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Rational Radio: Swapping banks for gold; local is lekker; Tongaat and Herd Immunity
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The Monday Noontime webinar is hosted by BizNews founder Alec Hogg, with SA's favourite market commentator David Shapiro as the regular guest. Four other panelists joined this week:
* Piet Viljoen, executive chairman of RE:CM shared his "local is lekker" perspective of South African investment opportunities.
* Nick Hudson, co-ordinator of PANDA shared insights into Lockdown Level 2 and the concept of Herd Immunity.
* Dave Woollam, former banker and CA who blew the whistle on Tongaat Hulett, with a progress report after the group's last set of numbers which included news that the former CEO and other executives are about to be criminally charged.
* Kokkie Kooyman of Denker Capital on Warren Buffett's latest surprise changes to his portfolio - selling Wells Fargo and Goldman Sachs; buying Bank of America and Barrick Gold.
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* Piet Viljoen, executive chairman of RE:CM shared his "local is lekker" perspective of South African investment opportunities.
* Nick Hudson, co-ordinator of PANDA shared insights into Lockdown Level 2 and the concept of Herd Immunity.
* Dave Woollam, former banker and CA who blew the whistle on Tongaat Hulett, with a progress report after the group's last set of numbers which included news that the former CEO and other executives are about to be criminally charged.
* Kokkie Kooyman of Denker Capital on Warren Buffett's latest surprise changes to his portfolio - selling Wells Fargo and Goldman Sachs; buying Bank of America and Barrick Gold.
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