MoneywebNOW

Episodes

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  [TOP STORY] Valuation, equities and artificial intelligence in SA markets 06.11.2026 7m

  ‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ – Independent Securities CIO Simon Fillmore.
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  Don’t be surprised by a Nasdaq selloff 06.11.2026 20m

  Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities, asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating. Plus, Simon takes a closer look at new-car deals that seem too good to refuse – and the costly surprises lurking in the fine print.
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  [TOP STORY] Q3 2026: Steady overall gold demand amid record high prices 05.11.2026 7m

  ‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World Gold Council.
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  Oil collapse is good news for inflation 05.11.2026 22m

  Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix, explores why the world invests the way it does and where passive investing fits into the picture. Krish GoPaul, senior analyst EMEA at the World Gold Council, digs into its Q3 report, revealing significant ETF buying as central banks return to the gold market.
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  [TOP STORY] The battle for AI dominance: open-weight versus closed-weight models 03.11.2026 5m

  ‘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.
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  Altron earnings quality continues to improve 03.11.2026 21m

  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 will emerge as the race for dominance intensifies.
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  [TOP STORY] Elections, valuations, and long-term strategy 02.11.2026 7m

  ‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.
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  Clicks is cheap, but not yet a buy 02.11.2026 18m

  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.
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  [TOP STORY] Bond market jitters, global yields, and political risk 30.10.2026 9m

  ‘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.
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  Beer is old school, but is it investable? 30.10.2026 20m

  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 market.
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  [TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses 29.10.2026 6m

  In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.
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  TSMC's value is at the heart of the tech trade 29.10.2026 20m

  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.
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  [TOP STORY] The hidden toll of debt and why early action matters 28.10.2026 6m

  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.
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  Anthropic IPO numbers surprise on the upside 28.10.2026 20m

  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.
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  [TOP STORY] The inverse relationship between bond yields and equities 27.10.2026 7m

  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.
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  Is your Reg 28 fund pulling its weight? 27.10.2026 21m

  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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  [TOP STORY] Secrets to a decade of successful investing 26.10.2026 6m

  Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.
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  Sasol at R300: Where to next? 26.10.2026 19m

  Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation of investors.
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  [TOP STORY] Water scarcity and commercial landlords’ evolving strategies 23.10.2026 8m

  Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.
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  Clicks and Afrimat: Quality stocks, tough sectors 23.10.2026 19m

  Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.