Rational Radio

We kicked off discussions at this week’s BizNews Finance Friday webinar with a look at whether Bitcoin, blockchain and SA’s underperforming funds have a place in your portfolio of assets. Answering your money questions were: independent financial advisors Dawn Ridler of Kerenga Wealth Ecology, Johannesburg, and Jonathan Botha of Netto Invest, Cape Town.

Our popular, highly interactive Finance Friday webinar is back. This week, we were joined by global index-tracking expert Lisa Segall of GinsGlobal Index Funds, and award-winning, independent investment expert Magnus Heystek of Brenthurst Wealth Management. It was a vibrant conversation on how to make the most of your hard-earned savings - at home and offshore.

Independent advisors Dawn Ridler of Kerenga Wealth Ecology and Candice Paine of PR Financial Services joined us at this week's BizNews Finance Friday. We took a look back at the big money questions this year and how to plan for 2021.

The Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro from Sasfin, as the regular guest. This week our CFO in focus was Basil Sgourdos of Naspers. The money manager supporting David and Alec with the questions was Adrian Saville.

Dawn Ridler of Kerenga Wealth Ecology and Wynand Gouws, wealth manager at Gradidge Mahura Investments, answered your questions about global assets as well as your domestic savings, with a special focus on how to pay less tax when you retire.

A special episode of the noontime webinar featuring a debate on Covid-19 between PANDA co-founder, actuary Nick Hudson; and SA and UK academic and HIV/AIDS activist Prof Alan Whiteside. In a recent interview - Whiteside referred to the drafters of the Great Barrington Declaration as misguided idiots... Hudson, whose organisation's advisory board includes the creators of that globally publicised declaration and who believes lockdowns are a crime against humanity, has challenged the more conventionally-minded Whiteside to a debate on the whole Covid-19 matter. BizNews founder Alec Hogg moderated the webinar.

The dramatic changes opening up the world for your retirement funds are in focus in Jackie Cameron’s Finance Friday this week. Jackie discusses this with expert guests including Magnus Heystek of Brenthurst Wealth Management, and Gareth Leonard of Netto Invest.

The Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg. This week we had a smorgasbord of topics, from Anchor Capital founder Peter Armitage on his delisting decision (and his view on investment markets, of course) through to the MultiChoice results, Ace Magashule's arrest and the latest on Covid-19.

Every Friday BizNews editor Jackie Cameron sits down with finance specialists to help smooth your investment journey. This week's attendees were in for a treat, guests included: - Schalk Malan, the qualified actuary who is the main architect behind BrightRock’s unique human-centric life insurance. He’ll be sharing some interesting developments on innovative financial services offerings with us; - Joburg-based financial advisor Dawn Ridler, who is popular among BizNews community members for her fiercely independent approach and incisive views on investing and personal finance; and, - Rob Macdonald, who specialises in training financial advisors, and will share insights on the influence of behaviour on investment outcomes and why he thinks life planning is so important to financial planning.

The Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro from Sasfin, as the regular guest. This week our CEO in focus was Gerrie Fourie of Capitec. The expert money manager supporting David and Alec with the questions was SA's top financial services fund manager, Kokkie Kooyman of Denker Capital.

Taking a closer look at SA investment opportunities, risks and challenges were entrepreneur and property investment specialist Michelle Dickens, managing director and co-founder of TPN Credit Bureau; and financial advisor Lourens Reichert of Holborn Africa.

The Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro from Sasfin, as the regular guest. This coming week we deviated from our usual theme to find perspective on the past week's raft of financial results from the Big Tech companies - Amazon, Apple, Alphabet and Facebook - plus Netflix, Twitter and more. Apart from David and Alec, Deon Gouws, CIO of Credo, joined us from London.

Investing offshore is in vogue - but there are many ways to develop a diversified portfolio. In this week’s Finance Friday webinar, independent financial advisor Dawn Ridler of Kerenga and Mike Brown, financial services entrepreneur behind etfSA.co.za - which provides lower cost index trackers - were our special guests.

The Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro from Sasfin, as the regular guest. This week the CEO in focus was Fleetwood Grobler of Sasol. Helping Alec and David with the quizzing was Piet Viljoen of RE:CM.

Fractional property and long-term investments were on the agenda at this week’s BizNews Finance Friday webinar. Guests included Easy Properties Rupert Finnemore, independent financial adviser Dawn Ridler and SAIFAA's Derek Smorenburg.

Craig Gradidge, founder of award-winning financial advice company Gradidge-Mahura in Johannesburg, and global financial markets specialist Fred Razak of CM Trading join BizNews editor Jackie Cameron to discuss prescribed assets and the Robinhood hacking scandal.

The Monday Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. This week we were joined by Paul Hanratty, CEO of Sanlam and guest investment analyst Adrian Saville from Cannon Assets.

Building wealth for the long-term. In this week’s Finance Friday at noon, independent financial advisor Dawn Ridler of Kerenga Wealth Ecology in Johannesburg, and investment specialists Albert Coetzee and Marc Lindley of Ninety One Investment Platform were available to answer your money questions.

The Monday Noontime webinar is the only weekly webinar hosted by Biznews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. This week we were joined by Gavin Hudson, CEO of Tongaat Hulett, KZN's venerable sugar and property group which had some really good news last week when the R5bn sale of its starch operations was confirmed - despite last minute seller's remorse from purchasers Barloworld. Our guest investment analyst was veteran asset manager and shareholder activist Chris Logan of Opportune.

With thousands of investment options available to you, where do you begin building assets for the long-term? Join award-winning independent investment expert Magnus Heystek of Brenthurst Wealth Management and Lisa Segall of GinsGlobal Index funds, for a discussion on how to narrow your options and make the right choices.

The Monday Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg. This week he was joined by Charles Savage, CEO of Purple Group, owner of the innovative retail share investing business Easy Equities. The guest investment analysts were Wilhelm Hertzog of Rosendal Partners and veteran investment analyst Mark Ingham of Ingham Analytics.

The Monday Noontime webinar is exclusive to BizNews Premium members. Starting at noon, it is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. After positive feedback the new format is now confirmed where each programme focuses on the CEO of a company in the news as well as providing a roundup of the week's important investment-related information. This week we were joined by FirstRand CEO Alan Pullinger, with financial services specialist Kokkie Kooyman in the asset manager chair.

This week we take a look at prescribed assets and how to plan ahead for retirement. Among the experts answering your questions are: Dawn Ridler, an independent financial advisor, and Hermann Pretorius of the IRR, explains why a dry-sounding government policy on pension investments has hit the mainstream.

The Monday Noontime Rational Radio webinar is held weekly from noon to 1pm, exclusive to Biznews Premium members. It is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. The format was adjusted this week to enable us to focus on the CEO of a company in the news as well as providing a roundup of the week's important investment-related news. We were joined by Aspen CEO Stephen Saad; and Cannon Asset Manager's Adrian Saville.

Join independent financial advisor Dawn Ridler of Kerenga Wealth Management in Johannesburg, and Deon Gouws, Chief Investment Officer at Credo Wealth, London, for a stimulating conversation on investing opportunities and risks.

The Monday Noontime Rational Radio webinar is held weekly from noon to 1pm, hosted by BizNews founder Alec Hogg with SA's favourite market commentator David Shapiro as the regular guest. There are three other panelists, each of whom enjoy the spotlight for 15 minutes, discussing their topic with Alec and David, and answering questions posed by attendees. Apart from David, this week's webinar also featured: * Phil Craig, co-founder of the Cape Independence Advocacy Group on the Western Cape's desire to separate itself from the rest of SA. * Irnest Kaplan, SA's leading independent tech stock analyst on Altron's proposed offshore listing of its Bytes UK assets in London. * Sean Peche, the London-based owner of Ranmore Fund Management, on the great opportunities in value shares.

