Best Publicsector Podcasts (2025)

1
Stadio gets a boost from flailing public sector 22:09

Play Pause

5d ago22:09

22:09

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains the most likely outcome.…

1
In a world is awash with oil, woe is Sasol? 21:51

3h ago21:51

21:51

Kea Nonyana from Scope Prime says Monday’s oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB’s Chetan Ramlall on using AI and machine learning in the investment process.…

1
[TOP STORY] Gold: Still the safe haven? 7:17

1d ago7:17

7:17

‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.By Simon Brown

1
Breaking the bias: The case for an African Credit Rating Agency 20:06

1d ago20:06

20:06

Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG’s Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.…

1
[TOP STORY] The mispricing dilemma in African bond markets 6:42

2d ago6:42

6:42

‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.By Simon Brown

1
SA retail stocks are ripe for the picking 20:34

2d ago20:34

20:34

Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa’s renewable energy sector. Dr Misheck Mutize from UCT’s Graduate School of Business on the mispricing of African sovereign debt.…

1
[TOP STORY] How geopolitics could shape – or shatter – SA’s ESG trajectory 9:33

5d ago9:33

9:33

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.By Simon Brown

1
[TOP STORY] Where the rand and local bonds are headed 6:40

6d ago6:40

6:40

STANLIB’s Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.’By Simon Brown

1
Why the time to revisit SA's inflation target is now 21:43

6d ago21:43

21:43

Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient’s Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB’s Sylvester Kobo shares insights on where the rand and local bonds are headed in the second …

1
[TOP STORY] Why local retailers are turning to beauty for its higher margins 6:19

7d ago6:19

6:19

Businesses can use what they already know about their consumers and ‘drive that into their private-label, especially with unique ingredients like Rooibos, which identifies with the South African consumer’: Tasneem Samodien of Old Mutual Private Wealth.By Simon Brown

1
Oil market remains in supply glut 19:53

7d ago19:53

19:53

Kea Nonyana of Scope Prime talks oil as Middle East tensions persist. Tasneem Samodien of Old Mutual Private Wealth on why local retailers are turning to beauty for its higher margins. David Lloyd of King Alexander Investments believes retail investors are driving a quiet overhaul.By Simon Brown

1
[TOP STORY] SA a dumping ground for ‘AAA grade’ fake luxury goods 5:54

8d ago5:54

5:54

Tarina Vlok of Elite Risk stresses the importance of purchase invoices and authorised dealers, highlighting the links between counterfeits and organised crime.By Simon Brown

1
FOMC expected to hold US rates 20:34

8d ago20:34

20:34

RMB’s Matete Thulare questions whether the Fed is likely to cut rates at Wednesday’s FOMC meeting, with oil prices high and inflation still sticky. Ziad Saad from NMG Benefits unpacks the most common mistakes first-time investors make – and how to sidestep them. Tarina Vlok of Elite Risk warns of rising insurance risks as counterfeit luxury goods f…

1
[TOP STORY] How are under-35s spending today? 6:09

12d ago6:09

6:09

Tshiamo Molanda from Standard Bank describes surprising youthful funeral cover allocation, savings, credit card use, payment behaviour and home purchases.By Simon Brown

1
PGMs are shining … and the rally isn't over 19:19

12d ago19:19

19:19

Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon’s take: Why all-time highs shouldn't scare smart investors – and might even be a green light.…

1
[TOP STORY] Santova results ‘really spectacular’ despite modest appearance 6:51

13d ago6:51

6:51

The Seabourne Group acquisition is conceptually a really clever deal – Keith McLachlan, Element Investment Managers.By Simon Brown

1
Looking for a CFD broker? Here’s how to pick one 20:54

13d ago20:54

20:54

Gary Booysen from Rand Swiss on choosing a CFD broker amid a major broker's exit from SA. Keith McLachlan of Element Investment Managers discusses Santova’s results and acquisitions. Zikona Poswayo from Standard Bank introduces two new structured products focused on China and gold miners.By Simon Brown

