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- 🇿🇦ZA · Investing#830K to 100K
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11K to 37K🎙 Daily cadence·599 episodes·Last published 4d ago - Monthly Reach
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35K to 122K🇿🇦82%🇰🇪8%🇳🇬2%+3 more - Active Followers
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14K to 49K
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MercadoLibre is Amazon with a bank and it's cheapest in years
Jun 23, 2026
Unknown duration
Peace in Our Time | Are We Just Going Back to February?
Jun 17, 2026
Unknown duration
Stocks for your Soccer World Cup
Jun 9, 2026
Unknown duration
The US consumer has no savings left, should we worry?
Jun 2, 2026
Unknown duration
The SpaceX IPO Valuation Reality Check | The Pope on AI
May 26, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 | MercadoLibre is Amazon with a bank and it's cheapest in years | MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pago — that is becoming Latin America's biggest digital bank. Total payment volume now exceeds gross merchandise volume, even as management deliberately halves operating margins to grab market share. This week also marks the death of former Fed chair Alan Greenspan at 100, a look at SpaceX's volatile listing that still sits above its IPO price, South African inflation cooling to 4.5% with petrol relief on the way, the first FOMC meeting with Jerome Powell no longer chair, and why Brent crude has fallen back to pre-conflict levels despite a major supply scare. Topics: MercadoLibre, MELI, Amazon, SpaceX, Alan Greenspan, FOMC, SA inflation, Brent oil, offshore income. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 6/17/26 | Peace in Our Time | Are We Just Going Back to February? | A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues markets are heading back to where they sat in late February, just with fewer rate cuts on the table. This episode also unpacks the most hyped IPO in history opening softer than expected, South African inflation surprising lower at 4.5% with chunky petrol and diesel cuts due in July, a no-change FOMC meeting, and a busy stocks-on-the-move list. Topics: US–Iran ceasefire, oil, rand, gold, emerging markets, SA inflation and fuel prices, FOMC, the big tech IPO, Clicks, Discovery, Bidcorp, Outsurance, Growthpoint, MTN and Mondi. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 6/9/26 | Stocks for your Soccer World Cup | The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus. Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners. Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 6/2/26 | The US consumer has no savings left, should we worry? | Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app. Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows. Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 5/26/26 | The SpaceX IPO Valuation Reality Check | The Pope on AI | SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within two to three years. Plus the Dow Jones turns 130, Moody's lifts South Africa's outlook from stable to positive, Balwin delists at below NAV with Calgro M3* potentially next, and stocks on the move including Shoprite*, AB InBev, Impala Platinum, and Gold Fields. Topics: SpaceX IPO, Dow Jones, Moody's, Balwin delisting, Calgro M3, Canal Plus, Pope Leo XIV on AI, oil, Shoprite, AB InBev, Implats, Gold Fields, Anglo Gold Ashanti. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 5/19/26 | Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis? | 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. | — | ||||||
| 5/12/26 | Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense | Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value? Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity. He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex. Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI. WorldWideMarkets is part of JustOneLap.com. | — | ||||||
| 5/5/26 | Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain✨ | hyperscaler resultsBerkshire Hathaway cash+4 | — | MicrosoftAmazon+5 | USJSE | hyperscalerBerkshire Hathaway+5 | — | 20m 02s | |
| 4/21/26 | Tim Cook Out, Tariff Refunds In, Markets Back At Highs✨ | US marketstariff refunds+5 | — | AppleAmazon+4 | — | US marketstariff refunds+5 | — | 23m 12s | |
