BizNews BizNews Radio

Director’s Cut: Sean Peche - “US markets are in a Wile E. Coyote free-fall”

Loading player...
Global fund manager Sean Peche says Wall Street isn’t defying gravity — it’s already off the cliff. The AI boom, Nvidia hype, Trump trade, and Bitcoin “hope” have pushed markets into a cartoon-style moment where investors are still running… but there’s nothing under their feet. Peche unpacks why value is shifting away from the US, why the world is quietly walking away from America, and where real opportunities are hiding outside the Magnificent 7.
24 Nov 2025 11AM English South Africa Investing · Business News

Other recent episodes

Jock of the Bushveld returns: AI brings a South African classic back to life

Jock of the Bushveld, the classic story of how the runt of the litter became the trusted, gutsy companion of Sir Percy FitzPatrick during South Africa’s goldmining era, is one of the country’s most enduring stories. The book once outsold the Bible locally and was adapted into a feature film…
24 Apr 5AM 21 min

Alec Hogg assesses BNC#8: Clem Sunter's penny has finally dropped

Download and read the BNC#8 post-conference PDF here: https://bit.ly/4eB6uCi In a candid address to the Hermanus Rotary Club, BizNews editor Alec Hogg reflects on the key takeaways from BizNews Conference 8, unpacking South Africa’s economic stagnation, governance failures, and the growing realisation that “Pretoria will not provide.” Drawing on insights…
24 Apr 8AM 25 min
All episodes