Τα καλύτερα Miller Da One podcast (2024)

1
Cornelius Zeeman: Global investors eye SA, but sceptical of Ramaphoria 2.0 and mining growth 18:54

14h ago18:54

18:54

In this insightful interview, Fairtree portfolio manager Cornelius Zeeman discusses the firm's growth, their global investor base, and the challenges of investing in South African markets. He highlights the scepticism foreign investors have following the "Ramaphoria" era, emphasizing the need for sustained economic growth and policy certainty. Zeem…

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Equites Property CEO highlights growth, retail ties, and Amazon’s market disruption 21:37

14h ago21:37

21:37

Equites Property Fund sees growth in logistics and warehousing sectors, driven by strong retailer relationships and rising e-commerce. CEO Andrea Taverna-Turisan emphasises the importance of logistics giants like DHL and DSV, highlighting the challenge Amazon's entry poses. Renewable energy and infrastructure efficiency remain key to future competi…

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BizNews Briefing - Mashaba on Gauteng; SARS crack down on Crypto; Investing in SA and more... 26:20

15h ago26:20

26:20

This episode of the BizNews Briefing features ActionSA leader Herman Mashaba on the DA and Gauteng; SARS Senior Manager Bernard Kruger on Crypto tax; Equites Property Fund CEO Andrea Taverna-Turisan; Mantengu Mining CEO Mike Miller; plus today's market commentator, Cornelius Zeeman from Fairtree Investment. The BizNews Briefing is hosted by Alec Ho…

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Mantengu Mining CEO Miller eyes transformation with Blue Ridge Platinum acquisition 18:15

15h ago18:15

18:15

Mantengu Mining, under the leadership of CEO Mike Miller, is poised for transformation with the strategic acquisition of the Blue Ridge Platinum mine. Mantengu Mining, under the leadership of CEO Mike Miller, is poised for transformation with the strategic acquisition of the Blue Ridge Platinum mine. This deal represents a significant opportunity t…

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Herman Mashaba: The DA negotiates like SA is a one-party state… 23:37

19h ago23:37

23:37

ActionSA leader Herman Mashaba has slammed the Democratic Alliance for “fear mongering” in its ongoing war of words over his party entering into a working relationship with the African National Congress in Joburg and ousting the DA Mayor from Tshwane with the support of the ANC. “The DA, unfortunately, the mistake that they're making is to think th…

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SARS Warns Crypto Traders: Declare Profits or Face Penalties 20:49

20h ago20:49

20:49

SARS is ramping up efforts to track cryptocurrency traders, warning South Africans that undeclared crypto profits will no longer go unnoticed. With around 5.8 million SA citizens holding digital assets, SARS has launched a compliance initiative using third-party data and AI tools. The voluntary disclosure program offers a way for non-compliant taxp…

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Anchor Capital's Peter Armitage: SA investments set for a comeback 22:10

1d ago22:10

22:10

In a recent interview, Peter Armitage, CEO of Anchor Capital, discussed the potential for recovery in South Africa's investment landscape, emphasizing the resilience of local companies, especially in resources and technology. He noted the urgent need for reforms in education to address the acute shortage of accountants. Armitage also highlighted th…

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BizNews Briefing: Zille on Tshwane; Bateman on Lesufi; Afrimat; Peter Armitage; BHI Ponzi 25:42

1d ago25:42

25:42

This episode of the BizNews Briefing features DA Federal Chair Helen Zille on the mayoral switch in Tshwane; Barry Bateman of the Afriforum Private Prosecution unit on alleged corruption facilitator, ANC Gauteng leader Panyaza Lesufi; Afrimat CEO Andries van Heerden on the perfect storm that hammered profits in the half year to end August; Anchor C…

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Helen Zille on national unity: DA's role in South Africa's political future 23:26

1d ago23:26

23:26

In a candid interview with BizNews, DA Federal Chairperson Helen Zille discusses the government's progress, challenges, and the role of the DA in the coalition government. She delves into Herman Mashaba's political manoeuvrings, the EFF-DA rivalry, and the pressing issues in Gauteng and Tshwane. Zille highlights the DA’s focus on constitutionalism,…

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Afrimat CEO Andries van Heerden: Tough times, turnarounds, and future growth 15:24

