JSE Large Caps with Great Dividend Yields

🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild”
📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank S...

Value on the JSE? We find the Cheapest Shares

🎙️ Worldwide Markets Ep. 651 — “Value on the JSE? We Find the Cheapest Shares” (8 October 2025)
📅 Recorded Tuesday afternoon | Powered by Stand...

what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.

🌍 Worldwide Markets Episode 650 – 1 October 2025
Hosted by Simon Brown
Powered by Standard Bank Global Markets & the Shyft Global Money...

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

🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨
Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown
This w...

Three Stocks with Cash & Shares Worth more then their Market Cap

🌍 World Wide Markets Ep. 648 – Cash-Rich Companies, Fed Cuts & China’s Housing Woes
Host: Simon Brown
Date: 17 September 2025
Ch...

Alphabet Wins & Makes New Highs | OPEC Boosts Production

🌍 Worldwide Markets – Episode 647 (9 Sept 2024)
This week on *Worldwide Markets*, Simon Brown dives into global markets, tech giants, crypto sh...

Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business

🌠Worldwide Markets Ep. 646 – 3 September 2025
ðŸŽ™ï¸ Hosted by Simon Brown
Powered by Standard Bank & Shyft, the global money app 💳ð...

Naspers Stock Split | UK Yields at Worst Levels this Century

📌 Key Themes This Week
📊 Naspers share split – AGM approves a 5-for-1 split to make shares more affordable for smaller investors.
💬 Jac...

Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21

🌍 Worldwide Markets Ep. 644 – 20 August 2024
🎙️ Hosted by Simon Brown
This week’s episode dives into Buffett’s latest moves, Google’s ico...

Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update

🇺🇸 US Inflation – Numbers come in softer than expected 📊, fuelling hopes for a **September rate cut** from the Fed 🏦.
⛽ Sasol trading update...

SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto?

🎙️ Worldwide Markets – Episode 642
📅 Recorded: Tuesday, 5 August
💼 Host: Simon Brown
🌍 Powered by Standard Bank Shyft – The gl...

SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?

🔺 Tariffs Incoming
🇿🇦 SA faces 30% US tariffs starting Friday.
🚗 Auto industry, 🍊 citrus, 🚚 logistics & 🧪 fertilizer sectors (like...

Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?

🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Pow...

What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices

🎙 This Week in Markets:
US inflation ticks higher 📈, putting pressure on rate cuts. Powell's in no rush. Local rates also due end-July.
...

Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt

Simon’s on holiday in sunny Durban 🌞 but couldn’t resist diving into what might be Trump’s grand economic plan. On the surface, it’s tariffs, spendin...

Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed

The Year So Far 📈
Market returns in 2025 tell a story of extreme volatility rather than predictable trends.
The US 10-year yield spiked a...

EAC, the only fee that matters | Gold or PGMs?

💸 Know Your Fees: Effective Annual Cost (EAC)
Not all fees are created equal — EAC is the real number to watch.
Applies to retirement pro...

Oil bad news for global economy | Tariff D-Day is 3 weeks away

Results Shows SA Consumer Improving | Renewable Energy Listing With ±9% DY

This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest move...

The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt

Simon has been doing a key note address over the last week and in this weeks podcast he takes a slightly different tack to what he usually presents. T...

Peloton Free Cash Flow | New Inflation Target for SA?

Peloton (PTON) 🚴‍♂️
The pandemic darling may be turning a corner with solid free cash flow returning.
💵 Q3 FY25: $94.6m FCF (vs $10.7m...

US Debt Downgrade Not New News | Big Day for Sasol & Renergen

Has Trump Shown us how Tariffs Resolve?

🎯 Tariff Talks: Where Are We Now?
Simon Brown recaps the evolution of Trump-era tariffs, with recent developments around:
US-China deal:...

We can all be Buffett, Kinda | Sell in May & Go Away?

🧓 Warren Buffett Steps Down as CEO of Berkshire Hathaway
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% o...

Alphabet is way Cheap | Nasty US economic data

 
🎙 Episode Summary:
This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI fig...

Rare Earth Minerals. Not so rare, but worth a look?

Gold Pullback in Focus
Gold | Weekly | 23 April 2025
21 April 2020 | WTO goes negative
Simon Brown
* I hold ungeared positio...

Gold $4,500 by yearend, is it even possible?

Gold | Weekly chart |15 April 2025
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
 

Trade Wars | Recession | What about your Portfolio?

S&P500 | Weekly | 08 April 2025
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
Chapte...

Glynn Allen | Shyft Global Offering JSE Shares

Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new featu...

Two US Stocks Looking Good | Commodities Quietly Having a Good Year

 
Amazon | Weekly Chat | 31 March 2025
Johnson & Johnson | Weekly Chat | 31 March 2025
Simon Brown
* I hold ungeared positio...

Education Stock Highlights | Rhodium & Copper on the Move

Copper | Weekly | 25 March 2025
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
00:00...

Renergen sells Helium, Finally. Gold & Top40 at all-time Highs

 
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
00:00 Market Overview and Key Moveme...

Atlanta Fed has the US already in recession for Q1

 
Euro Stoxx 50 | Weekly | 12 March 2025
Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your o...

Tariffs, Results and a Strategic Crypto Reserve (#621)

Understanding tax and donations | Sasol results fail to excite

Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile

Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
 

China Running and Finally a Sasol Reversal Pattern?

Simon Brown
* I hold ungeared positions.
All charts by KoyFin | Get 10% off your order
 

Golden Highs & Trump Trade Shambles

 
Gold weekly | 06 February 2025
Retail Sector & Consumer Spending:
Such African monthly vehicle sales
Simon Brown
*...

Cristal Challenge Stock Picks for 2025 (#616)

The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year.
Simo...

TSMC winning in AI

TSMC’s Record-Breaking Results
Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue.
A strong contender...