Bästa JSE podcaster (2025)

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JSEDirect 618 20250213 18:52

6d ago18:52

18:52

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…

1
Golden Highs & Trump Trade Shambles 18:33

12d ago18:33

18:33

Trump Trade Tariffs & Global Market Impact: Initial tariffs of 10% (China) and 25% (Canada, Mexico) announced but later revised. U.S.-Canada relations strained, with Warren Buffett warning of reputational damage. Global negotiation shifts—China, Russia, and Europe eye opportunities. Continued U.S.-China trade tensions, including semiconductor restr…

1
Cristal Challenge Stock Picks for 2025 (#616) 17:52

21d ago17:52

17:52

The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year. Simon’s picks include a mix of stable “banker” stocks and speculative plays: Richemont*: High-end luxury giant with strong fundamentals and global market appeal despite challenges in China. Trading near R3,500,…

1
TSMC winning in AI 18:05

28d ago18:05

18:05

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…

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Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown 36:28

1M ago36:28

36:28

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.…

1
Catholic Education: Total Integration 28:35

1M ago28:35

28:35

Dr. Brett Salkeld has become a leader in the work of integrating Catholic principles across disciplines within Catholic schools. But what does that actually look like? And why is it important at all? As Dr. Salkeld asked these questions himself and tried to articulate a response, he realized that although a lot of people were already doing this wor…

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

2M 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?

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

3M 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

3M 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…

1
Choose Well - Where You Study Matters 19:50

3M 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…

1
Crypto Flies while Gold Crashes (#611) 18:37

3M 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

3M 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…

1
Using AI to analyse Famous Brands results and Awesome Local CPI (#608) 20:26

4M 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…

1
Booming Local Retail Sales and RIP Tito Mboweni (#607) 18:33

4M 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…

1
The Real Backbone of Catholic Education with Mother Assumpta and Sr. Joseph Andrew 21:56

4M 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…

1
Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. (#606) 23:15

4M 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…

1
REITs Booming and Still More to Come (#605) 17:54

5M 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

5M 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 …

1
The "It Factor" of Catholic Education 30:16

5M 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

5M 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…

1
AngloPlat has a problem and it's only going to get worse (#602) 20:29

5M 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 …

1
Rates coming down next month, which sectors benefit most? (#601) 19:58

6M 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…

1
ETFSA listing an Actively Managed Balanced Foundation ETF, in conversation with Gareth Stobie 18:50

6M 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…

1
School Cell Phone Bans: Brilliance or Bunk 40:05

6M 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…

1
It's a bull market, until it isn't & 600 shows WHOOP (#600) 20:35

6M 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…

1
Is there really value in Sasol? (#599) 20:18

6M 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…

1
What really happened in Japan? Are markets safe again? (#598) 21:04

6M 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…

1
JSE delisting; can we spot them in advance and profit? (#597) 22:16

7M 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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