Rational Radio

BizNews Finance Friday webinar: Investing for global South Africans

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.

14 Aug 2020 39 min

Tim Modise asks law-enforcers: where are we on arresting corruption in South Africa?

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…

14 Aug 2020 1 hr 01 min

OrbVest: Peace of mind that while living locally, your wealth can build in the USA

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…

14 Aug 2020 52 min

Reimagining post-pandemic SA with Discovery founders - Adrian Gore and Barry Swartzberg

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…

14 Aug 2020 1 hr 12 min

BizNews Finance Friday webinar: Investing offshore

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.

7 Aug 2020 49 min

BizNews Finance Friday webinar: Investing offshore

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.

31 Jul 2020 50 min

Rational Radio: 9m kids go hungry; Shapiro on vaccine-fuelled markets; Illegal trade boom; PANDA

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…

20 Jul 2020 1 hr 13 min

Rational Radio: David Shapiro calling spades shovels; Lockdown contractions; SAA pilots rescue plan

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…

13 Jul 2020 1 hr 10 min

Rational Radio: David Shapiro on 'crazy markets'; Allan Gray's new CIO; Covid-19 modelling; Kisby

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…

6 Jul 2020 1 hr 07 min

Rational Radio: SAA uncut, snubbing God of Economics and local banking insights.

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…

1 Jun 2020 1 hr 16 min

Rational Radio 25 May: Disrupters vs Disrupted, Tiger Brands and Lockdown's 'burden of proof'

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…

25 May 2020 1 hr 05 min

Rational Radio - full show: Blocked racing threatens 100,000 jobs; Lockdown logic unpacked by B4SA's Martin Kingston

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…

11 May 2020 1 hr 21 min

Rational Radio: MJ picks SA's post-lockdown winning, losing sectors; Sygnia's big stake in Oxford's Covid-19 vaccine

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…

4 May 2020 1 hr 18 min

Rational Radio 28 April, the full show: David Shapiro on Sasol; GG Alcock, Prof Whiteside and Chris Yelland

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…

28 Apr 2020 59 min

Rational Radio 20 April: Shapiro/Alcock on what happens after lockdown; A new way for SAA; Making respirators in PMB

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…

20 Apr 2020 1 hr 02 min

Rational Radio 6 April 2020: Covid-19 story that scared Shapiro; GG warns on township riots; Bonang the White Knight

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…

6 Apr 2020 53 min

Rational Radio: The full show March 30, 2020

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…

30 Mar 2020 58 min

Rational Radio 23 March - Investing in world at war with germs; Sol Kerzner; Ocean Basket; maths for all.

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…

25 Mar 2020 1 hr 15 min

Rational Radio 16 March: Coronavirus fever hits SA; plus Estate Duty ripoff

A focus on Coronavirus in this week's episode of Rational Radio as market commentator David Shapiro shares his thoughts on the latest developments and we also chat to Old Mutual exec Andrew McPherson who has tested positive for COVID-19 and our regular correspondents, previously China-based teachers Andy and Gary Cronje,…

25 Mar 2020 1 hr 01 min

Rational Radio 9 March: New Nampak CEO; Ecsponent from two sides; Coronavirus scenarios; Sasol and more

A bumper lineup on this week's Rational Radio: * New Nampak CEO Erik Smuts; * SA's favourite market commentator David Shapiro on Sasol, Anglo, Pioneer and more; * Acting CEO George Manyere gives his side of the Ecsponent story; while Brenthurst Wealth's Magnus Heystek pokes a few holes; * First…

24 Mar 2020 1 hr 19 min