Synopsis
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews.
Episodes
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![Gold took us up #x2026 and Gold will take us down]()
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![Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?]()
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![JSE Large Caps with Great Dividend Yields]()
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![Value on the JSE? We find the Cheapest Shares]()
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![whats pushed Purple Group +140% this Year? And a Bull Case for SA Inc.]()
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![Your Second Brain | Managing all the Data and Putting it to use]()
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![Three Stocks with Cash Shares Worth more then their Market Cap]()
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![Alphabet Wins Makes New Highs | OPEC Boosts Production]()
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![Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business]()
Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business
02/09/2025 Duration: 20min🌠Worldwide Markets Ep. 646 – 3 September 2025 ðŸŽ™ï¸ Hosted by Simon Brown Powered by Standard Bank & Shyft, the global money app 💳🌠📈 Key Topics This Week 🌠Emerging Markets: 20 Years of Poor Returns EM ETFs have underperformed vs. the US and gold 20-year CAGR: 📊 NASDAQ: +1,400% (14.5% CAGR) 🟡 Gold: +700% (10.9% CAGR) 🇺🇸 S&P 500: +440% (8.7% CAGR) 🌠Emerging Markets: +193% (5.5% CAGR) BRIC dream (Brazil, Russia, India, China) never delivered 💠Headwinds: financial crises, currency depreciation 💸, weaker governance 📉 🟡 Gold & ⚪ Silver Running Gold futures hit $3,560/oz 🚀 Central banks now hold more gold than US Treasuries Silver back above $40, near 2011 highs Stagflation worries (low growth, high inflation, debt) → gold demand surges Gold weekly chart | 02 September 2025 🛒 Shoprite* Results & 60/60 Growth Checkers 60/60 delivered R18.9bn revenue ðŸŽðŸ“¦ That’s nearly 20% of Checkers’ sales & close to Pick n Pay’s market cap Strong results,
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![Naspers Stock Split | UK Yields at Worst Levels this Century]()
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![Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21]()
Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21
19/08/2025 Duration: 19min -
![Share Buy Backs the Good the Ugly | Market Loving the Sasol Update]()
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![SARB Treasury Fight Over Inflation | Which MPs Hold Crypto?]()
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![SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?]()
SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
29/07/2025 Duration: 21min -
![Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?]()
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![Whats with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices]()
What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices
15/07/2025 Duration: 18min -
![Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt]()
Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt
08/07/2025 Duration: 20minSimon’s on holiday in sunny Durban
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![Market Surprises, Trump’s Tariffs Commodities Soaring | 2025 Year-to-date returns reviewed]()
Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed
01/07/2025 Duration: 18minThe Year So Far
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![EAC, the only fee that matters | Gold or PGMs?]()
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![Oil bad news for global economy | Tariff D-Day is 3 weeks away]()
