Best Telecoms Investment Podcasts (2025)

1
Sasol profit, ADvTECH earnings up 16%, and Nduduzo Makhathini on how he makes his money 1:14:47

4h ago1:14:47

1:14:47

Stephen Grootes speaks to Sasol CEO Simon Baloyi about the company’s R6.8 billion net income turnaround driven by cost cuts and higher output despite rising carbon credit costs, and to ADvTECH CEO Geoff Whyte about strong interim results marked by growth in revenue, enrolments, and profit, especially in the Rest of Africa and Tertiary divisions. In…

1
BRVM Market Rallies With Positive Signals For Week Ahead 7:42

2d ago7:42

7:42

In this episode, we unpack a very positive week for the BRVM. All three major indices climbed, several sectors delivered strong performances, and bonds confirmed their resilience. We explain what these developments mean for investors and why Daba Pro remains the essential tool to identify the best opportunities. Key Moments [00:20] – BRVM indices r…

1
The Best Bits of The Money Show: Duolingo’s ride & SA’s money maze 52:52

3d ago52:52

52:52

Stephen Grootes spoke with Graeme Codrington on Duolingo’s volatile stock performance; Elize Kruger, Benay Sager, Kevin Lings, and Jacolize Meiring on South Africa’s deepening debt crisis and signs of financial recovery; and Frans Baleni on his career journey and leadership philosophy. The Money Show is a podcast hosted by well-known journalist and…

1
SA tourism board axed over governance breach; Mirari Gin luxury gin 35:58

3d ago35:58

35:58

Stephen Grootes speaks to Lawson Naidoo, former SA Tourism board member, about Tourism Minister Patricia de Lille’s move to dissolve the very board she had appointed – a decision that has sparked backlash from industry stakeholders, Outa, and the ousted board members. In other interviews, Shanna-Rae, owner and co-founder of Time Anchor Distillery c…

1
Safca, Sucrivoire Extend Gains as BRVM Rebounds 8:47

4d ago8:47

8:47

In this episode, we review the BRVM session of August 21, 2025. The main indices stayed in positive territory, led by remarkable gains from Safca and Uniwax. We explain the reasons behind these moves, highlight the sectors to watch, and look at developments on the bond market, giving investors practical insights in clear language. Key Moments: [00:…

1
Exxaro, Spur’s strong results & should SA investors look offshore or stay 1:17:16

4d ago1:17:16

1:17:16

Stephen Grootes speaks to Ben Magara, CEO of Exxaro Resources, and Spur Corporation CEO Val Nichas who've both reported strong financial performances, with Exxaro posting an 11% rise in interim profit driven by coal operations, and Spur delivering double-digit growth in headline earnings and revenue, underpinned by expansion and solid restaurant tu…

1
BRVM Cools Off Wednesday After Strong Upward Run 8:24

5d ago8:24

8:24

In this episode, we break down a session where the BRVM indexes slipped slightly into negative territory but several stocks posted impressive gains. Air Liquide, Sucrivoire, SAFCA, Uniwax, and Bernabé surged, while Solibra, Orange Côte d’Ivoire, and CIE fell back. The bond market saw record activity, highlighting renewed investor confidence in sove…

1
SA’s shrinking middle class & ITAC’s steel tariff dilemma 1:16:35

5d ago1:16:35

1:16:35

Stephen Grootes speaks to Kevin Lings, Chief Economist at Stanlib Asset Management and Jacolize Meiring, Senior Researcher & Head of the Personal Finance Research Division at The Bureau of Market Research about the severe strain on South Africa's middle class, citing signs such as shifting consumer behavior, rising debt levels, and stagnant income …

1
BRVM Extends Gains as Telecom, Industrial Stocks Lead Rally 8:33

6d ago8:33

8:33

In this episode, we break down a positive day at the BRVM. Major indexes advanced, top performers like Uniwax and Bernabé delivered strong gains, and the bond market remained active. We explain what these moves mean for investors, whether you focus on equities, bonds, or diversified strategies. Key Moments [00:25] – BRVM Composite, 30, and Prestige…

1
Rand-fixing case tests justice; SA’s finance: savvy saving rises, but debt and job woes persist. 1:17:53

6d ago1:17:53

1:17:53

Stephen Grootes speaks to Kokkie Kooyman, Executive Director & Portfolio Manager at Denker Capital, and Harry Scherzer, CEO of Future Forex, about what’s at stake in the Rand price-fixing case, breaking down the Constitutional Court hearing, the banks’ alleged USD/ZAR forex manipulation, and the potential impact on South Africa’s financial regulati…

