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Your Second Brain | Managing all the Data and Putting it to use

WorldWide Markets with Simon Brown

Release Date: 09/23/2025

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WorldWide Markets with Simon Brown

Worldwide Markets β€” Episode 657 (19 November 2025) πŸ—“οΈπŸ“ˆ πŸ”₯ This Week on Worldwide Markets Good things are happening in South Africa πŸ‡ΏπŸ‡¦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One πŸ“Š, strong local results (Astral πŸ”, WeBuyCars πŸš—, Ninety One πŸ’Ό), 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: ➑️ Identify the drivers β€” the...

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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 πŸŒπŸ’Έ 1) JSE Under Pressure πŸ›οΈβš–οΈ 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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🌍 World Wide Markets Ep. 654 β€” 29 October 2025 πŸŽ™οΈ β€œGold took us up … and gold will take us down.” πŸͺ™ Gold Takes the JSE for a Ride Gold led the JSE to record highs β€” 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 % β€” remove that, and the market’s ~20 %. Translation: half this year’s...

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🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia’s JSE Listing πŸŽ™οΈ Hosted by Simon Brown πŸ“… Recorded: Tuesday, 21 October 2025 πŸ“ˆ 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. πŸ’₯ 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...

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πŸŽ™οΈ Worldwide Markets Ep. 652 β€” β€œDividends, Gold, and Gearing Gone Wild” πŸ“… 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT πŸͺ™ Gold Rush Continues Gold is unstoppable! πŸš€ Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks β€” the longest winning streak since early 2024. Simon digs into: πŸ“ˆ Historical patterns since the pandemic: jump β†’ consolidate β†’ jump again 🏦 Central banks as persistent buyers β€” but what happens if they ever stop? πŸ€” With gold having doubled in three years, central banks’ reserves...

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πŸŽ™οΈ Worldwide Markets Ep. 651 β€” β€œValue on the JSE? We Find the Cheapest Shares” (8 October 2025) πŸ“… Recorded Tuesday afternoon | Powered by Standard Bank & πŸ’‘ Episode Overview This week Simon Brown digs into value on the JSE β€” where the cheapest shares might be hiding πŸ‘€. He also unpacks: The Purple Group* pullback 🟣 πŸ“ˆ (spoiler: it’s been a wild year!) Upcoming 🧠 🟣 Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back β€” but no need to panic. Likely to find support around R2.10, with upside targets around R3.50...

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🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the πŸ’³πŸŒ πŸ”‘ Key Topics This Week πŸ“ˆ Purple Group* & EasyEquities Purple Group share price up ~150% this year πŸš€ Results driven by non-revenue income (inactivity fees & loyalty program) Strong client acquisition via Capitec & Discovery Bank partnerships 🏦 Trading volumes soaring in a bullish market πŸ’Ή Purple Group | YTD to close 29 Sep 25 πŸ’° Top 40 hits 100,000 Thanks to gold miners & PGMs ⛏️ AngloGold Ashanti* up nearly...

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WorldWide Markets with Simon Brown

🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk πŸ“‰πŸ“ˆ to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" β€” a system to capture, organize, and use knowledge effectively. πŸ”‘ Episode Highlights 🧠 Brains are great at decisions – quick choices like what to eat or which route to...

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🌍 World Wide Markets Ep. 648 – Cash-Rich Companies, Fed Cuts & China’s Housing Woes Host: Simon Brown Date: 17 September 2025 πŸ“‰ China’s Housing Market New house prices fell 2.5% YoY – still negative since May 2022. Bottomed in October 2023 (-5.9%) and now trending upward. Reflects weak Chinese consumer confidence, similar to South Africa πŸ‡¨πŸ‡³πŸ‡ΏπŸ‡¦. Evergrande’s collapse still casts a shadow. Chinese New Home index YonY 🏦 Central Banks in Focus FOMC (US): Decision due Wednesday evening. Market expects 25bps cut, with more cuts likely in Oct & Dec. US...

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🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨

Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown

This week, Simon takes a break from market talk πŸ“‰πŸ“ˆ to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" β€” a system to capture, organize, and use knowledge effectively.


πŸ”‘ Episode Highlights

  • 🧠 Brains are great at decisions – quick choices like what to eat or which route to take. But storing and retrieving data? Not so much.

  • ✍️ Handwritten notes win – research shows writing helps memory more than typing. Simon shares how digital handwritten notes improve recall.

  • πŸ“… Calendars as to-do lists – forget endless apps. Simon’s hack: putting everything (from work deadlines to buying milk πŸ₯› & whiskey πŸ₯ƒ) in his calendar for one central source of truth.

  • πŸ“š Building a Second Brain (by Tiago Forte) – the PARA + CODE framework that inspired Simon’s system.

πŸ—‚οΈ PARA Framework

  • P – Projects 🎯: Active tasks (e.g. upcoming presentations, podcast prep).

  • A – Areas 🌐: Broader ongoing themes (like camping πŸ•οΈ or tech gadgets πŸ“Έ).

  • R – Resources πŸ“–: Interesting but general material worth saving.

  • A – Archive πŸ“¦: Where used or finished items end up.

πŸ”„ CODE Method

  • C – Capture πŸ“Έ: Snap photos, clip articles, jot notes into Evernote.

  • O – Organize πŸ—ƒοΈ: Sort into PARA a few times a week.

  • D – Distill πŸ’‘: Pull out the key ideas & insights.

  • E – Express πŸ—£οΈ: Use the information for podcasts, presentations, articles, or even shopping lists πŸ›’.

πŸ› οΈ Tools Simon Uses

  • Evernote πŸ“±πŸ’»: Clunky but everywhere (phone, laptop, e-reader, iPad). Paid version makes it work seamlessly.

  • Tried but moved on: Obsidian (too complex), Notion (powerful but not his fit), Raindrop.io (good for bookmarking but limited).

🎯 Why it Works

βœ”οΈ Frees up mental space – no more stressing about remembering.
βœ”οΈ Keeps data accessible & actionable.
βœ”οΈ Turns chaos (screenshots, random notes, cluttered camera rolls) into a system.
βœ”οΈ Supports Simon’s creative and teaching work.

πŸ™Œ Your Turn

Simon invites listeners to share their hacks:
πŸ‘‰ How do you manage the constant stream of info?
πŸ‘‰ Do you have your own β€œsecond brain” system?

Send us your thoughts, tools, and strategies πŸ’¬.

Simon Brown

* I hold ungeared positions.

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πŸ’‘ Worldwide Markets is powered by Standard Bank Global Markets and Shyft – the global money app for travel, shopping, payments, and investments with the best forex rates anytime, anywhere. πŸŒπŸ’³