Be a Better Investor

Odcinki

• Trying to drown out the noise ... 19.05.2026 21min

  Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.
• 'The bigger risk is that gold goes higher, not lower’ 03.03.2026 30min

  Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.
• From getting a foot in the door to investing in global giants 04.12.2024 24min

  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.
• ‘Don’t let something like Steinhoff derail you’ – Ashburton CIO 28.11.2024 22min

  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.
• Keep it simple, sleep well at night, get (very) good returns 23.10.2024 18min

  Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
• Does ‘bunking school and jumping off cliffs’ foretell future investing? 09.10.2024 18min

  Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
• Could standup comedy lead to investment insights? 02.10.2024 20min

  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.
• ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’ 11.09.2024 13min

  ‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
• 'Don't invest in an investment you don't understand or can't value' 04.09.2024 22min

  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.
• When your first investment experience is with unit trusts at age seven … 28.08.2024 23min

  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.
• Lebo Thubisi started by selling paraffin from a customised bakkie 07.08.2024 23min

  In investments you learn that you need to make logical decisions and stay away from the emotive things, says the deputy chief investment officer for alternative investments at Alexforbes Investments.
• You can't be too distant from an investment you make' 31.07.2024 16min

  'Accumulating those small margins is how you become successful and build up a good track record and good return for yourself': Richo Venter, Inn8 Invest’s head of portfolio management.
• To start investing, perhaps just go the fund route 24.07.2024 15min

  Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.
• For young investors penny stocks may be the way to go 18.07.2024 22min

  If my first ‘went to four cents, I sold it. When it came back to two cents, I bought it again.’ That' s how then teenager and now CIO at Sasfin Asset Managers, Arno Lawrenz, started.
• The markets don't repeat, but they rhyme 10.07.2024 22min

  ‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
• 40 years in the investment industry hasn’t wearied Wayne McCurrie 19.06.2024 21min

  It’s 'utter nonsense’ that you as the retail investor mustn't even try your hand at it. It’s not rocket science. But it does offer only one ‘free lunch’.
• A Dale College graduate who never ‘invested’ in rugby 30.05.2024 22min

  Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.
• Very few young kids grow up with their own investment portfolio 23.05.2024 19min

  ‘I think in particular when you're looking at young people, they've got to have a good, long time horizon, and over time will get the returns that they are expecting’ – Kenny Rabson, Discovery Invest CEO.
• Unveiling investment wisdom 20.04.2024 20min

  Insights from Daniel dos Passos, indexation expert at FirstRand.
• A different approach to investing 06.04.2024 27min

  ‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’