The Real Network The Money Shot

The Money Shot

Find out where the money’s going, who’s got the money, how you can make more of the money and who’s making decisions about the money. Every Monday on The Gareth Cliff Show we get an update on what’s happening in the world of finance from various experts in the field.
Weekly English South Africa Business · Investing
228 Episodes
36 – 56

US & Argentina Creating Waves

The US yield curve inverted (although briefly), meaning that the yield on the 10 year government bond was lower than the yield on the 2 year bond. Find out why this is important in this week's episode of the Money Shot. And, Argentinian populist candidate Alberto Fernandez won the primary…
19 Aug 2019 15 min

Threats of currency war & SASBO strike

China fired a warning shot as it weakened its currency against the US Dollar. The Yuan fell by 6% on Monday, not enough to make up for the Trade Tariffs that were imposed the week before, but certainly a warning. Trump reacted badly, asking the Fed to review currency manipulation…
12 Aug 2019 20 min

Billions on the Move

It's a busy week as the US Fed cuts interest rates. Trump imposes an additional 10% trade tariff on $300bn worth of Chinese goods. Meanwhile back at home, the boardroom brawl continues between Old Mutual and Peter Moyo, Eskom reports a R20.7bn loss for the financial year, and the Rand…
5 Aug 2019 13 min

SA Govt treading dangerous waters

CPI inflation came in again slap bang in the middle of the SARB’s target range. Eskom gets an additional bailout of R59bn, and the chickens are already coming home to roost as Fitch kept our credit rating stable, but downgrades the outlook from stable to negative... and Moody’s warns that…
29 Jul 2019 14 min

What the Markets Are Not Loving

It seems like the markets are not loving the renewed talks of China/US trade wars and the seizing of the British “fuel smuggling” tanker by Iran in the Strait of Homuz. Anthea explains that, as well as sharing the good news of the SA Reserve Bank cutting interest rates and…
22 Jul 2019 12 min

To Virgin Galactic, and Beyond...

The market is swinging in all directions while the Rand is constantly flirting with the 13 handle to the USD, but can’t seem to settle on this figure. Woolworths releases a trading update which is in line with what was expected. Health is important and FNB’s banking app now rewards…
15 Jul 2019 16 min

Peter Moyo vs Trevor Manuel

With Gareth away, the rest of the team take up this week's finance conversations with Anthea, starting with a look at trading volumes and US non-farm payrolls. Congratulations go out to Christine Lagarde and Phuti Mahanyele-Debengwa on their new positions. Anthea then unpacks Eskom’s debt for government bonds or ring-fencing…
8 Jul 2019 15 min

The New #PayBackTheMoney

With the beginning of July signalling the mid-point of the year, Anthea reports on the JSE closing the first half of 2019 in positive territory, despite a weak economy - an economy that remains stuck in its longest downward cycle since 1945. She also looks at the formal sector adding…
1 Jul 2019 10 min

Up and Down Rates & Facebook's new Cryptocurrency

The US Fed has left rates unchanged, but signalled that they are prepared to cut rates. On Wednesday the European Central Bank (ECB) surprised the market by signalling an increased likelihood of rate cuts (although rates are already at record lows) and stimulus measure. South Africa’s May 2019 CPI inflation…
24 Jun 2019 10 min

Fake Meat, Real Money

How has the bombing of the two Japanese oil tankers in the strait of Hormuz by the Iranians impacted the economy? Anthea explains it to the team, before looking at emerging markets, mining production and Business Confidence. She also touches on Naspers rising, even though Tencent fell in Hong Kong…
18 Jun 2019 16 min

How To Make Your Money Work For You

In this special edition of The Money Shot, the team turn the tables on Anthea as they pick her brain about her new book, 'How To Make Your Money Work For You'. Find out how her book advises you to ‘sweat your assets’ by making your hard-earned cash work for…
13 Jun 2019 12 min

Another CEO Bites The Dust

Markets ended the week in the black, but it was mostly about the macro-economics last week - get insight about this straight from Anthea here. SAA's CEO, on top of all other CEOs recently, has stepped down. She also looks at company news before giving her take on US non-farm…
10 Jun 2019 12 min

What Tech Investments Should You Be Looking At?

While Anthea is away, Henry Biddlecombe takes her seat to give an update on finance and the markets. He breaks down what operating leverage - this incredibly boring-sounding accounting term - has to do with your portfolio. Then, he also weighs out whether the Beyond Meat IPO is something to…
3 Jun 2019 12 min

Bye Bye Teary-sa May

CPI Inflation (4.4%) was below mid-point of the SARB’s target range, and yet they still left rates unchanged! Want to find out what that is all about? Anthea discusses it, along with giving her take on companies reporting and massive corporate CEO shake ups. There've been big movers and other…
27 May 2019 15 min

Crunching the SA Unemployment Numbers

The SA unemployment rate came out last week and had market commentators up in arms – not great, but what did we expect? Anthea examines these numbers, as well as discussing China retaliating after President Trump raised import tariffs, by raising imports on some American goods. She also talks about…
20 May 2019 15 min

No Invite for Travis Kalanick

After a rather disappointing election week, the stock market came under huge pressure. Anthea gives her take on that, as well as President Trump raising tariffs. She also touches on mining and manufacturing data, MTN's quarterly update and both Mondi and Sappi reports. And lastly, … drum roll please… the…
13 May 2019 15 min

The Consistent Amazon Story

Last week, Shoprite Holdings announced that CEO Pieter Engelbrecht had taken a leveraged bet on the company’s share price - Anthea explains to the team exactly what that means for Pick n Pay consumer spending and retail sales. We also discuss America’s GDP figures and the what the addition of…
6 May 2019 11 min

The 411 on the 996

Joining via Skype from Cape Town, Anthea gives a breakdown of some of the people who have been in the financial news recently. First up, she discusses Maria Ramos heading up the Eskom unbundling project, then how Elon Musk is at it again causing trouble on his phone. She ends…
23 Apr 2019 11 min

Who Wears the Pants at Levi Strauss?

IMF has downgraded global growth, while South African business confidence slumped to the lowest level in seven months in March, but the stock market pushed higher. Anthea touches on this, as well as an update on Naspers. In company news, she discusses Pick n Pay, Sibanye Stillwater, MultiChoice, EOH and…
15 Apr 2019 16 min

Moody's Changing Their Mood?

Anthea reflects on a conference call she had with Moody’s, and shares insight into why they left SA’s credit rating unchanged. She also talks about new Vehicle Sales, the firming of the Rand and Aspen jumping for two consecutive days. She concludes with her take on Nampak being higher after…
8 Apr 2019 11 min
36 – 56