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Next week 10% tariff, next year 25% - Trump's trade war gets real

9/19/2018
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After a four month "phoney trade war" US president Donald Trump has now triggered hostilities against China with dire implications for Emerging Markets like SA.

Duration:00:13:56

Peter Hain on Mandela, Ramaphosa and white South Africans

9/13/2018
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Lord Peter Hain, who refers to himself as a boy from Pretoria, talks about the future of white South Africans, Nelson Mandela and SA president Cyril Ramaphosa.

Duration:00:27:04

Bill Browder, Putin's #1 enemy, warns SA: Recoil from Russia

9/6/2018
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Bill Browder, author of Red Notice, the best-selling expose of Vladimir Putin's Russia, shares his obsession and how he drew inspiration from anti-apartheid icon Steve Biko.

Duration:00:37:52

Meet Chris Steyn author of nation-rocking Lost Boys of Bird Island

9/3/2018
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In three decades as an editor I've worked with only a few journalistic superstars. One is Chris Steyn, co-author of the book shaking South African to its roots.

Duration:00:22:34

Johann Rupert's "aha" moment sparks Reinet's R10bn share buyback

8/28/2018
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Reinet's share buyback scheme is intended to protect small shareholders from the 40% discount. Chairman Johann Rupert's inspiration came from an unlikely source.

Duration:00:13:47

Elon's $420 a share bubble has burst: Why Tesla isn't going private anytime soon

8/24/2018
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It has emerged Elon Musk was shooting from the hip when tweeting about taking Tesla private with "funding secured". He now faces serious legal consequences.

Duration:00:25:09

Disruptor Rowan Gormley: From Boksburg via Branson to Majestic

8/21/2018
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Rowan Gormley's journey of mentorship by two of world's best entrepreneurs through his own startups and running liquor retail industry disruptor Majestic Wines.

Duration:00:30:52

Paul O'Sullivan on court ruling ejecting NPA chief Shaun Abrahams: "Prosecution floodgates will now open."

8/13/2018
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South Africa's famous forensic investigator Paul O'Sullivan has joined thousands of "the good, honest cops" in celebrating today's Constitutional Court judgement which ejected the tainted head of the country's National Prosecuting Authority. He describes the ruling as a watershed in the fight against corruption and State Capture, explains where he will be focusing his attention (hint: wants Shaun The Sheep in jail), and shares his idea of who the best person would be to replace former...

Duration:00:18:35

As authorities start investigating, big bets in wake of Elon Musk's "Tesla going private" tweet

8/9/2018
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Pretoria-raised super entrepreneur Elon Musk is a global personality on whom there is no middle ground. His disruptive approach is now challenging long- held stock market rules on the disclosure of share price sensitive information. An unprecedented "going private by tweet" has sparked an investigation by the SEC, delighted fans and emboldened short sellers - further polarising the divisive opinions about the CEO of Tesla. What's certain, though, is this time he will be exposed as an...

Duration:00:23:45

Another big promise from Musk, but serious investors aren't biting, treat $82bn Tesla buyout as a joke

8/8/2018
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South African born entrepreneur Elon Musk is back in the headlines after a move that was outrageous, even by his standards. It came via twitter, where Tesla’s founder has been super-active in recent months as the pressure on his business has escalated. It seems few had any inkling of what he was about to unleash. Musk owns 20% of Tesla’s shares. Apparently he will now buy out the other 80% at a price of $420, with funding already secured. That's far above the highest level the share has...

Duration:00:15:40

Man who saw the GFC coming, The Big Short star Steve Eisman, warns Tesla's bubble is going to burst

8/2/2018
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After this week’s release of its quarterly results to end June, Tesla’s share price jumped from $300 to $330 because the company had burned through $730m in cash – less than the $900m Wall Street’s analysts were expecting. While Elon Musk's fans went wild, cooler heads warned that there is still only enough cash to last until the end of the year. Steve Eisner, immortalised in The Big Short, is among those who are now betting that the Musk magic won't last much longer.

Duration:00:14:52

The whitewashing of Zimbabwe’s ancient history

7/28/2018
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In this episode we get a timeous reminder of how powerful people are sometimes able to distort history to serve their own ends. For decades, a myth was propagated around Great Zimbabwe, the massive ancient city structure near Masvingo, 280km east of Bulawayo. The whitewashing is laid bare in this superb report by Rebecca Kesby of the BBC World Service.

