HeyJaredWorldWide Markets with Simon Brown
All about investing on the JSE with Simon Brown. Every Thursday.
- Indexed episodes, last 90 days
- 10
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- Sep 15, 2026
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- Jul 7, 2026
Latest episodes
Is there value in Shoprite at all-time highs? (opens the original)
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📉 The US 10-year above 5% ⛽ A 364c/l petrol under-recovery and 348–396c/l on diesel 🛒 Shoprite at all-time highs: HEPS from 1245c to 1527c 🛵 Sixty60; half its customers are new to Checkers ☕ The super app: Buy everything in one place ⚠️ The bear case, four competitors off a low base 📊 Stocks on the move Hosted by Simon Brown Sponsored by Standard Bank Global Markets Retail & Shyft The post Is there value in Shoprite at all-time highs? appeared first on Just One Lap .
Oil, elections, rates and gold: the four things that matter (opens the original)
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🛢️ Why losing 20% of global oil supply only took Brent to $120 🇨🇳 China's strategic reserve, the Taiwan question 🗳️ Two elections in two days: US midterms & SA local gov 📈 The bond market as the real canary: $40 trillion of US debt 🥇 Gold at $4,600 after a round trip from $5,500 to $4,000 Hosted by Simon Brown Sponsored by Standard Bank Global Markets Retail & Shyft The post Oil, elections, rates and gold: the four things that matter appeared first on Just One Lap .
Ranking JSE gold miners as the yellow metal is on the move (opens the original)
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🏛️ Scott Bessent vs the bond market & why the market wins 🥇 Gold back at $4,630, rand gold price at R2.387million/KG 📊 Pan African, DRD, Harmony, GoldFields and AngloGold 🚩 Red flags: Harmony's collar, GoldFields' Ghana lease 📉 Naspers breaking lower and Clicks still falling Hosted by Simon Brown Sponsored by Standard Bank Global Markets Retail & Shyft The post Ranking JSE gold miners as the yellow metal is on the move appeared first on Just One Lap .
Cheap for a Reason: ABSA versus Nedbank. Which to buy? (opens the original)
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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 numbers so similar that valuation stops being the question: the same fifteen percent return on equity, the same credit loss ratio near zero point nine percent, the same capital. What separates them is that Nedbank has committed to seventeen percent return on equity by 2028 and Absa has n
Pick n Pay has stopped bleeding. But has it started healing? (opens the original)
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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 backwards. He unpacks the so-called negative stub — a R14 billion market cap against an R18.8 billion stake in Boxer plus cash — and explains why capital gains tax makes those "free" 1,538 stores a lot less free. He also looks at the Section 189A labour consultation covering 22,000 emplo
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