Budget Boost, Oil Shock | SA’s Two-Speed Week that Changed the Narrative

Simon BrownLatest, WorldWide Markets

βš–οΈ Budget Boost: A Rare Win for Taxpayers πŸ‡ΏπŸ‡¦πŸ’°
πŸ’‘ Lump Sum vs Monthly Tax-Free?
πŸ’» Dell Delivers πŸš€
🌍 Oil Shock: War & Market Volatility πŸ›’οΈπŸ”₯
πŸš— Vehicle Sales: Still Surging πŸš™πŸ“Š
πŸ€– AI + Investing: Deep-Dive into SaaS πŸ“ˆ

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

Budget panel 2026 with Deputy Minister & Christo Wiese

Simon BrownLatest, WorldWide Markets

This special broadcast is the recording of the Budget Panel 2026.

Simon Brown hosts and his guests are;
Β° The Hon Ashor Sarupen – Deputy Fin Minister
Β° Mamello Matikinca – chief economist at FNB
Β° Dr Christo Wiese – business man
Β° Dr Albertus Marais – Partner AJM

Trump’s Tariffs, Now What?

Simon BrownLatest, WorldWide Markets

⚑ Eskom: 280 Days Without Load Shedding
πŸ‡ΊπŸ‡Έ Trump’s Tariff Chaos: Supreme Court Ruling & What Comes Next
πŸ’» SaaS Stocks Under Pressure: Is Vibe Coding Really the Threat?
πŸ’° Budget 2026 Preview
πŸ“Š Commodities Check-In

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

Can AI Value Stocks? Local | Yields at decade Lows

Simon BrownLatest, WorldWide Markets

πŸ‡ΏπŸ‡¦ South African Economic Indicators (unemployment and bond yields)
πŸ€– AI Valuations: Testing Anthropic’s Opus 4.6
πŸ’Ό US Economy Update
🚚 The Karaoke Company Logistics Disruption

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

Hyper Capex Spending | Junior Miner Pain

Simon BrownLatest, WorldWide Markets

πŸ—οΈ Hyperscalers go full throttle
πŸ“Š AI Stocks & charts
πŸ€– Software shock & AI disruption
πŸͺ™ Bitcoin, gold & currencies
🌐 The debasement trade
πŸ–₯️ A possible opportunity: servers
βš’οΈ Junior miners: why it’s so hard

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

Is the Gold Collapse Over?

Simon BrownLatest, WorldWide Markets

🟑 Has Gold Bottomed?
🧱 Commodities Ran Too Hot
🏦 Fed Drama: Enter Kevin Warsh
πŸš€ SpaceX + xAI = Trillion-Dollar IPO?
πŸš— SA Vehicle Sales: Still Strong
🀝 US–India Trade β€œPeace”… Sort Of

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Sponsored by Standard Bank Global Markets Retail & Shyft

Fed Pressure, Gold Power and a Stronger Rand

Simon BrownLatest, WorldWide Markets

πŸ›οΈ Why Jerome Powell Matters
πŸ“Š How the FOMC Really Works
🚧 Trump Tariff Bluster: Scary, Then… Not So Much?
πŸ”οΈ Davos: Does It Even Matter Anymore?
πŸ₯‡ Gold: The Real Winner
πŸ‡ΏπŸ‡¦ Rand Strength: Not Just Dollar Weakness
πŸ”© PGMs on Fire
πŸ›’οΈ Oil: Venezuela Isn’t the Silver Bullet

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

The Best, and Worst, on the JSE in 2025

Simon BrownLatest, WorldWide Markets

πŸͺ™ Precious Metals: The Dominant Theme of 2025
πŸŽ“ Education Sector Winners
🟣 Purple Group* & EasyEquities
πŸ“‘ Telcos Roar Back (From a Very Low Base)
πŸ›’ Retail: The Year’s Big Disappointment

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft