All Episodes
JSEDirect with Simon Brown — 623 episodes · page 1 of 7
Boxer Earns More Per Rand. So Why Can't It Catch Shoprite?
Naspers & Prosus: down 50% in a year; half price, or half the story?
Record car sales, falling motor stocks: Motus, CMH, WeBuyCars and Zeda
Two Education Stocks. Both Expensive. Which is the Smart One to Own?
PGMs: the white metal, the dynamics, and the miners
Is there value in Shoprite at all-time highs?
Oil, elections, rates and gold: the four things that matter
Ranking JSE gold miners as the yellow metal is on the move
Cheap for a Reason: ABSA versus Nedbank. Which to buy?
Pick n Pay has stopped bleeding. But has it started healing?
Mr Price and Clicks. End of an Era, or an Entry Point?
Finding quality JSE dividends | Alphabet profits booms, stock falls
Finding an edge in prediction markets | Netflix, market hate is an opportunity?
Purple Group goes all-in on AI | US 10-year at 4.63% is a crisis
Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins
Europe's Biggest Tech IPO: Bending Spoons
MercadoLibre is Amazon with a bank and it's cheapest in years
Peace in Our Time | Are We Just Going Back to February?
Stocks for your Soccer World Cup
The US consumer has no savings left, should we worry?
The SpaceX IPO Valuation Reality Check | The Pope on AI
Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?
Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain
Tim Cook Out, Tariff Refunds In, Markets Back At Highs
The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis
SA Retail Stocks: Where the Value Is Right Now
Six Space Stocks Reviewed, Which Ones Are Worth It?
Tariffs are Back with no Ceiling and Gold at $4,000
War, Fuel & Fertilizer: The Inflation Pipeline
As Uncertainty Rules, Rate Cuts are Gone
Budget Boost, Oil Shock | SA's Two-Speed Week that Changed the Narrative
Budget panel 2026 with Deputy Minister & Christo Wiese
Trumps Tariffs Trashed, Now What? | Budget 2026
Can AI Value Stocks? Local | Yields at decade Lows
Hyper Capex Spending | Junior Miner Pain
Is the Gold Collapse Over?
Stock Picks for the Cristal & Moneyweb Challenges
Fed Pressure, Gold Power and a Stronger Rand
Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown
The Best, and Worst, on the JSE in 2025
It's been a year, but markets loved it
Best and worst JSE Stocks Over the Last Decade
Good Things Happening in SA | How to Spot the Bubble Popping
JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
When Will The Markets Crash? | Optasia IPO Fails to Pop
Gold took us up … and Gold will take us down
Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
JSE Large Caps with Great Dividend Yields
Value on the JSE? We find the Cheapest Shares
what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
Your Second Brain | Managing all the Data and Putting it to use
Three Stocks with Cash & Shares Worth more then their Market Cap
Alphabet Wins & Makes New Highs | OPEC Boosts Production
Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business
Naspers Stock Split | UK Yields at Worst Levels this Century
Buffett Buys UnitedHealth, should you? | The Google Listing with a Twist Turns 21
Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update
SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto?
SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?
What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices
Trump's Big (and Messy) Plan to Save America and Reduce the Deficit and Debt
Market Surprises, Trump's Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed
EAC, the only fee that matters | Gold or PGMs?
Oil bad news for global economy | Tariff D-Day is 3 weeks away
Results Shows SA Consumer Improving | Renewable Energy Listing With ±9% DY
The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt
Peloton Free Cash Flow | New Inflation Target for SA?
US Debt Downgrade Not New News | Big Day for Sasol & Renergen
Has Trump Shown us how Tariffs Resolve?
We can all be Buffett, Kinda | Sell in May & Go Away?
Alphabet is way Cheap | Nasty US economic data
Rare Earth Minerals. Not so rare, but worth a look?
Gold $4,500 by yearend, is it even possible?
Trade Wars | Recession | What about your Portfolio?
Glynn Allen | Shyft Global Offering JSE Shares
Two US Stocks Looking Good | Commodities Quietly Having a Good Year
Education Stock Highlights | Rhodium & Copper on the Move
Renergen sells Helium, Finally. Gold & Top40 at all-time Highs
Atlanta Fed has the US already in recession for Q1
Tariffs, Results and a Strategic Crypto Reserve (#621)
Understanding tax and donations | Sasol results fail to excite
Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile
China Running and Finally a Sasol Reversal Pattern?
Golden Highs & Trump Trade Shambles
Cristal Challenge Stock Picks for 2025 (#616)
TSMC winning in AI
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown
That's a Wrap we Look Back at an Excellent 2024
Bitcoin Fails at $100k & Hello Boxer (#612)
Local Inflation at 2.8%, is the SARB Asleep? (#611)
Crypto Flies while Gold Crashes (#611)
Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? (#609)
Using AI to analyse Famous Brands results and Awesome Local CPI (#608)
Booming Local Retail Sales and RIP Tito Mboweni (#607)
Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. (#606)
REITs Booming and Still More to Come (#605)
China to the Rescue and ZAR Powers Stronger. What's the Target? (#604)
What's an asset light business and why's it a great investment (#603)