The Money Show

Market Commentary

Guest: Gary McNamara | Portfolio Manager at Sanlam Private Wealth

Latest episodes in this series

Why is the finance committee in Parliament rushing the implementation of the two-pot retired system?

04 December 2023 | 83 Minute Listen

George Glynos, head of research at ETM Analytics gave an update on the two-pot retired system.  Sean Capazorio, group chief financial officer at Aspen Pharmacare on it concluding two significant agreements with Sandoz for China and Europe. Justice Mukheli, multidisciplinary artist discussed how he makes his money through his various career disciplines.

Spar Group's new SAP software system results in an estimated turnover loss of R1.6 billion.

30 November 2023 | 86 Minute Listen

Angelo Swartz, group CEO at Spar SA on their botched software roll out of its SAP system in KwaZulu-Natal and their overall financial results.  Katherine Gibson, FSCA Deputy Commissioner  on their report highlighting key challenges in South Africa's crypto financial services. Warren Ingram, co-founder of Galileo Capital and personal financial advisor on not all personal finance rules are cast in stone.      

Naspers profit doubles, e-commerce portfolio nears breakeven

29 November 2023 | 79 Minute Listen

Basil Sgourdos, CFO at Naspers on their half-year financial results.  Evan Walker, portfolio manager at 36ONE Asset Management on Black Friday sales for 2023 being disappointing.   David Shapiro, chief global equity strategist at Sasfin, Kokkie Kooyman, executive director & portfolio manager at Denker Capital and Piet Viljoen, portfolio manager at Counterpoint Value Fund pay tribute to Charlie Munger, Warren Buffett's trusted confidant, who died today at age 99.

At least 3,500 jobs are on the line at ArcelorMittal SA. Investment School - How to spot and protect yourself from an Investment Scam.

28 November 2023 | 81 Minute Listen

Kobus Verster, ArcelorMittal SA CEO  and Donald MacKay | Director at Xa International Trade Advisors  takes Bruce Whitfield  through the stresses the steel industry find itself under as  at least 3,500 jobs are on the line.  The economy is under pressure.  Dr Eric Leventein, Head of the Insolvency and Business Rescue Practice at Werksmans Attorneys on why over 1,300 businesses in South Africa have shut their doors in 2023   Gary Booysen,  Director at Rand Swiss  on Investment School -  How to spot and protect yourself from an Investment Scam. 

Government tells Anglo American to hold back job cuts until after elections

27 November 2023 | 89 Minute Listen

Antony Sguazzin, senior Africa writer at Bloomberg News and Mamokgethi Molopyane, mining and labour analyst, on the government telling Anglo America to postpone job cuts until after elections.  Lungisa Fuzile, Standard Bank SA CEO on the private sector assisting the government to meet some of its obligations.  Leigh Crymble, head behavioural linguist and co-founder at BreadCrumbs Linguistics was our guest on How I Make Money.

Governor affirms the CompCom as the right organisation to probe allegations of market abuse

24 November 2023 | 42 Minute Listen

Hilary Joffe, columnist and editor-at-large at Business Day on the Reserve Bank governor affirming that the Competition Commission is the right organisation to probe market abuse — after reports that it was overreaching with the bank cartel case.  On The Money Show Explainer, Michael Power, consultant at Kaskazi Consultancy discussed the science behind Kenya’s rise to powerhouse status.  For Friday File, Gail Galvin, founder & director of The Truffle Lady on how she was able to turn her love for truffles into a thriving bona fide business.

SA’s central bank’s last major decision on interest rates this year

23 November 2023 | 73 Minute Listen

Isaac Matshego, economist at Nedbank on the MPC’s decision on interest rates; and Maya Fisher-French, personal finance journalist at Maya on Money on how the rates have affected consumers.  Prof Jan Havenga, industrial engineering professor at Stellenbosch on the Transnet crisis costing South Africa 5% of GDP.  Warren Ingram, co-founder of Galileo Capital and personal financial advisor on why your portfolio performed badly over the last five years.

Nedbank nicks Jason Quinn from Absa as Next CEO

22 November 2023 | 85 Minute Listen

Daniel Mminele, Nedbank group chairperson on the appointment of Jason Quinn as the bank’s CEO. Xhanti Payi, PwC South Africa’s senior economist, on consumer inflation spiking again to 5.9% in October, and what it means for the Reserve Bank’s MPC’s decision on rates.  Matthew Davey, co-founder Tunl, who returned from Oxford to build the business was our shapeshifter. Tunl is propelling SA-made brands onto the global market through better export logistics.

Wobbling Telkom is looking for strategic partnerships for its Openserve and BCX subsidiaries. And says it is close to selling its towers

21 November 2023 | 81 Minute Listen

Serame Taukobong, group CEO at Telkom on their financial results; and on the possible sale of its masts and towers business, Swiftnet. In our newish feature, Signals — where we look at global trends and what they say about where the world is heading, Hywel George, director of investments at Old Mutual Investment Group focused on deglobalisation; and the increasing signs that the global economy is fragmenting into competing blocs. In our investment school, Viv Govender, portfolio manager at Rand Swiss on OpenAI's CEO and co-founder being ousted and its industrial impact.

Private hospital group, Netcare, reports upbeat forecast after 27% annual profit jump. And also, Astral Foods’ first loss in its 23-year history.

20 November 2023 | 82 Minute Listen

Dr Richard Friedland, chief executive of Netcare on posting a sharp earnings increase, and the strong demand for mental healthcare. Also, Chris Schutte, CEO at Astral Foods on recording their first loss in its history due to load shedding, bird flu and dysfunctional municipal water infrastructure. Jan Vermeulin, editor at Mybroadband on Microsoft hiring OpenAI ex-CEO and co-founder, after the pair were pushed out of the company. Dr Sherylle Calder, visual performance specialist and founder at Eye Gym on how she makes money through her profession.

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