1d ago15:24

15:24

Afrimat CEO Andries van Heerden opens up about the company's toughest half-year yet, with earnings down by 75-85%. Despite challenges including a perfect storm of iron ore setbacks and struggling acquisitions, van Heerden remains optimistic. He highlights recovery in key areas, ongoing improvements, and the company's resilience, hinting at brighter…

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Unmasking the BHI trust: South Africa's R2.9 billion ponzi scheme 12:20

2d ago12:20

12:20

In this BizNews recap we look back at when South Africa’s financial world was shaken by the collapse of the BHI Trust, a Ponzi scheme that defrauded thousands of investors out of R2.9 billion. Promising steady returns, the scheme lured in retirees, pensioners, and high-net-worth individuals, only to leave them financially devastated. Founded by Cra…

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AfriForum goes after Lesufi for “covering up corruption” 6:40

2d ago6:40

6:40

Gauteng Premier Panyaza Lesufi is allegedly a central figure in a massive cover-up of rampant corruption, money laundering and fraud that has cost the provincial government hundreds of millions of rand that was allocated to the Department of Social Development (DSD) to support needy NGOs. That is according to a whistleblower being represented by Af…

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Jean Pierre Verster: China’s market moves, global impact, and investment insights 10:24

3d ago10:24

10:24

In an insightful interview with Jean Pierre Verster, CEO of Protea Capital Management, he discusses the significant impact of China’s economic developments on global markets, including South Africa. Verster highlights China's $28 billion local government investment and the World Bank's subdued growth forecast, which have led to declines in commodit…

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BizNews Briefing - SAPS Whistleblower; JP Verster; Piet Viljoen; Neil de Beer and more 20:05

3d ago20:05

20:05

In today's episode of the BizNews Briefing, Bronwyn Nielsen, standing in for BizNews editor Alec Hogg, leads discussions on market impacts driven by China's $28 billion stimulus and global economic concerns. Guests, including JP Verster and Byron Lotter, weigh in on Chinese tech and commodities sectors, while Piet Viljoen highlights value opportuni…

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Global v/s local investing: Why Byron Lotter, Vestact are staying bullish on US stocks despite SA’s rally 9:52

3d ago9:52

9:52

In this interview, Byron Lotter of Vestact discusses why the firm remains focused on U.S. stocks despite a strong rally in South Africa. He highlights the U.S. market’s innovation, growth potential, and resilience, while also addressing Nvidia, Tesla, China’s economy, and the impact of political factors like the U.S. election. Lotter spoke to Niels…

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Piet Viljoen: Opportunities and risks in SA’s rebounding market 10:21

3d ago10:21

10:21

In this interview, Piet Viljoen, portfolio manager at Merchant West Investment Management, discusses the recent surge in South African stocks following the election, highlighting their continued undervaluation and under-ownership. He explores opportunities in local property and second-tier consumer stocks while cautioning against offshore investmen…

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I know I am going to be killed by the police - SAPS Whistleblower 18:05

3d ago18:05

18:05

Veteran SAPS whistleblower Patricia Morgan-Mashale is once again unable to leave a safe house that she has been using over the past two years. This after she received information that there had been a meeting between former Police Minister Bheki Cele, two Crime Intelligence generals, some people whose corruption she had exposed, as well as a foreig…

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BizNews Briefing - Magnus Heystek; Neil de Beer; Don Ncube; Walter Aylett and more... 18:37

4d ago18:37

18:37

Magnus Heystek talks all things markets in today’s Biznews Briefing. The impact of Friday’s positive US jobs data, geopolitics, the Rand and he looks at gold as a safe haven amidst rising Middle East tensions. Today's briefing also has Neil de Beer on SA's "wrecking ball" GNU, Don Ncube on SA's untapped gas potential and Walter Aylett on investing …

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Heystek: Global markets surge amid US optimism, but Middle East tensions loom 12:36

4d ago12:36

12:36

Investment strategist Magnus Heystek discusses the bullish US markets and their global ripple effect, with South Africa benefiting. He cautions that Middle East tensions could derail this growth. Heystek also shares insights on the rand, property investments, and why he’s bullish on Tesla despite valuation concerns. Heystek spoke to Nielsen Network…

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Neil de Beer: “Incompetent” Angie, “competent” John & his “Ché Guevera” advocate… 14:15

