BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Investment trends: Retail buzz around Boxer IPO, crypto hype, and U.S. tech strategies
Chantal Marx - Head of Investment and research at FNB Wealth - discusses investment trends, highlighting the oversubscribed Boxer IPO, We Buy Cars’ strong growth, and cautious optimism around crypto. She advises trimming U.S. tech exposure while exploring value in diversified miners and small to mid-cap stocks. With December’s slowdown,…
Netcare's CEO Friedland on resilience, NHI challenges, and future strategy
Netcare CEO Dr. Richard Friedland reflects on the group's strong financial performance despite a tough economic year, paying R1.6 billion in shareholder returns. He discusses collaboration with government on the contentious NHI Act, emphasizing that its current form is unsustainable. Friedland shares optimism about healthcare's recovery, self-medication trends, and the…
BizNews Briefing - Bitcoin flirts with $100k; current NHI plan will break South Africa
U.S. markets surged as President-elect Trump named hedge fund manager Scott Besant for Treasury Secretary, with the Dow hitting record highs and Bitcoin nearing $100,000. Locally, gold stocks tumbled, dragging the JSE Top 40 down 1%, while Netcare posted resilient results despite market backlash. Catch CEO insights from VALR, Netcare,…
How parkrun became ‘stamp collecting on steroids’ for 1 million SA runners – Bruce Fordyce
parkrun, which started as a small, informal 5K run with just 13 participants in Bushy Park, London, in 2004, has grown into a global phenomenon with over 10 million runners and 2600 parkruns. Its founder, South African born, Paul Sinton-Hewitt grew up in Potchefstroom. From only 26 runners and 3…
Bitcoin: A milestone, not a destination, says VALR CEO Farzam Ehsani
As Bitcoin nears $100,000, the crypto market faces both excitement and skepticism. VALR CEO Farzam Ehsani shares insights into Bitcoin's trajectory, its potential to outpace traditional assets, and the implications of global regulatory shifts. Sign up for your early morning brew of the BizNews Insider to keep you up to…
Kevin Lings on markets, monetary policy, and geopolitical risks
Economist Kevin Lings discusses the market impact of Trump’s policies, South Africa's conservative monetary approach despite low inflation, and the resilience of global markets amid geopolitical tensions. He advocates for bolder interest rate cuts in South Africa to foster growth and capitalize on rare moments of positive economic sentiment.
De Beer: Zuma holds the “dirty secret” Aces; Mashatile fires a warning shot; Shivambu in MK power move
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…
Masterclass II: Andrew Lapping tackles the Big Six issues investors must assess now
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…
BizNews Briefing - Insiders on Boxer IPO; Hersov on New World Order
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…
Rob Hersov on the global shift: America’s rise, South Africa’s struggles, and the future of media
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…
André Pienaar: Sibanye Stillwater, the future of nuclear energy, space investments, and cybersecurity
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.
Tackling the Zuma-era Construction Mafia
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…
Pick n Pay and Boxer CEOs unpack JSE listing and what the future holds
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…
Piet Viljoen’s investing masterclass - how to avoid our investments being hit for six
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.
BizNews Briefing - Sanlam and Ninety One’s R5bn deal; Restructing portfolios Viljoen’s way
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…
Sean Peche’s deep dive into BizNews portfolio boomer Palantir… alarm bells aplenty
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…
BizNews Briefing - Safair’s ownership problem coming to a head; Buffett selling big-time
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…
Miles vd Molen: Existential threat to rules-breaking Safair coming to a head
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…
R1m Investing Challenge - Viljoen widens gap, possible Lollapalooza awaits
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…
Joburg’s water crisis deepens as delays to Lesotho Highlands Project surge
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…