Best JustOneLap.com Podcasts (2025)

1
Rare Earth Minerals. Not so rare, but worth a look? 16:37

6d ago16:37

16:37

Gold Pullback in Focus Gold surged to $3,500 before a sharp pullback to $3,321. Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts. Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000. Gold | Weekly | 23 April 2025 Trump, Powell & IMF Forecast Downgrades Trump c…

1
Gold $4,500 by yearend, is it even possible? 19:38

13d ago19:38

19:38

🌍 Global Markets Rundown Goldman Sachs suggests gold could plausibly hit $4,500/oz by year-end. Gold is currently around $3,200/oz, but volatility and uncertainty are driving prices higher. Gold miners are benefiting from the price surge, with big leverage showing up in earnings. Example: Pan African Resources made $900/oz at $2,250; could make $2,…

1
Trade Wars | Recession | What about your Portfolio? 22:34

20d ago22:34

22:34

🇿🇦 South African Budget & Political Risk Budget framework passed (barely) – VAT increase to 15.5% effective 1 May. GNU under pressure as ANC signals reformulation talks with partners. Rand volatility: Touched nearly R19.90/USD before recovering to ~R18.70. 💥 Global Markets in Turmoil S&P 500 down 18.25%, Nasdaq down 22.5%. Massive selloff: One of t…

1
Glynn Allen | Shyft Global Offering JSE Shares 13:25

25d ago13:25

13:25

Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.

1
Two US Stocks Looking Good | Commodities Quietly Having a Good Year 17:55

27d ago17:55

17:55

S&P 500 Bounce? After a rough start, Monday’s trading saw a small recovery. But with Trump’s "Liberation Day" tariff announcements looming, markets could be in for more volatility. Budget Vote Approaches: The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains…

1
Education Stock Highlights | Rhodium & Copper on the Move 20:50

1M ago20:50

20:50

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence …

1
Renergen sells Helium, Finally. Gold & Top40 at all-time Highs 20:48

1M ago20:48

20:48

Market Overview: Top 40 Index: Hit an all-time high of 82,378, currently at 81,800. SA markets remain strong despite a US market selloff. Top40 | Weekly | 18 March 2025 Gold: Broke $3,000 for the first time last week, currently around $3,030. Continues to rise amid geopolitical uncertainties. Gold | Weekly | 19 March 2025 Rand: Trading at 18.07, br…

1
Atlanta Fed has the US already in recession for Q1 19:58

2M ago19:58

19:58

The Atlanta Fed’s GDP Forecast The Atlanta Fed GDPNow predicts a -2.4% GDP contraction for Q1 2025. Market uncertainty due to tariffs and economic policy concerns. Corporate travel and consumer bookings showing signs of weakness as Delta Airlines downgrades their expectations from mid January. Market Reactions and Sell-Offs Nasdaq and S&P had their…

1
Tariffs, Results and a Strategic Crypto Reserve (#621) 21:53

2M ago21:53

21:53

1
Understanding tax and donations | Sasol results fail to excite 20:02

2M ago20:02

20:02

1
Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile 14:19

2M ago14:19

14:19

Anglo-American’s Cash Raid on Anglo-Platinum Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns. Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves. Implications for investors: selling pressure expected as shares land in new brokerage accounts. China’s Tech Revival…

1
China Running and Finally a Sasol Reversal Pattern? 18:52

3M ago18:52

18:52

Market Updates & Analysis: Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern. Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady. Top 40 at All-Time Highs – Market momentum and investor confidence. South Africa’s Budget Speech (Wednesday, 2 PM SAST…

1
Golden Highs & Trump Trade Shambles 18:33

3M ago18:33

18:33

Trump Trade Tariffs & Global Market Impact: Initial tariffs of 10% (China) and 25% (Canada, Mexico) announced but later revised. U.S.-Canada relations strained, with Warren Buffett warning of reputational damage. Global negotiation shifts—China, Russia, and Europe eye opportunities. Continued U.S.-China trade tensions, including semiconductor restr…

1
Cristal Challenge Stock Picks for 2025 (#616) 17:52

3M ago17:52

17:52

The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year. Simon’s picks include a mix of stable “banker” stocks and speculative plays: Richemont*: High-end luxury giant with strong fundamentals and global market appeal despite challenges in China. Trading near R3,500,…

1
TSMC winning in AI 18:05

3M ago18:05

18:05

TSMC’s Record-Breaking Results Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations. Gold: Continuing the Bull Run Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz. Gold | Weekly | 21 January 2025 Brent Crude…

1
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown 36:28

3M ago36:28

36:28

For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead. They then also give their expectations for the local Top40 index and the Rand against the US$. But first every year they start by scoring their previous year predictions to keep things real and honest.…

1
That's a Wrap we Look Back at an Excellent 2024 21:33

5M ago21:33

21:33

In the final show of the year Simon looks back at the many local and offshore winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025?

