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Rational Radio 25 May: Disrupters vs Disrupted, Tiger Brands and Lockdown's 'burden of proof'
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Biznews founder Alec Hogg hosts the weekly Rational Radio podcast hour, which is now recorded as a webcast to allow interactive engagement with Biznews Premium members. SA's favourite market watcher David Shapiro joined him as his regular guest. This week "Kasinomics" author and informal market specialist GG Alcock joined to discuss how some parts of South Africa have moved to Level One of lockdown, ignoring the central directive. Renowned value investor Piet Viljoen discussed the tragedy of the once great business Tiger Brands and updated his (successful) recent call about opportunities offered in SA shares. And Russell Lamberti, founder and strategist at ETM Analytics and a member of the PANDA initiative, quantified how much damage lockdown is doing to the SA economy.
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