BizNews Rational Radio

Rational Radio

Rational Radio is the weekly business news show hosted by BizNews editor Alec Hogg. It runs for around an hour and features leading commentators from the investment and financial world, including regular guest David Shapiro.
Weekly English South Africa Business News · Investing
421 Episodes
52 – 72

Alec Hogg's roadshow presentation: Investing after Budget 2020

Here is the recording of the presentation Biznews founder Alec Hogg gave during March 2020 when he provided insights into the recent National Budget, provided an update and shared changes to the top performing Biznews Share portfolio, and fielded questions from the audience.
5 Mar 2020 1 hr 07 min

Rational Radio Jan 20th - this week's full show

In this, the latest episode of Rational Radio: * David Shapiro on Naspers, Richemont, Davos and where he'd invest * Editor and author Rob Rose on the FM's legal challenge to Steinhoff * Paul O'Sullivan explains why Markus Jooste, Martin Levick aren't in jail * Kevin Shames unpacks appeal of…
20 Jan 2020 1 hr 24 min

This week's full show - Rational Radio focus on Eskom, Prosus, Comair, MTN and more

This week's episode of Alec Hogg's weekly Rational Radio show features interviews with SA's favourite market watcher David Shapiro; outspoken energy specialist Chris Yelland; Barbara Walsh of Metaco; Marius Hollenbach on the latest survey of SA mobile broadband speeds; and Bright Light Solar's CEO Kevin Shames.
13 Jan 2020 1 hr 11 min

The Editor's Desk: A deep dive into the darkness at Eskom

The troubles at Eskom have come to consume South Africa, absorbing attention, demanding discussion, and dominating headlines. Given the huge impact that the struggling utility has on everyone’s daily lives, this is unsurprising. This week was dominated by Eskom chair Jabu Mabuza’s resignation and a fresh wave of attacks on…
12 Jan 2020 22 min

SLR's on Boris, Corbyn, Scotland and impact on SA of massive UK election swing.

Biznews columnist Simon Lincoln Reader has been reflecting on the historic UK election victory for Boris Johnson's Conservative Party a week ago. His conclusions are stark - Johnson himself with be closely watched by unforgiving Northerners; the defeated Corbyn may well be "convinced" by his allies to stay as Labour…
19 Dec 2019 20 min

The Editor's Desk: Looking back at 2019… and ahead to 2020

2019 has been many things. Dull is not one of them. From load shedding to Tongaat, there has been plenty to occupy our minds. In this episode, Alec Hogg and Felicity look back at the year that was. They discuss South Africa’s progress (or lack thereof) at a national level…
14 Dec 2019 16 min

The Editor's Desk: Forget Ramaphoria, it’s time to get real

Load shedding once again paralysed South Africa this week, destroying confidence and eroding the viability of many businesses. As Eskom trotted out its well-worn “wet coal” excuse, many South Africans experienced a familiar frustration. Unfortunately, President Ramaphosa was nowhere to be seen – he was on a mission to Togo…
8 Dec 2019 19 min

Rational Radio: Tongaat, Sasol, Adrian Gore's shares and SARS Investigative unit

In this week's episode of Rational Radio, in order of appearance host Alec Hogg speaks with: David Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option transaction. Chris Logan of Opportune who has been on the Tongaat management…
2 Dec 2019 1 hr 10 min

The Editor's Desk: Tongaat and companies run by and for managers

As the details of the alleged accounting fraud at Tongaat Hulett emerge, former Tongaat executives are being targeted for criminal and civil charges. It’s refreshing to see managers being held accountable for their actions – all too often they seem to walk away unscathed, leaving pain and loss in their…
30 Nov 2019 14 min

The Editor's Desk: The FirstRand unbundling & SA’s junk rating

It was a week of contrasts. First, there was good news for shareholders as Remgro and RMH announced plans to unbundle a 40% stake in FirstRand. Then, more bad news for taxpayers as S&P revised its outlook for South Africa to negative, suggesting an additional downgrade is in the pipes…
25 Nov 2019 20 min

This week's Rational Radio - Sasol, Shapiro, O'Sullivan, S&P and SABC

In this week's episode of Rational Radio, guests in order of appearance were: SA's favourite market watcher David Shapiro on ESG investing, Sasol and Naspers/Prosus; Econometrix chief economist Azar Jammine warns that the S&P rating report on SA has major implications for long-term interest rates; SABC chairman Bongumusa Makhathini attacks…
25 Nov 2019 1 hr 03 min

The Editor's Desk: Orbvest and SAA and the DA, oh my!

After hosting a webinar with Orbvest, Alec Hogg had a number of questions from the community. In this episode, he explains why Biznews does these webinars and what the relationship with Orbvest is all about. He and Felicity Duncan also discuss the strike action at SAA and the reasons why…
16 Nov 2019 18 min

The Editor's Desk: Inside the Biznews/Lebashe deal and what’s next

This week, the Lebashe Investment Group announced the launch of its new media entity, Arena Holdings. More importantly (for us) it has signed a strategic equity partnership with BizNews. In this episode, Alec Hogg and Felicity Duncan talk about Lebashe’s acquisition of Tiso Blackstar’s media assets, the strategic thinking at…
9 Nov 2019 17 min
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