Best JustOneLap.com Podcasts (2025)

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Alphabet Wins & Makes New Highs | OPEC Boosts Production 17:43

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18h ago17:43

17:43

🌍 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 m…

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Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business 20:43

9d ago20:43

20:43

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…

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Naspers Stock Split | UK Yields at Worst Levels this Century 22:45

14d ago22:45

22:45

📌 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 Gove…

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Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21 19:24

22d ago19:24

19:24

🌍 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 $6…

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Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update 20:09

1M ago20:09

20:09

🇺🇸 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 🪙 G…

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SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto? 21:08

1M ago21:08

21:08

🎙️ 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. 💼 Simo…

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SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs? 21:51

1M ago21:51

21:51

🔺 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 c…

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Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value? 18:16

2M ago18:16

18:16

🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Powered by Standard Bank Global Markets and Shyft — your gateway to global investing. 🌐💸 📉 Inflation Target Cut – A Bad Idea? • SA may shift to a 3% inflation target 📊 • Risks of higher interest rates 😬 •…

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What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices 18:22

2M ago18:22

18:22

🎙 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…

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Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt 20:16

2M ago20:16

20:16

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 …

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Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed 18:33

2M ago18:33

18:33

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 volat…

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EAC, the only fee that matters | Gold or PGMs? 18:37

3M ago18:37

18:37

💸 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…

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Oil bad news for global economy | Tariff D-Day is 3 weeks away 17:56

3M ago17:56

17:56

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Results Shows SA Consumer Improving | Renewable Energy Listing With ±9% DY 18:06

3M ago18:06

18:06

This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA. In this episode: 📈 Retail recovery? Results from Mr Pri…

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The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt 22:58

3M ago22:58

22:58

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 w…

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Peloton Free Cash Flow | New Inflation Target for SA? 20:26

4M ago20:26

20:26

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 …

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US Debt Downgrade Not New News | Big Day for Sasol & Renergen 20:17

4M ago20:17

20:17

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Has Trump Shown us how Tariffs Resolve? 20:40

4M ago20:40

20:40

🎯 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 …

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We can all be Buffett, Kinda | Sell in May & Go Away? 21:27

4M ago21:27

21:27

🧓 Warren Buffett Steps Down as CEO of Berkshire Hathaway Buffett officially steps aside as CEO at age 94, replaced by Greg Abel. Still remains Chairman Berkshire A shares up ~44,000% since the 80s No dividends ever paid, only share buybacks His legacy: simplicity, repeatable process, and long-term vision Emphasis on reading years of balance sheets …

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Alphabet is way Cheap | Nasty US economic data 21:35

4M ago21:35

21:35

🎙 Episode Summary: This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events. 📉 US Economic Data Shock Q1 GDP: Expected +0.2%, came in at –0.3% 😬 Impo…

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Rare Earth Minerals. Not so rare, but worth a look? 16:37

5M ago16:37

16:37

Gold Pullback in Focus Gold surged to $3,500 before a sharp pullback to $3,321. Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts. Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000. Gold | Weekly | 23 April 2025 Trump, Powell & IMF Forecast Downgrades Trump c…

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Gold $4,500 by yearend, is it even possible? 19:38

5M ago19:38

19:38

🌍 Global Markets Rundown Goldman Sachs suggests gold could plausibly hit $4,500/oz by year-end. Gold is currently around $3,200/oz, but volatility and uncertainty are driving prices higher. Gold miners are benefiting from the price surge, with big leverage showing up in earnings. Example: Pan African Resources made $900/oz at $2,250; could make $2,…

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Trade Wars | Recession | What about your Portfolio? 22:34

5M ago22:34

22:34

🇿🇦 South African Budget & Political Risk Budget framework passed (barely) – VAT increase to 15.5% effective 1 May. GNU under pressure as ANC signals reformulation talks with partners. Rand volatility: Touched nearly R19.90/USD before recovering to ~R18.70. 💥 Global Markets in Turmoil S&P 500 down 18.25%, Nasdaq down 22.5%. Massive selloff: One of t…

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Glynn Allen | Shyft Global Offering JSE Shares 13:25

5M ago13:25

13:25

Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.

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Two US Stocks Looking Good | Commodities Quietly Having a Good Year 17:55

5M ago17:55

17:55

S&P 500 Bounce? After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility. Budget Vote Approaches: The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains…

JustOneLap.com Podcasts

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1
Alphabet Wins & Makes New Highs | OPEC Boosts Production 17:43

1
Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business 20:43

1
Naspers Stock Split | UK Yields at Worst Levels this Century 22:45

1
Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21 19:24

1
Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update 20:09

1
SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto? 21:08

1
SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs? 21:51

1
Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value? 18:16

1
What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices 18:22

1
Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt 20:16

1
Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed 18:33

1
EAC, the only fee that matters | Gold or PGMs? 18:37

1
Oil bad news for global economy | Tariff D-Day is 3 weeks away 17:56

1
Results Shows SA Consumer Improving | Renewable Energy Listing With ±9% DY 18:06

1
The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt 22:58

1
Peloton Free Cash Flow | New Inflation Target for SA? 20:26

1
US Debt Downgrade Not New News | Big Day for Sasol & Renergen 20:17

1
Has Trump Shown us how Tariffs Resolve? 20:40

1
We can all be Buffett, Kinda | Sell in May & Go Away? 21:27

1
Alphabet is way Cheap | Nasty US economic data 21:35

1
Rare Earth Minerals. Not so rare, but worth a look? 16:37

1
Gold $4,500 by yearend, is it even possible? 19:38

1
Trade Wars | Recession | What about your Portfolio? 22:34

1
Glynn Allen | Shyft Global Offering JSE Shares 13:25

1
Two US Stocks Looking Good | Commodities Quietly Having a Good Year 17:55