The Real Network The Money Shot

The Money Shot

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 various experts in the field.
Weekly English South Africa Business · Investing
228 Episodes
40 – 60

What the Markets Are Not Loving

It seems like the markets are not loving the renewed talks of China/US trade wars and the seizing of the British “fuel smuggling” tanker by Iran in the Strait of Homuz. Anthea explains that, as well as sharing the good news of the SA Reserve Bank cutting interest rates and…
22 Jul 2019 12 min

To Virgin Galactic, and Beyond...

The market is swinging in all directions while the Rand is constantly flirting with the 13 handle to the USD, but can’t seem to settle on this figure. Woolworths releases a trading update which is in line with what was expected. Health is important and FNB’s banking app now rewards…
15 Jul 2019 16 min

Peter Moyo vs Trevor Manuel

With Gareth away, the rest of the team take up this week's finance conversations with Anthea, starting with a look at trading volumes and US non-farm payrolls. Congratulations go out to Christine Lagarde and Phuti Mahanyele-Debengwa on their new positions. Anthea then unpacks Eskom’s debt for government bonds or ring-fencing…
8 Jul 2019 15 min

The New #PayBackTheMoney

With the beginning of July signalling the mid-point of the year, Anthea reports on the JSE closing the first half of 2019 in positive territory, despite a weak economy - an economy that remains stuck in its longest downward cycle since 1945. She also looks at the formal sector adding…
1 Jul 2019 10 min

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…
24 Jun 2019 10 min

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…
18 Jun 2019 16 min

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…
13 Jun 2019 12 min

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…
10 Jun 2019 12 min

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…
3 Jun 2019 12 min

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…
27 May 2019 15 min

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…
20 May 2019 15 min

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…
13 May 2019 15 min

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…
6 May 2019 11 min

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…
23 Apr 2019 11 min

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…
15 Apr 2019 16 min

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…
8 Apr 2019 11 min

Making Sense of Brexit

It seems like the chaos around Brexit is neverending... to try to make sense of it all, Anthea gives her take on the latest news surrounding it. She also updates the team on the Monetary Policy Committee unanimously deciding to leave rates unchanged after Producer Price Inflation showed a modest…
1 Apr 2019 15 min

Disruption in the Banking Industry

Henry Biddlecombe stands in for Anthea while she is away this week. He kicks things off by discussing Tencent results and moves to examining how the banking industry in South Africa will potentially be disrupted by digital players, and how to invest in this theme. And as the nation continues…
25 Mar 2019 10 min

Brexit Takes Centre Stage

Another day, another Brexit headline! It seems like that's the case as Anthea leads a conversation around breaking down the current situation in the UK. She also touches on mining and manufacturing data that's just been released, construction company, Group Five, filing for bankruptcy and Exxaro Resource reporting outstanding results…
18 Mar 2019 13 min

SARB deputy governor taking over as Absa CEO?

SA GDP growth came in at 1.4% for the 4th quarter of 2018. What does Anthea think about this? Listen in this week as she doesn't mince her words, and gives her take on the whispers that South African Reserve Bank deputy governor Daniel Mminele is being eyed as a…
11 Mar 2019 14 min
40 – 60