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

US, SA market turmoil - Rational perspectives from Piet, Sean on how to not just survive, but thrive

Loading player...

Solid records of consistent outperformance in difficult times add credibility to insights on the current turmoil shared here by Re:CM founder Piet Viljoen and Sean Peche, his counterpart at Ranmore. Both delivered star turns at the BNC#7 conference in Hermanus a month ago. In this interview with BizNews editor Alec Hogg, they provide dollops of common sense to guide fretting stock market investors.

9 Apr 2025 7AM English South Africa Investing · Business News

Other recent episodes

The Electoral Road Show: Wayne Sussman - PA and FF+ shock the DA

In the latest edition of the Electoral Roadshow with Analyst Wayne Sussman and Chris Steyn, last night’s by-election results are dissected for important political party trends in this Local Government Election year. It was a big night for the Patriotic Alliance (PA) and its leader Gayton McKenzie as his party…

22 Jan 4AM 14 min

IN FULL: Trump's WEF keynote - Tariffs, growth, NATO, Greenland, and 'America is back’

In his keynote at the 2026 World Economic Forum in Davos, US President Donald Trump touted what he called a rapid US economic turnaround, defended tariffs and an energy expansion, and weighed in on NATO, Ukraine and Greenland.

22 Jan 4AM 1 hr 13 min

The Editor's Desk - Thurs 22 Jan 2026: Energy suicide or economic realism? SA’s shift at the world stage

Today I’m digging into why Pretoria is finally ditching the ideological "Kool-Aid" to put our own energy security and jobs first. From the Davos backstory to the survival of our steel industry, it's time we played by the new world order: putting South Africa’s national interest before anything else.

22 Jan 4AM 23 min

BN Daybreak Thurs 22 Jan: Trump’s "Golden Dome" & Greenland dreams; Police capture "can of worms"; plus Peter Major

Trump Takes Over Davos: In a wide-ranging address at the World Economic Forum, US President Donald Trump dominated the agenda. He doubled down on his interest in purchasing Greenland, although not using force to acquire it, cheered the markets (proposing a "Golden Dome" missile shield for it), attacked the "green…

21 Jan 11PM 19 min

BN Briefing: Canada's Carney at Davos; Zuma’s Russia letter row, Heystek's Joburg property punt

In today's BizNews Briefing, Mark Carney's Davos message to “middle powers”: the old rules-based order is fracturing, and countries like South Africa need strategic autonomy without retreating into fortresses. Locally, a reported letter linked to former President Jacob Zuma raises fresh questions about South Africans recruited for “training” in Russia…

21 Jan 9AM 15 min

All episodes