MoneywebNOW

9 July - Commodity supercycle losing steam?

Rand Swiss's Viv Govender on markets as commodity stocks dive and Imperial plans to delist. Stefano Marani, CEO Renergen, talks about the company's path to profitability and the helium story.

8 Jul 2021 10PM 20 min

[TOP STORY] Disney vs Netflix and the others – now far from a Mickey Mouse operation

It’s ‘the sheer scale of the business that you've got to understand. It has a market cap of just over $300 billion’: Gary Booysen from Rand Swiss.

8 Jul 2021 12AM 7 min

8 July - Simplifying the complicated world of trusts

Gary Booysen of RandSwiss on the investment case for Disney. Alex Simeonides, CEO of Capital Legacy, unpacks trusts and whether they are needed and viable. Wayne McCurrie of FNB talks markets, taking a look at oil and GDP.

7 Jul 2021 9PM 19 min

[TOP STORY] Amazon’s new CEO takes over

How Amazon is likely to fare under the wings of Andy Jassy: Craig Antonie – CIO, AnBro Capital.

7 Jul 2021 12AM 7 min

7 July - If commodity prices hold, miners offer value

Sasfin's Nesan Nair takes a look at the latest market movements. AnBro Capital's Craig Antonie talks Amazon as Jeff Bezos steps down 27 years after founding the hugely successful business. Kevin Brady, A2X CEO on best order execution and ETFs being cheaper on A2X.

6 Jul 2021 9PM 20 min

[TOP STORY] Our hardwired confirmation-bias trap

When investing we tend to watch and read things that confirm what we already believe, not welcoming conflicting opinions: Dr Gizelle Willows – founder, Nudging Financial Behaviour.

6 Jul 2021 12AM 5 min

6 July - China's tech crackdown offers investment opportunity

Mia Kruger of Kruger International on cyclical agri and mining stocks. Anchor's Henry Biddlecombe talks the Chinese crackdown on recently-listed ride-hailing giant Didi Chuxing. Dr Gizelle Willows from Nudging Financial Behaviour unpacks confirmation bias and how it can affect your investment decisions.

5 Jul 2021 9PM 19 min

[TOP STORY] Senwes delivers ‘knockout’ annual results

Since last year there has been a run on both soft and hard commodity prices: CEO Francois Strydom.

5 Jul 2021 12AM 6 min

5 July - Crypto exchanges: Which one will work best for you?

Herenya Capital's Petri Redelinghuys talks about his market predictions for the week ahead. Novare Actuaries and Consultants's Tino Mombo offers tips on selecting the best crypto exchange for your needs – and being prepared for losses. Senwes CEO Francois Strydom unpacks the company's strong results as EPS almost doubles.

4 Jul 2021 10PM 20 min

[TOP STORY] Adding bonds to your 60:40 investment portfolio

They don't impart thrills but can be a great risk diversifier and source of income: Nerina Visser from etfSA.

2 Jul 2021 1AM 8 min

2 July - Expecting a strong second half for the JSE

Anchor's Deryck Janse van Rensburg on the latest market movements as JP Morgan predicts a bumper second half for the JSE. Nerina Visser from etfSA talks the role of bonds – and bond ETFs – in your portfolio. Dave Nemeth of Trend Forward on malls wooing back foot traffic and…

1 Jul 2021 9PM 22 min

[TOP STORY] Etion group restructuring, consolidating and possibly delisting

‘The underlying businesses all operate very well among themselves,’ declares acting group CEO Richard Willis.

1 Jul 2021 1AM 7 min

1 July - Another huge trade surplus for SA

Nedbank's Preston Narainsamy unpacks SA's R50 billion May trade surplus and what it means. Richard Willis, Etion group CEO, talks the company's results as it sells LawTrust for more than the group's market cap. Acrux Sorting Coal's Karel Potgieter talks the company's new deal with Wescoal.

30 Jun 2021 9PM 20 min

[TOP STORY] Antitrust against big tech – a concern for investors?

The fear used to be not your big corporate rival, but ‘a couple of geniuses in a garage somewhere’ figuring out your next replacement: Viv Govender, portfolio manager at Rand Swiss.

30 Jun 2021 12AM 5 min

30 June - There are 33% more dollars in the world than pre-Covid: Why and what this means

Rand Swiss's Viv Govender on the latest market movements. Anchor Capital's CIO Nolan Wapenaar talks the 33% rise in US dollars in circulation and what this means. Argent CEO Treve Hendry unpacks the company's results.

29 Jun 2021 11PM 20 min

[TOP STORY] Does travel and leisure offer phoenix-like opportunities?

‘If I was looking to go bargain-hunting in restaurants ... surely the better entry is through the listed hospitality sector’, says Gary Booysen from Rand Swiss.

29 Jun 2021 1AM 6 min

29 June - Is rand strength an opportunity?

Rand Swiss's Gary Booysen takes a look at local leisure stocks. Greg Strachan from Alpha Wealth, talks managing offshore investments as the rand strengthens. Invicta CEO Steven Joffe unpacks results.

28 Jun 2021 9PM 21 min

[TOP STORY] The growth of ETFs and passive investing since 2000

‘For me probably the biggest positive about all of this is that that access is more important than anything else’: Helena Conradie – outgoing CEO, Satrix.

28 Jun 2021 12AM 11 min

28 June - 'Buy the dip': Is it still a winning strategy?

Sanlam Private Wealth's Nick Kunze on US markets being back at all-time highs, is 'buying the dip' back in play? Helena Conradie, outgoing Satrix CEO, on her part in the local ETF story.

27 Jun 2021 9PM 20 min

[TOP STORY] Absa’s Q2 2021 Manufacturing Survey shows rising manufacturer confidence

‘For the first time since 2014 the majority of respondents are saying sales volumes are increasing’: Justin Schmidt – manufacturing sector head, Absa Retail and Business Bank.

25 Jun 2021 1AM 6 min