About this episode

Simon Brown discusses the implications of rising global bond yields and various market updates.

Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n Pay sell-down of Boxer shares, the Eastern Cape floods threatening the citrus crop, and the absurd Cerebras IPO trading at 150 times sales. Plus an update on JustOneLap's institutional-grade research project, results from Calgro M3, WeBuyCars and Astral, the Global Investment Returns Yearbook 2026, and three stocks on the move: British American Tobacco, BHP Group and Clicks. WorldWideMarkets is part of JustOneLap.com.

People in this episode

Host: Simon Brown

Topics covered

• bond yields
• market crisis
• investment analysis
• stock updates
• economic trends

Keywords

• bond yields
• investment
• Cerebras IPO
• Eastern Cape floods
• stock market

Mentioned in this episode

Organizations: Pick n Pay, Boxer, Cerebras, Calgro M3, WeBuyCars, Astral, Global Investment Returns Yearbook 2026, British American Tobacco, BHP Group, Clicks

Places: Eastern Cape

More episodes of JSEDirect with Simon Brown

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• The US consumer has no savings left, should we worry? · June 2, 2026 · 20 min
• The SpaceX IPO Valuation Reality Check | The Pope on AI · May 26, 2026 · 21 min
• Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense · May 12, 2026 · 21 min
• Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain · May 5, 2026 · 20 min
• Tim Cook Out, Tariff Refunds In, Markets Back At Highs · April 21, 2026 · 23 min

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