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
104 – 124

Rational Radio - The full show - 31 July 2019

Here's the Producer's Cut of this week's show featuring: Gavin Montgomery of WoodMcKenzie who shares his insights into the way electric vehicles will take over from internal combustion engines - and how that will impact the price of metals like nickel, cobalt and lithium. Kokkie Kooyman of Denker Capital, a…
31 Jul 2019 1 hr 07 min

PF Live : The full show focusing on global property investments for SAs

In this episode of Personal Finance Live, we talk global property investing for South Africans keen to diversify their portfolios, with: Brenthurst founder and chairman Magnus Heystek who likes the appeal of Mauritius but warns against indiscriminate purchasing as not every property project is created equal. Orbvest director Justin Clarke…
30 Jul 2019 57 min

The Editor’s Desk: Johnny Clegg embodied our hopes for SA

Last week, South Africans came together to mourn the loss of musician Johnny Clegg. Clegg, who was born in the UK, moved to South Africa as a young child. His wholehearted embrace of Zulu culture and his political advocacy against racism and apartheid set him apart in a relentlessly divided…
27 Jul 2019 17 min

Rational Radio: The full hour's show - 24 July 2019

In this episode of Alec Hogg's weekly Rational Radio show: Former SARS spokesman and co-author of the "Rogue: The inside story of SARS's elite crime busting unit." He talks about what happened at SARS, the rolling back of State Capture - and the shadowy antibodies fighting it. Whistleblower Juan Lerena…
24 Jul 2019 1 hr 04 min

The Editor’s Desk: EOH, Hulamin & the rot in SA’s corporate world

Corruption and mismanagement are far from a uniquely public sector problem, as the tales of EOH and Hulamin show. Hulamin has succeeded in destroying billions of rands in capital over the last decade through sheer poor judgement and bad management, while EOH has found itself mired in a billion-rand corruption…
20 Jul 2019 14 min

Lyndsey Duff: Ex-diplomat bringing cutting edge tech back home to SA

When I met Lyndsey Duff she was based at South Africa House on Trafalgar Square in London, responsible for inward investment into the country. That must have been one of the most difficult jobs on earth, given the State Capture chaos being wrought by the Zuptoids. Instead of following one…
20 Jul 2019 11 min

Chris Logan: Hulamin managers even worse than at former parent Tongaat.

I met Chris Logan more than a quarter century back when presided over South Africa's hottest unit trust management company in an era when these pooled investment funds were mushrooming.  Under his watchful eye, the funds managed by Logan's star team at BOE Asset Managers (like Jenny Ferrini, Anet Ahern…
18 Jul 2019 8 min

Peter Hain targets Bain & Co over premeditated capturing of SARS

South African-raised British peer Lord Peter Hain is applying pressure on the Westminster Government to stop doing business with global consultancy firm Bain & Co over its misbehaviour in South Africa. The commission of inquiry into the near collapse of SA Revenue Services concluded that there was a "premeditated offensive…
17 Jul 2019 7 min

David Shapiro: Mourning Clegg, JSE's fallen angels and finding value

South Africa's favourite market commentator David Shapiro broke away a little from his usual contribution to reminisce about an interview he conducted with the late musical icon Johnny Clegg who passed away yesterday. In this episode of Rational Radio, Shapiro also shares his thoughts about Impala and Aspen, two of…
17 Jul 2019 10 min

The full hour of Rational Radio: 17 July 2019

Here's the producer's cut of the Rational Radio show broadcast on 17 July 2019. Featured this week in order of appearance: David Shapiro reminisces about the late Johnny Clegg who died yesterday; addresses the reasons for Impala and Aspen's fall from grace; and offers some juicy investment options. Lord Peter…
17 Jul 2019 1 hr 02 min

Why Milestone's Oscar Phoku wants R80m in damages from the CCMA

Milestone Property CEO Oscar Phoku has been through the wringer over the past five years, courtesy of South Africa's Council For Conciliation, Mediation and Arbitration. But his struggle came to a successful conclusion on July 4 when Justice Maletsatsi Betty Mahalelo ruled in his favour, and ordered the CCMA to…
16 Jul 2019 7 min

Juan Lerena: Whistleblower who brought two colluding multinationals to heel

Seven years ago, when Juan Lerena encountered things he couldn't stomach at his employer, Malaysian multinational Sime Darby Hudson Knight, he decided to do something about it. After resigning, Lerena reported the company and Dutch multinational Unilever to the South African competition authorities - and every other regulatory body he…
16 Jul 2019 4 min

Nick Dreyer: Making SA's iconic Veldskoen into a global champion

There was no time in my recollection when my modest shoe collection did not include a pair of "vellies" - the iconic South African product that goes back to the days when people used animal hide to make their footwear. But it was only in January that I became acquainted…
16 Jul 2019 8 min

EOH's Van Coller on the record: "Clearly, today is not a great day."

EOH chief executive Steve van Coller has had a roller coaster ride since his appointment a year ago, hitting another trough this morning. At a hastily called media conference this morning, the CEO of the one time JSE darling, did his best to explain that Friday's resignations of two divisional…
16 Jul 2019 14 min

Zuma at Zondo: Odds shorten on another BRICs president behind bars

Whomever advised Zuma on how to handle himself when providing testimony to the Zondo Commission Inquiry in to State Capture needs their head read. The first rule when you’re on the record, is to stick to a script: keep it short and clear. Zuma’s testimony was the precise opposite. Another…
15 Jul 2019 12 min
104 – 124