Rational Radio: Swapping banks for gold; local is lekker; Tongaat and Herd Immunity

The Monday Noontime webinar is hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. Four other panelists joined this week: * Piet Viljoen, executive chairman of RE:CM shared his "local is lekker" perspective of South African investment opportunities. * Nick Hudson, co-ordinator of PANDA shared insights into Lockdown Level 2 and the concept of Herd Immunity. * Dave Woollam, former banker and CA who blew the whistle on Tongaat Hulett, with a progress report after the group's last set of numbers which included news that the former CEO and other executives are about to be criminally charged. * Kokkie Kooyman of Denker Capital on Warren Buffett's latest surprise changes to his portfolio - selling Wells Fargo and Goldman Sachs; buying Bank of America and Barrick Gold.