BizNews Radio

After the January Jump, fans of US Big Tech stocks have been calling the end of their slump. However, Ranmore Funds founder Sean Peche is having none of it, and in this interview with Alec Hogg of BizNews, he explains why in detail. He also offers some specific examples of where investors can buy stocks at a significant discount - demonstrating why this is preferable to following the crowd into FAANGS, which he reckons have run out of growth so are now cannibalizing each other's markets.

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Many South Africans take our abundant bird species for granted. Driving through Kruger looking for animals and ticking off the Big Five while our parents are more excited about the featured beauties in the trees is likely to be something familiar to most of us. As we get a bit older and travel elsewhere, we often start appreciating the avian treasures South Africa has been blessed with. In fact, South Africa boasts almost 900 of the world's 10,906 bird species, as recorded by Cornell University Lab of Ornithology. Armed with this knowledge and the realisation that there are millions of very keen birdwatchers across the world, one estimate puts the number at 45 million in the USA, John White, originally from Kwazulu-Natal, and his wife, Natalie, launched an app called Birda to bring the birdwatching or “twitchers'' as they are commonly known together in a shared community. White told BizNews that he drew inspiration from apps like Strava, which caters to the cycling community, and Fishbrain, a platform that connects avid fishermen and his team are building an online space where bird enthusiasts from around the world can connect with one another, share their sightings, and explore the best birdwatching spots. – Linda van Tilburg

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Ahead of the November 2021 Local Government elections, Geordin Hill-Lewis, the DA's mayoral candidate for Cape Town, campaigned to end electricity outages within three years. Now installed as mayor, the energetic 36-year-old says he is about to unveil the most significant step in achieving that goal for a city that consumes 2 200MW during peak demand. In this wide-ranging interview with Alec Hogg of BizNews, GHL says, "we're crossing the t's and dotting the i's" on an agreement that will bring an additional 500MW supply into the city's power grid. He anticipates making a formal announcement before the end of March.

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South Africa's annual Budget, to be presented on Wednesday, comes at a crucial time in the electoral cycle for the ruling ANC. A watershed National election is penciled in for May 2024, at which the ANC looks sure to lose its control of Parliament. Adding to the pressure to dispense vote-catching gifts by an embattled political party is an unexpected income overrun of between R80bn and R90bn in mining sector taxes via a commodities price boom. Stanlib chief economist Kevin Lings outlines the significant issues facing SA finance minister Enoch Godongwana, warning that investment markets will punish any short-term profligacy, especially given the fragile nature of the income windfalls. He spoke to Alec Hogg of BizNews.

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The founder and leader of Action SA is confident his party will benefit hugely from a silent revolution among 'gatvol' South Africans who had previously never bothered to become registered voters. Herman Mashaba says his party's army of volunteers is helping thousands of previously apathetic citizens sign up - a factor he says is ignored in recent polls which rates the party's national support in low single digits. As evidence, he cites the 10% ActionSA polled in a recent by-election in rural Limpopo despite only entering the contest two months before the vote. The successful entrepreneur turned politician says the party has spread nationwide by drawing on the distribution strategy used to build his hugely successful BlackLikeMe business. He spoke to Alec Hogg of BizNews.

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ETF specialist Mark Perchtold shines a spotlight on often startling differences between the nameplate of an Exchange Traded Fund and what’s actually under the hood - i.e., the shares it invests in. He offers some thoughts on the ETFs held in the BizNews portfolios (spoiler alert - he doesn’t agree with all of them) and shares how OMBA is positioning its investments for clients as we move deeper into 2023. Perchtold, who is a chartered accountant and CFA, spoke to Alec Hogg of BizNews.

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South Africa is a fresh example of how the invisible hand of free enterprise steps in when socialist fantasies collapse. Denker Capital co-founder Kokkie Kooyman uses the latest bank lending data to illustrate the point - SA businesses and, to some extent, citizens have been investing in new infrastructure to replace collapsing infrastructure previously provided by State monopolies. Kooyman also shares expert insights into the investment case for the listed shares of local and European banks - and insurers - offering some specific examples. He spoke to Alec Hogg of BizNews.

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The fairytale story of Peregrine Capital's pioneering hedge funds translated into unicorn-type returns for early investors, delivering a return of more than 100 times their capital. In this interview, the company's CEO and portfolio manager Jacques Conradie lifted the veil (a little) and even shared some specific examples. He spoke to Alec Hogg of BizNews.

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Jaundiced Eye by William Saunderson-Meyer has been dissecting SA politics for three decades, making it the longest-running column of its kind. WSM's insights are applied to good use in this interview, where he picks up on his friend RW Johnson's warning about Russian influence in SA's watershed 2024 election and shares thoughts on the Eskom disaster; the SA president's long-delayed but still pending cabinet reshuffle; and chances of the country avoiding a "disastrous" ANC/EFF coalition after next year's poll. He spoke to Alec Hogg of BizNews.

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The BizNews tagline of "Get context. Know more" is appropriate in this brilliant summation by SA's premier political analyst, RW Johnson. He expands on a column he wrote for BN Premium members, where the former Oxford Don admits being baffled by the DA's flip-flop on the State of Disaster over Eskom. Johnson also applies Level Two thinking on SA's watershed 2024 Election, warning how Russian president Vladimir Putin will have a massive influence on both the result and post-poll coalitions. He spoke to BizNews founder Alec Hogg.

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