Talking with Traders

This is Nick's 4th appearance on the podcast. His macro insights are always fascinating and once again he makes for captivating listening. From inflation, to interest rates. China and Taiwan to Russia and Ukraine. There's a busy calendar of events coming up in the months ahead. We've covered it all as we enter the final quarter of 2022. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Julius de Kempenaer has had a colourful career, first in the millitarty and then in markets. He is the man behind a very useful technical tool – Relative Rotation Graphs. This technical tool helps traders to identify early changes in relative strength of stocks, sectors and asset classes. RRG charts were early in identifying red flags in the markets before the sharp drops that have occurred recently in early 2022. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Mark Randall is the co-host of the Alpha-Mind podcast with Steven Goldstein who has been featured on this podcast previously. In this interview, we discuss the various aspects that set the best traders apart from the rest. Mark has a great way with words as you'll hear in this podcast. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Alan Edward is the man behind the @TraderDivergent Twitter account. He's a forex day trader who is totally rules driven in his approach to trading. He's also the author of a new book called The Blueprint to Trading Psychology. In this interview, we chat about his background, his approach to trading and his love of the game of trading. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider..

Chris Gilmour has had an illustrious career on the JSE. Coming from Scotland in 1982, he began a 4 decade career in South Africa working as a research analyst at a variety of stockbroking firms. He's best known for his writings in the Financial Mail and INCE|Connect and most recently as an advisor at ABSA Stockbrokers until 2017. In this interview, we trace his steps back through his career, and listen to his insights on where we stand in the current market cycle. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider..

Talking with Traders welcomes back macro strategist Nick Van Rensburg. In this episode he shares his thoughts on the war in Ukraine, inflation, the Fed, China Covid lockdowns and much more. As always, he is a fountain of information, but does warn of bumpy times ahead for financial markets. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider..

Simon Brown is nearing three decades in the market. He's one of the most disciplined traders and investors I've met in my career. In this podcast, I welcome him back as a returning guest. We discuss his lazy trading system, and his disciplined approach to long term investing. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider..

Gary Booysen tells of his back story to getting into the financial markets, how he has positioned his business - Rand Swiss – to be a “go-to” for clients wanting a low cost entry to the market, and how trading without the right partner at your side is like trying to play soccer against Real Madrid.

In this episode, we talk charts and what levels we're seeing on various markets. Focus is on the US and European equity indices, currencies, gold, oil, and soft commodities. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. https://bit.ly/3uwWJfU Charts

Steven Goldstein returns to the podcast after his first interview in 2020. Garth has been a delegate on Steven's Trader Performance Trading Programme for the past year. In this episode, Garth chats to Steven about his experience on the Programme, and talks about the first hand benefits of mind-set coaching and being on the Trader Performance Programme. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Kristia Van Heerden moved from JustOnLap last year to take up the role of Global Education Lead at IG Markets. In this role she has a chunky budget to pursue her passion for helping people to become more financially literate. We catch up during a Highveld thunderstorm to talk about what IG Markets is doing to assist their trading clients to become more successful, and what differentiates the successful traders from unsuccessful ones. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

We welcome JP Verster back onto the podcast after nearly two years since we last spoke. It's been a turbulent time since then and markets remain as schizophrenic as ever right now. We discuss how his funds have performed over 2020 and 2021, and what his outlook is for the years ahead. Also an interesting discussion about why he swung Sasol from a short position to a long position. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

The prior podcast with Nick Van Rensburg in early January was very popular. His macro views are incredibly insightful. A number of risks that he identified in early January have begun to come to fruition. In this podcast I catch up with Nick again and discuss the current war in Ukraine, what it means for markets and a whole lot more. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Equity markets have had a shaky start to 2022 and there are many reasons to suggest this may be just the start of a weak performance environment for years to come. If this is the case, “trading as an asset class” may become a theme that gains traction. In this podcast, I discuss the concept of treating trading as an asset class with Dr Adrian Saville. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

I had my mind blown wide open in this conversation with Murray Legg. Non-Fungible Tokens (NFT) have been gaining in popularity in recent months. What are NFTs? Why would you want to own them? Where do you trade them? In this interview, we unpack answers to all of these questions and more. There's a lot more to NFTs than just digital art. Take a listen to have your mind opened. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

We welcome back Sean Ashton for a follow up interview a year after he first appeared on Talking with Traders. He manages the Sierra Global Fund. In this podcast, we talk about various growth stocks that have been severely beaten down in recent months and are beginning to look attractive. Facebook, Paypal, Teledoc and ROKU feature in this discussion, among others. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

