Best Sa Brown Podcasts (2025)

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[TOP STORY] A noisy yet resilient year for US private credit 8:22

Play Pause

10d ago8:22

8:22

Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.By Simon Brown

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Another great year for local Reits 17:22

11d ago17:22

17:22

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked opportunit…

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[TOP STORY] Why SA’s long-awaited green shoots are finally starting to surface 9:01

13d ago9:01

9:01

Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.By Simon Brown

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Local retail a mixed bag in 2025, but is there value? 20:16

12d ago20:16

20:16

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and where the real value is hiding.…

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[TOP STORY] A good time to be a farmer in SA 8:50

13d ago8:50

8:50

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.By Simon Brown

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An amazing year for ETF investors 20:27

13d ago20:27

20:27

Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate 12m cattle, progress on chicken vaccinati…

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[TOP STORY] Navigating financial stability in the technology rush 8:27

16d ago8:27

8:27

Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.By Simon Brown

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After a stellar year, can precious metals repeat it in 2026? 20:27

14d ago20:27

20:27

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.By Simon Brown

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[TOP STORY] Super Apps: The future of convenience 7:30

19d ago7:30

7:30

André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.By Simon Brown

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Mr Price selloff: Bargain or red flag? 19:42

19d ago19:42

19:42

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.By Simon Brown

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[TOP STORY] The Illusion of certainty: Not knowing noise from signal 6:00

20d ago6:00

6:00

Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.By Simon Brown

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Anchor’s picks for 2026 20:58

20d ago20:58

20:58

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest’s record-setting Euro bond issue, which landed sharp pr…

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[TOP STORY] Dollar weakness sets the stage for EM outperformance in 2026 8:07

21d ago8:07

8:07

Herman van Papendorp from Momentum Investments maps out the smartest places to put your money in 2026.By Simon Brown

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Local banks offering great value into 2026 19:55

21d ago19:55

19:55

Chantal Marx from FNB Wealth and Investments unpacks a resilient local banking sector – solid updates, steady performance and the question on everyone’s mind: Is there still value to be found? Herman van Papendorp from Momentum Investments Group maps out the smartest places to put your money in 2026. Harry Scherzer, CEO of Future Forex, explains ho…

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drea brown on Conjuring the Haint: The Haunting Poetics of Black Women 54:51

22d ago54:51

54:51

Dr. drea brown is a queer Black feminist poet-scholar whose writing has appeared in journals and anthologies such as Stand Our Ground: Poems for Marissa Alexander and Trayvon Martin, the Smithsonian Magazine, Southern Indiana Review, Bellingham Review and About Place Journal. drea is the author of dear girl: a reckoning, winner of the Gold Line Pre…

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The Best, and Worst, on the JSE in 2025 17:50

16d ago17:50

17:50

🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts Last podcast of 2025! 🎉 A huge thank-you to listeners, watchers and everyone who engaged across the year 🙏 A wild year for markets, but …

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[TOP STORY] SA’s best quarter for vehicle sales in over a decade 6:24

22d ago6:24

6:24

Ayesha Hatea from TransUnion notes that South Africans ‘want affordable, feature-packed cars, and that is becoming the new normal’, with Gen Z and Millennials ‘much more eager to enter the market’.By Simon Brown

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Absa update offers promise 20:12

22d ago20:12

20:12

Jimmy Moyaha questions if Spar has beaten – or merely met – its modest expectations; Pnet’s Paul Byrne tracks a long-awaited rebound in tech jobs; and Ayesha Hatea from TransUnion breaks down the 11-year high in SA’s automotive market.By Simon Brown

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[TOP STORY] Retirement planning: Beyond money to meaning 7:20

23d ago7:20

7:20

‘People are looking more at what happens to their identity and purpose when they retire’ – Craig Lawrence of BDO Wealth Advisors.By Simon Brown

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Reits are back and they’ve had another great year 22:29

23d ago22:29

22:29

Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to hold SA’s rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments CEO, highlights the th…

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[TOP STORY] From consumers to creators: Africa's AI awakening 8:28

