3 days ago

Controversial #donald trump #south africa #anc #economic crisis #black economic empowerment #trade tariffs #sanctions #cyril ramaphosa #julius malema #coronation #multichoice

Rob Hersov praises Trump's first 100 days, warns of South Africa's economic collapse risk

Podcast Briefing 2:45

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Key Strategic Points

1 Trump secured the US border to 90% closure in 100 days, reducing daily crossings from 10,000 under Biden, though 11–12 million people previously admitted remain dispersed throughout America.
2 Trump's energy policies ended net-zero commitments, reopened Appalachian coal fields, increased fracking, and enabled LNG exports to Europe, with oil prices falling to approximately $60 per barrel.
3 DEI (Diversity, Equity, and Inclusion) has been effectively dismantled across America through law, reversing policies Hersov equates to betraying Martin Luther King Jr.'s merit-based vision.
4 Trump issued proportionate tariffs that prompted 70 countries—including the UK, Italy, and Japan—to negotiate trade deals with America, expected to be announced within weeks.
5 Hersov assesses South Africa faces either slow de-industrialization at 1% economic growth or acute economic collapse with rand devaluation to 50–100, civil unrest, and mass emigration, with 55% probability of the latter within 12 months.
6 Coronation increased Black ownership from 31% to 51% through share dilution of existing shareholders to secure government contracts and investor mandates, raising ethical questions about non-Black employee disadvantage.
7 Multichoice's share price collapsed from 92 rand to 40 rand following poor operational results, jeopardizing dividend prospects for thousands of Black shareholders in Puma Putmani trusts holding 26% ownership.
8 Hersov predicts targeted US sanctions against specific ANC leaders including Moeletsi Mbeki, Cyril Ramaphosa, and Julius Malema for corruption, terrorism links, and hate speech documented in the Zondo Commission, restricting travel and access to Western banking systems.

Notable Quotes

“The border is now 90% closed. 10,000 people a day were forcing through the US border under that useless Biden, and the border is closed.”

— Rob Hersov, businessman and investor

“DEI has been killed and across America DEI has been killed and it's like Rip Van Winkle America everyone's woken up suddenly and go what were we thinking what were we thinking for DEI of putting a person's skin color ahead of merit.”

— Rob Hersov

“The ANC just don't care they don't care if people die they don't care if more people unemployed and they don't care if we de-industrialize and our country collapses and our economic economy collapses they don't care they don't care.”

— Rob Hersov

“I'm 55% downside than upside. I don't think America coming in swinging is a good thing. But because we have an ANC that doesn't care, they're just looters. I think this could go horribly wrong. I'm pretty pretty negative right now.”

— Rob Hersov

“The ANC is not in control of itself, let alone the country. So lunatics at different corners of the ANC in different corners of the country will still keep poking America in the eye because they're receiving money from Iran because they're able to steal and because it suits them.”

— Rob Hersov

“I think targeted sanctions are coming. I think the likes of Moeletsi Mbeki, Cyril Ramaphosa, Julius Malema etc. are going to get targeted sanctions put upon them and it's brutal.”

— Rob Hersov

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