Episodes
In this latest Sunday Show with Neil De Beer, the President of the United Independent Movement (UIM) identifies former President Jacob Zuma as the politician who holds the most aces in the “dirty tricks department” of hidden scandals involving other politicians. “…he always uses the security conclave and the intelligence scenario. And that's why he's always one ahead…I don't think there's people that can counter MK at this moment on that deep dark level.” Analysing the appointment of Floyd...
Published 11/24/24
In the second of the “three wise men” interviews ahead of the BizNews monthly portfolio update on Tuesday, Ranmore Chief Investment Officer Andrew Lapping shares his thoughts. Lapping, like his Ranmore colleague Sean Peche, is a graduate of the Dr Simon Marais ‘school of investing’, having worked at Allan Gray for almost two decades, the last quarter of which was as its Chief Investment Officer overseeing hundreds of billions in funds entrusted by South African savers. Never one for the...
Published 11/22/24
Published 11/22/24
In this episode of the BizNews Briefing, host Alec Hogg is joined by Sean Summers of Pick n Pay and Marek Masojada CEO of Boxer which lists next week, worth north of R20bn. Also Rob Hersov on how the New World Order will affect SA; C5 Capital’s Andre Pienaar’s big deal with Sibanye; Nvidia and more.
Published 11/21/24
In an exclusive interview with BizNews, global entrepreneur Rob Hersov shares his bold predictions about the world’s political and economic trajectory, America’s tech-driven ascendancy, South Africa’s challenges, and the transformative power of media. Unfiltered and incisive, Hersov’s vision offers much to consider in a rapidly evolving global landscape. Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land...
Published 11/21/24
Andre Pienaar, CEO of C5 Capital, shares insights into small modular reactors, the potential of nuclear energy for South Africa, and space exploration. He also highlights C5’s investments in cybersecurity, including Starlink and IronNet, emphasizing the importance of innovative founders and global technological advancements in shaping the future.
Published 11/21/24
R63 billion rands worth of projects have been affected by the Construction Mafia, and in this interview with BizNews, Deputy Finance Minister Ashor Sarupen states that the biggest obstacle in dealing with it has been how it was created. “And that was when former President Jacob Zuma said in Parliament that there will be a 30% set aside for local communities, because too many people thought that this means that I must personally get 30% of the value of that project. And it gave rise to all of...
Published 11/21/24
Pick 'n Pay CEO Sean Summers shares his strategy to rejuvenate Pick n Pay by fostering a supportive culture, reuniting skilled talent, and empowering its 92,000 employees. With a focus on vision, pride, and resilience, Summers and Boxer CEO Marek Masojada convey optimism for sustainable growth, success, and delivering value through Boxer amidst renewed shareholder confidence.
Published 11/21/24
Over the past month, half a dozen major changes have emerged could be giving the jitters to sleeping-easy investors. BizNews editor Alec Hogg unpacks them for Re:CM’s founder Piet Viljoen - and what transpired is a master class from one of the most rational investors.
Published 11/20/24
In this episode BizNews editor Alec Hogg and his guests provide context on the news that matters to your money from the mega deal between Sanlam and Ninety One through to expectations on Nvidia and growing vaccine hesitancy following Trump’s RFK appointment. Plus structuring your portfolio the Piet Viljoen way - and sleep well despite the half dozen fresh threats to your financial well-being.
Published 11/20/24
After identifying six flashing lights that have emerged in the past month, BizNews editor Alec Hogg is tapping into his investing “brains trust” for guidance on how to change the well performed model portfolios. The extraordinary performance of Palantir (bought for under $10, now over $60 - in a year and a half) has increased its stake in the portfolios to heavily overweight. In this interview, Ranmore’s founder Sean Peche dispenses with the narratives and takes a (very) close look at the...
Published 11/20/24
South Africa's aviation sector faces turbulence as SAF Air's foreign ownership sparks regulatory scrutiny, potentially risking its 60% market dominance. Meanwhile, Gauteng's water crisis deepens due to delays in the Lesotho Highlands Water Project. Globally, Warren Buffett shifts billions into treasuries, signaling caution amid escalating Ukraine conflict and World War III fears. Financial markets and investor sentiments remain volatile.
Published 11/19/24
 Irish-owned Safair, which dominates South Africa’s domestic airline sector with a 60% market share, is facing a life-threatening challenge. Cemair founder and CEO Miles vd Molen explains in this interview that after being found guilty on the same charge a decade ago, Safair is once again accused of breaking SA’s local ownership rules. International regulators, which recently found Safair guilty, will deliver a sanction before the end of next week, opening the way for the local authorities to...