4d ago14:15

14:15

The “incompetence” of Defence Minister Angie Motshekga and the “competence” of impeached Judge John Hlope are trending topics. In this interview, Neil De Beer, the President of the United Independent Movement, warns: “If you don't listen to what your people say, you are going to fall on your own sword. So when the head of the Navy, when the Army an…

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De Beer: SA’s “Wrecking ball” politics 23:13

5d ago23:13

23:13

In his weekly Sunday Show with BizNews, Neil de Beer, the President of the United Independent Movement (UIM), dissects the “Wrecking Ball” politics that is currently reaching epic levels in South Africa, and talks about some of the politicians who are at the forefront of the political infighting, including Helen Zille, Dr Pieter Groenewald, Herman …

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BNIC#1 Magnus Heystek: Foreign investment in SA and undiscovered opportunities in Japan and India 59:02

7d ago59:02

59:02

Magnus Heystek discusses global investment strategies, emphasizing cycles in markets and the need to adapt. Heystek highlights South Africa's potential recovery but notes ongoing political and economic risks. He advocates for diversifying offshore, especially in markets like India and Japan, while tactically investing in local opportunities.…

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Veteran fund manager Walter Aylett - Insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks 20:04

8d ago20:04

20:04

In an insightful interview, investment expert Walter Aylett warns against the dangers of inflated tech stock valuations, spotlighting companies like Tesla. With nearly two decades in the industry, Aylett calls for a return to integrity in investing, urging investors to prioritize sustainable growth over fleeting hype. His thought-provoking insights…

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Campus politics hot up as DA ousts EFF in landslide SRC election victory 9:21

8d ago9:21

9:21

In a dramatic shift in campus politics, the Economic Freedom Fighters (EFF) Student Command has lost control of Nelson Mandela University SRC to the Democratic Alliance Students Organisation (DOSA). In this interview with BizNews, Yusuf Cassim, the Democratic Alliance chairperson in the Eastern Cape, says: “We've seen our institutions of higher lea…

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Cushioning World War 3 rhetoric: Exiled Israel ambassador thinks common sense will prevail 18:07

8d ago18:07

18:07

With fears of the war in the Middle East escalating into World War 3, BizNews speaks to Israel’s Ambassador to South Africa, Eli Belotsercovsky. He says: “…we have to fight back. And we will. And particularly after this attack, which endangered the lives of many, many Israelis, we will have to respond - and we will choose the time and the way to do…

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BizNews Briefing - RW Johnson; Yusuf Cassim; Don Ncube; Walter Aylett; Tesla’s production data 32:17

8d ago32:17

32:17

In this episode of the BizNews Briefing, we cover the growing discussion around the DA’s leader - and the party’s landslide victory in student elections at the Nelson Mandela University; hear from super entrepreneur Don Ncube how his two-decade obsession with onshore gas in SA is finally starting to show returns via ASX-listed Kinetiko Energy; welc…

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BNIC#1 Don Ncube: SA's gas treasure, a game-changer for energy and economy 51:20

8d ago51:20

51:20

Don Ncube reflects on South Africa's untapped gas potential, discovered in Mpumalanga, KZN, and Free State. This resource could address load shedding and transform the energy sector. Environmentally conscious extraction methods and strategic partnerships aim to boost jobs, economic growth, and energy security for the nation.…

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RW Johnson: What’s next for DA leadership; Local government and the Middle East. 19:54

9d ago19:54

19:54

Long time Oxford University political science professor RW Johnson shares his insights on what may be next for SA’s official opposition - including naming the likely next leader - local government and the Middle East. Epitomises second-level thinking. Brilliant insights. Sign up for your early morning brew of the BizNews Insider to keep you up to s…

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BizNews Briefing - Metro coalitions; Geopolitical jitters; Markets in October, and more 30:43

9d ago30:43

30:43

This episode of the BizNews Briefing stars former Oxford Don RW Johnson who shares his insights on the ructions in South African local governments and the Middle East. Epitomises second level thinking. Also, latest in the Israel/Iran standoff; what investors can expect in October - and a top money manager shares some secrets.…

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Mayhem in the Metros 19:35

9d ago19:35

19:35

South African ratepayers are in despair as mayoral musical chairs and coalition dramas have led to chaotic governance in many a metro. In this interview with BizNews, Marius Roodt of the Institute of Race Relations (IRR) says it is time for governance in the metros to be taken seriously. He dissects the removal of the Democratic Alliance’s Cilliers…