1
[TOP STORY] The need for early, active engagement with retirement savings 7:03

14d ago7:03

7:03

'It is the saddest thing when you chat to someone at 65 or 60 and all they have is R100 000’, says 10X Client Relationship Manager Khwezi Jackson.By Simon Brown

1
Telcos: Essentially utilities that are ex-growth 20:47

14d ago20:47

20:47

Kea Nonyana from Scope Prime unpacks Telkom’s latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.…

1
[TOP STORY] Quantamental investing: A ‘blending of man and machine’ 7:01

15d ago7:01

7:01

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.By Simon Brown

1
Eastern Europe still strong for local Reits 20:08

15d ago20:08

20:08

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.By Simon Brown

1
[TOP STORY] Strong 2024 SA Reit performance suggests positive 2025 6:50

16d ago6:50

6:50

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.By Simon Brown

1
A stronger rand coming? It’s looking that way 19:51

16d ago19:51

19:51

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?By Simon Brown

1
[TOP STORY] Will the current scourge of avian flu benefit our chicken producers? 8:14

19d ago8:14

8:14

Smalltalkdaily’s Anthony Clark ponders the situation of Astral Foods and Rainbow Chicken, reflects on Nampak’s stellar turnaround and applauds CMH’s strong performance with its rising sales in Suzuki.By Simon Brown

1
Renergen ASP Isotopes deal is offering great opportunity 20:12

19d ago20:12

20:12

Kieran Witthuhn from Anchor on Discovery hitting all-time highs – is there still value to unlock? Equity analyst Anthony Clark weighs in: Could Brazil’s avian flu outbreak give local poultry producers a leg up? Simon on the stock market selloff: Don’t panic – this is when smart money buys, not bolts.…

1
[TOP STORY] SA's corporate pay shake-up: What new disclosure rules mean for workers and CEOs 7:26

20d ago7:26

7:26

Leila Ebrahimi from PwC breaks down how companies must now reveal information about their highest and lowest earners.By Simon Brown

1
Spar turn around still a work in progress 21:43

20d ago21:43

21:43

Chantal Marx from FNB Wealth and Investments unpacks Spar's results – has the retailer turned a corner, and should Shoprite be looking over its shoulder? Leila Ebrahimi from PwC breaks down new pay gap rules and how companies must now reveal information about their highest and lowest earners. Steven Amey from Ashburton Investments shares three smal…

1
[TOP STORY] May new vehicle sales up 22% y/y 7:32

21d ago7:32

7:32

The commercial vehicle sector performed exceptionally well in the month and potentially signals renewed confidence in the broader economy – Nada vice-chair Thembinkosi Pantsi.By Simon Brown

1
Gold shines bright with strong tailwinds 20:33

21d ago20:33

20:33

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive Dealers Association unpacks…

1
[TOP STORY] Amazing exchange-traded investment opportunities lurk on the JSE 7:44

22d ago7:44

7:44

Nerina Visser from etfSA helps explain how ETNs differ from ETFs, their uses and benefits.By Simon Brown

1
US markets set for new all-time highs 21:46

22d ago21:46

21:46

Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of Hobbs Sinclair talks trusts. They can …

1
[TOP STORY] What is the rationale behind Trumponomics? 6:19

23d ago6:19

6:19

‘It took the US as a nation 220 years to build up its first $1 trillion of debt, and it's now adding $1 trillion of debt every six months’ – Hywel George, Old Mutual Investments.By Simon Brown

1
How choosing the right trading platform can make you money 20:04

23d ago20:04

20:04

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s results – what spooked the market? Plus, if you held Anglo American at Friday’s close, you now own Valterra. Should you hang on to this PGM play? Hywel George from Old Mutual Investments explores the logic behind Trumpanomics. PSG Wealth’s Wendy Myers shares tips on picking the right share tr…

1
[TOP STORY] The brilliance of Harmony’s acquisition of Mac Copper in Australia 6:51

