Лучшие подкасты про Alternative Investments Radio (2024)

1
[TOP STORY] Spear Reit interims show positive momentum 8:15

2d ago8:15

8:15

CEO Quintin Rossi believes it was ‘the first half year that all of our sub-sectoral investment assets have made a contribution towards the performance’.Simon Brown

1
PGMs: Is this the start of a bigger rally? 20:19

2d ago20:19

20:19

Schalk Louw of PSG Old Oak on strong results from Clicks, Amplats's update as PGMs creep higher, and Cashbuild's decent update amid tough trading conditions. Spear Reit CEO Quintin Rossi's insights on the group's H1 results. Simon's thoughts on not panicking when long-term investments have a short-term stumble.…

1
[TOP STORY] What's hindering China's economic growth? 6:27

3d ago6:27

6:27

If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China’ – Ndivhuho Netshitenzhe from Stanlib.Simon Brown

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Famous Brands or Spur for your portfolio? 20:21

3d ago20:21

20:21

Chantal Marx from FNB Wealth & Investments discusses Famous Brands’s modest revenue growth, emphasising their focus on cost control. STANLIB’s Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.…

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[TOP STORY] The role and impact of alternative investing 7:04

4d ago7:04

7:04

‘We see ourselves as a business that wants to help build the African continent and make a sustainable difference in those economies in which we operate’ – Steven Rosenberg, CEO of Sanlam Alternative Investments.Simon Brown

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Sasol still struggling 20:16

4d ago20:16

20:16

Matete Thulare from RMB delves into the market's negative response to Sasol's latest production update. Steven Rosenberg, CEO of Sanlam Alternative Investments, will explain the role and impact of alternative investing. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, will highlight key factors to consider before purchasin…

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[TOP STORY] Unlocking alpha: The power of knowing your investment universe 6:29

5d ago6:29

6:29

Charl de Villiers from Ashburton Investments believes the big, exciting wins in life come from doing the basics boringly and well.Simon Brown

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Semiconductor showdown: Mixed signals in industry outlook 20:46

5d ago20:46

20:46

Kieran Witthuhn will examine TSMC and ASML's recent results and explore their contrasting outlooks — TSMC’s cautious forecast versus ASML’s optimistic long-term view. Charl de Villiers from Ashburton Investments discusses how mastering your investment universe can help generate alpha. Rex Cowley from Overseas Trust & Pension offers insights on navi…

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[TOP STORY] What to expect from the MTBPS: Growth targets, debt, and wage bill challenges 5:50

6d ago5:50

5:50

Citadel's Maarten Ackerman looks ahead to next week's mini budget.Simon Brown

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Standard Bank update confirms bull market 18:45

6d ago18:45

18:45

Nick Kunze Sanlam Private Wealth, Standard Bank and Pick n Pay trading update Maarten Ackerman Chief Economist Citadel a look ahead to next weeks mid term budget policy statement Christo de Wit South African country manager Luno on understanding crypto and taxSimon Brown

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[TOP STORY] Redefine finance chief Ntobeko Nyawo on its R27bn debt restructure 7:38

9d ago7:38

7:38

The property group's CFO elaborates and explains that the evergreen funding arrangement has no termination date.Simon Brown

1
Company updates: The good, the fair and the ugly 20:21

9d ago20:21

20:21

Schalk Louw from PSG Old Oak discusses the latest updates from Premier Group, Mondi, and ArcelorMittal SA – the good, the poor, and the ugly. Redefine CFO Ntobeko Nyawo on restructuring R27.7 billion in debt into an evergreen funding model. Simon's take on staying the course: Buffett sold down his Apple stake, the stock dipped but is now up 15%.…

1
[TOP STORY] Will new-vehicle purchases recover after 100 years of SA production? 7:22

10d ago7:22

7:22

Marcia Mayaba from Auto SA at TransUnion talks sales and loan data, noting a shift toward used vehicles.Simon Brown

1
Strong inflows for Quilter boosts profits 19:22

10d ago19:22

19:22

Chantal Marx from FNB Wealth and Investments discusses Quilter's strong trading update. Marcia Mayaba from Auto SA at TransUnion talks about sales and loan data, noting a shift toward used vehicle purchases. Zak Calisto, CEO of Karooooo, comments on their strong quarter and upgraded guidance.Simon Brown

1
[TOP STORY] 'High interest rates are draining SA households and stifling economic growth' 7:47

11d ago7:47

7:47

‘Anybody who thinks that our short-term interest rates are going to entice people to invest in fixed deposits in our banking system must be out of their mind’, reckons ‘Sunshine’ economist Roelof Botha.Simon Brown

