BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
The R1bn American adventure - Springs’ Chief Biltong Officer Warren Pala
There is an American company called Stryve that is selling biltong in the United States and it is determined to grab the market share of jerky, the American equivalent. Stryve is marketing biltong as a healthier meat snack and they have raised nearly R1bn for expansion. The Chief Manufacturing Officer…
BPH: US Fed's inflation targeting; Peter van Kets on being a full-time adventurer; Magnus Heystek plans investment pivot
This episode of the BizNews Power Hour brings you an extended interview with full-time adventurer Peter van Kets. The East London local gives insight into what makes him tick and the key to achieving a well-lived life. Our partners, the FT, provide the latest on the US Federal Reserve Chairperson…
The easy money has been made, it’s time for investors to grit their teeth – Magnus Heystek
The hard-hitting Magnus Heystek unpacks what has been a tough start to the year for the financial markets. Heystek, who has been bullish on technology-focused businesses –specifically in the US – for the better part of a decade, says he and his team are mulling over a change in strategy…
Piet Viljoen on Sasol's windy sails; PPC's insider selling
Counterpoint value fund manager Piet Viljoen unpacks the reasoning behind inflation widening global wealth inequality. Primarily owing to economic policy and supply side issues, inflation has been driven to its highest levels in decades, leaving the poor helpless. The rich can shield themselves by investing in assets that will perform…
Did Neal Froneman get cold feet on Sibanye-Stillwater’s $1bn green metals acquisition? – Peter Major explains
Mining guru Peter Major looks at the controversy behind Sibanye-Stillwater’s $1bn nickel and copper mine acquisition in Brazil. On Monday, Sibanye announced the deal would be terminated on the grounds that a “geotechnical event” occurred at the Santa Rita mine that would materially affect operations. However, the seller – private…
BPH: Jonathan Oppenheimer's legacy to late wife; Swiggy's valuation scrutinised; Treasury on R11.4bn World Bank loan
In this episode of the BizNews Power Hour, our partners at the FT in London explain what's going on at Google regarding its decision to overhaul its online tracking tools. Anthony Sedgwick speaks to us about Indian food delivery giant Swiggy's valuation that's doubled in the last six months. Businessman…
Jonathan Oppenheimer's legacy to his late Jennifer - incentivising scientists to tackle African challenges
In this thoughtful and moving interview, the scion of South Africa's storied Oppenheimers opens up about his late wife Jennifer; generational investments into Africa's future; and incentivising scientists to find solutions to the continent's challenges. It opens a rare window into an iconic family which is most comfortable operating out…
Reaction to SA's R11.4bn loan - state's 'poor' spending track record in the spotlight
South Africa's government has a putrid record of spending money wisely. Dr Lumkile Mondi from the Wits School of Economics and Finance is cautiously optimistic the R11.4bn World Bank loan will be prudently allocated, but warns the vultures must be kept at bay if the loan is to have any…
SA's 'cheap' R11.4bn World Bank loan - Treasury DG on the Ts & Cs
South Africa is cash-strapped and the economy is not firing on all cylinders. National Treasury DG Dondo Mogajane gives a breakdown of South Africa's latest R11.4bn loan from the World Bank. This comes on the heels of a R70bn loan from the IMF in 2020. Learn more about your ad…
The worst is yet to come – Sean Peche rings the alarm bells
UK-based value fund manager Sean Peche gave words of warning as the market continues its volatile year. The tech-focused Nasdaq has been the worst affected; growth company valuations are being reconsidered given inflationary pressures and an imminent interest rate hike cycle. Market volatility has been elevated for some time now,…
BPH: Mr Market's wild ride; Bain was the brains in Zuma's plundering plan; Restaurants react to illegal worker blitz
In this episode of the BizNews Power Hour, our partners at the FT in London and UK-based Sean Peche of Ranmore Funds unpack last night's wild stock market ride where the US's Dow Index plunged then enjoyed a record one session rebound. Constitutional law specialist and avid Zondo Commission watcher…
Zondo implications - Adv Erin Richards explains why multinational Bain's "deny, deny, deny..." strategy is farcical
In this powerful podcast, Adv Erin Richards explains how Boston-based multinational consulting firm Bain is up to its neck in the Zupta State Capture project, unpacking its critical role in helping dark forces secure control of SA Revenue Services. Sharing conclusions after having read most of the Zondo Commission's 57,000…
BPH - Reasons for Rand's strong start to 2022; Why Unilever is drawing unfriendly fire; Paul O'Sullivan on Zondo
This episode of the BizNews Power Hour features an in-depth interview with forensic consultant Paul O'Sullivan about Part One of the Zondo Commission report and his forthcoming "tell all" book. Also in the programme, TreasuryONE's Andre Cilliers unpacks reasons for the Rand's powerful start to 2022; and our partners at…
Employment quotas: Malema's PR stunt forcing government's hand
Julius Malema, pitching up at a restaurant last week demanding to know the ratio of foreigners employed compared to locals, was widely condemned as thuggish and intimidatory. But, as Hospitality Leadership founder Randolf Jorberg explains, you don't have to like Malema's PR stunt to accept that the industry has a…
How SA restaurateur Neleen Strauss managed to 'byt vas' while giants fell
On the banks of the Thames river in London there is a well-known restaurant among the business sector of the area called 'High Timber'. The owner and manager is Neleen Strauss, originally from Bloemfontein who have managed to survive the lockdowns in London despite scores of restaurants closing down. It…
Currency expert Andre Cilliers on the red hot Rand - where to from here?
TreasuryOne's Andre Cilliers shares his insight on the driving factors behind the Rand's outperformance thus far in 2021. The Rand was been the second best performing currency in the world relative to the dollar during the first three trading weeks, with a number of tailwinds aiding performance. Learn more about…
Hot Stocks from Down Under
In this episode Mark Tobin, founder of Coffee Microcaps, shares two Australian stock ideas which he thinks may become 10-baggers. Learn more about your ad choices. Visit megaphone.fm/adchoices
South African Adventurer Peter van Kets - rowing the Atlantic (twice); racing to the South Pole. Why?
Here's the extraordinary story of a 54 year old from East London who, decades back, gave up teaching to become a full-time adventurer. This conversation with BizNews founder Alec Hogg is very special. Not least because alongside insights into what makes this unique man tick, comes the best advice to…
Paul O'Sullivan on Zondo: Time for the Al Capone approach - here's how NPA can quickly put Myeni and Co behind bars
Ace forensic investigator Paul O'Sullivan takes a hard look at the first volume of the report by the Zondo Commission, offering a "so far, so good" verdict. But he draws on personal experience to share how the National Prosecuting Authority should approach miscreants like Dudu Myeni - and put them…
BPH: Whistle-blower Athol Williams on Bain's SARS sham; Piet Viljoen's bullish energy thesis; Russia/Ukraine
In this episode of the BizNews Power Hour, whistle-blower Athol Williams, who fled South Africa after going public about Bain & Co's strategic destruction of SARS in collaboration with former President Zuma and former SARS Commissioner Tom Moyane, on what has to happen now; fund manager Piet Viljoen shares his…