| 4/14/26 | The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis✨ | Middle East conflictSouth Africa fuel crisis+4 | — | BitcoinGoldman Sachs+3 | South AfricaStraits of Hormuz | Goldman SachsJohnson & Johnson+7 | — | 21m 17s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/7/26 | SA Retail Stocks: Where the Value Is Right Now✨ | JSE retail sectorfood retailers+4 | — | ShopriteBoxer+7 | South AfricaStraits of Hormuz | South African consumer stocksJSE+5 | — | 22m 19s | |
| 3/31/26 | Six Space Stocks Reviewed, Which Ones Are Worth It?✨ | space stocksinvesting+5 | — | SpaceXRocket Lab+8 | — | space stocksSpaceX IPO+5 | — | 21m 43s | |
| 3/24/26 | Tariffs are Back with no Ceiling and Gold at $4,000✨ | US tariffsgold market+4 | — | Rocket Lab (RKLB)Franco Nevada (FNV)+1 | South AfricaTurkey | tariffsgold+5 | — | 20m 31s | |
| 3/17/26 | War, Fuel & Fertilizer: The Inflation Pipeline✨ | inflationoil prices+3 | — | Petrol 95diesel+2 | IranStrait of Hormuz+10 | inflationfuel prices+5 | Standard Bank | 21m 09s | |
| 3/10/26 | As Uncertainty Rules, Rate Cuts are Gone✨ | market uncertaintyoil prices+3 | — | — | South AfricaStrait of Hormuz+1 | market chaosoil volatility+3 | Standard Bank | 21m 32s | |
| 3/3/26 | Budget Boost, Oil Shock | SA's Two-Speed Week that Changed the Narrative✨ | South African budgettax changes+4 | — | Dell Technologies | South AfricaStrait of Hormuz | South Africabudget+5 | — | 22m 48s | |
| 2/26/26 | Budget panel 2026 with Deputy Minister & Christo Wiese✨ | budgeteconomics+3 | The Hon Ashor SarupenMamello Matikinca+2 | AJMBaker Tilly Greenwoods+1 | — | budget panel2026 budget+3 | — | 54m 20s | |
| 2/24/26 | Trumps Tariffs Trashed, Now What? | Budget 2026 | 🌍 World Wide Markets – Episode 667 📅 25 February 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & Shyft ⚡ Eskom: 280 Days Without Load Shedding South Africa has now reached 280 days without load shedding. Standard Bank's electricity tracker report highlights that the last significant outages were 26 hours across April and May 2025, taking the effective streak back to 26 March 2024. After 17 years of load shedding since 2008, the energy availability factor and other key metrics are looking dramatically better. Credit goes to Eskom's operational improvements, industrial-scale solar and wind investment, and households with rooftop solar installations. 🇺🇸 Trump's Tariff Chaos: Supreme Court Ruling & What Comes Next The ruling: The US Supreme Court ruled 6-3 against Trump's use of the International Emergency Economic Powers Act (IEEPA) of 1977 to impose tariffs, finding no international emergency existed. This is a significant legal defeat. The refund problem: Roughly $150–170 billion in tariffs have been collected. Companies like Walmart and Costco will want that money back, since the Supreme Court has effectively declared these tariffs illegal. Chief Justice Roberts acknowledged the refund process will be "messy" — an understatement. Trump's new move: On Friday evening, Trump pivoted to Section 122 of the Trade Act of 1974, signing an executive order imposing a flat 10% tariff on all countries (with the law allowing up to 15%). This is a notable reduction for South Africa, which was previously on 30%. However, this only runs for 150 days, expiring mid-July. Other legal avenues Trump could pursue: Section 301 (Trade Act of 1974): Used against China in his first term, but requires formal investigations and findings — too slow for Trump's style. Section 338 (Tariff Act of 1930): Allows up to 50% tariffs without investigation, has never been used, and would almost certainly face court challenges. The bottom line: Tariffs aren't going away. Trump views them as a political weapon and a negotiating stick. He'll keep finding new legislative tools to wield them. Around a dozen trade deals have been signed under the "90 deals in 90 days" framework, though countries that signed early (like the UK at ~10%) may feel they overpaid. 📢 Upcoming Event: Protecting Your Portfolio & Navigating Scams 🗓️ 24 March | 11:00 AM | Webcast with 1nvest First in a series covering protecting your portfolio and navigating scams, with social media red flags guidance from Lungeli at 1nvest, plus a conversation with 1nvest's compliance officer on what financial advice looks like (and what it doesn't). Future webcasts will cover emerging markets vs tech vs developed markets, income investing, and commodities. 