Rational Radio

Rational Radio: David Shapiro on 'crazy markets'; Allan Gray's new CIO; Covid-19 modelling; Kisby

The Monday Noontime Rational Radio webinar is hosted by Biznews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. There are three other panelists, each of whom enjoy the spotlight for 15 minutes. Apart from David, the webinar also featured: * Duncan Artus - Long-time…

6 Jul 2020 1 hr 07 min

Rational Radio: SAA uncut, snubbing God of Economics and local banking insights.

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 as the regular guest. The other guests June 1 included: * Denker Capital's Kokkie Kooyman, SA's leading…

1 Jun 2020 1 hr 16 min

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

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…

25 May 2020 1 hr 05 min

Rational Radio - full show: Blocked racing threatens 100,000 jobs; Lockdown logic unpacked by B4SA's Martin Kingston

In this episode of Rational Radio, SA's favourite stockbroker David Shapiro is peppered with questions about investment ideas (he comes up some fresh ones including Salesforce.com) and the two pic stories in focus are: * The threat to 100,000 horse racing jobs is very real, with no guarantee a R100m…

11 May 2020 1 hr 21 min

Rational Radio: MJ picks SA's post-lockdown winning, losing sectors; Sygnia's big stake in Oxford's Covid-19 vaccine

In this episode of Rational Radio, Alec Hogg apart from the stream of questions from on-attendance Biznews Premium subscribers, regulars David Shapiro and GG Alcock have plenty to chew on as former FNB boss turned startup investor Michael Jordaan picks the economy's post-Covid-19 winning and losing sectors; and Sygnia founder…

4 May 2020 1 hr 18 min

Rational Radio 28 April, the full show: David Shapiro on Sasol; GG Alcock, Prof Whiteside and Chris Yelland

In this week's episode of the Rational Radio show David Shapiro takes a look at Sasol in the wake of the move to ESG and the low oil price; GG Alcock explains why the easing of lockdown in townships came not a minute too soon; From the UK, Prof Alan…

28 Apr 2020 59 min

Rational Radio 20 April: Shapiro/Alcock on what happens after lockdown; A new way for SAA; Making respirators in PMB

This week's full Rational Radio show features the regular in-virtual-studio guests David Shapiro and GG Alcock discussing the impact of Covid-19 on the formal and informal sectors. Plus fascinating interjections with Paul O'Sullivan on an alternative plan to closing South African Airways; and an update from Ian Ambler, co owner…

20 Apr 2020 1 hr 02 min

Rational Radio 6 April 2020: Covid-19 story that scared Shapiro; GG warns on township riots; Bonang the White Knight

An adjusted format for the latest episode of Rational Radio where SA's favourite market commentator David Shapiro unpacks Covid-19 impact on the formal sector, and Kasinomics author GG Alcock explains what's happening in the informal market. They raise concerns about the practical implications of the lockdown on both sides of…

6 Apr 2020 53 min

Rational Radio: The full show March 30, 2020

In this episode of Rational Radio guests in order of appearance are: * SA's favourite market commentator David Shapiro; * Kasinomics author GG Alcock on how the informal sector is being hit by SA's 21 day lockdown; * PingAn Health deputy CEO Alain Peddle (from Shanghai) providing visibility from China…

30 Mar 2020 58 min

Rational Radio 23 March - Investing in world at war with germs; Sol Kerzner; Ocean Basket; maths for all.

In this week's episode of Rational Radio, David Shapiro and Delphine Govender help us keep cools head while Mr Market is losing his. Plus a MUST LISTEN interview about SA's late Sun King with Ian Douglas who shares the person behind the image - his long-time friend of Sol Kerzner's…

25 Mar 2020 1 hr 15 min

Rational Radio 16 March: Coronavirus fever hits SA; plus Estate Duty ripoff

A focus on Coronavirus in this week's episode of Rational Radio as market commentator David Shapiro shares his thoughts on the latest developments and we also chat to Old Mutual exec Andrew McPherson who has tested positive for COVID-19 and our regular correspondents, previously China-based teachers Andy and Gary Cronje,…

