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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

18:09

Gold took us up … and Gold will take us down

JSEDirect with Simon Brown ·

2025/10/28

🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ "Gold took us up … and gold will take us down." 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it's leading it back down. Year-to-date returns: Gold +49 %, Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800, with further downside likely. The Top 40 is up ~38 % YTD, but the Resources Index (Resi) is +93 % —

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22:18

JSE Large Caps with Great Dividend Yields

JSEDirect with Simon Brown ·

2025/10/14

🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild” 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024. Simon digs into: 📈 Historical patterns since the pandemic: jump → consolidate → jump again 🏦 Central banks as persistent buyers — but what happens if they ever stop? 🤔

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19:55

what's pushed Purple Group +140% this Year? And a...

JSEDirect with Simon Brown ·

2025/09/30

🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App 💳🌐 🔑 Key Topics This Week 📈 Purple Group* & EasyEquities Purple Group share price up ~150% this year 🚀 Results driven by non-revenue income (inactivity fees & loyalty program) Strong client acquisition via Capitec & Discovery Bank partnerships 🏦 Trading volumes soaring in a bullish market 💹 Purple Group | YTD to close 29 Sep 25 💰 Top 40

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16:23

Your Second Brain | Managing all the Data and Putting...

JSEDirect with Simon Brown ·

2025/09/23

🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk 📉📈 to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" — a system to capture, organize, and use knowledge effectively. 🔑 Episode Highlights 🧠 Brains

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17:43

Alphabet Wins & Makes New Highs | OPEC Boosts Production

JSEDirect with Simon Brown ·

2025/09/08

🌍 Worldwide Markets – Episode 647 (9 Sept 2024) This week on *Worldwide Markets*, Simon Brown dives into global markets, tech giants, crypto shifts, commodities, and currencies. Recorded a day early before heading to Leaderex, here’s what’s moving markets right now. Powered by Standard Bank and Shyft. 💳🌐 📊 US Jobs & Rate Cuts US jobs report was a mixed bag → +22k jobs, but mostly in healthcare. June revised downward to negative, July slightly up. Unemployment steady at 4.3%. Market

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20:43

Twenty Years of Poor EM returns | Sixty60 almost a...

JSEDirect with Simon Brown ·

2025/09/02

ðŸŒ Worldwide Markets Ep. 646 – 3 September 2025 ðŸŽ™ï¸ Hosted by Simon Brown Powered by Standard Bank & Shyft, the global money app ðŸ’³ðŸŒ ðŸ“ˆ Key Topics This Week ðŸŒ Emerging Markets: 20 Years of Poor Returns EM ETFs have underperformed vs. the US and gold 20-year CAGR: ðŸ“Š NASDAQ: +1,400% (14.5% CAGR) ðŸŸ¡ Gold: +700% (10.9% CAGR) ðŸ‡ºðŸ‡¸ S&P 500: +440% (8.7% CAGR) ðŸŒ Emerging Markets: +193% (5.5% CAGR) BRIC dream (Brazil, Russia, India, China) never delivered ðŸ’ Headwinds: financial

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22:45

Naspers Stock Split | UK Yields at Worst Levels this...

JSEDirect with Simon Brown ·

2025/08/26

📌 Key Themes This Week 📊 Naspers share split – AGM approves a 5-for-1 split to make shares more affordable for smaller investors. 💬 Jackson Hole update – Jerome Powell’s last appearance as Fed Chair, shifting focus from inflation to jobs. Markets pricing in September & December rate cuts with high certainty. 💸 Trump & the Fed – Trump fires Fed Governor Lisa Cook ❌ and pushes to pack the Fed with rate-cut friendly members. 🇺🇸 Intel stake – Trump administration takes a 10% stake in Intel

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19:24

Buffett Buys UnitedHealth, should you? | The Google...

JSEDirect with Simon Brown ·

2025/08/19

🌍 Worldwide Markets Ep. 644 – 20 August 2024 🎙️ Hosted by Simon Brown This week’s episode dives into Buffett’s latest moves, Google’s iconic IPO, and big results from Standard Bank, MTN, and Sasol. Here’s what you need to know: 📈 Buffett Buys UnitedHealth – Should You Follow? Berkshire Hathaway picked up UnitedHealth (UNH). Stock has fallen from $600 → $308 due to federal investigations ⚖️. On paper, valuation looks attractive: Forward PE ~19 (below long-term average). Price-to-book ~2.9 vs

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20:09

Share Buy Backs; the Good & the Ugly | Market Loving...

JSEDirect with Simon Brown ·

2025/08/12

🇺🇸 US Inflation – Numbers come in softer than expected 📊, fuelling hopes for a **September rate cut** from the Fed 🏦. ⛽ Sasol trading update – PE under 3 😮, H2 profits looking stronger, and the market loving it (+9.7% 🚀). 💰 Share buybacks – Why US companies love them, the tax angle, and Apple’s massive \$100bn spree 🍏. Apple out standing shares 🪙 Gold & the Resi10 index – Resource stocks roaring in 2024, +72.5% YTD 🤯, but will gold break out of its range? Gold Weekly | 12 August 2025

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21:08

SARB & Treasury Fight Over Inflation | Which MPs Hold...

JSEDirect with Simon Brown ·

2025/08/05

🎙️ Worldwide Markets – Episode 642 📅 Recorded: Tuesday, 5 August 💼 Host: Simon Brown 🌍 Powered by Standard Bank Shyft – The global money app for travel, shopping, payments & investing. 🔮 Market Highlights 📈 Purple Group* rocks 🚀 Share price has more than doubled since April lows. 🧾 PE at 56, but strong growth potential and product expansion. 💼 Simon holds the stock — bought low, holding for the long term. 🏦 MPC shifts inflation target 🎯 🔽 New anchor at 3%, down from 4.5%. ⚠️

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21:51

SARB has not added to gold reserves in two decades |...

