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WorldWide Markets with Simon Brown

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300 episodes

All about investing on the JSE with Simon Brown. Every Thursday.

Episodes page 1 of 6

  1. Sasol at R300: oil windfall, debt and the dividend return

    · 24 min · Episode 700

    Oil is higher for longer, and Sasol is the big local winner. But with the share back at R290, how much good news is already priced in, and when do shareholders see a dividend again? In episode 700, Simon Brown explains…

  2. Boxer Earns More Per Rand. So Why Can't It Catch Shoprite?

    · 22 min · Episode 699

    Boxer earns slightly more per rand of sales than Shoprite, yet the maths says it will never catch the bigger grocer. Simon Brown compares the two side by side on margins, store economics, growth and valuation, and…

  3. Naspers & Prosus: down 50% in a year; half price, or half the story?

    · 20 min · Episode 698

    Naspers and Prosus have roughly halved over the past year. Simon Brown unpacks why: three-quarters of the fall is Tencent, the rest is a stronger rand, while the holdco discount has barely budged at around 40%. At R664…

  4. Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda

    · 21 min · Episode 697

    South Africa sold 61,645 new cars in September, the most in almost 20 years, yet the listed motor stocks are falling. Simon Brown explains why: cheap, well-specced Chinese cars are driving the volume while crushing…

  5. Two Education Stocks. Both Expensive. Which is the Smart One to Own?

    · 25 min · Episode 696

    Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the structural shortage of school and…

  6. PGMs: the white metal, the dynamics, and the miners

    · 22 min · Episode 695

    Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are still generating enormous cash at the…

  7. Is there value in Shoprite at all-time highs?

    · 24 min · Episode 694

    Shoprite is trading at all-time highs and has still de-rated 23% in two years. Simon Brown works through the FY26 numbers — 7% revenue growth, a 6% trading margin, HEPS up 12.2% and internal selling price inflation of…

  8. Oil, elections, rates and gold: the four things that matter

    · 30 min · Episode 693

    This week WorldWideMarkets runs Simon Brown's keynote from a corporate event: four slides on the four issues facing global markets right now, with AI deliberately left off the list. The world lost roughly 20% of its…

  9. Ranking JSE gold miners as the yellow metal is on the move

    · 22 min · Episode 692

    US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a market rarely ends well, and what that trade…

  10. Cheap for a Reason: ABSA versus Nedbank. Which to buy?

    · 21 min · Episode 691

    Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by side after both reported and finds…

  11. Pick n Pay has stopped bleeding. But has it started healing?

    · 18 min · Episode 690

    Pick n Pay has stopped bleeding customers, but it hasn't started healing. Simon Brown goes deep on the retailer's 20-week trading update, where group turnover rose 2.7% while core Pick n Pay SA supermarkets went…

  12. Mr Price and Clicks. End of an Era, or an Entry Point?

    · 20 min · Episode 689

    Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses apart to work out which one he…

  13. Finding quality JSE dividends | Alphabet profits booms, stock falls

    · 21 min · Episode 688

    Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield…

  14. Finding an edge in prediction markets | Netflix, market hate is an opportunity?

    · 24 min · Episode 687

    Can you find a real edge in prediction markets? Simon hunts the arbitrage — and calls Netflix cheap. In this week's WorldWideMarkets: • 🎲 Prediction markets: where's the edge, and where's the scam? • 🇧🇷 The Brazil…

  15. Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis

    · 24 min · Episode 686

    A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then…

  16. Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins

    · 22 min · Episode 685

    Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran…

  17. Europe's Biggest Tech IPO: Bending Spoons

    · 23 min

    This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free…

  18. MercadoLibre is Amazon with a bank and it's cheapest in years

    · 21 min · Episode 683

    MercadoLibre is down 40% for the year, and Simon Brown argues the market is mispricing it as a retailer while ignoring the fintech engine — Mercado Pago — that is becoming Latin America's biggest digital bank. Total…

  19. Peace in Our Time | Are We Just Going Back to February?

    · 24 min

    A US–Iran cessation of hostilities, due to be signed Friday, has collapsed the oil price, firmed the rand back toward 16.00 and let gold hold key support — and Simon Brown argues markets are heading back to where they…

  20. Stocks for your Soccer World Cup

    · 22 min

    The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found…

  21. The US consumer has no savings left, should we worry?

    · 20 min

    Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and…

  22. The SpaceX IPO Valuation Reality Check | The Pope on AI

    · 21 min

    SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding…

  23. Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?

    · 24 min · Episode 678

    Global bond yields are spiking to multi-decade highs across the US, UK and Japan, and Simon Brown argues this looks a lot like the emerging market debt crises markets usually call doom and gloom. He unpacks the Pick n…

  24. Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense

    · 21 min · Episode 677

    Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value? Simon Brown unpacks the R10bn valuation paradox and whether it's a…

  25. Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain

    · 20 min

    Hyperscaler results from Microsoft, Amazon and Alphabet produced numbers that almost don't seem real — combined remaining performance obligations of $1.46 trillion and Q1 capex of $112 billion. Simon unpacks where…

  26. Tim Cook Out, Tariff Refunds In, Markets Back At Highs

    · 23 min · Episode 675

    US markets hit all-time highs this week even as $166 billion in Trump tariff refunds start processing — a windfall for retailers, but consumers who paid inflated prices at the till won't see a cent back. Tim Cook is…

