הפודקאסטים הטובים ביותר ב-JSE (2024)

1
The President wants to turn South Africa into a construction site, which stocks benefit? (#596) 20:40

2d ago20:40

20:40

Presidential Vision for Infrastructure Development: The South African President's recent speech emphasised making the country a hub of construction and infrastructure development. The potential for public-private partnerships and the types of infrastructure that might be developed, including roads, energy transmission, and public buildings. Stocks …

1
Can South Africa do +3% GDP next year? (#595) 17:57

10d ago17:57

17:57

SA GDP Growth Prospects IMF's projection: 0.9% GDP for South Africa this year. Potential factors for growth next year: Reduced load shedding could add 1% to GDP. Two-pot system introduction, expected to inject around 40 billion rand into the economy. Potential rate cuts: half a percent by the end of the year, possibly 1% by mid-next year. Inflation…

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100 Days of no load shedding, which stocks benefit the most? (#594) 21:21

24d ago21:21

21:21

Load Shedding Update Milestone: 100 days of no load shedding by Friday. Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg. Impact: Reduced GDP loss (previously 1.8% of GDP due to load shedding). Positive effect on inflation and economic stability. Winners: Retailers: Shoprite*, Pick n Pay, Spar (less e…

1
Trading index futures; ALSI & ALMI (#593) 21:14

1M ago21:14

21:14

Key Takeaways MultiChoice Trading Opportunity: Potential for profit if the Canal+ deal goes through, despite current low stock prices. Futures Trading: Importance of understanding margin, liquidity, and strategy when trading ALSI and ALMI futures. Market Conditions: Current cheap valuation of SA Inc stocks presents opportunities, pending political …

1
Ending the Mean Girl Era - With Cara Morales 23:35

1M ago23:35

23:35

Cara Morales returns to the JSerra podcast studio, this time to share with parents of teen and tween girls the causes of and solutions to a growing social epidemic: mean girls. Having spoken to the entire JSerra female student population, Cara shares her approach to reaching the hearts of young women who are often both suffering from and contributi…

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Can the GNU hold and send markets higher over the next five years? (#592) 15:53

1M ago15:53

15:53

Face-Ripping Rally on the JSE: Surge attributed to the formation of a coalition government involving ANC, DA, and IFP. Top 40 index rose 3.5%, a significant increase not seen since February 2018. The rally, likened to the start of a marathon, suggests potential long-term growth, despite possible volatility. RAND and Resource Stocks: RAND trading un…

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Market loving clothing retailers and is Spar finally good for you? (#591) 21:32

1M ago21:32

21:32

US Inflation: Core Inflation: Came in at 3.4%, lower than the expected 3.5% and previous 3.6%. Impact: Positive market reaction, with US Treasuries under pressure, Rand strengthening, and Dollar weakening. FOMC Outlook: Potential rate cuts anticipated towards the end of the year, possibly in November and December. Company Results: SPAR: Performance…

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Two-pot system is here, it's actually three pots and we've everything you need to know (#590) 19:24

2M ago19:24

19:24

New Two-Pot Pension System: Details on the implementation and implications for retirement savings. Kicks in 1 September 2024 Can take up to R30k immediately, but this will be taxed. Thereafter 30% of contribution go into a savings pot your can take out, it will be taxed. Only use for an emergency, not holidays. Rainbow's Return to JSE: Analysis of …

1
And now ~ woe is Woolies while Pepkor cleans up in smart phones (#589) 14:48

2M ago14:48

14:48

Election Results Impact on Markets Slow ballot counting with three ballots, 18.7% counted. CSIR prediction at 5%: ANC 42%, DA 22%, EFF 9%, MK 14%, Patrick Alliance 2%. Market concerns about ANC forming a coalition. Rand fluctuations: From 18.34 on Tuesday to 18.61 currently. [caption id="attachment_42259" align="aligncenter" width="849"] Rand | 1pm…

1
Nvidia juggernaut just keeps on going (#588) 22:05

2M ago22:05

22:05

Nvidia's Financial Performance Nvidia's Q1 Results: Revenue up 262% year-on-year to $26 billion. Net income up 628% year-on-year to $14.9 billion. Gross margins at 78.9%. Stock Split: 10-for-1 stock split set for 7 June. Market Reaction: Stock traded over $1,000 in the aftermarket. Anglo American and BHP Group BHP's Third Offer: Anglo American reje…

1
Anglo has a plan to beat BHP Group, is it any good? (#587) 20:02

2M ago20:02

20:02

Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Angl…

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Local small caps; value or value trap? (#586) 19:37

3M ago19:37

19:37

Introduction: Simon Brown kicks off the episode discussing the current state of the Rand, noting its stability leading up to the elections despite fluctuations. Speculation around ANC's momentum in the polls and potential coalition scenarios. The impact of the dollar's weakness on the Rand's performance. Structured Products: Simon delves into the c…

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Bye-bye rate cuts an Anglo American, hello China 22:04

3M ago22:04

22:04

Rate Cuts and Economic Outlook Jerome Powell's statement from the FOMC meeting: "Inflation remains too high and the path forward is uncertain." No rate cut was announced at the FOMC meeting. Speculation on upcoming rate cut possibilities and their impact on the economy. Local economic outlook and potential changes due to the upcoming election. BHP …

