1 rich Libsyn https://www.libsyn.com 90 600 🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets &amp;amp; the Shyft Global Money App 💳🌐 🔑 Key Topics This Week 📈 Purple Group* &amp;amp; EasyEquities Purple Group share price up ~150% this year 🚀 Results driven by non-revenue income (inactivity fees &amp;amp; loyalty program) Strong client acquisition via Capitec &amp;amp; Discovery Bank partnerships 🏦 Trading volumes soaring in a bullish market 💹 Purple Group | YTD to close 29 Sep 25 💰 Top 40 hits 100,000 Thanks to gold miners &amp;amp; PGMs ⛏️ AngloGold Ashanti* up nearly 200% in 2025 ✨ Bitcoin also at record highs: $110k – $115k ₿ 🇿🇦 Bull case for SA Inc. Eskom turns profit ⚡, load shedding largely behind us FAFTA gray list exit expected late October ✅ Stronger rand &amp;amp; softer oil price supporting consumers ⛽ Lower inflation, potential rate cuts in the US vs. SA rates hold 💵 Bond yields easing = cheaper government borrowing 💸 🛒 Boxer trading update Like-for-like sales up 5.3%, turnover +13.9% 📊 EPS guidance strong but valuation looks pricey vs. Shoprite* 🍏 🤖 Nvidia’s* self-dealing investments Billions poured into OpenAI, CoreWeave &amp;amp; Mistral 🧠 Risks of dot-com style &quot;self-dealing&quot; re-emerging ⚠️ Simon remains a cautious Nvidia shareholder 📉 Global delistings trend JSE listings halved over 20 years 📉 US market also down from 8,000+ to ~4,000 listings Private equity &amp;amp; venture capital keep firms private longer ⏳ 📅 Upcoming Event Standard Bank Power Hour – Warren Buffett: Blueprint for a Lifetime of Investing 🦫💡 🗓️ 16 October, 17:30 SAST 📍 Rosebank, Johannesburg (in-person &amp;amp; webcast) 📝 Simon’s Notes Obsidian vs Evernote: experimenting with second-brain systems 📚🧠 Thanks for all listener feedback 🙏 🎙️ Closing 10 more episodes left before Simon’s year-end break ✈️ “Look after yourself, and if you can, look after somebody else too.” ❤️ Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order &amp;nbsp; WorldWide Markets with Simon Brown http://www.justonelap.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/38408210/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/439341/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/38408210