This week sees David Shapiro celebrate his 50th anniversary as a stockbroker on the JSE. In this light-hearted interview, he shares some of his stories of 5 decades on the market. Get to know a bit more about the man behind the voice that has become affectionately known as “South Africa's favourite stockbroker”. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Mike Ledwidge is one of a rare group of people who “eats what he kills” in the trading arena. He's a prop trader at Storm Trading in Cape Town. This interview is a no holds barred discussion with a trader who is at the coal face of the markets. He shares what it takes to make a living from trading. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Bruce Main is back for a follow-up interview as we ran out of time to pick his brain in our previous interview. This time he covers ImmunityBio and Renergen. He's also brought a colleague with him: Willem Van Der Post from Simple Capital. Willem discusses an exciting new concept: Democratised Venture Capital, available to retail investors via a token.

Nick Van Rensburg is an independent macro strategist and trader based in Johannesburg. He consults to a number of hedge funds, family offices and high net worth individuals. In this interview, we take a high level look at the world from a macro perspective. Nick shares his views on the current starting position of the markets as we begin 2022, and unpacks what themes, risks and opportunities are likely to show up in the year ahead. It's a fascinating discussion with a number of very useful insights to keep in mind for the year ahead. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

In this final episode for 2021, the roles have changed. Richard Thomason proposed interviewing Garth Mackenzie a few weeks ago. The sponsors agreed and so Garth and Richard have swapped seats. Garth becomes the guest on his own podcast and is interviewed by Richard. This interview goes back to what first spawned Garth's interest in the markets, and talks about his career of 20 years and his approach to trading. Garth also shares a fascinating story of the euphoria and agony of trading witnessed first hand. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

This podcast takes me across the English Channel to France. I discovered Florian Campuzan on Twitter through his well-considered Tweets around trading psychology. An introductory chat convinced me that his story would make him a great guest to welcome to the podcast. I thoroughly enjoyed spending 45 minutes listening to his wisdom and experience around the way he trades. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Richard Thomason works a full time job with a large multinational company in Cape Town. Unlike many of the guests on this podcast, he's never worked in the investment or trading industry professionally. Yet he achieves brilliant performance on his own portfolio with exceptional discipline and skill. I catch up with Richard a year after our first interview to hear about his year past and what he's learned to take into the future. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Greg Davies is the head of wealth at Cratos Asset Management. He's a returning guest to the podcast and discusses the year gone by, cryptocurrencies mining and opportunities he's seeing to invest locally and abroad. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

The Finance Ghost keeps his identity a secret, but his transparency around investing is no secret. In the past year, he's taken the Finance Ghost from an afterhours side hustle to a fully-fledged business with a rapidly growing audience. In this podcast, he shares his wisdom around investment themes he's tracking and the lessons he's learned from the market over the past year. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Bruce Main is the CEO of Ivy Asset Management. In my first interview with him in 2020, he gave great insight into futuristic investment themes that have played out well in the past year. In this podcast, he returns to the microphone to discuss Tesla, Genetic Editing and Artificial Intelligence investments. It's a fascinating discussion with a man who is passionate about being an early investor in the technologies that will define the future. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Anthony Clark is our first returning guest to kick off Season 4 of Talking with Traders. Small and Mid-Cap shares have had a cracker year on the JSE since I last spoke to Anthony. All of his previous stock picks from last year have done exceptionally well. In this episode, we chat about the opportunities he's seeing in the under researched area of the market that he focuses on. He has some smart suggestions as to how regulatory changes could help to revive a dwindling JSE listings environment. We also chat about his handsome new wheels. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.

Now into a fourth season, featuring an in-depth insight into Online Trading in South Africa hosted by Financial Trader, Garth MacKenzie and proudly brought to you by IG, the world leader in online trading. For more info on IG, visit /www.ig.com/za. You can also follow us on Facebook on www.facebook.com/IGtradersSA/. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. #OnlineTrading #SouthAfrica #Podcast

This episode wraps up some of the most memorable market events of 2020. It also discusses 6 of the most inspiring quotes from guests who appeared on the podcast during the year.

I'm keeping the identity of the Finance Ghost anonymous at his request. He's a young investor with an impeccable pedigree and track record in common sense investing. His perspectives are unique and insightful. Definitely somebody worth following. In this interview we dig into his perspectives on investing and life. A thoroughly enjoyable discussion to listen to.

