Daily Insider podcast - Monday 17 November 2025

Lesaka grew out of Net1, whose subsidiary's social grants contract ended up before the Constitutional Court. Now it wants to take deposits from the same grant recipients it lends to. In a follow-up to their strategy conversation, Alec Hogg put the harder questions to executive chairman Ali Mazanderani: who carries…

A tariff investigation in South Africa is meant to take six months. Donald MacKay, whose XA Global Trade Advisors released its latest import duty report this week, told Alec Hogg the average had stretched to 40 months, and that the oldest open case was old enough to start school. He…

ActionSA leader Herman Mashaba tells Alec Hogg he will work with any party where the numbers make sense, but if the DA wants a Johannesburg coalition, Helen Zille and Cilliers Brink must go first, calling both untrustworthy. He is wary of MK's instability but rules no one out. A BizNews…

A fresh poll had Herman Mashaba running more than twice as strong as his own party in Johannesburg. He called it laughable. Thirteen days before the local elections, the ActionSA leader told Alec Hogg he would be disappointed with anything under 30% in Joburg and set himself a target of…

Alec Hogg went into this episode wanting to sell two shares. The rules he built for the Ricardo portfolios talked him out of at least one. In the first of a new run of Premium portfolio updates, he put four fresh sets of results through the same valuation test: Afrimat,…