  27. The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis

    · 21 min · Episode 674

    US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug…

  28. SA Retail Stocks: Where the Value Is Right Now

    · 22 min · Episode 673

    South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr.…

  29. Six Space Stocks Reviewed, Which Ones Are Worth It?

    · 22 min · Episode 672

    Simon reviews six listed space stocks ahead of the expected SpaceX IPO, which could debut above $2 trillion as early as June. Rocket Lab, AST SpaceMobile, Intuitive Machines, Firefly Aerospace, Planet Labs and Spire…

  30. Tariffs are Back with no Ceiling and Gold at $4,000

    · 21 min · Episode 671

    WorldWideMarkets episode 671 covers the return of US tariffs through Section 301 investigations targeting South Africa and 60 other countries — with no rate ceiling and no court precedent to stop them. Simon unpacks…

  31. War, Fuel & Fertilizer: The Inflation Pipeline

    · 21 min · Episode 670

    Worldwide Markets — Episode 680 | 18 March 2026 Powered by Standard Bank, Global Markets, Retail and Shyft ⛽ Fuel Price Pain Coming Petrol 95 up ~R4.50/litre and diesel up ~R7.50/litre from the first Wednesday in…

  32. As Uncertainty Rules, Rate Cuts are Gone

    · 22 min · Episode 669

    🌍 World Wide Markets – Episode 669 📅 11 March 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & SHYFT 🧭 Market Mood: Chaos Means Doing Nothing With geopolitical tensions and wild…

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

    · 23 min · Episode 668

    ⚖️ Budget Boost: A Rare Win for Taxpayers 🇿🇦💰 This week kicked off with a surprisingly investor-friendly South African budget — and markets initially loved it. Key Changes: • 📈 CGT annual exclusion: R40,000 →…

  34. Budget panel 2026 with Deputy Minister & Christo Wiese

    · 54 min

    This special broadcast is the recording of the Budget Panel 2026 with AJM, Baker Tilly Greenwoods, and FNB. Simon Brown hosts and his guests are; • The Hon Ashor Sarupen Dep Fin Minister • Mamello Matikinca chief…

  35. Trumps Tariffs Trashed, Now What? | Budget 2026

    · 20 min · Episode 667

    🌍 World Wide Markets – Episode 667 📅 25 February 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & Shyft ⚡ Eskom: 280 Days Without Load Shedding • South Africa has now reached 280 days…

  36. Can AI Value Stocks? Local | Yields at decade Lows

    · 21 min · Episode 666

    Worldwide Markets - Episode 666 📊 18 February 2025 🇿🇦 South African Economic Indicators • Unemployment hits 5-year low - but still a tragic 31.4% • The Achilles heel: Need GDP growth to break below 20% • 10-year bond…

  37. Hyper Capex Spending | Junior Miner Pain

    · 21 min · Episode 665

    🎙️ Worldwide Markets – Episode 665 📅 11 February | 🎧 Recorded Tuesday around lunchtime 💼 Powered by Standard Bank Global Markets & Shyft 🌍 This week in markets • Massive hyperscaler CapEx is back in focus 💰🏗️ •…

  38. Is the Gold Collapse Over?

    · 17 min · Episode 664

    🌍 Worldwide Markets – Episode 664 📅 Recorded: Tuesday midday | 🎙️ Host: Simon Brown This week on Worldwide Markets, we unpack a wild ride across commodities, central banks, tech titans, and global trade — with gold…

  39. Stock Picks for the Cristal & Moneyweb Challenges

    · 19 min · Episode 663

    🎙️ Worldwide Markets – Episode 663 📅 28 January | Recorded late Tuesday afternoon Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, shopping, payments & investing…

  40. Fed Pressure, Gold Power and a Stronger Rand

    · 20 min · Episode 662

  41. Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown

    · 34 min · Episode 661

    For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three…

  42. The Best, and Worst, on the JSE in 2025

    · 18 min · Episode 660

    🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts…

  43. It's been a year, but markets loved it

    · 18 min · Episode 659

    Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It" 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & Shyft — the global money app. 🌍 Opening: A Wild…

  44. Best and worst JSE Stocks Over the Last Decade

    · 21 min · Episode 658

    dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & Shyft 🔥 This Week's Big Themes • 📊 JSE 10-year returns — miners dominate! • 💽 Nvidia…

  45. Good Things Happening in SA | How to Spot the Bubble Popping

    · 20 min · Episode 657

    Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong…

  46. JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend

    · 21 min · Episode 656

    Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under…

  47. When Will The Markets Crash? | Optasia IPO Fails to Pop

    · 18 min · Episode 655

    🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, payments & investing. 🎙️ This Week's Big Questions • When…

  48. Gold took us up … and Gold will take us down

    · 18 min · Episode 654

    🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ "Gold took us up … and gold will take us down." 🪙 Gold Takes the JSE for a Ride • Gold led the JSE to record highs — and now it's leading it back down. •…

  49. Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?

    · 19 min · Episode 653

    🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia's JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global…

  50. JSE Large Caps with Great Dividend Yields

    · 22 min · Episode 652

    🎙️ Worldwide Markets Ep. 652 — "Dividends, Gold, and Gearing Gone Wild" 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above…

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