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

Sean Peche meets Howard Marks - one of world’s top money managers shares key takeaways from his guru

Loading player...

Morningstar’s latest performance data puts Sean Peche’s Ranmore Fund in the top one percentile for virtually every performance period in the last five years. In this interview with BizNews editor Alec Hogg, the ace money manager shares insights from a lunchtime meeting last week with the investing guru who inspires him. The result is a treat for beginners and professionals alike.

5 Jun 2025 7AM English South Africa Investing · Business News

Other recent episodes

Patriotic Alliance MP speaks out on chaotic Normandien Farms oversight visit

Patriotic Alliance MP Juliet Basson explains what really happened during the controversial parliamentary oversight visit to Normandien Farms in Newcastle. She describes a chaotic and hostile scene, distancing herself from aggressive actions taken by others on the committee. Basson says she supported the farm, questioned the shutdown over dust masks,…

6 Mar 4AM 17 min

BN Daybreak Fri 6 Mar: SA braces for R8/Litre petrol shock amid Iran Conflict; Plus Trump vs. Tehran Succession

South Africans are facing an impending and massive R8-a-litre fuel price shock when prices are adjusted next month. This spike is a direct consequence of the prolonged war in Iran, which has driven the Rand cost of oil up by 40%, jumping from R954 to R1,328 a barrel. The higher…

5 Mar 11PM 22 min

BN Briefing: Viljoen on SA asset resilience; Major on Iran's minerals market impact; Goldman Sachs CEO

Tonight’s BizNews Briefing opens with Piet Viljoen’s case for South African assets, despite what he calls political irrationality, arguing that resilient business people, strategic minerals and geography still matter. We then move to a market update led by Firstrand’s strong interim numbers, Implats’ mixed reaction, Treasury losing budget-office DDG Edgar…

5 Mar 12PM 12 min

Director's Cut: Piet Viljoen — War, Bitcoin and why SA stocks may be the world’s best bargain.

With war talk rattling markets, investor Piet Viljoen explains why forecasts are pointless and diversification is everything. From Bitcoin as a modern “hard asset” to why South African shares remain deeply undervalued, Viljoen shares how he prepares portfolios for chaos rather than predictions.

5 Mar 9AM 26 min

The Editor's Desk - Thu 5 March 2026: Debunking myths and navigating the fog of war

In today’s Editor's Desk, Alec Hogg highlights a new investigation by James Myburgh that deconstructs the historical "myth" regarding the ANC’s relationship with the Iranian regime. This is followed by a deep-dive discussion from the Financial Times featuring Gideon Rachman and Emile Hokayem, who examine the escalating "battle of endurance"…

5 Mar 7AM 43 min

All episodes