Published 11/19/24
Three years into the shootout between local and offshore investing, Re:CM’s Piet Viljoen is well ahead of his rival Magnus Heystek of Brenhurst. In this third anniversary update, Viljoen reckons that having already outperformed, SA stocks could benefit still further from what he calls a ‘Lollapalooza’ of good news, while offshore-focused Heystek ’fesses us to a rookie error. They spoke to BizNews editor Alec Hogg.
Published 11/19/24
Julius Kleynhans, from the Organisation Undoing Tax Abuse (OUTA), discusses the ongoing challenges of the Lesotho Highlands Water Project Phase 2. Originally intended to address Gauteng's growing water demand by 2018, delays have pushed completion to 2028 or beyond. Rising costs, political interference, and infrastructure issues highlight the urgency of the project. Kleynhans emphasizes the long-term consequences of these delays on South Africa’s water supply, economy, and diplomatic...
Published 11/19/24
Tonight’s BizNews Briefing dives into global tensions as Biden greenlights Ukraine’s use of US missiles against Russia, raising concerns about World War III. Also featured: We Buy Cars’ strong results, Clem Sunter’s war scenarios, NASPERS’ trading update, and the impact of food safety regulations on township businesses. Plus, get insights on PPC’s progress and Neil de Beer’s take on ANC dynamics.
Published 11/18/24
In an insightful interview with Bronwyn Nielsen, veteran scenario planner Clem Sunter discusses red flags in global geopolitics, from Biden's missile authorizations in Ukraine to Trump's unpredictable return. He delves into the rising tensions in Israel, the leadership challenges in South Africa, and the existential threat of climate change. With cautionary flags raised, Sunter emphasizes the urgent need for pragmatic leadership to steer the world and South Africa away from potential crises.
Published 11/18/24
Despite high interest rates and sluggish new vehicle sales, WeBuyCars has managed to deliver impressive growth and expand its footprint in South Africa's competitive automotive market. Bronwyn Nielsen speaks to CEO Faan van der Walt.
Published 11/18/24
'Kasinomics' expert GG Alcock discusses South Africa’s new 21-day spaza shop registration mandate that aims to address food safety concerns but faces backlash for its confusion and impact on township economies. Experts argue that the real issue lies in unregulated pesticide sales. The crackdown risks disrupting livelihoods, raising costs for residents, and creating enforcement challenges. Alcock spoke to Bronwyn Nielsen.
Published 11/18/24
Some in the inner circle of US President-elect Donald Trump are rather irritated that South African-born Elon Musk is acting like he is co-president. But in this interview with BizNews, retired US Army Military Intelligence Officer Colonel Chris Wyatt says: “I wouldn't lose any sleep over Donald Trump being steamrolled by Elon Musk…Musk may be making lot of waves right now…(but) You will see that if he is being disruptive in a way that Trump doesn't like, he'll be pushed backwards a little...
Published 11/18/24
On this Sunday Show with BizNews, United Independent Movement (UIM) President Neil De Beer describes how Libya’s late dictatorial despot, Muammar al-Gaddafi, propped up the African National Congress (ANC) government - and predicts - now that it has been confirmed by former Treasurer-General Matthews Phosa - the current Libyan government will not get back millions still “missing” because “there's too much money that has to be paid back by too many people”. De Beer lambasts “gutless” President...
Published 11/17/24
Paul Gardiner is a renowned South African conservationist and avid long-distance runner. He has launched a new six-part documentary series, “Natural Born Runners,” exclusively on YouTube. The series is a project that blends his two passions, running and conservation, and aims to inspire a younger generation to connect with and protect the planet. Locations include the Eastern Cape, where his family has been involved in rewilding projects, Bahrain, Scotland and the USA. When BizNews caught up...
Published 11/15/24
In this episode of the BizNews Briefing - two days of sham appeals hearings shows Joburg Metro is systematically overvaluing homes to extract unfairly high rates from residents; and Magnus Heystek addresses a claim that high profile figures appearing in deep fake ads should do more to stop the public being scammed. Plus all the key business news of the day…..
Published 11/14/24
As Johannesburg battles financial pressures, property owners are increasingly burdened by inflated valuations that impact their municipal rates. In an interview with Alec Hogg, BizNews community members Rene Kilner and Charles Boles unpacked the city’s flawed valuation appeals process, detailing its significant repercussions for residents, particularly pensioners. Despite attempts to appeal these skyrocketing valuations, both Kilner and Boles reveal that the system appears heavily skewed in...
Published 11/14/24
In this gripping BizNews interview, Crypto guru and entrepreneur Stafford Masie highlights the transformative nature of Bitcoin, likening it to previous technological disruptions. He reflects on Bitcoin's unique attributes—its decentralised, energy-linked, immutable structure—as revolutionary, providing a "true" form of money and a hedge against the limitations of fiat currency. He discusses growing institutional interest, such as BlackRock's ETF, and the potential for nations to adopt...
Published 11/14/24