This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Revisiting Ginsberg’s brilliant Nov ’22 tech stock call - says boom not over

Loading player...

Innovative international index fund company Ginsblobal’s South African founder made a very public and as it happens, accurate call back in November 2022. In this interview, we revisit Anthony Ginsberg’s view that the tech wreck was overdone - plus he shares thoughts on what lies ahead for tech stocks, including BizNews model portfolio favourites Nvidia, Palantir and Cloudflare. He spoke to BizNews editor Alec Hogg.

28 Feb 2024 7AM English South Africa Investing · Business News

Other recent episodes

BNC#9 | Wheatley Q&A: Will the SARB take your crypto? And Eskom's missed Bitcoin windfall

Editorial note: This session was recorded at BNC#9 on Thursday 13 August 2026. In the days after this Q&A, the FSCA announced 20-year debarment orders against Warren Wheatley and two colleagues over share trading in Altvest Capital (Africa Bitcoin Corporation's predecessor) in September 2022, along with a combined R10 million…

9 Sep 10AM 37 min

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…

9 Sep 10AM 32 min

GHL: Seven metros could flip from ANC control, what voters want most, and the DA's jobs record

Cape Town created 418,000 jobs in five years while the rest of the country's economy shrank last quarter. Its new DA leader, Geordin Hill-Lewis, thinks that number is the party's best argument for why voters should hand it six or seven of South Africa's major metros on 4 November, from…

9 Sep 6AM 24 min

Central banks are dumping the dollar for gold, and SA has left its 48,000 tons untouched

South Africa has already mined a quarter of all the gold ever pulled out of the ground, and it still has 48,000 tons sitting under the Witwatersrand. So why has annual output collapsed from 1,000 tons to 88? Dr Duarte da Silva, once South Africa's go-to tech guru and now…

9 Sep 4AM 28 min

Sam Montsi: Keep “crazy” people out of power!

In this interview with Chris Steyn, business icon and author Sam Montsi, gives his take on revelations at the Madlanga Commission of Inquiry, as well as the worldwide impact of US President Donald Trump’s actions. On political and police capture by crime cartels, he says: “It's frightening what has happened…

9 Sep 5AM 17 min

All episodes