BN Daybreak - Thu 14 May 2026: Trump’s China summit; Viljoen vs. Heystek investment challenge; FXSI scam continues
In today's BizNews Daybreak, we feature President Trump’s high-stakes Beijing summit alongside tech titans Elon Musk and Jensen Huang. We show also analyses a sharp spike in US wholesale inflation and Cisco's major AI-driven restructuring.
Piet Viljoen and Magnus Heystek discusses their million-r…
BNC#9 | Piet Viljoen cuts through the BS: What actually drives your returns (it's not complicated)
He's run money through three decades of market cycles, from Allan Gray to Investec to his own boutique, RECM. Now Piet Viljoen stands in front of a room of investment professionals and calls a chunk of his own industry's output, by his own word, bullshit. Jargon, product complexity, benchmarks, for…
BNC#9 | Viljoen Q&A: The investment advice most fund managers won't give you
Piet Viljoen doesn't read the news, doesn't watch the Fed, and thinks most of what the investment industry sells you is jargon designed to make simple things sound complicated. In his Q&A at BNC#9, he went after executive pay, looked at private equity's real return profile, explained why he avoids …
BN Daybreak: 54 days to elections, 48,000 tons of gold untouched, SOE failures, Piet Viljoen
Fifty four days out from South Africa's local government elections, Geordin Hill-Lewis told BizNews nobody else is even campaigning yet, and made his case for why the DA could end up governing seven of the country's eight big metros. Sam Montsi, whose memoir Defying Barriers charts a career from ex…
BNC#9 | Wrap-up panel: Joburg, Zuma, AI, JSE v S&P, gold, small caps, and conference highlights
At the close of BNC#9, Alec Hogg sat down with David Shapiro and Piet Viljoen to unpack the conference. Viljoen made the numbers case for South Africa: bar the two big banks, every stock in his portfolio trades at a discount of thirty percent or more to what he thinks it is worth, and the market is…
BNC#9 | Le Roux Q&A: Sakeliga's 2026 scorecard, BEE and FMD wins, SARB next in line
Piet le Roux runs the organisation that has taken on the South African state more than any other business group this year, and he came to BNC#9 to explain why. Sakeliga beat the government on foot and mouth disease vaccines, international airline licensing and estate agents' BEE certificates in 202…
BN Daybreak: Cape Town's conviction crisis, terrorists on SA soil, AI stock wobble, BNC#9 wrap
Nineteen times out of twenty, the man Cape Town's police catch red-handed with an illegal gun walks free. JP Smith explains why, and why he's taking national government to court over it. Intelligence analyst Jasmine Opperman lays out something most South Africans haven't clocked: 14 active Bitcoin …
BizNews Edge: Piet Viljoen says smart money is buying South Africa
Two big JSE companies had received buyout offers in under a month, one of them listed for 62 years, and value investor Piet Viljoen said both deals undervalued the businesses on a ten-year view. He also expected most shareholders to take the money anyway. A day after Sanlam's R505-a-share offer for…
BN Daybreak: Sex offenders register still hidden; Joburg's 18-year red tape; Viljoen on SA
Why is the National Sex Offenders Register still not public? Parliament's police committee chair Ian Cameron tells Chris Steyn he sees no urgency from government, and that a random sample of just ten offenders turned up 113 rape convictions, 12 murders and 67 life sentences. MOVE SA's Rali Mampeule…
BN Daybreak: DiData Campus confession, SA's crime rot, SAPS budget, Viljoen on JSE delisting wave
One of the Campus Six broke ranks this week, and David Shapiro said it was only ever a matter of time. On BN Daybreak, he unpacked Jason Goodall's admission in the R1.4bn Didata property saga and asked who would carry the can now; the four executives Goodall named deny wrongdoing. Safe Citizen's Jo…
PODCAST SÖKMOTOR
Du kan använda vår webbplats för att söka efter3,827,235podcaster och196,188,105avsnitt efter personer, platser eller ämnen.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
REDIGERA
Tack för att du hjälper till att hålla databasen över podcaster uppdaterad.