This week, award-winning financial advisor Magnus Heystek of Brenthurst Wealth Management and stock market trading expert Brett Duncan of the Standard Bank group answered personal finance questions.

The Monday Noontime webinar is the only weekly webinar hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. Three other panelists are invited weekly, each of whom enjoy the spotlight for 15 minutes during which they answer questions from attendees discussing their topic with Alec and David. This week's guests were: * Volker Schuette, investor in Hulamin who roasted the management team at last week's Annual General Meeting. * Patrick Duff, private equity transactor who is advising Mary Oppenheimer and Daughters in the bid for Phumelela - an offer which appears to have been trumped by UK gambling group BetFred. * Sean Emery and Mark Barnes of the Kisby Fund, which is raising capital to assist Covid-19 stressed South African SMEs.

Answering money questions at the BizNews Finance Friday webinar this week are award-winning financial planner Craig Gradidge of Gradidge-Mahura Investments and Nilan Morar of online broker Easy Equities.

Hunting for returns offshore. CM Trading’s Fred Razak shared insights on how to trade in financial markets, and Arran Kerkvliet, investment director at One Touch Property, is a specialist in high-yielding UK real estate.

Covid-19 had a devastating impact on the South African horse racing industry. A R100m lifeline from Mary Oppenheimer Daughters in May this year helped shore up Phumelela, the nation’s biggest horse racing company, after the racetrack owner filed for a local form of bankruptcy protection. Brian Riley, the acting Chairman of the Racing Association (RA) and member of the Racing Restructuring Task Team and RA national board member Charles Savage joined BizNews founder Alec Hogg to give the latest from the parade ring, with a view on the future.

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.

How do wealthier South Africans diversify their investments? Jackie Cameron spoke to award-winning financial planner Debbie Netto-Jonker, who shares her time between SA and Australia, and bricks-and-mortar property specialist Andrew Golding, who has insights on the SA and global property markets.

Tim Modise, a veteran broadcaster, put your questions to the country's law-enforcers at a BizNews Thursday Noontime webinar on the subject of arresting the corruption slide that is threatening to pull the carpet out from under South Africa. Modise’s guests were the head of the country’s great hope in the fight against corruption, Special Investigating Unit head Advocate Andy Mothibi, Sipho Ngwema, the spokesperson of the National Prosecuting Authority, and Advocate Selby Makgotho of the Special Tribunal. - Nadya Swart

OrbVest is a global real estate company that has a hyper-focus on acquiring stable income producing Medical buildings in the USA. In this sponsored webinar for OrbVest on the launch of its OrbVest Diversified Holdings 1 product, we demonstrate how we plan to generate the same attractive returns, but with your risk spread over to 10 different buildings, including some of our proven flagship assets. Note that this offering is not a REIT or a Collective Investment scheme.

Alec Hogg returned to host the Noontime Thursday webinar with another in his series with the founders of iconic South African companies. This week he hosted Adrian Gore and Barry Swartzberg, founders of the multinational Discovery Group. Pioneer of the shared value business model, Discovery is now a major player in SA and the UK, owns 25% of China's health insurance market leader, and has thriving business partnerships focused on its shared value model with major financial services groups in Europe, North America and Asia. The group, started from scratch by youthful actuaries Gore and Swartzberg, is now worth R72bn.

Jackie Cameron, BizNews editor, hosts the Finance Friday webinar. This week’s guests: Lisa Segall, director and certified financial planner at GinsGlobal and independent financial expert Dawn Ridler. The hot topic is still global diversification and the webinar also explores how to get that offshore exposure without investing more money.

This week’s guests: Magnus Heystek, founder of award-winning investment boutique Brenthurst Wealth Management, and independent financial expert Candice Paine. The hot topic is still global diversification; this week, we also looked at how to get that offshore exposure without investing more money.

