Director’s Cut: Sean Peche - “US markets are in a Wile E. Coyote free-fall”
Global fund manager Sean Peche says Wall Street isn’t defying gravity — it’s already off the cliff. The AI boom, Nvidia hype, Trump trade, and Bitcoin “hope” have pushed markets into a cartoon-style moment where investors are still running… but there’s nothing under their feet. Peche unpacks why value is shifting away from the US, why the world is quietly walking away from America, and where real opportunities are hiding outside the Magnificent 7.
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BN Briefing: Sean Peche - SA smart on Trump, US fragile; BHP quits Anglo chase; Naspers/Prosus soar
Global money manager Sean Peche warns of US market fragility while unusually endorsing Pretoria’s diplomatic approach toward Donald Trump. Locally, investors received welcome news as Naspers and Prosus posted robust half-year results, bolstering retirement portfolios. Anglo American gains ground after BHP’s retreat, Netcare shows profit resilience despite high interest costs and a positive tailpiece for major SA corporates.
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The Editor's Desk - Monday 24 November 2025
Prosus' dynamism stood out today, Anglo got long-awaited clarity, and I'm eyeing a rare buying opportunity in our Ricardo portfolio.
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NdB Sunday Show - Andy Mashaile: “Hurricane” Mkhwanazi: heralding a new era of law and order in SA
In the latest edition of the NDB Sunday Show, Chris Steyn is joined by Security Strategist and retired Interpol Ambassador Andy Mashaile. He reveals how General Nhlanhla “Hurricane” Mkhwanazi had warned politicians in a speech at a Parliamentary dinner in 2011 already that he was coming for the corrupt. “And when I look back at what he meant on that day in Parliament, the Minister of Police was Nathi Mthethwa. I am sure also when they look back, they realise that he really meant what he was saying. Him having taken on the Minister didn't start on the 6th of July…He did warn politicians that when you do wrong things, I will come after you because I am a police officer.” Mashaile can still recall the shocked silence that followed. “Now referring to the politicians, the clinking sound (of knives and forks on plates) died instantly.” Mashaile does an in-depth performance appraisal on General Mkhwanazi, and lists all the objectives that the General has achieved since his Press Conference. Mashaile outlines the reasons why he would like to see General Mkhwanazi as National Police Commissioner. “I will tell the President… This is the man that the country needs. This is the man who has what it takes.” He predicts that should the general be appointed to the top job, there would be an exodus of corrupt cops. “…people are going to sweat or people are going to take earlier retirement packages”. Mashaile also comments on the conduct of the various role players in the police and political capture saga, including that of forensic investigator Paul O’Sullivan.
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The Editor's Desk - Friday 21 November 2025
I unpack next week’s pivotal by-elections, Chris Steyn’s must-watch interviews, and why political missteps are piling up as SA heads into a crucial year.
South Africa