MoneywebNOW

Moneyweb Radio
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Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.

  1. 7 UUR GELEDEN

    [TOP STORY] Are you using AI for investing or financial management?

    Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.

    8 min

  2. 13 UUR GELEDEN

    The JSE's shining investment gems

    Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?

    20 min

  3. 1 DAG GELEDEN

    [TOP STORY] $600bn AI splurge could keep US growth humming

    Citadel chief economist Maarten Ackerman questions the trend’s sustainability but notes the differences between emerging markets.

    6 min

  4. 1 DAG GELEDEN

    Capitec’s low cost base boosts profits

    Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the Sarb can hit a 3% inflation target in 2026.

    22 min

  5. 2 DGN GELEDEN

    [TOP STORY] Shoppers get smarter as price pressure reshapes loyalty

    Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.

    7 min

  6. 2 DGN GELEDEN

    Pick n Pay’s turnaround stuck in the queue

    Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay’s weak update and asks whether the problem is the sector or the stock. Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore isn’t about patriotism or optimism – it’s simply sound risk management.

    20 min

  7. 3 DGN GELEDEN

    [TOP STORY] Strategic benefits of M&As for professional service firms

    PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.

    6 min

  8. 3 DGN GELEDEN

    Commodity miners’ earnings surge already priced in

    Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine’s Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and how business owners can separate calculated risks from reckless bets.

    20 min
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Info

Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.

Informatie

  • Maker
    Moneyweb Radio
  • Jaren actief
    2020 - 2026
  • Afleveringen
    165
  • Beoordeling
    Veilig
  • Copyright
    © Moneyweb (Pty) Ltd. 1997 - 2020.
  • Website van aflevering
    MoneywebNOW

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