1
Bitcoin Fails at $100k & Hello Boxer (#612) 20:31

5M ago20:31

20:31

Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Ea…

1
Local Inflation at 2.8%, is the SARB Asleep? (#611) 8:52

5M ago8:52

8:52

October Inflation Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon. The gap is far to wide, SARB needs to cut aggressively. South Africa | Prime vs. CPI Gold and Bitcoin Gold has bounced, but is this for real? Bitcoin heading for US$100k Rand weakness The US$ remains string and is hurting the Rand. US$ Index Astral res…

1
Crypto Flies while Gold Crashes (#611) 18:37

6M ago18:37

18:37

Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="84…

1
Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? (#609) 21:14

6M ago21:14

21:14

Episode Summary: Simon Brown dives into the week’s biggest financial and economic stories, covering Trump’s election win, Nvidia's inclusion in the Dow, rate cuts expected from the FOMC and BOE, and the latest updates on Murray & Roberts, palladium, and gold. Recorded after market open, this episode sheds light on key trades, trends, and the shifti…

1
Using AI to analyse Famous Brands results and Awesome Local CPI (#608) 20:26

6M ago20:26

20:26

Local Inflation Update Inflation at 3.8% - lowest since March 2021 (3.5 years ago) Well below SARB's target range midpoint of 4.5% Q3 year-on-year inflation at 4.3% (vs SARB's expected 4.4%) SA CPI YonY September 2024 November MPC Meeting Outlook Rate cut expected, but size uncertain Possibility of 25bps vs 50bps cut Factors affecting decision: Ran…

1
Booming Local Retail Sales and RIP Tito Mboweni (#607) 18:33

6M ago18:33

18:33

Strong Retail Sales and the Two-Pot System: Retail sales show a positive trend, rising 3.2% in August, exceeding expectations of 2.1%. The Two-Pot System has already released R20 billion in six weeks, with the money used mainly for paying down debt, saving, and spending. Retail sales recovery, though from a low base, is a strong indicator of improv…

1
Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. (#606) 23:15

7M ago23:15

23:15

Overview: In this episode of JSE Direct, Simon Brown breaks down the latest market updates, key stock analyses, and insights into the South African investment landscape. Episode highlights include discussions on property developers Calgro M3 and Balwin, Capitec’s strong performance, Purple Group’s rise, Afrimat’s challenging update, and Wilson Bail…

1
REITs Booming and Still More to Come (#605) 17:54

7M ago17:54

17:54

China's Market Rebound Stimulus Measures: The Chinese government has initiated a stimulus, which includes cutting reserve requirements and lowering interest rates. While spending has not picked up fully, the China 50 ETF (in US dollars) has wiped out losses dating back to July 2022. Hong Kong’s Hang Seng index shows a similar trend. Market Sentimen…

Podcasts Worth a Listen

JustOneLap.com Podcasts

Podcasts Worth a Listen

1
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The Fat Wallet Show from Just One Lap

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1
Rare Earth Minerals. Not so rare, but worth a look? 16:37

1
Gold $4,500 by yearend, is it even possible? 19:38

1
Trade Wars | Recession | What about your Portfolio? 22:34

1
Glynn Allen | Shyft Global Offering JSE Shares 13:25

1
Two US Stocks Looking Good | Commodities Quietly Having a Good Year 17:55

1
Education Stock Highlights | Rhodium & Copper on the Move 20:50

1
Renergen sells Helium, Finally. Gold & Top40 at all-time Highs 20:48

1
Atlanta Fed has the US already in recession for Q1 19:58

1
Tariffs, Results and a Strategic Crypto Reserve (#621) 21:53

1
Understanding tax and donations | Sasol results fail to excite 20:02

1
Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile 14:19

1
China Running and Finally a Sasol Reversal Pattern? 18:52

1
Golden Highs & Trump Trade Shambles 18:33

1
Cristal Challenge Stock Picks for 2025 (#616) 17:52

1
TSMC winning in AI 18:05

1
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown 36:28

1
That's a Wrap we Look Back at an Excellent 2024 21:33

1
Bitcoin Fails at $100k & Hello Boxer (#612) 20:31

1
Local Inflation at 2.8%, is the SARB Asleep? (#611) 8:52

1
Crypto Flies while Gold Crashes (#611) 18:37

1
Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look? (#609) 21:14

1
Using AI to analyse Famous Brands results and Awesome Local CPI (#608) 20:26

1
Booming Local Retail Sales and RIP Tito Mboweni (#607) 18:33

1
Capitec, a Core Portfolio Holding? Balwin vs. Calgro M3. (#606) 23:15

1
REITs Booming and Still More to Come (#605) 17:54

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