Sean Ashton has transitioned from #1 rated analyst, to Chief Investment Officer to global fund manager. He now runs the Mauritius based Sierra Global Fund. In this podcast, he shares his story, his approach to investing and provides some nuggets of thought leadership that are well worth listening to.

Andrew Todd has been my partner at TradersCorner from the outset. His contribution is often unnoticed but hugely significant. We met in a series of strange ways in the early naughties – initially in London in 2002. It was as if some divine force guided us towards each other. We've worked together for 15 years and have shared many ups and downs together as our journey through the market has taken various twists and turns. This podcast is a light hearted discussion between two friends and partners who share a joint passion for the markets.

Tom Hougaard is a high stakes trader. He's been trading for his own account for 11 years after a career with various brokers in the city of London. He came from humble beginnings in Denmark and has pulled himself up by his own bootstraps. He's a straight shooter. His views are quite different to a number of other traders I've interviewed. I found this a very captivating interview. You can also catch this episode on my Youtube Channel on the following link: https://www.youtube.com/watch?v=rlRhzghvnY8 Interview Video

I came across Dave Lovegrove by following him on Twitter @TradedWisdom. His Tweets are pure trading psychology gold! He is a psychology graduate and a sports trader in Melbourne. He agreed to an interview. Listen to this podcast to find out about sports trading and how Dave applies his psychology background to this exciting form of trading.

Steven Goldstein was formerly a proprietary trader at a number of international banks. He now coaches high level traders. Three of the traders he has coached feature in the latest book by Jack Schwager – Unknown Market Wizards. This is a fascinating discussion with somebody who truly understands high stakes trading.

Richard Thomason works in a major multinational brewing business by day, and trades the market part time by night. Unlike the rest of the guests on this podcast series, he does not trade professionally and does not manage any client funds. He manages his own capital and has a passion for the markets. By all accounts he is much like many of the listeners to this podcast – just a regular guy trying to trade and invest his own money. However his results are anything but regular. He's done better than many professional asset managers over many years. This is an inspirational interview that will motivate listeners who are also navigating their way privately through the markets. Follow him on https://twitter.com/richytee

PJ Sutherland has run literally hundreds of thousands of data sets to develop his trading methodology. He's a mean reversion trader and thus looks for price discrepancies from the mean to take advantage of dislocations. He left the shores of South Africa a few years ago and now trades out of Mauritius. Follow him at www.sutherlandresearch.com Sutherland Research

Joe Bassett funded his early trading account with money he earned stringing tennis rackets in the USA. An adventure lead him to South Africa where he then spent 15 years trading with AG Capital. He recently relocated back to the USA where he now runs a hedge fund. Joe says the USA is where all the action is. His advice to start out traders: “Toss paper trading in the trash. Just get involved and trade with real money to get proper experience”. Follow him on Twitter: @studtrader_ag

This episode is a summary of all the interviews from Season 2 of Talking with Traders. It focuses on the best nuggets of information that were shared by each of the guests. Some fascinating insights were shared over the 9 interviews. This podcast distils the best bits out! #Trading #TradingTips #TalkingWithTraders #Podcast

Anthony Clark is the epitome of somebody who has pulled himself up by his own bootstraps. From very humble beginnings in Wales, he worked diligently to educate himself and get his foot into the stock broking world in London. He moved to South Africa in 1996 and has worked his way up to become the most highly regarded small-cap and mid-cap analyst in the country. He now operates as an independent analyst and investor from Cape Town. This is a fascinating discussion with a man who exudes passion and enthusiasm for his craft. #Trading #TradingTips #StockAnalyst #StockBroker

James Gubb gained fame in South Africa in 2017 for creating a “middle finger” image on the illiquid share price chart of Gupta-owned Oakbay Resources. Prior to that James had a long history of success managing several billion rands as a fund manager. He's had an interesting career – part of it at Allan Gray. He now manages his own capital and enjoys the freedom and fruits of a successful career. I caught up with James in this podcast interview. #Trading #TradingTips #StockMarketArt #Oakbay #JamesGubb

Dr Adrian Saville is the head of Cannon Asset Management. He's built the business up from what was initially an investment club with 12 members to a multi-billion rand asset manager. He's loved the stock market since he was 13 years old. A man of great stature – he oozes professionalism and consistency. We discuss his career in the market and some basic tried and tested principles that build wealth in the long term. “Time is your greatest asset” he says. Listening to this podcast will be time well spent. #Trading #AssetManagement #TradingTips #CannonAssets

