Episodes

  • From getting a foot in the door to investing in global giants
    Dec 4 2024
    This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
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    25 mins
  • ‘Don’t let something like Steinhoff derail you’ – Ashburton CIO
    Nov 27 2024
    My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.
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    23 mins
  • Keep it simple, sleep well at night, get (very) good returns
    Oct 23 2024
    Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
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    19 mins
  • Does ‘bunking school and jumping off cliffs’ foretell future investing?
    Oct 9 2024
    Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
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    18 mins
  • Could standup comedy lead to investment insights?
    Oct 2 2024
    Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.
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    21 mins
  • ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’
    Sep 11 2024
    ‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
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    13 mins
  • 'Don't invest in an investment you don't understand or can't value'
    Sep 4 2024
    Company valuations drew her from the outset, so after a great deal of study, Derinia Mathura found herself a young professional managing the Melville Douglas Global Equity Fund.
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    22 mins
  • When your first investment experience is with unit trusts at age seven …
    Aug 28 2024
    You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.
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    23 mins