26d ago6:51

6:51

‘When we are mining gold in South Africa one of the by-products is uranium, but in much of the rest of the world it is actually copper’ – Bruce Williamson, Integral Asset Management.By Simon Brown

1
Lewis posts strong results, but the stock remains undervalued 20:10

26d ago20:10

20:10

Chantal Marx from FNB Wealth & Investments shares insights on Lewis & Tsogo’s results and highlights Nvidia’s impressive growth. Bruce Williamson of Integral Asset Management praises the brilliance of Harmony’s acquisition of MAC Copper in Australia. Simon's thoughts on inflation targeting: where did it start and where to next?…

1
[TOP STORY] Absa expecting 25bp interest-rate cut for May 4:55

27d ago4:55

4:55

Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.By Simon Brown

1
Reunert may offer value ... but results disappoint 20:23

27d ago20:23

20:23

Kieran Witthuhn from Anchor unpacks Tiger Brands's stellar results and the Anglo American demerger. Charl de Villiers of Ashburton Investments weighs in on Reunert’s steady showing. Absa CIB’s Sello Sekele breaks down South Africa’s Q2 2025 outlook – GDP, inflation, and local uncertainty in focus.By Simon Brown

1
[TOP STORY] Dublin-based Greencoat Renewables to list on JSE 6:21

28d ago6:21

6:21

‘We're seeing increasing levels of investment into the grid and stabilising the grid’ in the move away from traditional coal and gas plants, relying a lot more on wind and solar, says partner Paul O’Donnell.By Simon Brown

1
Why is Harmony buying into copper? 19:38

28d ago19:38

19:38

Independent analyst Jimmy Moyaha breaks down Harmony’s copper move and Pepkor’s power-packed performance. Paul O'Donnell from Greencoat Renewables sheds light on Europe’s green energy scene ahead of their JSE debut this June. FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft’s now on the radar, and it could shrink your borro…

1
[TOP STORY] Treading lightly with greener homes 7:14

29d ago7:14

7:14

Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.By Simon Brown

1
Pick n Pay offers value on sum of parts 21:28

29d ago21:28

21:28

Alex Duys of Umthombo Wealth shares insights on Altron’s impressive performance, highlighting the strength behind its latest results. Keith McLachlan from Element Investment Managers sees undervalued opportunity in Pick n Pay, despite the retailer's ongoing struggle to reach breakeven. Eva August, CEO of Century 21 SA, notes that sustainable homes …

1
[TOP STORY] 'We’d like to plan for all different scenarios' 4:43

1M ago4:43

4:43

Senior equity analyst Philip Short on how Flagship is navigating global uncertainty, style agnosticism, and FX risk.By Simon Brown

1
Nampak turnaround looking good 20:08

1M ago20:08

20:08

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of uncert…

1
[TOP STORY] Spear Reit achieves 97% office sector occupancy 8:30

1M ago8:30

8:30

CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.By Simon Brown

1
Global bond yields ‘have me worried’ 20:25

1M ago20:25

20:25

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process outsourcing (BPO) within Sou…

1
[TOP STORY] AnBro Capital Investments introduces new Titans ETN on the JSE 6:10

1M ago6:10

6:10

The JSE newcomer comprises a focused portfolio of 11 top US stocks to invest in. CEO Justiné Brophy explains: ‘What you want is an equally weighted core that's going to be there with the best according to sector for the investor.’By Simon Brown

1
Naspers and Prosus offering great value 21:23

1M ago21:23

21:23

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount? Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11 top US stocks. Andrew Amoils from New…

1
[TOP STORY] Unpacking Alphabet's $75bn AI strategy 6:54

1M ago6:54

6:54

This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.By Simon Brown

1
Market’s liking Sasol and Renergen 21:30

1M ago21:30

21:30

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on priorit…

1
[TOP STORY] Advantages of umbrella funds for SMEs 5:28

1M ago5:28

5:28

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.By Simon Brown