1
Why Bytes Technology is now offering opportunity 20:51

11d ago20:51

20:51

Faheema Adia from Momentum Securities discusses Bytes Technology's results, with revenue down but operating profits and margins up. Herschel Jawitz, CEO of Jawitz Properties, addresses the housing market and advice for overdue bondholders. Dr Roelof Botha presents the Q2 2024 results of the Altron Fintech Household Resilience Index.…

1
[TOP STORY] Reits have had a ‘really good 12 months’ 6:45

12d ago6:45

6:45

Old Mutual Property Fund manager Evan Robins says South Africa is seeing inflation growth from the sector, certainly in terms of net rental income.Simon Brown

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The JSE's newest sector: Motor vehicles 20:47

12d ago20:47

20:47

Independent analyst Carmen Mpelwane discusses the growth of South Africa's listed motor vehicle sector, expanding from one pure play to four. Wikus Lategan, CEO of Calgro M3, reflects on results showing revenue decline but Heps growth. Evan Robins, Old Mutual Property Fund Manager, comments on the local Reit sector, which has seen strong gains but …

1
RERL-1788- 3rd Quarter market update - Is there a housing correction coming? 31:09

12d ago31:09

31:09

The end of the year is coming up and you may be curious as to what to expect in the 4th quarter. In this episode of Real Estate Radio Live, host Joe Cucchiara delivers a comprehensive 3rd quarter market update and discusses the potential for a housing correction. Joe explores the national housing shortage, low inventory, and the impact of investmen…

1
[TOP STORY] What stage of wealth creation and wealth preservation are you at? 8:21

13d ago8:21

8:21

Grant Alexander from Private Client Holdings explains the distinction between the two and reminds us that we need to plan for a longer retirement period than we would have 20 years ago.Simon Brown

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US earnings season kicks off with strong bank results 20:35

13d ago20:35

20:35

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.…

1
[TOP STORY] Factors affecting rand strength in the next couple of months 6:34

16d ago6:34

6:34

Bianca Botes from Citadel Global looks at the possible impact of the US elections, China’s stimulus package, US inflation and interest rates, and SA’s Mid Term Budget Policy Statement on our currency.Simon Brown

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Simon's take: Why renting a home is better than buying 21:32

16d ago21:32

21:32

Alex Duys from Umthombo Wealth discusses Tharisa's strong production update. Bianca Botes from Citadel Global weighs in on the rand’s strong performance against the US dollar in 2024 and the risks it faces. Simon shares his views on why he prefers renting over home ownership.Simon Brown

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[TOP STORY] South Africans bought 3% less food in 2023 6:09

17d ago6:09

6:09

PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges.Simon Brown

1
Trading Sasol ranges to reduce entry price: A guide 20:09

17d ago20:09

20:09

Petri Redelinghuys from Herenya Capital Advisors discusses their trading strategy for Sasol aimed at reducing their initial entry price. PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges. Harry Scherzer, CEO of Future Forex, highlights concerning financial literacy stat…

1
[TOP STORY] Have you noticed higher food prices? 5:35

18d ago5:35

5:35

All food groups on the UN Food and Agricultural Organisation's Global Food Price Index have risen, led in particular by sugar prices with a 10.4% month-on-month rise – Casey Sprake, Anchor Capital.Simon Brown

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Miners are offering value … but be patient 20:06

18d ago20:06

20:06

Independent analyst Jimmy Moyaha on whether there's value in the local resources index, which is up for the year. Anchor's Casey Sprake discusses the impact of rising food inflation. Khantse Radebe from FNB Commercial on the growing trend of asset-based finance for corporates and SMEs.Simon Brown

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[TOP STORY] Investing is risky. That's where the returns come from 7:05

19d ago7:05

7:05

Satrix CIO Kingsley Williams stresses the importance of knowing your investment duration and practising diversification, such as across different continents.Simon Brown

1
Opportunity in home builders as economy turns? 19:59

19d ago19:59

19:59

Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks? Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech. Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour and the South …

1
[TOP STORY] 2024 has largely been a tough year for local miners 7:44

20d ago7:44

7:44

PwC’s mining assurance partner Vuyiswa Khutlang notes that gold and copper have done well, but the industry overall is facing difficulties.Simon Brown

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Strong US jobs data could see slower rate cuts 21:15

