BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Neither an energy transition nor climate crisis exists – Alex Epstein on the pro-human benefits of fossil fuels and renewable energy misconceptions
The world is in the grip of a global energy crisis. This much is true. However, the real reason for this is shrouded by our fundamentally flawed thinking of fossil fuels and the mass of deeply ingrained misconceptions about renewable energy sources as remotely capable of replacing the energy output…
Magnus Heystek: Rand at R18.40 to $ may still prove bargain for offshore investors - think Blackouts; De Ruyter; ANC; Despondency; Capital Flight; etc..
In this wide-ranging interview with Brenthurst Wealth founder Magnus Heystek, he shares some history that shaped his forthright approach - and explains why the near record Rand weakness of R18:50 to the US Dollar may be far from the end. Heystek takes a closer look at some of shocking news…
Banks prepared for greylisting, extra scrutiny for third parties, more hurdles for investors – Kokkie Kooyman
South Africa has been placed on a global financial watchdog’s so-called grey list denoting nations with shortcomings in tackling illicit financial flows, a move that will, according to Bloomberg, scar the country’s international reputation and may raise costs for banks and asset managers. The decision was announced by the Financial…
Dr Aseem Malhotra: From vaccine proponent to crusader for the truth about mRNA shots
After the publication of his peer-reviewed two-part research paper calling for the suspension of all COVID-19 mRNA vaccines in September 2021, Dr Aseem Malhotra became a household name among vaccine sceptics. Malhotra's COVID-19 journey has been particularly transformative. As one of the UK's most eminent cardiologists and a fierce public…
Eskom's slow political death, SA probably in recession and graylisting a fait accompli - Economist Dawie Roodt
South Africa’s stricken power utility will get debt relief to the tune of R254 billion over the next three years year, but economist Dawie Roodt says the indication by Finance Minister Enoch Godongwana and President Ramaphosa that municipalities debt may be written off and that the power utiity should not…
What investors are watching in Budget 2023: Eskom, budget deficit, water supply, fuel costs – Nezo Sobekwa
In a week that has seen another round of Stage 6 loadshedding with whispers of a dreaded Stage 8, Finance Minister Godongwana faces the task of incorporating a credible debt-relief plan for Eskom, while stabilising government finances in his annual budget, to be presented on Wednesday, 22nd February. Nezo Sobekwa…
Farmers need decisive measures to ensure food security s - Agri SA's Kulani Siweya
Agri Sa has urged Finance Minister Enoch Godongwana to announce measures for farmers in his budget speech to help them to protect the country’s food security. An agricultural economist at Agri SA, Kulani Siweya told Biznews that loadshedding is the most urgent threat to the nation’s farmers and they should be…
Sean Peche calls timeout on Big Tech stocks - plenty better investments. Here's where to find them.
After the January Jump, fans of US Big Tech stocks have been calling the end of their slump. However, Ranmore Funds founder Sean Peche is having none of it, and in this interview with Alec Hogg of BizNews, he explains why in detail. He also offers some specific examples of…
Creating a worldwide community where twitchers can flock together – Birda’s John and Natalie White
Many South Africans take our abundant bird species for granted. Driving through Kruger looking for animals and ticking off the Big Five while our parents are more excited about the featured beauties in the trees is likely to be something familiar to most of us. As we get a bit…
GHL: Cape Town on track to end electricity power cuts by 2025 - confirms 500MW fresh grid injection imminent
Ahead of the November 2021 Local Government elections, Geordin Hill-Lewis, the DA's mayoral candidate for Cape Town, campaigned to end electricity outages within three years. Now installed as mayor, the energetic 36-year-old says he is about to unveil the most significant step in achieving that goal for a city that…
Kevin Lings previews Budget 2023: Investment markets will punish SA if FinMin spends R80bn windfall on a permanent cost
South Africa's annual Budget, to be presented on Wednesday, comes at a crucial time in the electoral cycle for the ruling ANC. A watershed National election is penciled in for May 2024, at which the ANC looks sure to lose its control of Parliament. Adding to the pressure to dispense…
Herman Mashaba: Published polls are a joke - Action SA will be #1 or #2 in 2024, helped by thousands of newly registered voters
The founder and leader of Action SA is confident his party will benefit hugely from a silent revolution among 'gatvol' South Africans who had previously never bothered to become registered voters. Herman Mashaba says his party's army of volunteers is helping thousands of previously apathetic citizens sign up - a…
Mark Perchtold: Do your ETF homework - names of funds don't always agree what's in the tin
ETF specialist Mark Perchtold shines a spotlight on often startling differences between the nameplate of an Exchange Traded Fund and what’s actually under the hood - i.e., the shares it invests in. He offers some thoughts on the ETFs held in the BizNews portfolios (spoiler alert - he doesn’t agree…
Kokkie Kooyman: Bank lending data reflects SA's "privatisation by stealth" - businesses investing as State services fail
South Africa is a fresh example of how the invisible hand of free enterprise steps in when socialist fantasies collapse. Denker Capital co-founder Kokkie Kooyman uses the latest bank lending data to illustrate the point - SA businesses and, to some extent, citizens have been investing in new infrastructure to…
Forget 10 baggers; here's how Peregrine Capital's pioneering hedge fund delivered 100x for investors
The fairytale story of Peregrine Capital's pioneering hedge funds translated into unicorn-type returns for early investors, delivering a return of more than 100 times their capital. In this interview, the company's CEO and portfolio manager Jacques Conradie lifted the veil (a little) and even shared some specific examples. He spoke…
ANC's 2024 election trump cards - BIG and Russia. But WSM reckons both will come at a price.
Jaundiced Eye by William Saunderson-Meyer has been dissecting SA politics for three decades, making it the longest-running column of its kind. WSM's insights are applied to good use in this interview, where he picks up on his friend RW Johnson's warning about Russian influence in SA's watershed 2024 election and…
RW Johnson: DA's State of Disaster flip-flop - and beware Putin's influence on SA's 2024 Election
The BizNews tagline of "Get context. Know more" is appropriate in this brilliant summation by SA's premier political analyst, RW Johnson. He expands on a column he wrote for BN Premium members, where the former Oxford Don admits being baffled by the DA's flip-flop on the State of Disaster over…
Cyril's 'State of Disaster' power grab is irrational, just optics and politics. Courts will stop it. - Solidarity's Connie Mulder.
Activist group Solidarity is determined to expose president Cyril Ramaphosa's "State of Disaster" proposal as an ill-conceived and unnecessary power play that has everything to do with ANC politics and will do nothing to address SA's energy crisis. Connie Mulder, head of the Solidarity Research Institute, explains why the organization…
Piet Viljoen identifies JSE-listed stocks to benefit from SA's must-do electricity turnaround.
Value investor Piet Viljoen applies Second Level Thinking to SA's electricity crisis - and shares some fresh twigs in hos bundles of riskier but potentially high-performing stocks. The way Counterpoint's money manager sees it, fixing the problem is a not-negotiable. And as investments are made to address it, some JSE-listed…
Creating access to sexual healthcare from Diepsloot to Sandton with 'Uber for the Pill' – Contro CEO Alex Schmidt
Virtual health has been heralded for the past 10-15 years as the next disrupter of healthcare, but the uptake was slow until Covid-19. The pandemic served as an accelerator for healthcare providers and patients to adopt telemedicine. In a 2022 report, McKinsey concluded that, “the opportunity for technology and life…