25 Mar 2020 1 hr 01 min

Rational Radio 9 March: New Nampak CEO; Ecsponent from two sides; Coronavirus scenarios; Sasol and more

A bumper lineup on this week's Rational Radio: * New Nampak CEO Erik Smuts; * SA's favourite market commentator David Shapiro on Sasol, Anglo, Pioneer and more; * Acting CEO George Manyere gives his side of the Ecsponent story; while Brenthurst Wealth's Magnus Heystek pokes a few holes; * First…

24 Mar 2020 1 hr 19 min

Alec Hogg's roadshow presentation: Investing after Budget 2020

Here is the recording of the presentation Biznews founder Alec Hogg gave during March 2020 when he provided insights into the recent National Budget, provided an update and shared changes to the top performing Biznews Share portfolio, and fielded questions from the audience.

5 Mar 2020 1 hr 07 min

Rational Radio: WeWork's SA ambitions, JSE's Cannabis play; Buy on Coronavirus dip?; KFC's top gun; and more

Some bonus interviews in this week's historic episode of Rational Radio, broadcast for the first time from Biznews's new studio at WeWork in Sandton. The lineup, in order of appearance: * David Woollam, accountant and shareholder activist gives perspective on Tongaat's R5.35bn sale of its Starch business - selling the…

2 Mar 2020 1 hr 41 min

Rational Radio: China normalising; Sasol, Discovery bargains; FSR chair's book tips; 5 years of Eskom loadshedding?

Some bonus interviews in this week's episode of Rational Radio with a lineup of: Durban schoolteachers Gary and Andy Cronje who provide an on the ground feedback from a China returning ti normal after the Coronavirus; SA's favourite market commentator David Shapiro who sees bargains in Sasol and Discovery after…

24 Feb 2020 1 hr 41 min

Alec Hogg's Rational Radio 10 Feb - SAA; Tesla; State rips off Groenvoer; and much more

In this week's episode of Alec Hogg's Rational Radio: * David Shapiro on Tesla, the Coronavirus, confused politicians and what should be in Cyril Ramaphosa's State of the Nation address; * Grant Back, chairman of the SAA Pilot's Association explains that what the airline needs is an experienced CEO -…

10 Feb 2020 1 hr 02 min

Alec Hogg's Rational Radio - Incl. Saffers in Coronavirusland; Eskom; Tiger Brands; Cannabis; Transnet

In this week's episode of Rational Radio, Alec Hogg's guests in order of appearance: * David Shapiro - Tongaat v Brait; Tiger Brands; Apple, Amazon, Netflix results * Gary and Andy Cronje - Saffers living in the middle of Coronavirus Land * Chris Yelland - The public debut of Eskom…

3 Feb 2020 1 hr 18 min

Alec Hogg's Rational Radio - Focus on prescribed assets, NHI, Tongaat, tax fraud and ESG

In this week's episode of Alec Hogg's Rational Radio hour, guests in order of appearance are: * SA's favourite market commentator David Shapiro applies his mind to whether prescribed assets are coming back, NHI and Discovery, and the shareholder revolt at the Phumelela AGM; * Opportune SA's Chris Logan with…

27 Jan 2020 59 min

Rational Radio Jan 20th - this week's full show

In this, the latest episode of Rational Radio: * David Shapiro on Naspers, Richemont, Davos and where he'd invest * Editor and author Rob Rose on the FM's legal challenge to Steinhoff * Paul O'Sullivan explains why Markus Jooste, Martin Levick aren't in jail * Kevin Shames unpacks appeal of…

20 Jan 2020 1 hr 24 min

The Editor's Desk: Prosus’ failed bid for JustEat & why it pays to go global

Under CEO Bob van Dijk, Prosus showed unusual discipline when it made the decision to walk away from its R100bn bid for European food delivery giant JustEat. In this episode, Alec Hogg and Felicity Duncan discuss why Prosus walked away and what the market made of the abandoned bid. They…

18 Jan 2020 18 min