Duration:00:13:02

Magda Wierzycka: Helping SA back from brink - and that infamous convo on SAP's corruption

7/27/2018
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At 12, Magda Wierzycka's family risked their lives escaping communist Poland only to spend the next year in an Austrian refugee camp before her medical doctor parents were offered a new start in South Africa. That experience was a big motivator in this qualified actuary's decision to lift her head high above the parapet when her new homeland needed it most. Last year, when resistance against Gupta-driven industrial scale plunder of South Africa was at its lowest, Wierzycka went very public...

Duration:00:24:42

Eskom on retribution mission against McKinsey and others which plundered R19bn since 2012

7/24/2018
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This week’s release of financial results from South Africa’s State-owned electricity supplier Eskom was always going to be worth watching. It marked the first public engagement of a fresh board of directors installed 69 days earlier by a forceful new political head. The occasion lived up to its billing. Those who plundered a now quantified R19bn from Eskom are going to be pursued for as long as it takes. Which is bad news for a number of multinationals led by consulting group McKinsey which...

Duration:00:18:10

Naspers CPO Aileen O'Toole on the outperforming group's secret sauce: Executive pay is 90% based on risk

7/23/2018
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In the latest episode of the Rational Perspective podcast, Naspers group's Chief People Officer Aileen O'Toole provides perspective on the eye-popping earnings of Naspers CEO Bob van Dijk. And it doesn't take long to realise that like his predecessor, Naspers chairman Koos Bekker, Van Dijk is living proof that the group's secret sauce delivers. O'Toole takes us through the thinking that shapes the Naspers pay policies and promotes its highly entrepreneurial culture. And unpacks the...

Duration:00:17:18

Paul O'Sullivan: We'll force Hogan Lovells to come clean on SA State Capture role

7/18/2018
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South Africa's famous forensic investigator Paul O'Sullivan and his friend, British peer Peter Hain, are on a mission to expose global law firm Hogan Lovells. The duo have accused the London-headquartered operation of facilitating the destructive process of State Capture in South Africa in much the same way as McKinsey, KPMG and SAP have admitted to doing. They're determined to force Hogan Lovells to own up and compensate the nation for the damage it wrought. I caught up with O'Sullivan at a...

Duration:00:18:20

Meet Tshepo Mahloele - Big Capitec shareholder, ABSIP's "CEO of the Decade" now accused by Holomisa as kingpin of corrupt network

7/11/2018
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The young democracy of South Africa is a noisy place, especially during periods of political power shifts. And after the ejection of Jacob Zuma, wild accusations are being thrown against both the guilty and innocent. Even in this context, a scathing five page letter penned on political party UDM's letterhead by its leader Bantu Holomisa is impossible to miss. Sent to president Cyril Ramaphosa and then surreptitiously distributed via the internet, Holomisa targets four black businessmen. He...

Duration:00:36:32

McKinsey’s South African mea culpa bombs as it claims "no corruption", critics reject apology as too little, too late

7/9/2018
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I enjoyed a front row seat at the first public engagement by Kevin Sneader, new global managing partner of the world’s largest consulting firm, McKinsey & Company – the business in the vortex of South Africa’s State Capture scandal. Sneader, who has been in the post for exactly a week, accepted an invitation from GIBS, a leading South Africa’s business school. A scathing riposte to his 20 minute speech was delivered by the other panelist, Bonang Mohale, CEO of Business Leadership South...

Duration:00:19:53

GGA's Alain Tschudin: Providing context on SA's major flashpoints - history helps with solutions to crumbling municipalities, EWC

7/8/2018
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Dr Alain Tschudin is my kind of interviewee. An academic with a career in professional research, he is also an author so like most wordsmiths, his conversation flows easily. A PhD from Cambridge, he is the executive director of Good Governance Africa, a not-for-profit which aims to help unlock Africa's potential by praising those doing right - and exposing the corrupt. In this interview he addresses South Africa's two big flashpoints - the destruction of rural municipalities and the ANC's...

Duration:00:20:48

After years of deep research, UK film maker Anthony Fabian convinced SA's new dawn will break soon

6/29/2018
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In the latest episode of my Rational Perspective podcast, British film maker Anthony Fabian speaks about progress on his Good Hope project which has evolved from an eight part documentary on South Africa into a full length documentary feature. After hundreds of hours of filming and a continuous struggle for funding, Fabian is on the final lap of his ambitious project which focuses on the next generation of South African leadership - a group whose multi-racial, progressive and inclusive...

Duration:00:20:14