SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto?
WorldWide Markets with Simon Brown
Release Date: 08/05/2025
Fed Pressure, Gold Power and a Stronger Rand
WorldWide Markets with Simon Brown
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Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown
WorldWide Markets with Simon Brown
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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The Best, and Worst, on the JSE in 2025
WorldWide Markets with Simon Brown
🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts Last podcast of 2025! 🎉 A huge thank-you to listeners, watchers and everyone who engaged across the year 🙏 A wild year for markets, but a great year for returns 📈 Wishing everyone a restful and safe festive break ✈️🌞 🎥 Power Hour Recap — Position Your Portfolio for 2026 📌 Highlights included: 🔙 Looking back at...
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It's been a year, but markets loved it
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 659 Show Notes “It’s Been a Year… But Markets Loved It” 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & — the global money app. 🌍 Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April — tariffs, collapsing markets, surging yields, rand at 19.90 — markets still delivered a stellar year. If you had gone on holiday 1 Jan and checked your portfolio today, you’d think it was a boring year… but Yowza! It was anything but. Reminder: Wall Street ≠ Main Street...
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Best and worst JSE Stocks Over the Last Decade
WorldWide Markets with Simon Brown
dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & 🔥 This Week’s Big Themes 📊 JSE 10-year returns — miners dominate! 💽 Nvidia results: great numbers, strange market reaction 🥇 Harmony goes big on copper 🛠️ SA Inc sleeper stock ready to run with GDP recovery 📦 Process/Tencent update: super-app dreams + buybacks 🧠 Standard Bank launches new AI structured product 🎯 Power Hour: Position your portfolio for 2026 (8 December) 🏭 Invicta Results — A Deep...
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Good Things Happening in SA | How to Spot the Bubble Popping
WorldWide Markets with Simon Brown
Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong local results (Astral 🐔, WeBuyCars 🚗, Ninety One 💼), and the Year-End Power Hour opens for bookings 🎤✨. 🎈 Bubble Talk: When Does It Pop? Guest Insight: Citigroup’s Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: ➡️ Identify the drivers — the...
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JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ 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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When Will The Markets Crash? | Optasia IPO Fails to Pop
WorldWide Markets with Simon Brown
🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & – the global money app for travel, payments & investing. 🎙️ This Week’s Big Questions When will markets crash? 🤯📉 Will we finally get a sovereign ratings upgrade? 🇿🇦🔼 Optasia* lists… but no IPO fireworks 💼🔔 SA vehicle sales accelerate again 🚗📈 🚀 Shyft Migration Update If you are an OST/Webtrader/ASI client — but have not yet been notified about migrating to Shyft — that simply means your group is scheduled for...
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Gold took us up … and Gold will take us down
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ “Gold took us up … and gold will take us down.” 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it’s 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 % — remove that, and the market’s ~20 %. Translation: half this year’s...
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Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia’s JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 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_outline🎙️ Worldwide Markets – Episode 642
📅 Recorded: Tuesday, 5 August
💼 Host: Simon Brown
🌍 Powered by Standard Bank Shyft – The global money app for travel, shopping, payments & investing.
🔮 Market Highlights
- 📈 Purple Group* rocks
🚀 Share price has more than doubled since April lows.
🧾 PE at 56, but strong growth potential and product expansion.
💼 Simon holds the stock — bought low, holding for the long term.
- 🏦 MPC shifts inflation target 🎯
🔽 New anchor at 3%, down from 4.5%.
⚠️ Finance Minister pushes back — governance concerns.
💸 Lower inflation = lower raises = better expectations management.
🧨 Flip side: high real interest rates hurt growth & jobs.
- 🚗 Vehicle sales boom
📊 July sales >51,000 units — highest since 2019!
🛻 Light commercial vehicles dominate, Mahindra sneaks into Top 10.
💰 CMH* shines with low PE and high dividend — Simon holds.
📉 Motus also cheap, but Simon prefers CMH.
- 🪙 Gold miners printing money
✨ AngloGold Ashanti*:- 🚜 Production +21%
- 💰 Free cash flow +149%
- 📉 Net debt down 92%
- 💵 80c dividend
- 💹 Targeting R1,000/share — already at R972!
✨ Gold Fields also up ~150% YoY on earnings.
- 🧾 US Bureau of Labor Statistics drama 🇺🇸
🔥 Trump fires BLS head after unfavourable jobs data.
❗ Undermines trust in data — risks U.S. credibility.
🌎 Bad precedent: Greece, Argentina, China have all suffered from politicised stats. - 🍊 Tariffs impact SA agriculture
🇺🇸 U.S. tariffs on citrus & grapes kick in Thursday.
📉 Sector exposure: ~10% — not massive but not zero.
👨🌾 Some farmers and related stocks (e.g. Mpact) will take a hit.
🧠 Random Insights
- 🪙 Crypto in Parliament?
🇿🇦 Of 490 South African parliamentarians… only 2 declared owning crypto.
🤷♂️ No surprise crypto isn’t getting policy attention.
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