🍎 Tim Cook steps down
💸 $166B tariff refund chaos
📈 US markets at all-time highs
🛰️ Amazon buys Globalstar for $11.57B
🎬 Netflix results
🏛️ Fed Chair nomination battle
🇿🇦 SA CPI, fuel price outlook & rand watch

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

🏦 Goldman Sachs Q1 2026
💉 Johnson & Johnson Q1 2026
⛽ SA Fuel Prices & Work From Home
🌍 ETFSA Oyster ETF
☢️ ASP Isotopes Update
🇬🇧 FNB UK: FCA Ruling
🚢 Straits of Hormuz
₿ Bitcoin

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

🌍 Iran peace talks
🛒 Food retailers: Shoprite, Boxer, Pick n Pay, Spar
👕 Clothing retailers: Pepkor, TFG, Mr. Price, Lewis
📊 Valuations by: forward PEs, P/B, DY, analyst targets
🏦 Shyft Web Trader: offshore CFD and equity trading now live

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

⛽ Oil, gold and the rand
📉 JSE Top 40’s worst month since 2008
🛰️ Six space stocks reviewed
🌐 Procure Space ETF (UFO)
⛽ SA petrol price shock
🔒 CrowdStrike* CEO sells $13m

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

🏛️ Section 301 tariffs, what SA’s trade investigation means and why there’s no ceiling
⚔️ Iran war update, Trump’s five-day pause and the fog of diplomacy
🛢️ Goldman Sachs revises Brent forecast to $85, and what happens if war drags on
🥇 Gold’s Monday selloff, FOMO unwind, Turkey selling reserves, leveraged exits
🇿🇦 JSE flat, Rand at R17.02, MPC rate decision Thursday
🚀 Rocket Lab (RKLB), investing in space without SpaceX baggage
⛏️ Franco Nevada (FNV), gold streaming as a low-risk mining play

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

⛽ Fuel Price Pain Coming
🌍 Emerging Market Defaults
🌱 Fertilizer & Food Prices
🛒 Mr. Price Update
💻 SaaS Check-in
🏦 Fed Chair Watch
🧺 UK CPI Basket Changes

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

🧭 Market Mood: Chaos Means Doing Nothing
🛢️ Oil Shock: From $60 to $120
📈 Inflation & Interest Rates
🛢️ G7 Emergency Oil Plan
🤖 New Structured Product: AI & Big Data Auto Call
🇿🇦 SA GDP: Small Steps Forward

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

⚖️ Budget Boost: A Rare Win for Taxpayers 🇿🇦💰
💡 Lump Sum vs Monthly Tax-Free?
💻 Dell Delivers 🚀
🌍 Oil Shock: War & Market Volatility 🛢️🔥
🚗 Vehicle Sales: Still Surging 🚙📊
🤖 AI + Investing: Deep-Dive into SaaS 📈

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft

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

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

⚡ Eskom: 280 Days Without Load Shedding
🇺🇸 Trump’s Tariff Chaos: Supreme Court Ruling & What Comes Next
💻 SaaS Stocks Under Pressure: Is Vibe Coding Really the Threat?
💰 Budget 2026 Preview
📊 Commodities Check-In

Hosted by Simon Brown

Sponsored by Standard Bank Global Markets Retail & Shyft