👉 More info and booking at **JustOneLap.com/events** 💻 SaaS Stocks Under Pressure: Is Vibe Coding Really the Threat? Software-as-a-service stocks have been hammered on fears that "vibe coding" (using AI tools to build software) could replace platforms like Salesforce. Simon is sceptical — replacing the software is perhaps 10% of the challenge. The real difficulty is retraining tens of thousands of staff, migrating data without losses, and managing a massive transition process. Goldman Sachs' SOHO Index shows capital-heavy stocks (manufacturers, farmers) up nearly 40% since June 2025, while capital-light stocks (Microsoft, NVIDIA, Alphabet) have been largely flat — a notable divergence. IBM dropped ~10% on news that Anthropic's Claude Code can convert COBOL to modern languages, but Simon remains cautious about overhyping AI capabilities. He's currently reviewing a 20-page AI-generated SaaS research report from Claude Opus 4.6 and will report back next week. 💰 Budget 2026 Preview What to expect: Fiscal drag relief is likely, funded by extra revenue from precious metals booms (higher corporate tax and dividend tax from gold and PGM miners) and SARS's clampdown on arrears (~R20 billion recovered). Tax-free savings annual limit could increase from R36,000 — possibly to R40,000 or even R60,000 (per Nireena Fissa of ETFSA, since 60,000 divides neatly by 12). This costs Treasury very little in the short term since the big capital gains tax hit is years away. Reg 28 changes: Unlikely — these would cost Treasury money immediately. Capital gains exclusion (R40,000): Unlikely to change despite being unchanged for over a decade — another stealth tax. Interest exemptions: No changes expected. Simon's tax tip: He's been selling down long-held ETF positions (originally ITRIX, now Cygnia World) to use the R40,000 annual CGT exclusion, then reinvesting into a different ETF with a better total expense ratio. Important: don't sell and rebuy the same instrument immediately — SARS treats that as "washing." Overall expectation: A boring budget, which is exactly what markets want. 📊 Commodities Check-In Palladium 🔩 Broke through $1,100 and $1,200 early last year, pulled back to $1,350 late in 2025, now consolidating around $1,617–$1,700. Support sits at the $1,650–$1,700 level. Not going to the moon, but holding at higher levels — which is what matters. Platinum 🪙 Broke $1,000 in June, then $1,250 in July. Has since consolidated around the $2,000–$2,150 range, well off the $2,800 high but maintaining higher support levels. Results from Sibanye-Stillwater, Impala Platinum, and Northam confirm the improved earnings picture. Gold Currently at $5,153 and running hard. Simon admits gold has proved him wrong — after January's volatile drop of nearly $1,000 from the $5,600 high to the Monday low, he expected consolidation around $4,500 or even $4,000. Instead, gold consolidated around $5,000 and has resumed its rally. His advice for those who feel they've "missed" the run: scale in gradually, buying a third at current prices and adding on dips or at intervals. Brent Crude Oil Had been under pressure until the US detained the president of Venezuela (heavy, sour crude — less critical but still impactful). Oil briefly dipped below $60 but has since recovered. The $70–$71.50 level is important resistance; a break above targets $80 and then mid-$80s. Looks like a short-term blip for now — hopefully not the start of a longer trend. 💱 Rand/Dollar Update The rand is trading around R16.02 to the dollar, with the trend firmly toward a weaker dollar. Foreigners have been net buyers of South African bonds, and the US dollar index continues to show weakness — something Trump actively wants. If the dollar loses another 7–8%, that could push the rand into the mid-R14s. Sounds dramatic, but as Simon puts it: "Don't fight the rand." 🎙️ Next week: Budget reaction + AI SaaS research report review Thanks for listening — look after yourself, and if you can, look after somebody else too. ✌️ Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
| 2/17/26 | Can AI Value Stocks? Local | Yields at decade Lows | Worldwide Markets - Episode 666 📊 18 February 2025 🇿🇦 South African Economic Indicators Unemployment hits 5-year low - but still a tragic 31.4% The Achilles heel: Need GDP growth to break below 20% 10-year bond yields at decade lows - 7.97% (down from 11% during load shedding) Government saving on new bond issuances, though impact is modest Potential budget windfall from precious metals next week ZA 10-year yield | weekly 🤖 AI Valuations: Testing Anthropic's Opus 4.6 Can AI do DCF valuations? Testing on Dell (NYSE: DELL) Opus 4.6 created detailed discounted cash flow model in ~10 minutes 148 formulas, zero errors (after self-correction) Fair value estimate: $172 vs current ~$115 (significant upside potential) ⚠️ Important caveats: Sensitivity assumptions critical (WACC, terminal growth, risk-free rate) DCF is just ONE valuation methodology Rate limiting kicks in with heavy usage ($20/month tier) US stocks work better than local stocks currently 💼 US Economy Update Strong fundamentals emerging: $600B+ capex spend by hyperscalers (Alphabet, Meta, Microsoft) Better-than-expected January CPI Unemployment at 4.3% (jobs report revised down 1M though) GDP tracking closer to 3% than 1-1.5% Two rate cuts still on the table for 2025 Tech infrastructure spending providing economic underpin 🚚 The Karaoke Company Logistics Disruption (?) Algorhythm stock chaos: Up 222% Friday, another 15% pre-market Tuesday From karaoke company to AI logistics software ("SemiCab") in 6 months Entire logistics sector sold off on the news Reality check needed: Santova and others already doing this with Oscar software Market overreaction? Small operators still use fax machines Don't panic-short established players like Santova 📅 Upcoming Events Power Hour Thursday 5:30pm - Tax efficiency & ETF revolution (Standard Bank Rosebank or webcast) ETF database updated with FNB, 10X, 1nnvest, Satrix funds Budget next Wednesday - Simon will be in Cape Town Powered by Standard Bank Global Markets, Retail and Shyft "Look after yourself. If you can look after somebody else as well." 💚 Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
| 2/10/26 | Hyper Capex Spending | Junior Miner Pain | 🎙️ Worldwide Markets – Episode 665 📅 11 February | 🎧 Recorded Tuesday around lunchtime 💼 Powered by Standard Bank Global Markets & Shyft 🌍 This week in markets Massive hyperscaler CapEx is back in focus 💰🏗️ Markets appear calmer – the worst of the recent collapse may be behind us 😮💨 Bitcoin mining costs now around $70,000, putting pressure on miners ⛏️₿ A deep dive into junior miners – why so many of them struggle ⚒️📉 🏗️ Hyperscalers go full throttle 2025 CapEx spend near $380bn, well above expectations 2026 estimates push towards $660bn when Oracle is included The hyperscalers: Microsoft, Meta, Alphabet, Amazon ☁️ The "shovel sellers": Nvidia*, ASML*, TSMC 🧑🏭🪓 Key shift: these businesses are no longer asset-light Warning signs emerge as some stocks trade below their 200-day moving averages ⚠️📉 "Nothing good happens below the 200-day." 📊 Stocks & charts Microsoft & Meta showing the most technical stress Nvidia* and ASML* still look healthy on the charts ✅ Apple largely staying out of the AI CapEx frenzy 🍏 1nvest ETF5IT*: profits taken previously, now watching closely 👀 🤖 Software shock & AI disruption Growing fear around software-as-a-service under pressure New AI tools like Claude and "vibe coding" spooking SaaS names 💻😬 Reality check: Niche software may struggle Enterprise platforms (e.g. Salesforce-type businesses) are harder to replace 🪙 Bitcoin, gold & currencies Bitcoin dipped below $60,000, now rebounded to mid-$60k Mining economics tight at current prices ⚠️ Gold back above $5,000, refusing to consolidate 🥇🔥 Ongoing dollar weakness and rand strength 💵⬇️ 🇿🇦⬆️ 🌐 The debasement trade Signs of slow de-dollarisation and capital moving out of US Treasuries China reportedly limiting (not stopping) US bond buying 🇨🇳📉 Key takeaway: This is a multi-decade trend, not a short-term trade 🐢 Governments reduce debt via: Inflation Currency weakness 🖥️ A possible opportunity: servers Hyperscalers replacing ageing chips & servers faster than expected Alphabet spending up to $185bn, with ~⅓ just on replacement 🔁 Question raised: Is Dell a quiet AI beneficiary? 🖥️📦 Forward PE near 10 Analysts broadly constructive ⚒️ Junior miners: why it's so hard Spotlight on Copper 360, Orion, ASP Isotopes* The commodity may be in the ground – but: Extraction is complex Capital is hard to raise Logistics, infrastructure & communities matter 🚧 Junior mining = high risk by design 🎢 Even experienced operators fail 📢 Events & deadlines Power Hour – 19 February 🕠 17:30 | 💻 Webinar or 🏢 Rosebank Tax-free investing beyond TFSA ETFs, income strategies & Reg 28 Important reminder ⏰ Many providers have early contribution deadlines Don't leave Reg 28 or TFSA top-ups to the last minute 👉 More info: justonelap.com/events 🙌 Wrapping up CapEx boom isn't over – but cracks are forming AI demand strong, real ROI still unproven Junior miners remain speculative and unforgiving Stay cautious, stay curious "Look after yourself — and if you can, look after someone else too." ❤️ Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
