BNC#9 | Wrap-up panel: Joburg, Zuma, AI, JSE v S&P, gold, small caps, and conference highlights (opens on the publisher’s site)
Listen hereAt the close of BNC#9, Alec Hogg sat down with David Shapiro and Piet Viljoen to unpack the conference. Viljoen made the numbers case for South Africa: bar the two big banks, every stock in his portfolio trades at a discount of thirty percent or more to what he thinks it is worth, and…