This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

BN Daybreak: Nvidia results; Budget breakdown; Epstein saga; Anthropic and AI safety; Kganyago

Loading player...

Today’s BN Daybreak spans the AI trade after Nvidia’s latest numbers, fresh twists in the Epstein story, and a major shift at Anthropic as government and competitive pressures mount. We then turn local with Alec Hogg’s “good news” Budget read — before closing with SARB Governor Lesetja Kganyago on the market impact of South Africa’s inflation-target changes.

25 Feb 11PM English South Africa Investing · Business News

Other recent episodes

"Two suspensions don't fix 20 years": Roland Schoeman joins the fight against Swimming SA

Roland Schoeman won three Olympic medals for South Africa. In this interview with BizNews editor Alec Hogg, Schoeman says that didn't buy him any protection from Swimming South Africa: he describes being flown home from the US at the federation's own expense just to hear a second doctor confirm what…

10 Sep 3AM 26 min

BN Daybreak: 54 days to elections, 48,000 tons of gold untouched, SOE failures, Piet Viljoen

Fifty four days out from South Africa's local government elections, Geordin Hill-Lewis told BizNews nobody else is even campaigning yet, and made his case for why the DA could end up governing seven of the country's eight big metros. Sam Montsi, whose memoir Defying Barriers charts a career from exile…

9 Sep 11PM 13 min

BNC#9 | Wheatley Q&A: Will the SARB take your crypto? And Eskom's missed Bitcoin windfall

Editorial note: This session was recorded at BNC#9 on Thursday 13 August 2026. In the days after this Q&A, the FSCA announced 20-year debarment orders against Warren Wheatley and two colleagues over share trading in Altvest Capital (Africa Bitcoin Corporation's predecessor) in September 2022, along with a combined R10 million…

9 Sep 10AM 37 min

BNC#9 | Viljoen Q&A: The investment advice most fund managers won't give you

Piet Viljoen doesn't read the news, doesn't watch the Fed, and thinks most of what the investment industry sells you is jargon designed to make simple things sound complicated. In his Q&A at BNC#9, he went after executive pay, looked at private equity's real return profile, explained why he avoids…

9 Sep 10AM 32 min

GHL: Seven metros could flip from ANC control, what voters want most, and the DA's jobs record

Cape Town created 418,000 jobs in five years while the rest of the country's economy shrank last quarter. Its new DA leader, Geordin Hill-Lewis, thinks that number is the party's best argument for why voters should hand it six or seven of South Africa's major metros on 4 November, from…

9 Sep 6AM 24 min

All episodes