BizNews BizNews Radio

BNC#9 | Viljoen Q&A: The investment advice most fund managers won't give you

Loading player...
Piet Viljoen doesn't read the news, doesn't watch the Fed, and thinks most of what the investment industry sells you is jargon designed to make simple things sound complicated. In his Q&A at BNC#9, he went after executive pay, looked at private equity's real return profile, explained why he avoids AI stocks entirely, and unpacked the regulations that let his fund own crash-prone stocks but cap it at 10% gold. Then the floor opened up to questions: offshore allowances, Bitcoin, HCI, and whether the asset management industry is about to consolidate.
9 Sep 10AM English South Africa Investing · Business News

Other recent episodes

BN Edge | Lesaka is facing hard questions. Ali Mazanderani is answering them

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…
23 Oct 8AM 37 min

BN Edge | Donald MacKay unpacks the bureaucratic black hole in SA trade

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…
23 Oct 7AM 24 min

BizNews Ricardo Portfolio update: Afrimat, Clicks, Chubb, Teledyne

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,…
22 Oct 8AM 41 min
All episodes