The Monday Noontime Rational Radio webinar is held weekly from noon to 1pm, hosted by Biznews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. There are three other panelists, each of whom enjoy the spotlight for 15 minutes, discussing their topic with Alec and David, and answering questions posed by attendees. Apart from David, this week's webinar also featured: * Shayne Krige of PANDA - Director at Werksmans and member of PANDA, the independent group of actuaries and professionals, on the latest mortality numbers for South Africa and the Press Council complaint lodged by Prof Boulle of UCT, who wants Biznews to apologise for publishing PANDA's supplied articles. * Rob Rose, editor of Financial Mail, who spent part of his weekend working through Judge Sunet Potterill's 54 page judgement lashing basic education minister Angie Motshekga and eight provincial education heads who froze the feeding scheme for 9m children. Rose described this as "the most shameful moment of SA's lockdown." * Johann van Loggerenberg the former head of investigations at SARS was the only African invited to participate in a Euromonitor Round Table on Illicit Trade in a Covid-19 Era with none other experts from around the world. The conclusions were shocking - Johann shared them with us and provided insights into how the cigarette and alcohol bans are giving billions to organised crime in SA too.

The Monday Noontime Rational Radio is held weekly from noon to 1pm, hosted by Biznews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. There are three other panelists, each of whom enjoy the spotlight, discussing their topic with Alec and David, and answering questions posed by attendees. Apart from David, this week's webinar also featured: * Nick Hudson of PANDA - responding to the oblique mention in president Cyril Ramaphosa's speech last night (and projections of 40,000 to 50,000 covid-19 deaths) and whether the new regulations like banning alcohol and a night-time curfew actually help fight the pandemic; * Grant Back and Glen Smith - SAA Pilots Association chairman and chief negotiator provide context on their battle with the Department of Public Enterprises.

The Monday Noontime Rational Radio webinar is hosted by Biznews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. There are three other panelists, each of whom enjoy the spotlight for 15 minutes. Apart from David, the webinar also featured: * Duncan Artus - Long-time portfolio manager at Allan Gray who was last week promoted as the money managing giant's Chief Investment Officer. * Nick Hudson - Co-founder of PANDA, the group of actuaries and other professionals who're using data to question modelling of Covid-19 pandemic in SA. * Sean Emery - Founder of Rainfin and director of the innovative Kisby SME Fund which was launched on Thursday.

Biznews founder Alec Hogg hosts the weekly Rational Radio podcast hour, which is now recorded as a webcast to allow interactive engagement with Biznews Premium members. SA's favourite market watcher David Shapiro joined as the regular guest. The other guests June 1 included: * Denker Capital's Kokkie Kooyman, SA's leading financial services investment analyst who revisited his brilliant call of a few weeks ago to buy banking shares (which have surged since). * Retired airline pilot and ex chairman of the SAA Pilot's Association Jimmy Conroy who was instrumental in bringing the court case against former SAA chair Dudu Myeni. He spent days working on the case and was in court every day of the trial. * Anthony Levine who published a fascinating piece on Biznews last week unpacking how economics doesn't conform to the wills and desires of politicians who ignore it at their peril - and how the God of Economics has been snubbed by South Africa's Labour Relations Act.

Biznews founder Alec Hogg hosts the weekly Rational Radio podcast hour, which is now recorded as a webcast to allow interactive engagement with Biznews Premium members. SA's favourite market watcher David Shapiro joined him as his regular guest. This week "Kasinomics" author and informal market specialist GG Alcock joined to discuss how some parts of South Africa have moved to Level One of lockdown, ignoring the central directive. Renowned value investor Piet Viljoen discussed the tragedy of the once great business Tiger Brands and updated his (successful) recent call about opportunities offered in SA shares. And Russell Lamberti, founder and strategist at ETM Analytics and a member of the PANDA initiative, quantified how much damage lockdown is doing to the SA economy.