1
BRVM on the Rise: Bernabé and Uniwax Lead Market Rally 7:39

7d ago7:39

7:39

In this episode, we review a positive start to the week for the BRVM. Both the Composite and the BRVM 30 Index ended higher, driven by strong gains from Bernabe CI, Uniwax, and Ecobank Transnational. We explain what these moves mean for investors, including opportunities in equities and the continued appeal of government bonds for stability. Key Mo…

1
Absa, MTN post gains; Thungela dips; Minerals Council says MRD Bill lacks industry input 1:19:04

7d ago1:19:04

1:19:04

Stephen Grootes, on The Money Show, speaks to Absa Group CEO Kenny Fihla, MTN Group CEO Ralph Mupita, and Thungela CEO July Ndlovu, unpacking a mixed bag of half-year results—from Absa’s 14% profit rise and MTN’s strong earnings rebound, to Thungela’s sharp 80% profit drop amid weaker coal prices. In other interviews, CEO Mzila Mthenjane, unpacks t…

1
Telecom, FMCG and Other BRVM Sectors to Watch This Week 7:13

8d ago7:13

7:13

In this episode, we review a positive performance at the BRVM during the past week. The Composite, 30, and Prestige indexes all rose, signaling renewed investor confidence. Bernabé CI, Uniwax, and Setao emerged as top gainers, while the bond market remained dominated by Côte d’Ivoire’s 10-year sovereign issue. We explain what these trends mean for …

1
The Best Bits of The Money Show: From colour forecasting to the AI apocalypse book 48:20

10d ago48:20

48:20

Stephen Grootes profiles a diverse group of thought leaders—from Dr Nimrod Mbele’s strategic leadership in governance, to Lisa Taylor’s pioneering work in colour forecasting, Vincent Anthonyrajah’s insights on market trends, and Bronwyn Williams’ provocative take on surviving the AI revolution—each offering a unique lens on innovation, resilience, …

1
Vodacom’s R13bn fibre deal gets court nod; Immersive cinema experience returns to Joburg 39:07

10d ago39:07

39:07

Stephen Grootes speaks to Duncan McLeod, Founder and Editor at Techcentral, about Vodacom's acquisition of a 30% stake in Maziv receiving approval from the Competition Appeal Court, marking a significant milestone in the R13 billion fibre merger deal. In other interviews, the SecreEats Events Director for South Africa, Darren Meltz, chats about the…

1
BRVM Advances With Support from Banks and Telcos 6:40

11d ago6:40

6:40

In this episode, we review a positive trading day for the BRVM, driven by significant gains in Ecobank Côte d’Ivoire, CFAO Motors CI, and Orange CI. We explain how these performances are influencing the indexes and why the bond market remains a safe haven for investors. A clear, accessible analysis focused on helping you seize current opportunities…

1
Standard Bank profit soars; Truecaller faces SA firms’ POPIA breach, whitelisting allegations 1:18:16

11d ago1:18:16

1:18:16

Stephen Grootes speaks to Sim Tshabalala, CEO at Standard Bank about Standard Bank profit at record as fees trump waning loan incomeHeadline earnings up 8% to R23.8bn. In other interviews, Jan Vermeulen, Editor at MyBroadband, discusses the complaints lodged by South African companies accusing Truecaller of breaching POPIA. The Money Show is a podc…

1
BRVM Maintains Gains Streak With Saph, Setao in the Lead 6:43

12d ago6:43

6:43

In this episode, we look back at the August 13, session, where the BRVM closed higher for the third consecutive day, driven by stocks such as SAPH, SETAO, and Vivo Energy. We break down the strongest sectors, renewed activity in the bond market, and what these signals mean for investors. A clear, concise episode for anyone wanting to identify oppor…

1
Exporters win collaboration nod; Court ruling pressures auto repair shops on competition 1:19:04

12d ago1:19:04

1:19:04

Stephen Grootes speaks to Prof Jannie Rossouw, head of the Wits School of Economics and Business Sciences, and Siphesihle Nxumalo, director at Baker McKenzie’s Antitrust & Competition Practice Department , about SA exporters getting the green light to join forces under new competition rules. In other interviews, Juan Hanekom, national director of t…

1
BRVM Maintains Momentum as Top Stocks Shine 6:26

13d ago6:26

6:26

In this episode, we review a positive day on the BRVM, marked by rising indexes and strong performances from Ecobank Transnational, Uniwax, Palm CI, Safca, and TotalEnergies CI. The discussion explores the implications of these movements for investors and examines heightened activity in the bond market. The narrative remains accessible to novice in…

