The Money Shot

CLIFFCENTRAL.COM  |  Podcast , ±15 min episodes every 1 week  | 
Find out where the money’s going, who’s got the money, how you can make more of the money and who’s making decisions about the money. Every Monday on The Gareth Cliff Show we get an update on what’s happening in the world of finance from money manager, Anthea Gardner – MD of Cartesian Capital, founder of 43nord.com, Ironman, prolific reader, Francophile, survivor of the Arab Spring & wine enthusiast.

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23
FEB

Tito & Moody’s week

Coal consumption has been reduced by 50% in China, the coronavirus has almost halted the Chinese economy. Economists are downgrading economic growth worldwide because China’s activity affects the world at large. It’s Budget Speech week and Anthea has a less than positive take on the prospects beyond Tito’s address. How will Moody’s deal with South Africa after they hear the budget speech? Discovery Group have had a mixed year of activity and Vitality Life numbers are no good. Truworths have been bullish in a tough economy. And Woolworths… oh dear, the less said the better.
16
FEB

Hong Kong price cuts

The coronavirus is still having a tremendous effect on world markets. Hong Kong’s landlords have cut prices by up to 50% in an effort to keep tenants occupying their properties. Moody’s has taken a surprisingly positive stance after Cyril’s SONA. However the Budget Speech will determine whether South Africa will be downgraded or not. AngloGold’s fire sale, is it something to worry about or just a strategic global move? Eskom are retrenching non-core management with a budget of R400m being allocated to these layoffs. Tongaat Hulett are not looking so sweet at the moment, debts of R8 billion suggest things are not ideal. And Anthea tells us if she thinks Cell C will survive.
10
FEB

Amazon: A trillion dollars old

As the Chinese workforce gets back to work, it’s revealed that oil demand is down 20%, the coronavirus’ effect is everywhere. The People’s Bank of China has pumped 1.7 trillion Yuan into the economy. The Mining Indaba was not the extravaganza of years gone by. The purchasing managers’ index is at 45.2% - what does this mean for the economy? The US has added 200,000 jobs according to the latest reports. US and European economies are booming! Amazon hits the trillion dollar market cap... welcome to the club Jeff.
02
FEB

Tesla is winning

Coronavirus has affected the Asian market - Asian shares are down 7%. Two thirds of Chinese businesses are closed for the week. The winners from coronavirus are the biotech companies. Anthea says when the Rand is weak, invest off peak. Elon Musk is on his way to a possible $50 billion bonus. Toyota are investing R4.2 billion in South Africa, good news. And Jeff Bezos added $7.9 billion to his personal wealth this week.
26
JAN

Tesla dwarfs Ferrari

The Corona virus is affecting the markets. Even after a bullish 5 months, the markets are so fragile. In these uncertain times, where should we be investing our money? How do we find high return businesses? Tesla is now worth twice as much as Ferrari, how is that possible? Naspers is making "10 Cent" moves. Get your hands on platinum and Clicks shares, they’re a sure thing. And load shedding cost Anglo Platinum an estimated $700m over the last year.
20
JAN

E-Commerce is King

The Reserve Bank has lowered the interest rate. China and America have finally sealed what looks like a massive trade deal between the two countries. Peter Moyo’s departure has seen the Old Mutual stock rise by 6%. Brick and mortar is losing to e-commerce. Naspers CEO Bob van Dyk has just monetised R1 billion worth of shares. Anthea suggests that you keep your Naspers shares. And Tito on Twitter is a travesty.
12
JAN

Effects of load shedding on SA business

WW3 is already over before it started and the markets have reacted. Anthea tells us about the effects of load shedding on the outlook of business in South Africa. Edcon has shut down its Edgars store in Rosebank, not a great sign. Is retail dead? Absa has announced their brand new CEO... Anthea has some very strong feelings on the matter. And the Dow Jones hit the 29,000 level - good signs.
06
JAN

The Platinum Standard

Anthea is back for 2020 to work hard for her money. MTN pays the price for terrorism. WW3, how did the markets respond? Anthea breaks down the top 10 performing stocks of 2019. Don't aim for the Gold Standard... Platinum is where it's at!
09
DEC
2019

Ask Anthea

Anthea responds to an email from a listener who wants to find out if there’s a posibility of an IMF bailout for us. In other news, she recently attended a big bank’s investment conference and she shares more about the insights gained from the conference. We also get her to weigh in on the recent big news of SAA going into business rescue.
01
DEC
2019

Rands vs Dollars

Henry is standing in for Anthea and he’s giving advice on how to invest your money. Do you see your money and investments in Rands? Well maybe it’s time you started measuring yourself and wealth in Dollars. Find out why.
24
NOV
2019

The Results are In

It’s been a busy week on the JSE with a lot of companies making announcements. Mr Price shared their first half results and it isn’t looking too good. Investec also reported their H1 results and their share has taken a slight tumble since September. Anthea also shares the results of Tsogo Sun, as well as Life Healthcare.
10
NOV
2019

Where did Uber go Wrong?

Seleho Tsatsi is in for Anthea today, and he anticipates that like-for-like net rental income for 2019 will be down by around 9%. He gives an update on Dis-Chem and how things are looking for them. Could they be the next Clicks? Uber on the other hand has their results out too, and it seems they’ve been bleeding money - $2.5 billion to be precise.

215 episodes

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