In this Boardroom Talk, BizNews editor Alec Hogg unpacks Tesla’s shift into AI and robotics, Sasol’s resilience amid oil shocks, and Teledyne’s disciplined growth — highlighting how each plays a role in a rational, diversified portfolio.
In today's BizNews Daybreak, we examine South Africa’s legislative shift toward a merit-based public service to combat state capture and political patronage. Globally, we cover Tesla’s massive $25 billion AI investment and the escalating naval conflict between the US and Iran in the Strait of Hormuz. Finally, we analyse Capitec’s…
In this Boardroom Talk, BizNews editor Alec Hogg takes a second-level look at three heavyweight shares in the BizNews Ricardo portfolios — Capitec, Chubb and Remgro. He unpacks Capitec’s strong growth and rising credit risk, Chubb’s underwriting discipline, and Remgro’s FirstRand exit as a capital-allocation play, highlighting what each says…
In today's BizNews Daybreak episode, President Trump indefinitely extends the US-Iran ceasefire at Pakistan's request while maintaining a naval blockade. We cover the security breach of Anthropic’s "Mythos" AI model and Kevin Warsh’s pledge of independence during his Federal Reserve confirmation hearing. Plus, an investing masterclass with Sean Peche explores…
BizNews editor Alec Hogg sits down with Ranmore Fund Management founder and chief investment officer Sean Peche for an investing masterclass on navigating volatile markets. Using a vivid analogy about buck grazing where the lions lurk, Peche explains why investors should avoid the herd, focus on value, and stay disciplined…
Eurasia Group President and Founder Ian Bremmer joined Bloomberg Open Interest to break down the fragile reality behind the US-Iran talks. He warns that a peace deal may be more political theater than real progress. Bremmer talks about how higher gas prices could impact the midterm elections.
In today's BizNews Daybreak episode, Apple names John Ternus as CEO while Tim Cook moves to Executive Chairman. Political tensions rise as President Trump threatens to end the Iran ceasefire, impacting crude oil prices and global markets. Meanwhile, Jeff Bezos secures billions for "Project Prometheus" and Amazon ramps up its…
In this Boardroom Talk, BizNews Editor Alec Hogg exposes a sophisticated online scam using AI-generated images, fake SABC branding and a fabricated “Carte Blanche” showdown with President Cyril Ramaphosa to lure victims into handing over personal details and money. He explains how the con works, why it is so dangerous,…
In today's BizNews Daybreak, tensions reach a breaking point as the US Navy seizes an Iranian vessel, threatening a fragile ceasefire set to expire Tuesday. While global markets remain resilient with the S&P 500 hitting record highs, the UAE is seeking a financial backstop to prevent economic contagion. Plus, Solidarity’s…
South Africa’s housing backlog exceeds 2.5 million units, with more than 4,000 informal settlements straining municipalities for serviced land. KwaMashu-born architect Wandile Mthiyane, who grew up in a mud-brick shack, is developing Ubuntu Home – an AI platform designed to provide people with land, services and AI tools so they…
South Africa doesn't hear enough from politicians who do the unglamorous work of fixing the state. Jan de Villiers is one of them. The DA MP and chair of Parliament's Portfolio Committee on Public Service and Administration just drove through a landmark law that tightens the firewall between party politics…
From Elon Musk’s Pretoria beginnings to global dominance, this conversation dives into power, policy, and South Africa’s economic crossroads. Solidarity’s Dirk Hermann unpacks the growing backlash against BEE, arguing it stifles jobs, fuels elite enrichment, and deters investment. With pressure mounting from markets, citizens, and international players, is reform inevitable?…
This Bloomberg Originals documentary explores the explosive rise of prediction markets like Kalshi and Polymarket — and the legal, ethical and political backlash that’s followed. As these platforms go mainstream, questions are growing over insider trading, sports betting, and whether turning almost any real-world event into a wager comes at…
In today's BizNews Daybreak, we dive into President Trump’s announcement of a ten-day ceasefire between Israel and Lebanon, alongside hints of a potential deal with Iran during upcoming talks in Pakistan. We analyze the grim reality of illegal mining, where heavily armed syndicates are causing massive environmental damage and poisoning…
Heavily armed illegal mining syndicates are no longer just a problem for abandoned shafts and remote communities. In this interview, De Wet du Toit of the Blyde River Task Force tells BizNews how zama-zama operations linked to foreign criminal networks are threatening South Africa’s water systems, tourism economy and wildlife…
The Financial Times' Gideon Rachman discusses possible negotiated solutions to the Iran war with Suzanne Maloney of the Brookings Institution. What do Tehran's leaders want and how long can they hold out for a winning settlement that will ease the country’s economic pain? What are the stakes for Trump and…
In today’s BizNews Daybreak, we unpack a possible extension of the US-Iran ceasefire, a development already driving the S&P 500 and Nasdaq to fresh record highs. We also examine the CFTC’s probe into suspicious oil futures trading and an executive shake-up at Ford. Closer to home, we assess South Africa’s…
In his latest interview with Chris Steyn, US intelligence analyst, retired Colonel Chris Wyatt gives his take on why President Cyril Ramaphosa has appointed Apartheid-era politician Roelf Meyer as US ambassador. He slams US President Donald Trump’s utterances that have offended both Christians and Muslims, as well as his attacks…
Roubini Macro Associates Chairman & CEO Nouriel Roubini talks about ending the Iran war through escalation and regime change, why he doesn't predict a US and global recession and the "tug-of-war" between stagflationary events and growth from the global tech boom. He speaks to Bloomberg's David Ingles at the Greenwich…
In this Boardroom Talk, BizNews editor Alec Hogg details how President Cyril Ramaphosa’s appointment of Roelf Meyer as South Africa’s envoy to Washington is one of the smartest decisions of his presidency. Hogg says Meyer’s credibility, history and stature could help thaw a badly damaged US-SA relationship, ease pressure around…
15 Apr 4AM
25 min
1 – 20
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