MoneywebNOW

It may not seem like it ... but this is still a bull market

Petri Redelinghuys from Herenya Capital Advisors on where he sees the best opportunities as crypto, big tech and commodities all retreat. Wiehann Olivier from Forvis Mazars on stablecoins, the rand, and the opportunity slipping away without clear regulation. Ernest North, co-founder of Naked, unpacks how car-insurance write-offs really work.

9 Feb 12AM 19 min

[TOP STORY] Inside the logic behind Barloworld’s JSE delisting

Dominic Sewela, group CEO of Barloworld, explains why delisting enables patient capital, sharper focus and long-term value creation in a cyclical, commodity-linked business.

6 Feb 2AM 7 min

Can Disney’s new CEO beat off Alphabet?

Gary Booysen from Rand Swiss on Disney’s new CEO – can the magic return? Plus, a closer look at Boxer’s second-half slowdown and whether it’s cause for concern. Dominic Sewela, Group CEO of Barloworld, on life after delisting and just how much the share price shaped decisions while listed. Simon’s…

6 Feb 12AM 20 min

[TOP STORY] The economic cost of SA’s long growth drought

Investec Wealth and Investment International strategist Osagyefo Mazwai unpacks how weak GDP growth hollowed out job creation, deepened youth unemployment, and why education reform is critical to future labour market recovery.

5 Feb 2AM 8 min

Agoa deal sealed – tariff pressure stays

Kea Nonyana from PrimeXBT on Sappi’s well-received results and Vodacom’s latest trading update. Donald MacKay from XA Global Trade Advisors on the Agoa renewal and what it means for South Africa amid Trump’s tariffs. Osagyefo Mazwai from Investec on the job losses after a decade of weak economic growth.

5 Feb 12AM 21 min

[TOP STORY] Why the transformation fund raises governance and SME funding concerns

Jameel Khan, co-founder of The Unconventional CA, questions governance, accountability and whether a centralised transformation fund can effectively support South Africa’s diverse SME sector.

4 Feb 1AM 5 min

New look Super Group's rock-solid balance sheet

Chantal Marx from FNB Wealth and Investments on Super Group’s update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA’s largest. Jameel Khan, co-founder of Unconventional CA, on…

4 Feb 12AM 19 min

[TOP STORY] The shadow fleet quietly reshaping global oil supply chains

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

3 Feb 1AM 5 min

What’s shaping Africa’s luxury market?

Independent analyst Jimmy Moyaha on the Shoprite update and whether the gold selloff has run its course. Casey Sprake from AG Capital on Venezuelan heavy sour crude – and how shadow fleets keep illicit oil flowing. Buyi Mafoko, founder of Africa on Luxury, on how Africa’s luxury market is being…

3 Feb 12AM 20 min

[TOP STORY] Are SA assets on the brink of a rerating?

David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.

2 Feb 2AM 7 min

Commodity volatility ain't over yet

Nick Kunze from Sanlam Private Wealth on the Trump nominee for Fed chair and the commodity rout. David Fraser, chair of Peregrine Capital, on the outlook for SA Inc, and what it means for local shares and bonds. Darren Hele, CEO of Famous Brands, unpacks the mechanics behind the group’s…

1 Feb 11PM 20 min

[TOP STORY] What’s driving record gold demand in a $5 000 market?

With gold above $5000, Krishan Gopaul, market strategist at the World Gold Council, explains what’s driving record demand, renewed ETF inflows, cautious central banks and why investor momentum remains a powerful force.

30 Jan 2AM 7 min

Big swings, big risks: Commodities are volatile

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up…

30 Jan 12AM 20 min

[TOP STORY] AI: The next big thing or Just hot air?

James Bennett, from Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.

29 Jan 3AM 7 min

The key forces driving PGM prices

Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble…

29 Jan 12AM 21 min

[TOP STORY] Do Trump's signed deals count for nothing?

‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we’re going to have to box clever’ – Izak Odendaal, Old Mutual.

28 Jan 2AM 7 min

Housing market looking for a good 2026

Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond’s Bradd Bendall looks at the housing market…

28 Jan 12AM 19 min

[TOP STORY] Regulatory indecision keeps SA sidelined in global energy race

Niall Kramer of the Offshore Petroleum Association of South Africa warns regulatory uncertainty is costing South Africa $20m to $150m in potential investment per offshore exploration.

27 Jan 2AM 6 min

Clicks shares look cheap after selloff

Faheema Adia of Momentum Securities unpacks last week’s Clicks update – a tough base, but is it still signalling a stretched consumer or emerging value? Niall Kramer from the Offshore Petroleum Association of South Africa on why regulatory certainty is critical to unlocking investment in the local energy sector. Lungile…

27 Jan 12AM 20 min

[TOP STORY] Sectional title schemes: What buyers don’t see coming

Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot the risks early – and why they matter.

26 Jan 2AM 5 min