BNC#7: Sean Peche – Market cycles; investor psychology; and the risks lurking beneath the surface
In a compelling keynote at the seventh BizNews Conference (BNC#7), Sean Peche, Founder and CEO of Ranmore Funds, shared his insights on the intricate nature of market cycles. He emphasized the psychological influences that drive investor behavior and the importance of understanding where we stand within these cycles. Peche presented a contrarian view, cautioning against the prevailing optimism in US markets and urging investors to consider diversification and historical patterns in their strategies. With an eye on the future, he outlined key factors that could influence market shifts and highlighted Ranmore Funds' approach to seizing opportunities across the globe.
Following his keynote address, Sean Peche engaged in a dynamic Q&A session with Bronwyn Nielsen, offering sharp insights into global markets, investment strategies, and economic risks. He addressed concerns about asset valuations, inflationary pressures, and the pitfalls of passive investing. With a focus on rational decision-making and value-driven opportunities, Peche provided a compelling case for pragmatic, numbers-driven investing. His candid responses shed light on macroeconomic trends, corporate governance, and the future of wealth preservation in an uncertain world.
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1:08:49
RW Johnson’s rational perspectives - DA’s options after Budget, US 30% tariff on SA exports
Former Oxford Don RW Johnson provides context on the big news of the past 25 hours, arguing that the DA doesn’t have to leave SA’s Government of National Unity; and the fresh challenge local exporters face - especially car makers - after the US levied a 30% tariff on all SA goods. He spoke to BizNews editor Alec Hogg.
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21:39
BN Briefing: SA under fire with Trump tariffs; ANC doubles down on support for Palestine
In this episode of the BizNews Briefing, hosted by Bronwyn Nielsen, Trump’s Liberation Day ignites a fierce global trade war, sending shock waves through markets across the globe. Alec Hogg sits down with Breitbart’s Joel Pollak to unpack the latest developments straight from Washington. Closer to home, South Africa’s political theater takes center stage: DA’s Mark Burke dramatically rips up his speech, Action SA’s Athol Trollip unleashes a scathing attack on the DA, while economists sound the alarm over a faltering GNU and a vulnerable Rand. Meanwhile, ANC heavyweight Fikile Mbalula reaffirms unwavering support for Palestine.
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24:20
Joel Pollak on Trump’s 30% tariff shock for SA - BEE + motor sector’s 30% protection targeted
US Conservative Joel Pollak, the erstwhile frontrunner to become Trump’s man in Pretoria, shares insights on US ‘reciprocal’ Tariffs announced yesterday - among them a 30% duty on South African exports into the world’s biggest market. Pollak explains the White House added both direct duties and indirect charges on US exports to determine the scale of its new tariffs. In SA’s case, the US calculated the effective tariff is 60%, half of which comes from BEE requirements whose legally applied add-on premiums funnel R150bn a year to politically connected elites. Pollak, who is in California, spoke to BizNews editor Alec Hogg this morning.
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34:30
BNC#7: Yvonne Malan - The forgotten SA hero Sailor Malan; ace fighter pilot and leader of anti-apartheid Torch Commando
At the seventh BizNews Conference (BNC#7), Dr. Yvonne Malan sat down with Alec Hogg to discuss the remarkable life and enduring legacy of Sailor Malan. From his heroic feats as a World War II fighter ace to his fearless opposition to apartheid, Dr. Malan delved into his principles of leadership, moral courage, and the impact of his activism. This conversation shed light on a man who not only defended the skies but also fought for justice on the ground.
South Africa