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PODCAST

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.

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All Episodes

20:56

Do elections matter for markets?

MoneywebNOW ·

2026/10/05

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset views, including the opportunity in EM bonds.

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6:44

[TOP STORY] The rise of retail investors and active...

MoneywebNOW ·

2026/10/02

‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

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20:18

Why the sudden rand weakness?

MoneywebNOW ·

2026/10/02

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs are surging. Plus, Simon gets into RSA Retail Savings Bonds: how they work, the risks and who should be considering them.

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6:41

[TOP STORY] Weight-loss drugs: The retailer’s headache

MoneywebNOW ·

2026/10/01

Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

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20:33

The rand grows up and calms down

MoneywebNOW ·

2026/10/01

Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.

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6:15

[TOP STORY] Chicken or beef?

MoneywebNOW ·

2026/09/30

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

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20:10

Black market still hurting British American Tobacco

MoneywebNOW ·

2026/09/30

Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at declining meat prices after foot-and-mouth disease drove them sharply higher – can they stay lower for longer?

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5:53

[TOP STORY] Property investment evolves from scarcity...

MoneywebNOW ·

2026/09/28

‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

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18:57

Market chaos? The rand hasn’t noticed

MoneywebNOW ·

2026/09/28

Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.

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6:44

[TOP STORY] Navigating the transition from Jibar to...

MoneywebNOW ·

2026/09/22

Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

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20:34

Local food producers pricing in El Niño worries

MoneywebNOW ·

2026/09/22

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it means for the debt market. Plus, Gilbert Punt, CEO of Kuda FX, on how CFOs can better manage FX risk through the right processes and systems.

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7:13

[TOP STORY] SA’s rising private sector participation...

MoneywebNOW ·

2026/09/21

‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

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20:02

What to do with Eskoms surplus energy

MoneywebNOW ·

2026/09/21

Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on a new challenge: What do we do with too much electricity being generated?

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8:41

[TOP STORY] Asimov's ‘I Robot’ playing out?

MoneywebNOW ·

2026/09/18

Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

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20:01

When to buy falling stocks

MoneywebNOW ·

2026/09/18

Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for AI-related stocks. Plus, Simon on catching falling knives: buying shares on the way down … only to watch them keep falling.

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6:25

[TOP STORY] Expanding SA-China economic partnerships...

MoneywebNOW ·

2026/09/16

China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

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21:29

Attacq’s offices are back in demand

MoneywebNOW ·

2026/09/16

Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks at China’s new zero-tariff policy and the opportunities it could unlock for African businesses

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7:16

[TOP STORY] Navigating market fundamentals,...

MoneywebNOW ·

2026/09/15

Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

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21:45

Optasia expects markedly weaker second half

MoneywebNOW ·

2026/09/15

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie’ tour across local tertiary campuses.

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5:52

[TOP STORY] Insights on Karoo wind energy and grid...

MoneywebNOW ·

2026/09/14

CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

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716 results

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