JSEDirect with Simon Brown ·

2025/07/29

🔺 Tariffs Incoming 🇿🇦 SA faces 30% US tariffs starting Friday. 🚗 Auto industry, 🍊 citrus, 🚚 logistics & 🧪 fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat — but no fatal blows expected. 📉 MPC Policy Misfire? 💰 SA inflation at 3%, but rates still stuck at 10.75%. 📉 Is the MPC behind the curve? Simon says: Yes. 📉 Calls for a rate cut of at least 0.5% to 1%. SA CPI and Prime | 29 July 2025 🥇 Why Hasn’t the SARB Bought Gold in 20 Years? 📊 From 2005 to 2025: only ±48,000

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18:22

What's with Bitcoin Treasury Companies? | Ouch US CPI...

JSEDirect with Simon Brown ·

2025/07/15

🎙 This Week in Markets: US inflation ticks higher 📈, putting pressure on rate cuts. Powell's in no rush. Local rates also due end-July. 🏘 China Housing Trouble: 3 years of negative home price growth in China 🇨🇳. Citizens frustrated as property values slide. Evergrande and other ghosts still haunt. Chinese Home prices Year-on-Year | June 2025 🚀 Elon Watch: Musk injects $2B into XAI 🤖. Deck chairs shuffled? Investors seem to approve. 🔩 PGMs Shine: Platinum and palladium break higher ⚪,

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20:16

Trump’s Big (and Messy) Plan to Save America and...

JSEDirect with Simon Brown ·

2025/07/08

Simon’s on holiday in sunny Durban 🌞 but couldn’t resist diving into what might be Trump’s grand economic plan. On the surface, it’s tariffs, spending cuts and tax breaks—but is there real strategy underneath the chaos? 🔹 Trump’s Big Idea: Use tariffs to raise revenue and onshore manufacturing 🏭 🔹 Debt Drama: US debt now > $30 trillion 😬 🔹 Tariffs Everywhere: South Africa slapped with 30%—and so is everyone else 🌍 🔹 Reshoring & Inflation: Could higher costs push inflation up again? 💸🔥 🔹

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18:33

Market Surprises, Trump’s Tariffs & Commodities...

JSEDirect with Simon Brown ·

2025/07/01

The Year So Far 📈 Market returns in 2025 tell a story of extreme volatility rather than predictable trends. The US 10-year yield spiked above 4.5%, shaking confidence before Trump walked back tariffs. Trump’s Second Term 🏛️ Tariffs on Mexico, Canada, China, and NATO tensions triggered waves of uncertainty. A 90-day tariff pause ends soon—more volatility ahead. Currency Moves 💱 The rand hit R19.90/$ in April but has strengthened nearly 7% year to date. Dollar weakness is driving

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18:37

EAC, the only fee that matters | Gold or PGMs?

JSEDirect with Simon Brown ·

2025/06/25

💸 Know Your Fees: Effective Annual Cost (EAC) Not all fees are created equal — EAC is the real number to watch. Applies to retirement products, LISPs, and unit trusts — not to stockbrokers. 📊 Understand the difference: TER (Total Expense Ratio) TIC (Total Investment Cost) EAC (includes platform + advisor + product fees) 🍏🍏 Apples-to-apples: Compare funds using EAC. 🎯 Target an EAC between 1.1%–1.5%. 💬 Negotiate! Advisor and platform fees are often flexible. 🔍 Beware:

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17:56

Oil bad news for global economy | Tariff D-Day is 3...

JSEDirect with Simon Brown ·

2025/06/18

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22:58

The anatomy of a financial crisis, 1987 to date |...

JSEDirect with Simon Brown ·

2025/06/04

Simon has been doing a key note address over the last week and in this weeks podcast he takes a slightly different tack to what he usually presents. This time he is delivery his key note. He looks back over almost forty years of market crises that he's invested through. He shares the lessons he learnt, what caused the crisis and what the response was. This includes; 1987, EM Tigers of 1998, the DotCom bust in 2000, Global Financial Crisis of 2008/9, the 2020 pandemic and finally the 2025 Trump

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20:26

Peloton Free Cash Flow | New Inflation Target for SA?

JSEDirect with Simon Brown ·

2025/05/27

SARB inflation target 🎯 Inflation remains well below target at 2.8%, raising expectations of a rate cut at Thursday’s MPC meeting. New long-term target could shift to 3%. ⏳ Rate cut coming? Market’s betting on 25bps; Simon wants 50bps. 💡 Lower target = anchored expectations = tamer wage negotiations. Peloton (PTON) 🚴‍♂️ The pandemic darling may be turning a corner with solid free cash flow returning. 💵 Q3 FY25: $94.6m FCF (vs $10.7m in Q1) 📉 Stock at $7.50 (down from $170). Risky turnaround,

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20:17

US Debt Downgrade Not New News | Big Day for Sasol &...

JSEDirect with Simon Brown ·

2025/05/21

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20:40

Has Trump Shown us how Tariffs Resolve?

JSEDirect with Simon Brown ·

2025/05/13

🎯 Tariff Talks: Where Are We Now? Simon Brown recaps the evolution of Trump-era tariffs, with recent developments around: US-China deal: effective 54% tariff on Chinese goods, 10% on US goods UK, Mexico, Canada, Vietnam likely settling around 10% Expectations for other regions like EU, Saudi Arabia, South Africa Conclusion: tariff escalation seems contained, reducing recession risks Key Insight: Markets are stabilising as the worst-case tariff scenario is dialed back. 💊 Trump vs. Big

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