x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

JSEDirect with Simon Brown

www.JustOneLap.com

Weekly roundup of what"s happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.

business business news

All Episodes

21:35

Alphabet is way Cheap | Nasty US economic data

JSEDirect with Simon Brown ·

2025/04/30

🎙 Episode Summary: This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events. 📉 US Economic Data Shock Q1 GDP: Expected +0.2%, came in at –0.3% 😬 Imports surged 40%, skewing GDP down Retail inventories and trade balance signal deeper issues PCI inflation at 1.8% vs. 1.2% expected

en

22:34

Trade Wars | Recession | What about your Portfolio?

JSEDirect with Simon Brown ·

2025/04/09

🇿🇦 South African Budget & Political Risk Budget framework passed (barely) – VAT increase to 15.5% effective 1 May. GNU under pressure as ANC signals reformulation talks with partners. Rand volatility: Touched nearly R19.90/USD before recovering to ~R18.70. 💥 Global Markets in Turmoil S&P 500 down 18.25%, Nasdaq down 22.5%. Massive selloff: One of the steepest 4-day drops since 1950. But historically, markets rebound over 1, 3, and 5 years post similar dips. S&P500 | Weekly | 08 April 2025

en

20:50

Education Stock Highlights | Rhodium & Copper on the...

JSEDirect with Simon Brown ·

2025/03/25

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on

en

20:48

Renergen sells Helium, Finally. Gold & Top40 at...

JSEDirect with Simon Brown ·

2025/03/19

Market Overview: Top 40 Index: Hit an all-time high of 82,378, currently at 81,800. SA markets remain strong despite a US market selloff. Top40 | Weekly | 18 March 2025 Gold: Broke $3,000 for the first time last week, currently around $3,030. Continues to rise amid geopolitical uncertainties. Gold | Weekly | 19 March 2025 Rand: Trading at 18.07, briefly touching 18.0088 earlier. Dollar weakness driving strength, with a target level of 17.80. Key Market Insights: Gold as a Portfolio Hedge:

en

19:58

Atlanta Fed has the US already in recession for Q1

JSEDirect with Simon Brown ·

2025/03/11

The Atlanta Fed’s GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January. Market Reactions and Sell-Offs Nasdaq and S&P had their worst single-day drops since 2022. Major stocks like Nvidia, ASML, and CrowdStrike seeing significant declines. Bitcoin at $81,000 amid broader

en

18:52

JSEDirect 618 20250213

JSEDirect with Simon Brown ·

2025/02/12

Market Updates & Analysis: Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern. Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady. Top 40 at All-Time Highs – Market momentum and investor confidence. South Africa’s Budget Speech (Wednesday, 2 PM SAST) Revenue shortfalls and potential tax bracket adjustments Universal Basic Income and National Health Insurance funding discussion Expectations for the

en

18:05

TSMC winning in AI

JSEDirect with Simon Brown ·

2025/01/21

TSMC’s Record-Breaking Results Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations. Gold: Continuing the Bull Run Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz. Gold | Weekly | 21 January 2025 Brent Crude Oil Concerns Rising oil prices could hurt both the global and South African economies. Trump Meme Coins & Meme Coin Mania Trump and Melania meme

en

36:28

Predictions 2025 with; Marc Ashton, Keith McLachlan &...

JSEDirect with Simon Brown ·

2025/01/14

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.

en

08:52

Local Inflation at 2.8%, is the SARB Asleep? (#611)

JSEDirect with Simon Brown ·

2024/11/21

October Inflation Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon. The gap is far to wide, SARB needs to cut aggressively. South Africa | Prime vs. CPI Gold and Bitcoin Gold has bounced, but is this for real? Bitcoin heading for US$100k Rand weakness The US$ remains string and is hurting the Rand. US$ Index Astral results Good results Paid back R1.1billion short-term debt But volatile, a trading stock. Simon Brown * I hold ungeared positions. All charts

en

21:14

Trump wins, whats the trade? Also; AMSL, Nvidia and...

JSEDirect with Simon Brown ·

2024/11/07

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

en

20:26

Using AI to analyse Famous Brands results and Awesome...

JSEDirect with Simon Brown ·

2024/10/24

Local Inflation Update Inflation at 3.8% - lowest since March 2021 (3.5 years ago) Well below SARB's target range midpoint of 4.5% Q3 year-on-year inflation at 4.3% (vs SARB's expected 4.4%) SA CPI YonY September 2024 November MPC Meeting Outlook Rate cut expected, but size uncertain Possibility of 25bps vs 50bps cut Factors affecting decision: Rand weakness Rising oil prices Global economic conditions Important titbit about today's SA headline CPI print. It meant that CPI rose by 4.3%

en

17:54

REITs Booming and Still More to Come (#605)

JSEDirect with Simon Brown ·

2024/10/02

China's Market Rebound Stimulus Measures: The Chinese government has initiated a stimulus, which includes cutting reserve requirements and lowering interest rates. While spending has not picked up fully, the China 50 ETF (in US dollars) has wiped out losses dating back to July 2022. Hong Kong’s Hang Seng index shows a similar trend. Market Sentiment: Short squeezes have played a role in pushing the prices of big Chinese companies like Alibaba and Tencent higher. Despite concerns about China's

en

17:45

China to the Rescue and ZAR Powers Stronger. What's...

JSEDirect with Simon Brown ·

2024/09/26

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

en

22:38

What's an asset light business and why's it a great...

JSEDirect with Simon Brown ·

2024/09/18

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

en

20:29

AngloPlat has a problem and it's only going to get...

JSEDirect with Simon Brown ·

2024/09/12

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

en

18:50

ETFSA listing an Actively Managed Balanced Foundation...

JSEDirect with Simon Brown ·

2024/08/23

ETFSA is listing an Actively Managed ETF, The ETFSA Balanced Foundation Prescient AMETF (JSE code: ETFSAB). Simon spoke with Gareth Stobie from ETFSA about the ETF, the listing process, where it fits in a portfolio and what it will be holding. IPO opens: 26 August 2024 Listing date: 02 September 2024 JSE code: ETFSAB TER: 0.52% ETFSAB

en

20:35

It's a bull market, until it isn't & 600 shows WHOOP...

JSEDirect with Simon Brown ·

2024/08/21

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

en

22:16

JSE delisting; can we spot them in advance and...

JSEDirect with Simon Brown ·

2024/08/01

Jerome Powell's Statement: Rates left unchanged in the US. Possible rate cuts on the table for September. US MPC meeting on 19 September. Data needed: improving inflation and higher unemployment. Oil and Gold Market Update: Brent Crude: Under pressure, signaling weak global demand. Lower highs trend since June 2022. Support at $72.50 and resistance around $88. Brent Oil | 01 August 2024 Gold: Trading near all-time highs. Strong central bank buying. Uncertain targets, but bullish

en

20:40

The President wants to turn South Africa into a...

JSEDirect with Simon Brown ·

2024/07/24

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

en

17:57

Can South Africa do +3% GDP next year? (#595)

JSEDirect with Simon Brown ·

2024/07/17

SA GDP Growth Prospects IMF's projection: 0.9% GDP for South Africa this year. Potential factors for growth next year: Reduced load shedding could add 1% to GDP. Two-pot system introduction, expected to inject around 40 billion rand into the economy. Potential rate cuts: half a percent by the end of the year, possibly 1% by mid-next year. Inflation targeting at 4.5%. Optimistic outlook with a 60-70% probability of achieving 3% GDP in 2025. South Africa GDP Delistings and Market Movements Bell

en

47 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...