1
SA unemployment rate rises to 33.2%, sparking concern over economic recovery 1:13:27

13d ago1:13:27

1:13:27

Stephen Grootes speaks to Risenga Maluleke, Statistician General, and Isaah Mhlanga, Chief Economist at Rand Merchant Bank, as South Africa’s unemployment rate edges up to 33.2% in the second quarter. Stats SA’s latest labour force survey shows 19,000 more people are employed at 16.8 million, but the unemployed grew by 140,000 to 8.4 million. In ot…

1
BRVM Market Rebounds to Start the Week in the Green 6:30

14d ago6:30

6:30

In this episode, we review a positive start to the week for the BRVM, driven by strong performances from Bernabe Côte d’Ivoire, Safca, and Société Générale Côte d’Ivoire. We break down index movements, sector performance, and the stability of the bond market. A clear, educational episode to help investors understand what these trends mean for Franc…

1
Stats SA fine-tunes informal jobs measurement, How I make my money: Lisa Taylor, Colour Analyst 1:18:24

14d ago1:18:24

1:18:24

Stephen Grootes speaks to G G Alcock, author of Kasinomic Revolution and Koketso Mano, Senior economist at FNB, about Stats SA’s plan to update its quarterly labour force survey in late 2025 to better measure informal jobs, labour underutilisation and emerging work trends in line with international standards. In other interviews, Lisa Taylor,colour…

1
BRVM Stocks and Sectors to Watch in the New Week 7:44

16d ago7:44

7:44

In this recap episode, we review the week of August 4 to August 8, 2025, at the BRVM. Despite a slight drop in indexes, some stocks shone with spectacular gains, including SAFCA and Vivo Energy Côte d’Ivoire. We also look at the bond market’s activity and explain what these trends mean for West African investors. A clear and accessible breakdown, w…

1
The Best Bits of The Money Show: Ndlovu’s vision & rate cuts explained 51:03

17d ago51:03

51:03

Stephen Grootes speaks to July Ndlovu on coal leadership and energy transition, Wendy Knowler on the hidden costs of food delivery, Warren Ingram on smart money moves after the rate cut, and Ian Mann on crisis leadership lessons from McRaven. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explor…

1
Balancing the Rand: SARB’s Inflation Fight, Friday File: South Africa’s luxe camping escapes 38:01

17d ago38:01

38:01

Stephen Grootes speaks to Freddie Mitchell, Chief Economist at Aluma Capital, about how the South African Reserve Bank balances its dual mandate of maintaining price stability and protecting the value of the Rand, amid the country’s complex international trade environment. In other interviews, Manou Bleumink, Co-founder and Director at AfriCamps Bo…

1
SA's Transnet recovery & Agri risks unfold 1:22:17

18d ago1:22:17

1:22:17

Stephen Grootes speaks to Thanzi Ramukosi, Investment Specialist in Emerging Market Fixed Income at Ninety One, about Transnet’s recovery and why institutional investors should be paying close attention. With reforms under way and new leadership at the helm, Transnet’s turnaround is shaping up to be a pivotal moment for South Africa’s logistics and…

1
BRVM Rebounds as Top Stocks Rally Midweek 7:09

19d ago7:09

7:09

In this episode, we unpack a welcome rebound on the BRVM after two sessions of decline. Key stocks like SAFCA, ETI, and LNBB saw impressive gains, helping lift overall market sentiment. We also look at which sectors are gaining momentum and assess why the bond market stayed quiet but attractive. Timestamps: [00:15] – Opening: a positive day across …

1
S&P flags fiscal risks as ANC hits SARB shift; Shein, Temu boom threatens SA retail jobs 1:20:42

19d ago1:20:42

1:20:42

Stephen Grootes speaks to Gina Schoeman, Economist at Citi, and Duma Gqubule, Economist and Research Associate at the Social Policy Initiative, about S&P flagging fiscal risk as the ANC criticises Reserve Bank Governor Lesetja Kganyago’s move to cut the inflation target. In other interviews, Eustace Mashimbye, CEO of Proudly SA talks about a new st…

1
BOA Mali Leads Gains as BRVM Slides Slightly 6:31

20d ago6:31

6:31

In this episode of MarketsTalk, we break down the August 5 trading session on the BRVM. While the main index posted a minor dip, standout performances from Bank Of Africa Mali and SAPH Côte d’Ivoire caught investors’ attention. We review the top gainers and losers, explore sector dynamics, take a quick look at the calm bond market, and share action…

