kallner reflects on respondents’ trends – from increased online betting and use of weight-loss drugs to healthier eating habits and being ‘disciplined, deliberate, and value conscious’.
Is the private credit boom starting to wobble?
Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private cre
[TOP STORY] Early stress signals in US private credit market
‘When people sell assets globally, they often come to South Africa because we have some of the most liquid equity, bond, and currency markets': Warren Buhai – Senior Portfolio Manager, STANLIB Asset Management.
Clicks cautions about rest-of-year trading
Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether they pose any real threat locally. Plus, Simon’s take on big leadership shifts: Reed Hastings st
[TOP STORY] Reading fund fact sheets is your best investment move
‘Once you start understanding … and simplifying things for yourself, we feel that it does empower you to make a more informed decision in terms of where to invest’ – Duma Mxenge, Head of Business and Market Development at Satrix.
March inflation: The calm before the storm
Kea Nonyana from PrimeXBT unpacks strong Capitec results and BHP's latest update. Lismore Burke from CFI Financial Group shares what you need to know before you start trading – and why trading is not gambling. Plus, Satrix’s Duma Mxenge explains how to understand your fund’s fact sheet and MDD.
[TOP STORY] Europe wants minerals, SA wants oil. Deal on.
An initial ‘€200 million is coming in as a loan in order for us to improve our infrastructure and be able to mine these minerals effectively’ – Harry Scherzer, CEO at Future Forex.
A consumer discretionary for your portfolio
Chantal Marx from FNB Wealth and Investments unpacks Afrimat’s latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are outperforming global peers – and still delivering double-digit growth.
[TOP STORY] ‘Buy the dip’ or ‘buy and hold’ in uncertain markets?
‘There are a lot of things you can do as a government to get your hands on people’s savings, but you can't force foreigners to buy your debt’ – Izak Odendaal, Old Mutual Wealth Investment Strategist.
Why your portfolio needs software stocks right now
Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from Ashburton Investments joins us to discuss wealth beyond budgeting.
[TOP STORY] Beware: Pension payouts can ignore your will
Simplifying your will as much as possible ‘gives a bigger chance of … your actual intent being followed after your passing’ – Henré Prinsloo, Head of Employee Benefits at Momentum Corporate.
Remembering when oil went negative
Nick Kunze from Sanlam Private Wealth unpacks the uncertainty around the Strait of Hormuz – is it disruption, resolution, or a slow grind toward stability? Henré Prinsloo of Momentum Corporate explains why your death benefits may not end up with your nominated beneficiary – and what you need to know. Plus, Colin Timmis from Xero looks at the state of local small businesses following a solid 2025 –
[TOP STORY] Key developments at ASP Isotopes
CEO Paul Mann reports on progress at The Virginia Gas Project, Quantum Leap Energy, Silicon 28, radiopharmacies and capital requirements.
Why you should never waste a good crisis
Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company’s business update released earlier this week. And Simon shares his thoughts on why you should never let a good crisis go to waste.
[TOP STORY] Recent advancements in artificial intelligence models
Viv Govender of Rand Swiss discusses how investment decisions in AI infrastructure are shaping competitive positioning across the industry.
Consumer struggles will send local GDP back to the doldrums
US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos looks ahead to 2026 GDP – with the consumer under pressure, what does that mean for growth?