| 2/3/26 | Is the Gold Collapse Over? | 🌍 Worldwide Markets – Episode 664 📅 Recorded: Tuesday midday | 🎙️ Host: Simon Brown This week on Worldwide Markets, we unpack a wild ride across commodities, central banks, tech titans, and global trade — with gold stealing the spotlight once again. 🟡 Has Gold Bottomed? Gold went vertical — and then snapped back hard. 📈 Ran from around $4,300 → $5,600, before a brutal sell-off 📉 Dropped to $4,600, now stabilising near $4,900 🕯️ That giant red "kangaroo tail" candle looks ugly — but… The bigger picture hasn't changed: 💵 Debasement trade still intact 🌍 Central banks bought ~800 tonnes last year 🏦 ETF investors were big buyers again after selling in 2024 ➡️ Verdict: Likely consolidation, not collapse. Sideways is the base case. Gold |Weekly | 03 February 2026 🧱 Commodities Ran Too Hot It wasn't just gold: 🔩 Copper, silver, platinum, palladium all surged 🛢️ Brent crude nearly hit $70 🪨 Aluminium hit US record prices, creating transatlantic arbitrage Nothing goes straight up forever — profit-taking was inevitable. 🪙 What About Silver? Simon stays honest here: ❓ Industrial demand and price dislocations matter ⚠️ But silver remains complex and opaque 💡 Portfolio stance: ✅ Holding gold miners ✅ Holding gold ETFs (local & offshore) ❌ No silver exposure — and comfortable with that 🏦 Fed Drama: Enter Steve Walsh Trump's Fed chair nominee spooked markets — but context matters: 🔄 Walsh is not a hawk, more a rate flip-flopper 🗳️ Previously opposed rate cuts… until Trump won 📉 Trump wants lower rates — Walsh says he'll deliver The challenge? 🧠 Convincing the rest of the FOMC 🪑 Jerome Powell still has influence for now ➡️ Expect noise, not an instant policy pivot. 🚀 SpaceX + xAI = Trillion-Dollar IPO? Big Elon energy this week: 🛰️ SpaceX acquires xAI 🧠 Grok + data + power + space = big ambitions 📊 IPO rumoured for mid-2026 💰 Valuation likely north of $1 trillion Simon likes SpaceX… less excited by the social-media side. 🚗 SA Vehicle Sales: Still Strong January numbers surprised again: 📊 Sales near levels last seen in 2019 / early 2022 🏆 Toyota leads, but Chinese brands keep climbing 🇨🇳 Chery, GWM, JAC & friends reshaping the market Consumers are still buying — despite high rates. 🤝 US–India Trade "Peace"… Sort Of A deal was announced, but details are fuzzy: 📉 Tariffs reduced (somewhat) 🛢️ India supposedly to stop buying Russian oil (👀) 💸 India to buy $500bn of US goods (timeline unclear) History lesson: 🌮 Trump tariff threats turn real only ~20% of the time ⚖️ Supreme Court still deciding if Trump even has the authority ➡️ Lots of headlines, fewer guarantees. 🎓 Upcoming Event: Power Hour 📅 19 February 📍 Rosebank (in-person) + webcast 💡 Topic: Tax-Free Investing & ETFs 👉 Book at justonelap.com/events 👋 Closing Thoughts Markets are noisy, emotional, and fast — but the big-picture trends still matter more than the candles. Until next week: 🤍 Look after yourself 🤍 And if you can, look after someone else too Cheers! 🍻 Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
| 1/27/26 | Stock Picks for the Cristal & Moneyweb Challenges | 🎙️ Worldwide Markets – Episode 663 📅 28 January | Recorded late Tuesday afternoon Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, shopping, payments & investing 🌍💳 This week a quick look at gold and the Rand, both did what was expected over the year in the first month. Then picks for the Cristal Challenge 2026 and the Moneyweb Investor Challenge. Three bankers that go into each challenge. Then four floaters, two per each challenge to mix it up a bit. Best of luck to all who enter :) Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
| 1/20/26 | Fed Pressure, Gold Power and a Stronger Rand | No description provided. | — | ||||||
| 1/18/26 | Predictions 2026 with; Marc Ashton, Keith McLachlan & 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 here. | — | ||||||