1
JSE H1 profit Jumps 13.2% on market gains; Nedbank posts 6% Rise in half-year earnings 1:20:22

20d ago1:20:22

1:20:22

Stephen Grootes is in conversation with Dr Leila Fourie, CEO of the Johannesburg Stock Exchange, unpacking the latest interim results. They explore what the numbers reveal about the health of South Africa’s capital markets, the trends shaping investor sentiment, and how the JSE is navigating a challenging economic landscape marked by subdued listin…

1
Top BRVM Stocks Stand Out Despite Market Dip 7:41

21d ago7:41

7:41

In this August 4 episode, we cover a mixed day on the BRVM: while most indices dipped, stocks like SAFCA, UNIWAX, and BANK OF AFRICA Niger delivered solid gains. We explain the trends behind the numbers, explore movements in the financial and industrial sectors, and highlight why long-term investors are turning to bonds for stable returns. A quick …

1
KPMG SA appoints Joelene Pierce CEO; business leaders respond to new US tariffs 1:21:12

21d ago1:21:12

1:21:12

Stephen Grootes speaks to Joelene Pierce, newly appointed CEO of KPMG South Africa, about her vision for the firm as she prepares to take the reins in March 2026 following the retirement of Ignatius Sehoole. In other interviews, Busisiwe Mavuso, CEO of Business Leadership South Africa (BLSA), talks about how the business community is reacting to a …

1
BRVM Stays Resilient to End Rocky Week in Green 6:00

23d ago6:00

6:00

In this episode, we break down the key developments from July 28 to August 1, 2025. The BRVM Composite index continued rising, led by stocks like SAFCA and Tractafric Motors CI, while the BRVM 30 and Prestige indices slipped. We explore trading activity, top gainers and losers, bond market trends, and the sectors to watch next week. Key timestamps:…

1
The Best Bits of The Money Show: Annabel Vundla’s flight path & Rui Morais on leadership 50:36

24d ago50:36

50:36

Stephen Grootes brings listeners a dynamic lineup of conversations—from Captain Annabel Vundla’s inspiring rise in aviation, to a deep dive into Soviet history with Pieter du Toit, a consumer alert with Wendy Knowler, and a profile of Rui Morais’ transformative leadership at Dis-Chem. The Money Show is a podcast hosted by well-known journalist and …

1
Adapting to Tariff pressures & Rovos rail: Business Resilience meets the art of slow luxury 38:06

24d ago38:06

38:06

Stephen Grootes speaks to Glen Heinrich, Group Head of Strategy, Omnia Group and Shane Naidoo, Global Treasury and Trade Management Services Specialist at Nedbank Commercial Banking, about the potential impact of the 30% US tariff on South African goods, particularly in the agriculture and mining sectors, and how companies like Omnia can navigate t…

1
BRVM Back in Negative Territory Despite Industrial Stocks Rally 7:26

25d ago7:26

7:26

We analyze the slight dip in the BRVM Composite in today's trading session as July comes to a close, while highlighting strong performances in the industrial and consumer staples sectors. We break down the top stock moves, sector rotations, and bond market stability — all in plain language to help you make smarter investment decisions in West Afric…

1
SARB cuts rates, targets 3% Inflation, BASA webinar helps small brewers tap into growth 1:19:12

25d ago1:19:12

1:19:12

Stephen Grootes discusses the SARB's 25 basis point repo rate cut with Mpho Molopyane, Chief Economist at Alexforbes Investments and Dr Azar Jammine, Director and Chief economist at Econometrix. In other interviews, Charlene Louw, CEO of the Beer Association of South Africa, chats about the organization's recent Brewing Business Success webinar, wh…

1
Telecom Plus Unplugged: Strategy, Growth and Shareholder Value 46:56

26d ago46:56

46:56

What do you get when you mix a FTSE 250 company, your utility bills and a multi-level marketing model? As part of the Mid 250 series, Fund Managers Jean Roche and James Goodman are joined by Stuart Burnett, the CEO of Telecom Plus. Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial i…

1
BRVM Extends Gains as SAPH and SIB Rally 7:54

26d ago7:54

7:54

In this July 30th edition, we unpack a strong session at the BRVM with SAPH, SAFCA, and SIB standing out among the day’s top performers. The episode also highlights trends in key indices, sector movements, and a sharp increase in bond trading activity. Whether you’re a beginner or a seasoned investor, this episode delivers clear, actionable insight…

