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

Bacher on June’s market drivers - locally all about GNU; Trump Trade on Wall Street

Loading player...

Dramatic news flow at home and abroad had a significant impact on asset prices in the month just past as we hear from Corion Capital’s founder David Bacher. He explains why this was the kind of month that could make or break a money manager’s career. Bacher spoke to BizNews editor Alec Hogg

3 Jul 2024 7AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: Cameron on SAPS cover-ups, rescuing a failing business, Gold v Bitcoin, AI market spook

A parliamentary watchdog says someone inside SAPS management is lying about missing vehicles, and the good cops are paying for it. A CEO who once got locked out of his own email explains how he turned around a company that had defaulted on its debt for sixteen straight months. A…

8 Sep 11PM 16 min

BNC#9 | Summerton Q&A: Winner-takes-all investing, stubborn boards, hostile bids, and the AI future

Rhys Summerton bought into a company that had lost 99.5% of its market value and told the independent directors their pay was being halved on day one. At BNC#9, the Milkwood Capital founder and iOCO joint CEO laid out how a fund manager turned operator actually runs the acquisition game:…

8 Sep 10AM 36 min

He worked for R1 a month to save a failing business. Now Carl Neethling will never list again

Carl Neethling didn't set out to run Ascendis Health. A small, almost accidental shareholding tripped a JSE disclosure threshold, and not long after that he was locked out of his own email on the day he took the company over. What he found inside: nineteen accountants who, in his words,…

8 Sep 10AM 1 hr 03 min

BNC#9 | Meryl Pick Q&A: Gold, Bitcoin, the Dollar - and where central banks are hedging their bets

Old Mutual almost closed its gold fund in 2019. A ballot most clients ignore drew a 13% response, and that was enough to keep it alive. Six years later it has gone from R400 million to R4 billion, and the fund's manager, Meryl Pick, was at BNC#9 taking questions on…

8 Sep 7AM 33 min

Cameron’s message for Cachalia: I will not stop asking questions

In his latest interview with Chris Steyn, Ian Cameron, the Chairperson of Parliament's Portfolio Committee on Police, has a very direct message for Acting Police Minister Firoz Cachalia who - at the SAPS National Commemoration Day for fallen heroes - introduced him to the Free State MEC as “Chairperson Cameron,…

8 Sep 6AM 21 min

All episodes