20d ago21:15

21:15

Matete Thulare from RMB on Friday's US jobs data: Is the economy still strong? Citadel’s Maarten Ackerman on rising oil prices amid escalating Middle East tensions — why not gold? PwC’s Vuyiswa Khutlang discusses the 2024 SA Mining Report.Simon Brown

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[TOP STORY] For ten years broad global ETFs have shone in rands 7:43

23d ago7:43

7:43

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry’: Chris Rule, head of Client Solutions at 10X Investments.Simon Brown

1
Keeping an eye on inflation risk 20:10

23d ago20:10

20:10

Hedging explained and a look at Balwin's latest update.Simon Brown

1
[TOP STORY] China shows ‘really strong’ growth in platinum investment demand – WPIC 7:47

24d ago7:47

7:47

Research director Edward Sterck reports ‘extended-range electric vehicles’ as the current fastest growing EV segment in China.Simon Brown

1
'Sarb should have a growth mandate' 21:53

24d ago21:53

21:53

Lonwabo Maqubela of Perpetua Investment Managers on why the Sarb must cut rates to maintain credibility. Edward Sterck from the World Platinum Investment Council discusses future supply and demand trends. Roné Swanepoel from Morningstar SA highlights the key golden ratio for savers and investors.Simon Brown

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Ep 183- Gut Health Case Study with the GI Map 40:13

24d ago40:13

40:13

Today is a deep dive into a case study using the GI map test! Lacey's info: My Website & Work with Me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.upliftfitnutrition.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.instagram.com/faithandfit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: www.twitter.com/laceyadunn Email for coaching & phone consults: laceydunn@upliftfitnutrition.com & fitandfaith…

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[TOP STORY] In a slowdown companies with consistent earnings don't let you down 5:43

25d ago5:43

5:43

Attila Kadikoy from Levantine & Co stresses the importance of prioritising predictable earnings over the current AI hype.Simon Brown

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Capitec share up 15x in ten years 20:00

25d ago20:00

20:00

Petri Redelinghuys from Herenya Capital Advisors discusses Capitec's results, noting a 36% rise in both Heps and dividends. Attila Kadikoy from Levantine stresses the importance of prioritising predictable earnings over the current AI hype. Gary Mockler from GTC outlines problems with the two-pot retirement system following its first month of imple…

1
[TOP STORY] SA's small and mid caps have been flying 6:32

26d ago6:32

6:32

Independent analyst Anthony Clark assesses the recent rally and the likelihood of it persisting.Simon Brown

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Spar restructuring could be a boon for investors 19:47

26d ago19:47

19:47

Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar’s 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.…

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[TOP STORY] Why the dearth of foreign interest in SA’s equity market? 6:38

27d ago6:38

6:38

Jason Swartz from Old Mutual Investment Group shares thoughts on what needs to happen for foreign investors to start reinvesting in South Africa.Simon Brown

1
Excellent Momentum results as stock still cheap 19:48

27d ago19:48

19:48

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks about how corporates m…

1
[TOP STORY] What is credit investing in terms of fixed income? 8:27

30d ago8:27

8:27

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met’.Simon Brown

1
Is Meta winning the AI and augmented reality race? 20:01

1M ago20:01

20:01

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.…

1
[TOP STORY] Is China an ‘absolute screaming buy’? 7:25

1M ago7:25

7:25

Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment.Simon Brown

1
Reits are the best-performing sector this year, but is there still value? 20:40

1M ago20:40

20:40

Independent analyst Carmen Mpelwane analyses JSE Reits, assessing whether there's still value after their strong performance over the past year and highlights her top pick. Warren Wheatley, CEO of Altvest Capital, discusses their JSE IPO and the underlying preference share options. Tian Pan from Prescient China explores the latest Chinese stimulus …

1
[TOP STORY] Is a recession still on the horizon? 7:17

1M ago7:17

7:17

Sebastian Mullins from Schroders Australia examines the ‘missing recession’.Simon Brown

1
Can quantitative easing help boost China’s growth 19:53

1M ago19:53

19:53

Matete Thulare from RMB discusses China's decision to lower bank reserve requirements and push down the market benchmark interest rate to stimulate lending activity. Sebastian Mullins from Schroders Australia examines the "missing recession" and questions whether inflation is truly behind us. Andrew Amoils from New World Wealth reviews the 2024 Cen…

1
[TOP STORY] Why are the PGMs creating excitement? 5:34

1M ago5:34

5:34

Petri Redelinghuys from Herenya Capital points out that some auto manufacturers that committed to being ‘100% EV’ by 2030 are rethinking that pledge.Simon Brown

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