1
Capitec, great results. Very expensive stock. Sasol just a horror. (#584) 19:28

3M ago19:28

19:28

ff Capitec Results: Simon analyzes Capitec's recent financial results, highlighting strong metrics such as return on equity, active clients, and app usage. However, he notes concerns about the bank's expensive valuation compared to its competitors. SARB Monetary Policy Review: Simon discusses the South African Reserve Bank's recent review, indicati…

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Parents as Primary Educators, Part 4 - with Dr. Leonard Sax 37:43

3M ago37:43

37:43

In his sixth appearance on the podcast, Dr. Leonard Sax takes on what it means for parents to be the first and most important educators of their children. “Kids are not born knowing what’s right and what’s wrong,” attests Dr. Sax. Accordingly, parents serve the foundational role in the life of their sons and daughters of teaching them how to live w…

1
Purple Group Thrives, gold flies (#583) 21:34

3M ago21:34

21:34

UK and Local Inflation: UK inflation surprises at 3.2%, lowest in over two years. US Fed unlikely to cut rates soon, waiting for FOMC meetings. South Africa's CPI data for March at 5.3%, showing a positive trend. Potential for SA rate cuts, depending on US decisions. [caption id="attachment_41866" align="aligncenter" width="849"] SA Inflation 5.3% …

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SARB wants a lower inflation target; how, why & implications? 18:04

4M ago18:04

18:04

kk Sasol Secunda Reprieve Recap of Sasol's recent developments. Minister's agreement to Sasol's appeal regarding emissions at Secunda. Stock bounce and support level analysis. Target prices discussion and outlook for Sasol. PGM Miners' Performance Analysis of platinum group metal (PGM) miners' performance. Notable increases in stock prices. Conside…

1
The looming commodity cliff (#581) 16:30

4M ago16:30

16:30

Commodity Market Analysis Oil prices are on the rise, currently trading around $89 per barrel, indicating both demand and supply factors at play. Factors affecting oil prices include supply disruptions from Russia and Saudi Arabia's production cuts through OPEC+. Concerns about inflation are reflected in the rising price of gold, which is currently…

1
Telcos are horrid investments (#580) 18:31

4M ago18:31

18:31

Old Mutual Results: Surprisingly strong results from Old Mutual. Despite stagnant GDP growth and population decline, Old Mutual shows strong growth, indicating market share acquisition. Expansion into banking sector questioned due to market saturation. Stock analysis: Trading around 1184, showing potential support at 1150 and resistance at 1240-128…

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Abenomics worked, Fed not so much (#579) 21:49

4M ago21:49

21:49

Market Updates: Recent news on Markus Jooste's fine and tragic passing prompts reflection on justice and mental health awareness. Telkom's sale of its towers business for R6.75 billion highlights strategic shifts and potential opportunities in the telecom sector. Ongoing rise in oil prices raises concerns about inflationary pressures and global eco…

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US CPI hasn't come down in 9 months! (#578) 17:13

4M ago17:13

17:13

Retire well, we're chatting with retirees about what they've learnt and any tricks they can pass on. US Inflation Trends: US inflation has remained stagnant at 3.2% since June of the previous year, defying expectations. Despite initial projections, inflation has not reached the anticipated 4% mark, staying just above 3%. Discussion on potential imp…

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Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577) 20:36

5M ago20:36

20:36

Shoprite* Results and Market Comparison Discusses the recent Shoprite results, emphasising excellent performance against a high base. Highlights Shoprite's significant CapEx spending, customer savings, and market share gains. Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves. Reflects on the historical revenue …

1
Nikkei highs, Pick n Pay lows, Bitcoin 1million (#576) 19:17

5M ago19:17

19:17

Nikkei 225 reached a new all-time high after 35 years Historical context: peaked in December 1989, 82% drawdown by March 2009. Factors contributing to the 80s crash: Yen protection, low rates, speculative bubble. Current challenges: aging population, economic complexities, recent inflation. Investment options: Sygnia JP (SYGJP) - JSE-traded, and In…

1
Budget 2024 panel with AJM Tax (#575) 45:15

5M ago45:15

45:15

Budget 2024 panel. For the last many years AJM Tax has done a post budget panel which includes Simon Brown and this year was no different. Hosted in Cape Town the panel was; Karyn Maughan, senior legal journalist at News24 Dr Albertus Marias, Director AJM Tax Azhar Varachhia, Managing director Alpha plus Capital Simon Brown, Just one Lap and Monewe…

1
High School is Not the Finish Line 41:05

5M ago41:05

41:05

Adolescence does not end when young men and women go off to college. In a sense, their education for life has only just begun. That’s why it is crucial to send our sons and daughters to universities that understand how to complete the comprehensive education they need to live a flourishing life. Join University of Dallas President Jonathan J. Sanfo…

1
Inflation, it ain't over. So what about rates? (#574) 17:35

5M ago17:35

17:35

Pick n Pay* Chart Analysis Resistance zone around 26, potential to touch 26.70 Higher highs, higher lows, horizontal resistance Target: 30 bucks to fill the gap Comments on Pick n Pay's potential under Sean Summers No need for a rights issue, potential market spook if it happens Simon's position: Started building, considering more Current status: D…

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Has Canal+ won already? The answer is yes. (#573) 18:24

6M ago18:24

18:24

Disney results: Last week's big story was about tech, starting with Disney, a stock recommended here back in September at ±$80. Key financials: Linear networks revenue up 9%, Direct-to-consumer up 12%, Parks up 16% Direct-to-consumer still incurred a loss of $400 million Consumer products, content sales licensing, and ESPN performance discussed Ove…

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