RC 260904702Stephen Grootes
Friday, 4 September 2026
The episode focused on trade uncertainty, mining investment, market discipline, provincial unemployment and practical lessons on toxic workplaces and long-term investing.
- 18:16
African Rainbow Minerals approved R15.2 billion to advance Bokoni platinum over seven years, targeting 350,000–400,000 ounces annually, with a projected 28% internal rate of return.
- 18:21
South Africa’s AGOA renewal for two years preserves preferential US access but offers limited immediate benefit because existing tariffs remain; longer-term investment depends on future trade policy.
- 19:10
Investment returns arrive unevenly: Warren Ingram said roughly one in four years is typically negative, while patience and staying invested remain the best defence against market volatility.
- 19:34
Provincial unemployment varies sharply, reaching 47.5% in one province versus 19.5% in another; better governance, infrastructure and cutting business red tape were identified as crucial for SMEs.
- 19:28
A genuinely toxic workplace involves recurring blame, retaliation, gaslighting and physical stress; workers were advised to keep dated records, build savings and prepare an exit option.