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Corion's Bacher on September surge: SA investments thrive as global markets recover 19:52

9d ago19:52

19:52

In this interview with David Bacher, the Chief Investment Officer of Corion Capital discussed the impressive performance of South African investments in September. Highlighting strong gains in equities and bonds, Bacher attributed much of this success to a recovery in the Chinese market following significant stimulus measures. He expressed concerns…

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CEO Fourie on 36% HEPS surge - Capitec secret in a word: ecosystem 21:39

10d ago21:39

21:39

Details accompanying the Capitec results released today shows the one-time challenger to what used to be SA’s ‘Big Five’ now banks over half South Africans aged between 20 and 60. And with yet another set of breakout earnings in the half year to end August, Capitec continues vigorous expansion at a time its rivals complain about sluggish economic g…

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BizNews Briefing - Capitec; BHI; GNU; Chinese business threat; Luxury gyms. 31:14

10d ago31:14

31:14

In this episode of the BizNews Briefing, Capitec CEO Gerrie Fourie shares some of the group’s secret sauce (another stonking set of numbers released today); Magnus Heystek on a 30-year ban for the duo who owned large brokerage Local & Global, facilitators of the BHI ponzi; the FT on how improving Chinese manufacturers threaten everyone else; rising…

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Makone Maja: Action SA’s Tshwane miscalculation - Gauteng’s voters are gatvol 20:23

10d ago20:23

20:23

In this interview, a rising star among political analysts, IRR campaign manager Makone Maja, unpacks the latest developments in the ‘spectator sport’ that is SA politics. She reckons ActionSA’s leader Herman Mashaba’s approach reflects an inability to appreciate how tired Gauteng voters are of the governance instability wracking their Metros. She s…

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Flexible strategies for a changing market: Nick Balkin discusses Foord's investment philosophy 21:35

10d ago21:35

21:35

In an engaging interview, Nick Balkin, CIO of Foord Asset Management, shares insights on the firm’s flexible investment philosophy. Emphasising cash flow sustainability and quality companies, he advocates for a long-term approach. Balkin's pragmatic strategies provide valuable guidance for investors navigating today’s complex market landscape.…

1
Magnus Heystek on BHI Ponzi “life sentences” for two financial advisors 13:01

10d ago13:01

13:01

In the past year, South Africa’s Financial Sector Conduct Authority (FSCI) has debarred 156 people from the industry. In this interview with BizNews, investment strategist Magnus Heystek of Brenthurst Wealth comments on these debarment orders, including the 30-year-ones served on Michael Haldane - who is on bail on charges of fraud and money launde…

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Mmusi Maimane - The real threat to the GNU is how those outside Cyril’s executive understand it 22:18

11d ago22:18

22:18

Former Leader of the Opposition Mmusi Maimane says he’s loving getting into the guts of the governing structure though his chairmanship of the Appropriation @ Committee. In this interview with BizNews editor Alec Hogg he looks at how much Parliament itself has changed - and while hopeful, warns that politicians are courting extreme danger when allo…

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BizNews Briefing: Maimane, De Beer; Piet Viljoen; Taxi Mafia; Hizbollah; York Timber; Renergen 31:33

11d ago31:33

31:33

This episode of the BizNews Briefing provides an update on the two big news stories of the moment; the political manoeuvring in Tshwane, and the assassinations of Hizbollah leadership by Israel. We hear from Mmusi Maimane, Neil de Beer and Piet Viljoen on the implications of the collapse of the Tshwane coalition; and from the FT on what’s next for …

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Piet Viljoen - Chinese stocks up 20% in a fortnight, long overdue rebound, no need to take profits 19:52

11d ago19:52

19:52

Piet Viljoen’s “cockroach” fund, where he invests in bombproof opportunities, has enjoyed benefits from buying into Chinese equities ahead of the latest surge. He explains why the rebound is long overdue, and assesses the present value. Also, in this interview with BizNews editor Alec Hogg, Re:CM’s founder talks about the impact for investors of th…

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Brave bus boss takes on the taxi Mafia, the police - and the government 12:27

11d ago12:27

12:27

Intercape CEO Johann Ferreira has fought an eight-year battle against the Taxi Mafia that has tried to extort him, stoned his busses, assaulted passengers - and killed one of his drivers. He has also fought an epic battle in the courts to force the authorities to act - and has won five cases so far. In this interview with BizNews, Ferreira predicts…