26d ago8:28

8:28

Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.By Simon Brown

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Telcos quietly having a great year 20:24

26d ago20:24

20:24

Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon’s take: if ever there was proof the…

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[TOP STORY] Afrimat Construction Index Q3 data ‘looking good’ 7:03

27d ago7:03

7:03

But, stresses prominent SA economist Dr Roelof Botha, ‘We need to create jobs at any cost’.By Simon Brown

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Trump’s reimagining of the Fed 21:18

27d ago21:18

21:18

Pooja Tanna from Perpetua Investment Managers on the expected rate decision from next week's FOMC decision, and Trump says he’s decided on the next Fed Chair. JD Van Wyk from Stonehage Fleming Investment Management SA on the local “Terrific 10” and opportunity on the JSE for 2026? Dr Roelof Botha on the Afrimat Construction Index, Q3 GDP saw some i…

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[Audio Pod] The Rand Explained, and Crazy Black Friday Spends 37:06

24d ago37:06

37:06

In Useful Updates, we cover Cell C’s renewed listing ambitions, Walmart’s second swing at South Africa, a gambling tax shake-up, Curro’s buyout conditions, G20 drama, Standard Bank’s China payment system, a new trade surplus, and SA’s updated retail savings bonds — now offering 8% for five years. In our Deep Dive, we unpack the rand: what moves it,…

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[TOP STORY] Adapt financial plans regularly to changing markets and life events 5:25

28d ago5:25

5:25

Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.By Simon Brown

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Positive GDP ‘nice’ but not nearly enough 19:27

28d ago19:27

19:27

Bradley Sacks, CEO of Araxi, on strong results and solid cash generation. Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.By Simon Brown

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Atiya Husain on No God but Man: On Race, Knowledge, and Terrorism 55:22

29d ago55:22

55:22

Dr. Atiya Husain is Associate Professor of Africana Studies and a faculty affiliate in Anthropology/Sociology at Williams College. Her work has been published in scholarly journals such as Ethnic and Racial Studies, Sociology of Race and Ethnicity, as well as popular outlets including Boston Review, Slate, and Adi Magazine. She is a founding co-edi…

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It's been a year, but markets loved it 17:43

23d ago17:43

17:43

Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It" 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & Shyft — the global money app. 🌍 Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April — tariffs, collapsing markets, surging yields, rand at 19.90 — …

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Global economy resilience helpful to SA’s economy 6:32

29d ago6:32

6:32

Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures.By Simon Brown

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Hyprop update points to a consumer mood on the mend 20:28

29d ago20:28

20:28

Jimmy Moyaha breaks down AlexForbes’s results and the reassuring Hyprop update. Absa CIB’s Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures. Conway Williams from Prescient Investment Management on infrastructure’s central role in growth and the R15 billion bond aiming to unlock momentum.…

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[TOP STORY] Fuelling the future: Oil and gas can transform SA's economy 8:04

1M ago8:04

8:04

‘Having access to energy and electricity really does drive economic growth, and it's key to make sure you have a reliable supply’ – Dr Ross Compton from Energy Alliance.By Simon Brown

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Rand has potential to hit R16.50/$ 22:17

1M ago22:17

22:17

Nick Kunze from Sanlam Private Wealth on where SA Inc stocks offer real opportunity – and whether copper and silver still count as the ‘cheaper’ commodities to watch. Bianca Botes from Citadel on the Rand’s recent strength and what could drive the currency into the first quarter of 2026. Dr Ross Compton from the EnerGeo Alliance on South Africa’s o…

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From fuel prices to farming: KAL Group shows financial resilience 7:23

1M ago7:23

7:23

CEO Sean Walsh shares the group’s 2026 plans for capital expenditure and storage capacity growth.By Simon Brown

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Discounted Remgro best placed for SA Inc recovery 20:11

1M ago20:11

20:11

Schalk Louw from PSG Old Oak breaks down Tsogo Sun’s tough numbers, the Cell C listing, and why Nampak’s turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolv…

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[TOP STORY] Where much of Sixty60’s magic lies 6:49

