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, Ironman, prolific reader, Francophile, survivor of the Arab Spring & wine enthusiast.

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Up and Down Rates & Facebook's new Cryptocurrency

The US Fed has left rates unchanged, but signalled that they are prepared to cut rates. On Wednesday the European Central Bank (ECB) surprised the market by signalling an increased likelihood of rate cuts (although rates are already at record lows) and stimulus measure. South Africa’s May 2019 CPI inflation rate came out at 4.5% y/y (April 4.4% y/y). Multichoice reported core HEPS up 10% to 410cps, which was roughly the mid-point of the range given in the recent trading update. Naspers has released its results for the year to end March. KAP reported a core HEPS decline of 8% for FY19, which is an unexpected disappointment, especially in light of the 6% growth achieved in H1. And Facebook announced the launch of its cryptocurrency, Libra.

Fake Meat, Real Money

How has the bombing of the two Japanese oil tankers in the strait of Hormuz by the Iranians impacted the economy? Anthea explains it to the team, before looking at emerging markets, mining production and Business Confidence. She also touches on Naspers rising, even though Tencent fell in Hong Kong. She concludes with an analysis of Beyond Meat, a Los Angeles based producer of plant-based meat substitutes.

How To Make Your Money Work For You

In this special edition of The Money Shot, the team turn the tables on Anthea as they pick her brain about her new book, 'How To Make Your Money Work For You'. Find out how her book advises you to ‘sweat your assets’ by making your hard-earned cash work for you – and it won’t even require a degree in accounting.

Another CEO Bites The Dust

Markets ended the week in the black, but it was mostly about the macro-economics last week - get insight about this straight from Anthea here. SAA's CEO, on top of all other CEOs recently, has stepped down. She also looks at company news before giving her take on US non-farm payrolls.

What Tech Investments Should You Be Looking At?

While Anthea is away, Henry Biddlecombe takes her seat to give an update on finance and the markets. He breaks down what operating leverage - this incredibly boring-sounding accounting term - has to do with your portfolio. Then, he also weighs out whether the Beyond Meat IPO is something to get excited about. Lastly, he gives his take on the tech you can invest in without burning your fingers.

Bye Bye Teary-sa May

CPI Inflation (4.4%) was below mid-point of the SARB’s target range, and yet they still left rates unchanged! Want to find out what that is all about? Anthea discusses it, along with giving her take on companies reporting and massive corporate CEO shake ups. There've been big movers and other noteworthy results. To wrap things up, she discusses the resignation of UK Prime Minister Theresa May.

Crunching the SA Unemployment Numbers

The SA unemployment rate came out last week and had market commentators up in arms – not great, but what did we expect? Anthea examines these numbers, as well as discussing China retaliating after President Trump raised import tariffs, by raising imports on some American goods. She also talks about Netcare, Vodacom, Dis-chem, Transaction Capital and Spar... since reporting season has started again in SA. She wraps up with news of two new listings of interest: MTN Nigeria and Uber.

No Invite for Travis Kalanick

After a rather disappointing election week, the stock market came under huge pressure. Anthea gives her take on that, as well as President Trump raising tariffs. She also touches on mining and manufacturing data, MTN's quarterly update and both Mondi and Sappi reports. And lastly, … drum roll please… the Uber IPO. Poor Travis Kalanick wasn’t even invited to ring the bell (as is tradition for founders and CEOs of newly listed companies to do) – couldn’t have happened to a nicer guy!

The Consistent Amazon Story

Last week, Shoprite Holdings announced that CEO Pieter Engelbrecht had taken a leveraged bet on the company’s share price - Anthea explains to the team exactly what that means for Pick n Pay consumer spending and retail sales. We also discuss America’s GDP figures and the what the addition of 263,000 jobs means for the U.S . Anthea concludes with Facebook earnings, Microsoft quarterly results and the consistent Amazon story.

The 411 on the 996

Joining via Skype from Cape Town, Anthea gives a breakdown of some of the people who have been in the financial news recently. First up, she discusses Maria Ramos heading up the Eskom unbundling project, then how Elon Musk is at it again causing trouble on his phone. She ends off with her take on Jack Ma's views for people to work 12 hours a day, 6 days a week (the 996 schedule).

Who Wears the Pants at Levi Strauss?

IMF has downgraded global growth, while South African business confidence slumped to the lowest level in seven months in March, but the stock market pushed higher. Anthea touches on this, as well as an update on Naspers. In company news, she discusses Pick n Pay, Sibanye Stillwater, MultiChoice, EOH and Uber. On the subject of IPOs, she looks at Levi Strauss, which completed an initial public offering last month, and rose 7% after its first quarterly report as a public company impressed investors.

Moody's Changing Their Mood?

Anthea reflects on a conference call she had with Moody’s, and shares insight into why they left SA’s credit rating unchanged. She also talks about new Vehicle Sales, the firming of the Rand and Aspen jumping for two consecutive days. She concludes with her take on Nampak being higher after news of selling it’s cardboard business and US non-farm payrolls coming in at 196,000 (16k more than expected).

186 episodes

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