In this video Simon Brown makes the case for gold over the long-term as we’ve seen an important perspective shift for the yellow metal over the last five years. He discusses the risks, preferred methods to invest and the different gold miner options.
⚡ Middle East tensions send Brent crude soaring past $75 – but is $100 oil on the horizon? Simon Brown breaks down the Strait of Hormuz risk that has traders on high alert.
⏰ TARIFF D-DAY: Just 3 weeks until Trump’s July 9 deadline hits. With only UK and China deals locked in, global markets brace for potential chaos. What happens next?
🏦 Structured Products Alert – Standard Bank’s new China & Gold Miners products (limited time!)
✈️ Boeing Reality Check – Why this aerospace giant might be “uninvestable”
🚗 Automotive Shift – The rise of Chinese & Indian cars in SA
📊 FOMC Preview – Why rate cuts are off the table
Our 4th Meet the AMC Managers includes Kudala Wealth Honey Badger (AMC013) and MH Capital Growth (AMC018) presenting on their respective AMCs.
This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA.
Simon looks back over almost forty years of market crises that he’s invested through.
He shares the lessons he learnt, what caused the crisis and what the response was. This includes; 1987, EM Tigers of 1998, the DotCom bust in 2000, Global Financial Crisis of 2008/9, the 2020 pandemic and finally the 2025 Trump tariff crisis.
RSA Retail Savings Bonds are a great product for those wanting certainty from their investments. The new June fixed rate bonds for the two & three years are unchanged while the five-year drops 0.25% to 10%.
Simon digs into a packed week on the JSE and beyond. Will the SARB finally blink and cut rates? Why’s the rand suddenly flexing its muscles?
Also in this episode:
🪙 Gold’s breakout moment
🚴♂️ Peloton’s surprising revival
🛢 Sasol wins big in court
🛒 Pick n Pay’s turnaround—still stuck in aisle 4
🇺🇸 Trump’s tariff flip-flops
🔧 Harmony’s billion-dollar copper pivot
📦 And a quiet win for Nampak
Global macro meets local movers. It’s one of those weeks—don’t miss it!
If you start a tax-free account for a child when they are born they’ll retire in luxury without ever having to save a cent beyond the initial tax-free contributions.
Our third in the series this week we have Sanlam (Non-Linear Beta Strategy)and Nvest Securities (Global, balanced, stable and general equity) presenting on their AMCs.
I was at an ETFsa breakfast recently with a whole bunch of awesome people. The goody bag included an old school printed booklet of all listed ETPs. Flipping through it later that day I stumbled across a bunch from UBS that I simply never knew existed. They’re all on the JSE, with offshore underlying themes/indices.
