Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

Author: BizNews April 30, 2026 Duration: 26:41
In this episode of Boardroom Talk, BizNews editor Alec Hogg unpacks a blockbuster night for global tech investors, with Alphabet, Meta and Amazon all reporting quarterly results. Held in the BizNews Ricardo US dollar portfolio, the three tech titans reveal how artificial intelligence has shifted from promise to hard infrastructure — and hard spending. Hogg explains what booming cloud revenues, massive AI capex, inflated paper gains and resilient core businesses mean for South African investors with offshore exposure.

Tune into BizNews Radio for direct conversations with the people shaping markets and ideas. Hosted by BizNews, each episode sits down with a distinct voice-be it a pioneering entrepreneur from Johannesburg, a policy analyst in London, or an investor in New York-to unpack the stories behind the headlines. You’ll hear unfiltered perspectives on economic shifts, technological disruptions, and the strategic decisions driving companies forward. This isn’t about rehearsed soundbites; it’s a chance to listen as seasoned thought leaders and accomplished business people discuss their successes, their failures, and what they see coming next. The discussions are grounded, detailed, and always aimed at providing context that goes beyond the daily news cycle. For anyone curious about the forces influencing commerce and society, this podcast offers a valuable front-row seat to genuine insight. Find BizNews Radio wherever you get your podcasts.
Author: Language: English Episodes: 100

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Joburg audit setback exposes R9.5bn bad debt burden [not-audio_url] [/not-audio_url]

Duration: 7:52
Johannesburg’s financial crisis is deepening, with the Auditor-General revealing R9.5 billion in losses driven largely by electricity theft, water leaks and weak governance. An infrastructure backlog now estimated at R20…