This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

June shakes equities, but it’s time to nibble at US stocks again – Corion’s David Bacher

Loading player...

After being underweight stocks, and US shares in particular, Corion Capital’s David Bacher says investors should act like the proverbial Man From Mars and recognize the value now on offer. In reviewing the monthly Corion Report, which unpacks market and fund performance of the past month, Bacher says his firm had moved back to neutral weighting and from a focus on South Africa to offshore. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Jul 2022 11AM English South Africa Investing · Business News

Other recent episodes

BNC#8: Prince Mashele Q&A - Why it's time for South Africa's best minds to take power

A bold call to action: South Africa needs more than talk - it needs execution. Educated citizens must step into politics, fund change, and build a credible, merit-driven alternative to failing systems. This vision demands courage, sacrifice, and unity across races and classes to restore hope, drive growth, and reclaim…

1 Apr 9AM 41 min

Boardroom Talk: Natie Kirsh’s remarkable comeback story ends in a multibillion-dollar payday

In this Boardroom Talk, Alec Hogg unpacks the extraordinary rise of Natie Kirsh — from Potchefstroom entrepreneur to global business titan — as his Jetro empire is sold in a multibillion-dollar deal. It is a story of resilience, second chances and world-class value creation, showing how a South African businessman…

1 Apr 10AM 19 min

Grant Abbott: Hope for Fort Hare after VC’s suspension

The suspension of Fort Hare Vice Chancellor Professor Sakhela Buhlungu has been hailed by Grant Abbott, the General Secretary of the National Tertiary Education Union. “He came in as a corruption buster, saying he's going to renew the institution and root out corruption. If anything, he's allowed the corruption to…

1 Apr 9AM 14 min

Boardroom Talk: Why Warren Buffett has finally pulled the plug on his friendship with Bill Gates

A friendship that defined modern capitalism is quietly unravelling. In this episode of Boardroom Talk, Alec Hogg explores the growing rift between Warren Buffett and Bill Gates - and what it reveals about power, reputation, and the consequences of association in the highest circles of global business.

1 Apr 8AM 13 min

BNC#8: Rob Hersov Q&A - A brutal reality check on leadership, voters, and the economy

Rob Hersov exposes South Africa’s deepening crisis: weak governance, failing education, and a disengaged electorate. Speakers argue that poor voter understanding and lack of accountability keep destructive policies in power, while real economic drivers go unrecognised. With frustration mounting, solutions range from grassroots action to political funding and international pressure…

1 Apr 5AM 34 min

All episodes