Beste JSE podcaster (2024)

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That's a Wrap we Look Back at an Excellent 2024 21:33

19d ago21:33

21:33

In the final show of the year Simon looks back at the many local and offshore winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025?

1
Bitcoin Fails at $100k & Hello Boxer (#612) 20:31

1M ago20:31

20:31

Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Ea…

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Local Inflation at 2.8%, is the SARB Asleep? (#611) 8:52

1M ago8:52

8:52

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 res…

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Choose Well - Where You Study Matters 19:50

1M ago19:50

19:50

Steve Minnis took over a struggling Catholic college with not much more than a lot of vision and a lot of prayer. Twenty years later, Benedictine College has made its mark as one of the top Catholic schools of higher education in America. In this candid podcast, President Minnis shares the three major decisions recent sociological findings show you…

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Crypto Flies while Gold Crashes (#611) 18:37

2M ago18:37

18:37

Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="84…

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Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? (#609) 21:14

2M ago21:14

21:14

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 shifti…

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Using AI to analyse Famous Brands results and Awesome Local CPI (#608) 20:26

2M ago20:26

20:26

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: Ran…

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Booming Local Retail Sales and RIP Tito Mboweni (#607) 18:33

2M ago18:33

18:33

Strong Retail Sales and the Two-Pot System: Retail sales show a positive trend, rising 3.2% in August, exceeding expectations of 2.1%. The Two-Pot System has already released R20 billion in six weeks, with the money used mainly for paying down debt, saving, and spending. Retail sales recovery, though from a low base, is a strong indicator of improv…

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The Real Backbone of Catholic Education with Mother Assumpta and Sr. Joseph Andrew 21:56

3M ago21:56

21:56

Mother Assumpta and Sister Joseph Andrew, two of the four foundresses of the Dominican Sisters of Mary Mother of the Eucharist in Ann Arbor, Michigan, join the podcast to talk about the beauty of Catholic education and what makes their Sisters so apt for teaching in and transforming Catholic schools not only in theology classrooms but in every disc…

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Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. (#606) 23:15

3M ago23:15

23:15

Overview: In this episode of JSE Direct, Simon Brown breaks down the latest market updates, key stock analyses, and insights into the South African investment landscape. Episode highlights include discussions on property developers Calgro M3 and Balwin, Capitec’s strong performance, Purple Group’s rise, Afrimat’s challenging update, and Wilson Bail…

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REITs Booming and Still More to Come (#605) 17:54

3M ago17:54

17:54

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 Sentimen…

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China to the Rescue and ZAR Powers Stronger. What's the Target? (#604) 17:45

3M ago17:45

17:45

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 …

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The "It Factor" of Catholic Education 30:16

3M ago30:16

30:16

According to Dr. Peter Kilpatrick, Catholic Education is distinct not only in that it offers classes in theology or “religion.” Integration of the curricular and co-curricular is the true hallmark of Catholicism. That means that in Catholic schools – and especially Catholic universities – the goal should be much more than skills building for a futu…

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What's an asset light business and why's it a great investment (#603) 22:38

3M ago22:38

22:38

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 & I…

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AngloPlat has a problem and it's only going to get worse (#602) 20:29

4M ago20:29

20:29

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 …

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Rates coming down next month, which sectors benefit most? (#601) 19:58

4M ago19:58

19:58

Episode Summary: In this episode of JSE Direct, Simon Brown delves into the impact of anticipated interest rate cuts and how they may affect various sectors and stocks. He shares his thoughts on potential beneficiaries like consumer stocks, REITs, and companies with high levels of debt. The episode also covers key updates on Nvidia's earnings, Nike…

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ETFSA listing an Actively Managed Balanced Foundation ETF, in conversation with Gareth Stobie 18:50

4M ago18:50

18:50

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…

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School Cell Phone Bans: Brilliance or Bunk 40:05

4M ago40:05

40:05

From Florida to Los Angeles, from public schools to private, school cell phone bans are on the rise. Is this just fear mongering? Is there any sound evidence to support radical school policies such as secure cell phone lockers for all students? Dr. Leonard Sax and his 17-year old daughter, Sarah,s share their opinion on no-cell-phone zones and answ…

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It's a bull market, until it isn't & 600 shows WHOOP (#600) 20:35

4M ago20:35

20:35

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 corpora…

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Is there really value in Sasol? (#599) 20:18

5M ago20:18

20:18

Sasol's Struggles: Simon revisits Sasol's recent production and trading updates. Despite some positive news, the company's financials remain grim due to significant write-downs and a challenging pricing environment, especially in the chemical complex. With a forward PE ratio hovering around 3, Simon questions the actual value in Sasol and advises c…

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What really happened in Japan? Are markets safe again? (#598) 21:04

5M ago21:04

21:04

Apple's Financial Performance and Buffett's Decision: Apple's recent financial results showed steady revenue growth across various segments including iPhone, MacBooks, and iPads. Warren Buffett's Berkshire Hathaway reduced its stake in Apple by half, sparking market speculation. The implications of Apple's valuation and Buffett's strategy in mainta…

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JSE delisting; can we spot them in advance and profit? (#597) 22:16

5M ago22:16

22:16

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…

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The President wants to turn South Africa into a construction site, which stocks benefit? (#596) 20:40

5M ago20:40

20:40

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 …

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Can South Africa do +3% GDP next year? (#595) 17:57

6M ago17:57

17:57

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…

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100 Days of no load shedding, which stocks benefit the most? (#594) 21:21

6M ago21:21

21:21

Load Shedding Update Milestone: 100 days of no load shedding by Friday. Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg. Impact: Reduced GDP loss (previously 1.8% of GDP due to load shedding). Positive effect on inflation and economic stability. Winners: Retailers: Shoprite*, Pick n Pay, Spar (less e…

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Trading index futures; ALSI & ALMI (#593) 21:14

6M ago21:14

21:14

Key Takeaways MultiChoice Trading Opportunity: Potential for profit if the Canal+ deal goes through, despite current low stock prices. Futures Trading: Importance of understanding margin, liquidity, and strategy when trading ALSI and ALMI futures. Market Conditions: Current cheap valuation of SA Inc stocks presents opportunities, pending political …

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Ending the Mean Girl Era - With Cara Morales 23:35

6M ago23:35

23:35

Cara Morales returns to the JSerra podcast studio, this time to share with parents of teen and tween girls the causes of and solutions to a growing social epidemic: mean girls. Having spoken to the entire JSerra female student population, Cara shares her approach to reaching the hearts of young women who are often both suffering from and contributi…

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Can the GNU hold and send markets higher over the next five years? (#592) 15:53

6M ago15:53

15:53

Face-Ripping Rally on the JSE: Surge attributed to the formation of a coalition government involving ANC, DA, and IFP. Top 40 index rose 3.5%, a significant increase not seen since February 2018. The rally, likened to the start of a marathon, suggests potential long-term growth, despite possible volatility. RAND and Resource Stocks: RAND trading un…

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