1M ago6:49

6:49

GM Andy Ridge looks back on record sales and delivery performance during Shoprite’s early Black Friday promotion.By Simon Brown

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Tiger Brands hits its stride as the turnaround gathers speed 21:23

1M ago21:23

21:23

Independent analyst Shaun Dendere on Tiger Brands’s strong results as the turnaround gains pace. Andy Ridge from Shoprite Group on a record Black Friday weekend ahead of the official day on Friday. Albert Oosthuysen, CEO of Net Nine Nine, on how expensive mobile data and limited broadband access continue to constrain South Africa’s growth potential…

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[Audio Pod] Can You Afford to Retire, and Was G20 Worth the Drama 44:42

1M ago44:42

44:42

In Useful Updates, we unpack the G20 declaration drama, a fresh 25bps rate cut, Japan’s unusual yield curve moves and Bitcoin’s reaction, and the surprisingly heated Ralph Lauren debate. We also share feedback from Walmart's new store, Pick n Pay’s next chapter, and Bill Gates offloading more Microsoft shares. For the Deep Dive, we break down one o…

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[TOP STORY] Helping stokvels invest in township and rural SMEs 5:58

1M ago5:58

5:58

Kurhula Baloyi, founder of Sum1 Investments, describes an innovative financing model – and even the idea of a future township stock exchange.By Simon Brown

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Octodec close to Killarney Mall sale 20:26

1M ago20:26

20:26

Chantal Marx on Pepkor on strong results as the lending book grew and the market loved the Zeda numbers Jeffrey Wapnick Octodec CEO on results as occupancies improv across the board Kurhula Baloyi founder Sum1 investments on their asset-financing model that enables stokvels to invest into township small businesses…

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Celina de Sá on Diaspora without Displacement: The Coloniality and Promise of Capoeira in Senegal 1:07:06

1M ago1:07:06

1:07:06

Dr. Celina de Sá is an Assistant Professor of Anthropology at the University of Texas at Austin. Originally from the SF Bay Area, she received her PhD with distinction at the University of Pennsylvania in Africana Studies and Anthropology. Outside of her professional life, she is also a capoeirista and training to be a flamenco dancer. In today’s c…

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Best and worst JSE Stocks Over the Last Decade 20:49

1M ago20:49

20:49

dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & Shyft 🔥 This Week's Big Themes 📊 JSE 10-year returns — miners dominate! 💽 Nvidia results: great numbers, strange market reaction 🥇 Harmony goes big on copper 🛠️ SA Inc sleeper stock ready to run with GDP recovery 📦 Process/Te…

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[TOP STORY] The paradox of thriving markets amid economic stagnation 6:23

1M ago6:23

6:23

‘At this point … we have to lean quite heavily on our momentum indicators, liquidity indicators’: Peter van der Ross – STANLIB Asset Management.By Simon Brown

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Harmony digs deeper into copper 19:59

1M ago19:59

19:59

Independent analyst Jimmy Moyaha unpacks Prosus’s swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB’s Peter van der Ross on markets taking flight even as global economies lose momentum.By Simon Brown

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[TOP STORY] Global growth resilience amid volatility 7:28

1M ago7:28

7:28

Maarten Ackerman from Citadel notes that ‘it seems the world will probably muddle through’ while ‘we are seeing some of the policy reforms starting to show results.By Simon Brown

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Cell C’s poor IPO pricing 20:42

1M ago20:42

20:42

Nick Kunze from Sanlam Private Wealth unpacks CellC’s IPO pricing, Spar’s latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who’ve worked in the UK may be eligible for a UK …

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[Audio Pod] How to Land Sponsorships, and SA's Lost Economy 44:56

1M ago44:56

44:56

In Useful Updates, we unpack the global shifts shaping SA’s economy — from a long-awaited ratings upgrade and reactions to the MTBPS, to major resignations from Michael Burry, Nancy Pelosi and Warren Buffett. We break down interest-rate decisions, Walmart’s latest SA update, Revolut’s banking license move, and why the WBC is flagging Chinese cars. …