Bruce Main heads up Ivy Asset Management. He's a big thinker and gets uncontrollably excited when he talks about the future and the investment opportunities that future themes present. We discuss his career in the market, and he drops some potential investment gems into the conversation that are well worth considering for future investment growth. #Trading #FuturisticThemes #InvestmentThemes #TradingTips

Travis Robson used to work for Charles Savage. Now the two men are at the helms of IG South Africa and EasyEquities respectively. Although their businesses overlap in certain competing spaces, they also complement each other in some ways. Both are blazing a trail in making the equity market more accessible to clients in the retail space. We discuss a wave of new clients that have been flocking to open accounts since COVID hit, and innovations that the two firms are working on for the future. #Trading #Equities #IGtrading #EasyEquities

I was privileged to speak alongside Siam Kidd on stage at a trading symposium in Johannesburg in 2017. We've since kept in touch. Siam qualifies as a millennial, but he shows a mature approach to trading that's lacking in many of his millennial peer group. I enjoyed catching up with him and listening to his story of his years in the market, and his thoughts on the future. #Trading #Forex #RealisticTrader

36ONE Asset Management is the “Real Deal” in the hedge fund and unit trust fund space. Everything the firm does screams professionalism and the firm's consistent outperformance in its funds speaks volumes. 36ONE – going the extra degree. That shines through in this interview with the firm's joint founder Cy Jacobs. #Trading #HedgeFunds #UnitTrusts #36ONE #TheDEGREEofDifference

JP Verster is the most eloquent market commentator I've ever encountered in the South African market space. A huge consumer of books and financial market information – he is a wealth of knowledge on more than just markets. He gained much airtime for being short in African Bank and riding the stock all the way to zero whilst at 36ONE Asset Management. JP now heads up Protea Capital management. He talks to me about his years in the market and his thoughts for the future. #Trading #TradingShorts #ProteaCapitalManagement

Fraser Perring and Viceroy Research weren't well known in South Africa until they gained credit for identifying the accounting scandal at Steinhoff in 2017. The firm are short sellers, meaning that they seek to take advantage of falling share prices. They made big money short selling Steinhoff and a little while later published a scathing report on the way Capitec accounts for bad debts, sending that company's shares lower by 35% in early 2018. Most recently, Viceroy has been short in the shares of Wirecard, the German payment processing business that recently filed for bankruptcy and saw it's CEO arrested on fraud charges. Fraser Perring's approach to the market is vastly different from others interviewed in this series. In his own words, he says that what he does is “insane”. Indeed, but also very profitable. #Trading #FraserPerring #ShortSelling #Steinhoff #Wirecard

It's been a great 2 months and I hope you have enjoyed listening to this podcast series as much as I have enjoyed putting it together. I got to talk with some really successful South African Traders and managed to take some great insights away from every interview. These were my highlights and the tips I found the most valuable. If you would like to be one of the 350 people to receive that FREE eBook featuring transcripts from all 10 episodes plus a few surprises once the series is complete, visit the following link and fill in your eMail details: https://bit.ly/IGpodcastEbook eBook sign up

Shaun is a Technical Analyst for IG South Africa and shares my love for technical analysis. He is a regular commentator on local financial markets, making contributions to the various forms of media. He writes daily and weekly market reports for IG and has come onto this show to talk about how he uses technical analysis in his trading and analysis. He also shares his 3 tips for beginners and his favourite trading books. If you would like to be one of the 350 people to receive that FREE eBook featuring transcripts from all 10 episodes plus a few surprises once the series is complete, visit the following link and fill in your eMail details: https://bit.ly/IGpodcastEbook #Trading #TradingTechnicals #TradingPatterns eBook sign up

Trading is in Greg Davies' blood and he fondly reflects back to trading on the floor at the JSE. His dad was a stockbroker so his interest in trading stemmed from watching his dad from an early age. He now trades for himself and also for his book of clients as Head of Wealth at Cratos Capital. He has come onto this podcast to chat to me about trading and his lessons from years in the market, making use of technical analysis tools and also shares a couple of tips for new traders. If you would like to be one of the 350 people to receive that FREE eBook featuring transcripts from all 10 episodes plus a few surprises once the series is complete, visit the following link and fill in your eMail details: https://bit.ly/IGpodcastEbook #Trading #TradingAlgos #TradingTech eBook sign up