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

Loading player...
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
25 May 2020 2PM English South Africa Investing · Business News

Other recent episodes

Boardroom Talk: What to make of yesterday's massive market surge

In this Members Only episode of Boardroom Talk, Alec Hogg unpacks one of the most dramatic 24-hour market reversals in years. After weeks of geopolitical tension driven by the Iran conflict and soaring oil prices, a surprise ceasefire triggered a powerful global rebound — with the JSE leading emerging markets…
9 Apr 11AM 15 min

BNC#8: Anthony Ginsberg Q&A - Inside the $1 trillion deal, US tensions and urgent call to act

Sitting down with Alec Hogg, Anthony Ginsberg discusses South Africa’s economic future, global positioning, and urgent need for pragmatic leadership. From strained US relations and missed trade opportunities to AI disruption and investment potential, the discussion highlights both risk and opportunity. With billions in foreign capital waiting, the message is…
9 Apr 8AM 40 min

BNC#8: Iraj Abedian Q&A - Global power games, SA silence and a chilling warning the world can’t ignore

A gripping, no-holds-barred discussion unpacking global power plays, Iran’s ideological conflict, and the ripple effects on South Africa’s fragile political landscape. From Trump-era strategy to ANC silence, it exposes how influence, religion, and realpolitik collide with devastating human consequences. With firsthand insight into communication blackouts and life under bombardment, the…
9 Apr 5AM 14 min