In this episode of Rational Radio, SA's favourite stockbroker David Shapiro is peppered with questions about investment ideas (he comes up some fresh ones including Salesforce.com) and the two pic stories in focus are: * The threat to 100,000 horse racing jobs is very real, with no guarantee a R100m Oppenheimer bailout will save the teetering sector from a Government that refuses to allow 65 people on course to conduct a race meeting; and * Business for South Africa's Martin Kingston - who heads Rothschilds in SA - addresses the tough question about the stifling Level 4 lockdown; why B4SA is calling for a lifting to level 2; and why president Cyril Ramaphosa doesn't trust his fellow citizens to act responsibly.

In this episode of Rational Radio, Alec Hogg apart from the stream of questions from on-attendance Biznews Premium subscribers, regulars David Shapiro and GG Alcock have plenty to chew on as former FNB boss turned startup investor Michael Jordaan picks the economy's post-Covid-19 winning and losing sectors; and Sygnia founder Magda Wierzycka explains how her company has ended up as the biggest shareholder in the fund which owns a chunk of Oxford University's coronavirus vaccine - currently undergoing human trials and widely tipped to be the first to deliver an antidote to the virus.

In this week's episode of the Rational Radio show David Shapiro takes a look at Sasol in the wake of the move to ESG and the low oil price; GG Alcock explains why the easing of lockdown in townships came not a minute too soon; From the UK, Prof Alan Whiteside updates us on the latest Covid-19 news including SA's coming wave of infections and the search for a vaccine; and Chris Yelland exposes Eskom's potential VW moment as the troubled SOE apparently lied to about the carbon emissions at its Kendal power plant.

This week's full Rational Radio show features the regular in-virtual-studio guests David Shapiro and GG Alcock discussing the impact of Covid-19 on the formal and informal sectors. Plus fascinating interjections with Paul O'Sullivan on an alternative plan to closing South African Airways; and an update from Ian Ambler, co owner of the Pietermaritzburg engineering firm that has make its first respirator in 17 years - resuscitating a product that had been discontinued due to corrupt gatekeepers in the State's health care sector. He's had plenty of orders from desperate buyers, but nothing from SA. - Alec Hogg

An adjusted format for the latest episode of Rational Radio where SA's favourite market commentator David Shapiro unpacks Covid-19 impact on the formal sector, and Kasinomics author GG Alcock explains what's happening in the informal market. They raise concerns about the practical implications of the lockdown on both sides of the economy - but catch their breath when we share the latest leg of the amazing journey for schoolteachers Gary and Andy Cronje. Their 50 year old fit and healthy cousin Johan Vorster (pictured), who fetched the couple from the airport when they arrived home from China, died of Covid-19 on Friday night. In between Bidvest chairman Bonang Mohale rallies to the defence of the new CE of Transnet Freight, Sizakele Mzimela, whose appointment has attracted much criticism.

In this episode of Rational Radio guests in order of appearance are: * SA's favourite market commentator David Shapiro; * Kasinomics author GG Alcock on how the informal sector is being hit by SA's 21 day lockdown; * PingAn Health deputy CEO Alain Peddle (from Shanghai) providing visibility from China on how long the Covid-19 Crisis is likely to last; * Mary Vilakazi, COO of FirstRand sharing details of how the group's R100m donation to fight Covid-19 will be applied - the first R20m already has been; * Philip Geromont of ENS unpacks the obligations of businesses to continue paying rent during the 21 day lockdown (hint: bad news for landlords); and * Brendan Mullen of impact investor Secha Capital explains how SMEs are being hit by the lockdown - and an easy way to unlock the credit freeze

In this week's episode of Rational Radio, David Shapiro and Delphine Govender help us keep cools head while Mr Market is losing his. Plus a MUST LISTEN interview about SA's late Sun King with Ian Douglas who shares the person behind the image - his long-time friend of Sol Kerzner's. Also Ocean Basket's CEO Grace Harding talks about the challenge of handling a sudden 58% drop in sales and James Lees explains why his company is making its archive of over 2 000 online maths tutorials available, for free, to high school students now confined to (home) barracks.