150 episodes

Rational Radio is the weekly business news show hosted by Biznews editor Alec Hogg. It runs for around an hour and features leading commentators from the investment and financial world, including regular guest David Shapiro.

Rational Radio BizNews

    • Business News
    • 4.4, 5 Ratings

Rational Radio is the weekly business news show hosted by Biznews editor Alec Hogg. It runs for around an hour and features leading commentators from the investment and financial world, including regular guest David Shapiro.

    Rational Radio: 9m kids go hungry; Shapiro on vaccine-fuelled markets; Illegal trade boom; PANDA

    Rational Radio: 9m kids go hungry; Shapiro on vaccine-fuelled markets; Illegal trade boom; PANDA

    The Monday Noontime Rational Radio webinar is held weekly from noon to 1pm, 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, discussing their topic with Alec and David, and answering questions posed by attendees.
    Apart from David, this week's webinar also featured:
    * Shayne Krige of PANDA - Director at Werksmans and member of PANDA, the independent group of actuaries and professionals, on the latest mortality numbers for South Africa and the Press Council complaint lodged by Prof Boulle of UCT, who wants Biznews to apologise for publishing PANDA's supplied articles.
    * Rob Rose, editor of Financial Mail, who spent part of his weekend working through Judge Sunet Potterill's 54 page judgement lashing basic education minister Angie Motshekga and eight provincial education heads who froze the feeding scheme for 9m children. Rose described this as "the most shameful moment of SA's lockdown."
    * Johann van Loggerenberg the former head of investigations at SARS was the only African invited to participate in a Euromonitor Round Table on Illicit Trade in a Covid-19 Era with none other experts from around the world. The conclusions were shocking - Johann shared them with us and provided insights into how the cigarette and alcohol bans are giving billions to organised crime in SA too.

    • 1 hr 13 min
    Rational Radio: David Shapiro calling spades shovels; Lockdown contractions; SAA pilots rescue plan

    Rational Radio: David Shapiro calling spades shovels; Lockdown contractions; SAA pilots rescue plan

    The Monday Noontime Rational Radio is held weekly from noon to 1pm, 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, discussing their topic with Alec and David, and answering questions posed by attendees. Apart from David, this week's webinar also featured:
    * Nick Hudson of PANDA - responding to the oblique mention in president Cyril Ramaphosa's speech last night (and projections of 40,000 to 50,000 covid-19 deaths) and whether the new regulations like banning alcohol and a night-time curfew actually help fight the pandemic;
    * Grant Back and Glen Smith - SAA Pilots Association chairman and chief negotiator provide context on their battle with the Department of Public Enterprises.

    • 1 hr 10 min
    Rational Radio: David Shapiro on 'crazy markets'; Allan Gray's new CIO; Covid-19 modelling; Kisby

    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 portfolio manager at Allan Gray who was last week promoted as the money managing giant's Chief Investment Officer.
    * Nick Hudson - Co-founder of PANDA, the group of actuaries and other professionals who're using data to question modelling of Covid-19 pandemic in SA.
    * Sean Emery - Founder of Rainfin and director of the innovative Kisby SME Fund which was launched on Thursday.

    • 1 hr 7 min
    Rational Radio: SAA uncut, snubbing God of Economics and local banking insights.

    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 financial services investment analyst who revisited his brilliant call of a few weeks ago to buy banking shares (which have surged since).
    * Retired airline pilot and ex chairman of the SAA Pilot's Association Jimmy Conroy who was instrumental in bringing the court case against former SAA chair Dudu Myeni. He spent days working on the case and was in court every day of the trial.
    * Anthony Levine who published a fascinating piece on Biznews last week unpacking how economics doesn't conform to the wills and desires of politicians who ignore it at their peril - and how the God of Economics has been snubbed by South Africa's Labour Relations Act.

    • 1 hr 16 min
    Rational Radio 25 May: Disrupters vs Disrupted, Tiger Brands and Lockdown's 'burden of proof'

    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 discuss how some parts of South Africa have moved to Level One of lockdown, ignoring the central directive. Renowned value investor Piet Viljoen discussed the tragedy of the once great business Tiger Brands and updated his (successful) recent call about opportunities offered in SA shares. And Russell Lamberti, founder and strategist at ETM Analytics and a member of the PANDA initiative, quantified how much damage lockdown is doing to the SA economy.

    • 1 hr 5 min
    Rational Radio - full show: Blocked racing threatens 100,000 jobs; Lockdown logic unpacked by B4SA's Martin Kingston

    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 Oppenheimer bailout will save the teetering sector from a Government that refuses to allow 65 people on course to conduct a race meeting; and
    * Business for South Africa's Martin Kingston - who heads Rothschilds in SA - addresses the tough question about the stifling Level 4 lockdown; why B4SA is calling for a lifting to level 2; and why president Cyril Ramaphosa doesn't trust his fellow citizens to act responsibly.

    • 1 hr 21 min

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