The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt
WorldWide Markets with Simon Brown
Release Date: 06/04/2025
WorldWide Markets with Simon Brown
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For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three predictions for the year ahead and a view on the Top40 and Rand/ Find last years show .
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π Worldwide Markets β Episode 660 ποΈ The Best and Worst of the JSE in 2025 π 10 December 2025 π§ Final episode of the year β back 14 January 2026 πΌ Powered by Standard Bank Global Markets & Shyft π Opening Thoughts Last podcast of 2025! π A huge thank-you to listeners, watchers and everyone who engaged across the year π A wild year for markets, but a great year for returns π Wishing everyone a restful and safe festive break βοΈπ π₯ Power Hour Recap β Position Your Portfolio for 2026 π Highlights included: π Looking back at...
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Worldwide Markets β Episode 659 Show Notes βItβs Been a Yearβ¦ But Markets Loved Itβ π 3 December 2025 ποΈ Host: Simon Brown π¦ Powered by Standard Bank Global Markets & β the global money app. π Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April β tariffs, collapsing markets, surging yields, rand at 19.90 β markets still delivered a stellar year. If you had gone on holiday 1 Jan and checked your portfolio today, youβd think it was a boring yearβ¦ but Yowza! It was anything but. Reminder: Wall Street β Main Street...
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dd π Worldwide Markets β Episode 658 π 26 November 2025 ποΈ Hosted by Simon Brown πΌ Powered by Standard Bank Global Markets & π₯ This Weekβs Big Themes π JSE 10-year returns β miners dominate! π½ Nvidia results: great numbers, strange market reaction π₯ Harmony goes big on copper π οΈ SA Inc sleeper stock ready to run with GDP recovery π¦ Process/Tencent update: super-app dreams + buybacks π§ Standard Bank launches new AI structured product π― Power Hour: Position your portfolio for 2026 (8 December) π Invicta Results β A Deep...
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Worldwide Markets β Episode 657 (19 November 2025) ποΈπ π₯ This Week on Worldwide Markets Good things are happening in South Africa πΏπ¦, bubble-watching on global markets π, fresh ETF listings from Ninety One π, strong local results (Astral π, WeBuyCars π, Ninety One πΌ), and the Year-End Power Hour opens for bookings π€β¨. π Bubble Talk: When Does It Pop? Guest Insight: Citigroupβs Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: β‘οΈ Identify the drivers β the...
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Worldwide Markets β Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft β the global money app that puts travel, shopping, payments and investments in the palm of your hand ππΈ 1) JSE Under Pressure ποΈβοΈ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected. b) Matengu Allegations Matengu alleges share price manipulation and claims to have emails implicating JSE directors. JSE has fired back and...
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π Worldwide Markets β Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & β the global money app for travel, payments & investing. ποΈ This Weekβs Big Questions When will markets crash? π€―π Will we finally get a sovereign ratings upgrade? πΏπ¦πΌ Optasia* listsβ¦ but no IPO fireworks πΌπ SA vehicle sales accelerate again ππ π Shyft Migration Update If you are an OST/Webtrader/ASI client β but have not yet been notified about migrating to Shyft β that simply means your group is scheduled for...
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π World Wide Markets Ep. 654 β 29 October 2025 ποΈ βGold took us up β¦ and gold will take us down.β πͺ Gold Takes the JSE for a Ride Gold led the JSE to record highs β and now itβs leading it back down. Year-to-date returns: Gold +49 %, Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800, with further downside likely. The Top 40 is up ~38 % YTD, but the Resources Index (Resi) is +93 % β remove that, and the marketβs ~20 %. Translation: half this yearβs...
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π Worldwide Markets Ep. 653 β Gold Crashes, Markets Burn, and Optasiaβs JSE Listing ποΈ Hosted by Simon Brown π Recorded: Tuesday, 21 October 2025 π Powered by Standard Bank Global Markets, Retail & Shyft β The global money app that puts travel, shopping, payments and investments in the palm of your hand. π₯ Local Markets Crushed A brutal day on the JSE as the market closed down 2.5%, with resources tumbling 7.8% despite a steady rand (R17.43). Gold miners collapsed: Implats & Sibanye -10%, Gold Fields & Harmony -9%, AngloGold* -8%. PGMs also fell...
info_outlineSimon has been doing a key note address over the last week and in this weeks podcast he takes a slightly different tack to what he usually presents. This time he is delivery his key note.
He looks back over almost forty years of market crises that he's invested through.
He shares the lessons he learnt, what caused the crisis and what the response was.
This includes; 1987, EM Tigers of 1998, the DotCom bust in 2000, Global Financial Crisis of 2008/9, the 2020 pandemic and finally the 2025 Trump tariff crisis.