1
Rui Morais on Dis-Chem’s healthcare vsion & the fake NCR scam that left victims in debt 1:19:06

26d ago1:19:06

1:19:06

Stephen Grootes profiles Rui Morais, CEO of Dis-Chem, exploring his leadership philosophy, career path, and how he’s steering the company’s transformation into a healthcare ecosystem focused on expanding access to primary care and lowering costs. In other interviews, Consumer ninja, Wendy Knowler, unpacks a shocking scam where fraudsters have creat…

1
Bullish Momentum Resumes on the BRVM This Tuesday 6:27

27d ago6:27

6:27

In this episode, we break down a strong rebound on the BRVM after Monday’s dip. The spotlight is on Unilever Côte d’Ivoire, which soared over 7%, and Loterie Nationale du Bénin ahead of its dividend payout. We also explore how utilities and banks moved, review sector trends, and assess the fixed-income market. Whether you're a beginner or a seasone…

1
Kumba Iron Ore profit flat despite sales rise; Economic policy shifts impact portfolios 1:17:37

27d ago1:17:37

1:17:37

Stephen Grootes speaks to Mpumi Zikalala, CEO of Kumba Iron Ore, about the company’s flat half-year profit despite a 3% rise in sales. She explains the impact of weaker iron ore prices, higher costs, and logistics challenges, and outlines Kumba’s strategy to maintain value in a tough market. In other interviews, Warren Ingram, Co-Founder of Galileo…

1
Unilever Soars Higher as BRVM Slips to Start the Week 7:09

28d ago7:09

7:09

In this episode of MarketsTalk, we explore how Unilever Côte d’Ivoire continued its spectacular rally, surging by over 7% to lead the BRVM on the day, even as the Composite Index dipped to start the week. We cover the comeback of Tractafric Motors and Oragroup, the pullback in Sonatel and Bank of Africa Niger, sector trends to watch, and bond marke…

1
Transnet gets R94.8bn over 5 years, reimagine South Africa’s industrial future 1:22:04

28d ago1:22:04

1:22:04

Stephen Grootes speaks to Dr Nimrod Mbele, MD at Knowledge Anchor Group, about the government's approval of R94.8 billion in guarantee support for Transnet, aimed at mitigating the state-owned utility's debt burden and supporting its capital investment program, amid concerns over its financial sustainability and potential credit rating downgrades. …

1
Unilever CI Leads BRVM Rally in Weekly Market Recap 6:56

1M ago6:56

6:56

In this episode, we recap a dynamic week on the BRVM led by a spectacular 43% surge in Unilever Côte d’Ivoire’s stock, bringing its 2025 performance to an astonishing 467%. We explore the reasons behind this rally, highlight other strong performers like Filtisac and Sitab, and analyze sector trends. We also review index movements and bond trades, g…

1
Best Bits of The Money Show: Two-pot troubles and Mbali Nhlapo's clean brand 52:41

1M ago52:41

52:41

Stephen Grootes profiles Kurt Ackermann on urban food systems and sustainability, speaks to Mbali Nhlapo about her rise as a cleaning influencer, discusses business strategy with Ian Mann through the book 'Distinguishers' by Sandra Vandermerwe, and explores retirement risks with John Manyike on South Africa’s Two-Pot System. The Money Show is a pod…

1
Tackling FMD in livestock and the luxury of high-end watches 35:21

1M ago35:21

35:21

Stephen Grootes speaks with Dipepeneneng Serage, Deputy Director-General: Agricultural Production, Biosecurity and Natural Resources Management about the Foot-and-Mouth Disease (FMD) Indaba,which brought together industry stakeholders and experts to develop sustainable solutions to combat FMD and strengthen South Africa's biosecurity systems, ultim…

1
Unilever Extends Rally as BRVM Stays Strong 6:03

1M ago6:03

6:03

In this episode, we cover the highlights of the July 24 session on the BRVM. Unilever Côte d’Ivoire extended its record rally, BICI CI and Uniwax CI posted major gains, while stocks like Loterie Nationale du Bénin declined. We also explore sector trends and government bond opportunities, all explained in clear and accessible language for every inve…

1
GEPF invests in SA's future, Treasury revamps budget 1:11:07

1M ago1:11:07

1:11:07

Stephen Grootes speaks to Frans Baleni, Chairperson of the Government Employees Pension Fund, about how the GEPF is powering ahead with billions in strategic investments to drive growth and long-term value for its members. In other interviews, Independent political analyst Khaya Sithole speaks to Stephen Grootes about National Treasury’s fresh appr…

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Telecoms Investment Podcasts

Podcasts Worth a Listen

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