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DE BEER: Rising War in the ANC, the GNU - and Beirut 34:04

12d ago34:04

34:04

After another week of political volatility on coalition level, United Independent Movement President Neil de Beer names the main contenders for next President of the African National Congress - and predicts SA will stay in the Government of National Unity if it is current International Relations Minister Ronald Lamola, who has “absolutely been scho…

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Mashaba: ANC faces blackmail over Tshwane 26:23

14d ago26:23

26:23

ActionSA leader Herman Mashaba speaks to BizNews about the “dirty political environment” in which Tshwane Mayor Cilliers Brink of the Democratic Alliance was ousted. He says the DA leadership at national level has been doing “everything possible to even threaten” the African National Congress to do the deal with them in Tshwane. “…the DA is still t…

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Peter Major weighs in on mining prospects amid nascent commodities boom 21:30

15d ago21:30

21:30

Veteran mining expert Peter Major explores the global commodities market, highlighting a surge in gold and renewed investor interest in mining stocks. With South Africa grappling with rising costs and regulatory burdens, Major stresses the need for government reforms to unlock growth. He remains bullish on gold and platinum, advising investors to b…

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BizNews Briefing - Tourism; Tshwane; Eskom; Nuclear; Mining; Amazon’s SA movie. 31:46

15d ago31:46

31:46

In the final episode of the week, BizNews editor Alec Hogg shares insights from energetic new Home Affairs Minister Dr Leon Schreiber; Assesses the Tshwane mayoral vote with political analyst Dr Frans Cronjé and the UIM’s Neil de Beer; Deputy Minister Samantha Graham-Maré on Eskom; The FT and Kelvin Kemm on nuclear’s funding revival; Mining guru Pe…

1
Political dominoes falling: Tshwane mayor ousted, Ekurhuleni next? - De Beer 6:03

15d ago6:03

6:03

The Democratic Alliance Mayor of Tshwane, Cilliers Brink, was today toppled in a Vote of No Confidence. In his reaction, Neil De Beer, the President of the United Independent Movement, says this is part of the strategy of African National Congress Premier Panyaza Lesufi. “And this, if you look at it as a stick of dynamite and you put the fuse, I wi…

1
Samantha Graham-Maré: How South Africa beat loadshedding and plans for an energy-driven future 15:06

15d ago15:06

15:06

Before the 2024 national election, Samantha Graham-Maré fought for power supply as Shadow Minister of Electricity. Following the election, she was appointed Deputy Minister of Energy and Electricity in the Government of National Unity (GNU). In this interview with BizNews, she speaks about her great working relationship with Energy and Electricity …

1
Frans Cronjé: What Tshwane’s anti-DA mayoral vote means for GNU 20:09

15d ago20:09

20:09

It is now 88 days since South Africa’s Government of National Unity was formalised by appointing a multi-party national cabinet. The alliance’s longevity faced an acid test in today’s motion of no confidence in Tshwane executive mayor Cilliers Brink which carried by 120 votes to 87. Political scientist Dr Frans Cronjé provides context, explaining h…

1
South African comedy goes global: Ari Kruger talks The Shakedown and filmmaking 16:11

15d ago16:11

16:11

South African comedy has moved beyond Leon Schuster slapstick to stand toe-to-toe with international standards, says Ari Kruger, the director of Amazon’s first original South African film, The Shakedown. Kruger, co-founder of Sketchbook Studios, wrote and directed the film, the first original South African film commissioned by Amazon. The other co-…

1
How Schreiber making good on making Home Affairs SA economy’s “growth facilitator” 30:38

15d ago30:38

30:38

In just 88 days since he was appointed South Africa’s Minister of Home Affairs, 36-year-old Dr Leon Schreiber has been operating at warp speed. In this update with BizNews editor Alec Hogg, Schreiber shares details on the numerous fixes that were introduced. He explains the results of “magnifying glass” attention to regulatory details. And is confi…

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Magnus Heystek: Foreigners aren’t yet buying SA recovery story, but locals are starting to 20:07

16d ago20:07

20:07

For the past dozen years, Brenthurst Wealth founder Magnus Heystek has (correctly) been consistently bearish on South African assets. In this interview with BizNews editor Alec Hogg he explains why things may be turning - explaining that the bullish mood among locals could spark global capital inflows.…

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