| 12/9/25 | The Best, and Worst, on the JSE in 2025 | 🌍 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 2025's predictions (keeping it honest!) 🤖 The state of AI: spotting bubbles, when to worry, triggers to watch 💰 Gold & commodities outlook 🛍️ Local retail — opportunities & risks 🚀 IPO environment 🧭 Positioning for 2026 Watch here. 🥇 Best Performers of the JSE in 2025 🪙 1. Precious Metals: The Dominant Theme of 2025 Gold & PGM miners absolutely owned the market this year. If you weren't in them… your portfolio lagged the benchmark. Top returns (total return to 8 Dec): 🥇 Sibanye-Stillwater* — +258% 🤯 🥈 AngloGold Ashanti* — ~+240% 🥉 Northam — +214% 🏅 Gold Fields — +195% Implats — +153% Thungela / Valterra / others — 130–140% range Harmony — +119% 📌 Why the boom? Gold price exploded early in the year 🌕 Safe-haven flows amid tariff drama, budgets, DeepSeek shock Strong production + not-yet-expensive valuations 💬 Simon: Still bullish on gold miners — not expecting another double, but valuations remain attractive if gold holds current levels. 🎓 2. Education Sector Winners 🎓 Stadio — +89% 🧑🏫 Killed it with distance learning demand and tertiary approvals 📉 Curo delisted; ADvTech* solid with +20% 🟣 3. Purple Group* & EasyEquities +87% 🚀 Bull markets = busy brokers Results were slightly soft in H2 (bonuses cycle), but long-term story intact 📡 4. Telcos Roar Back (From a Very Low Base) 📱 MTN — +76% 🔵 Blue Label — +73% (Cell C momentum) 🔌 IOCA — +65% ☎️ Telkom — +60% 🟥 Vodacom — +38% 📌 Simon sold MTN a decade ago during the Nigerian fine panic — and never re-entered. Lesson: When it's time to panic, panic fast. 💰 5. Standout Financials & Miscellaneous 🟪 Sygnia — +72% 💻 Datatec — +70% (surprise performer) 🍗 Astral — +49% (thanks, cheaper maize!) 🐓 Rainbow Chicken — +43% 🏢 Growthpoint — +48% (big dividends) 🧱 Property sector broadly strong again: Redefine, Octodec, etc. 🏦 PSG Financial Services — +40% 💼 Capitec — +29% 🏦 Standard Bank — +31% — notably ahead of Capitec 🟧 Naspers — +25% (Simon sees opportunity post-share split) 🛢️ Sasol — +25% (still not a favourite) 🛒 6. Retail: The Year's Big Disappointment 🛋️ Lewis — +22% (but deep down the list) 🥩 Spur — +15% 🍗 Famous Brands — –16% 🛒 Shoprite* — –4.6% (value emerging) 🛍️ Pick n Pay — –17% (slow turnaround) 👗 Mr Price* — –26% (Simon still sees value) 👟 Pepkor — weak, but potential for recovery 🔻 Worst Performers of the JSE in 2025 💥 Biggest Losers 🚨 Nutun / Transaction Capital legacy — –52% 👗 Foschini* (TFG) — –50% 📄 Sappi — –46% (ongoing structural challenges) 🧱 Afrimat — –43% (Lafarge integration still tough; Simon sees opportunity) 💉 Aspen — –43% (lost sterile facility contract; utilization still weak) 🔧 Cashbuild — –37% (SA consumers tapped out) 📺 eMedia — heavy selling post-unbundling 🛒 Retailers Under Pressure 🥀 Spar — –28% (competition from Boxer + Shoprite* + Pick n Pay) 👖 Mr Price* — –26% 🍔 Famous Brands — –16% 🍩 Life Healthcare, Renergen*, ArcelorMittal SA — all struggling 📉 Macro, Risks & 2026 Outlook 🌱 Green Shoots in South Africa Early signs of improvement appearing Fragile but real: improving volumes, some recovery in SA Inc, stabilising consumer pockets REITs & banks starting from low valuations ⚠️ Risks Moody's kept SA unchanged; risks tilt to the downside A global AI bubble burst would hit emerging markets hard External shocks more dangerous than local issues 📈 Global Watch: The Mag 7 & Market Signals Bubble warning model: Two giants below the 200-day MA Meta dipped back below — but still only one of the seven triggering Nvidia chart still healthy Gold still bullish Oil looks very weak 🤝 Closing the Year Simon wraps 2025 with gratitude and optimism: ✨ "It's been a year — a wild one — but at least we got returns." ❄️ Be safe this festive season 🙌 Special thanks to those working through December (retail, hospitality, logistics) 🎙️ Back 14 January 2026 with the annual predictions show featuring Keith McLachlan & Marc Ashton — and, as always, they'll mark themselves before forecasting ahead. 🔗 Powered By 🏦 Standard Bank Global Markets 🌍 Shyft – the global money app 💸 Cheapest Forex rates, anywhere, anytime Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order | — | ||||||
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Chart Positions
7 placements across 6 markets.
Chart Positions
7 placements across 6 markets.