Podcast appearances and mentions of Allan Gray

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Best podcasts about Allan Gray

Latest podcast episodes about Allan Gray

RSG Geldsake met Moneyweb
Allan Gray vind reuse-geleenthede waar ander markonsekerheid sien

RSG Geldsake met Moneyweb

Play Episode Listen Later Jun 18, 2026 9:15


Marise Bester – bestuurder: ManCo verspreidingspan, Allan Gray Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] Premier Group expands, Oil prices ease, Vision behind home ownership

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 17, 2026 53:54


This evening, we wrap up the day's market movements with Otto 1890, unpack how the operational growth of consumable giant with Premier Group, learn how to invest beyond prevailing narrative with Allan Gray, examine expanding portfolio of commercial property with Vukile Property Fund, discuss research insights on artificial intelligence in the higher education sector with Eduvos, and in this week's Executive Lounge, we follow the journey of Tim Akunnisi from the Mortgage Market. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Ninety One's 12% rise, Canal+ listing on the JSE, and AI investment trends

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 3, 2026 54:22


This evening, we wrap up the day's market movements with Otto1890, discuss major acquisitions that strengthened asset management strategy at Ninety One, examine the significance of the Canal+ listing for local markets with the JSE, explore energy and carbon performance certificates with Looksee, consider what history can teach us about investing and AI with Allan Gray, and in this week's Executive Lounge, we follow the journey of Dr Phindile Msomi from the Hazile Group. SAfm Market Update - Podcasts and live stream

NZ Everyday Investor
Chris Hestelow / Are Passive Funds The REAL Bubble? Ep 525

NZ Everyday Investor

Play Episode Listen Later Jun 1, 2026 35:31


Almost 40% of the S&P 500 index fund sits in just 10 stocks. Yet, low cost, passive index funds are often marketed as a way to invest in many things at once.9 of the 10 companies are directly exposed to the AI-thematic - something that may, or may not be a bubble, depending on who you listen to.They say the performance of actively managed funds, after fee, rarely outperform passive funds. So, does that mean we should park our intellect at the door?Chris Hestelow, Investment Specialist at Allan Gray*, talks to me about the 'Passive vs Active' debate, AI concentration risks in index funds, and reflexivity/dynamic feedback loops that distort true price discovery in markets.Book in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!*I may recommend Allan Gray funds in the course of providing KiwiSaver or investment advice. Thank You Swyftx: With over 1 million customers across New Zealand and Australia. Ask yourself …”Where can crypto take you?". Check out Swyftx.Provincia: Whether you're looking to invest, or you have a commercial property that needs better management - they the true one-stop shop for wholesale industrial investors. Check out Provincia.co.nz for more.Affiliate Links!The Bitcoin Adviser: Plan for intergenerational digital wealth.Hatch: For US markets.Revolut: For a new type of banking.Sharesies: For local, and international markets.Loan My Coins: Bitcoin lending product.Exodus: Get rewards on your first $2,500 of swapsGet Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.www.radicalinvestment.co.nz________________________Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances, and nothing we say is intended as a recommendation. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!

SAfm Market Update with Moneyweb
[FULL SHOW] Itac seeks funding, New shipping routes, Data breaches exposes consumers

SAfm Market Update with Moneyweb

Play Episode Listen Later May 6, 2026 54:55


This evening, we assess market movements with Otto1890, understand why ports are not enjoying new shipping routes with the Southern African Freight Forwarder Federation, examine the data breach during the FlySAFair birthday sale with iAfrikan, we discuss how consumers can navigate market volatility with Allan Gray, and in our Executive Lounge, we find out more about locking their legacy with Jabu Stone Natural Products SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Allan Gray-fonds blink uit in eerste kwartaal, ondanks die Maart-chaos

RSG Geldsake met Moneyweb

Play Episode Listen Later Apr 15, 2026 7:30


Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund, gesels oor die fonds se prestasie in die eerste kwartaal. Volg RSG Geldsake op Twitter

Afternoons with Pippa Hudson
On the Couch: Allan Gray Orbis Foundation's University Fellowship open for Grade 12s

Afternoons with Pippa Hudson

Play Episode Listen Later Apr 13, 2026 18:21 Transcription Available


Pippa Hudson speaks to Sinazo Maqezu, a fellowship recruitment and selection specialist at Allan Gray Orbis Foundation about their University Fellowship Programme which is currently open to Grade 12 learners. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RSG Geldsake met Moneyweb
Die manier waarop jy spaar, beïnvloed jou beleggings opbrengste

RSG Geldsake met Moneyweb

Play Episode Listen Later Mar 25, 2026 9:55


Marise Bester, bestuurder in die ManCo-verspreidingspan by Allan Gray, gesels oor hoe beleggers risiko kan bestuur en die waarde van aktief bestuurde beleggingsportefeuljes kan benut. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] Growthpoint and Harmony Gold results, investing in beer, and getting to know an insurance entrepreneur

SAfm Market Update with Moneyweb

Play Episode Listen Later Mar 11, 2026 54:36


This evening we dive into the latest market movements with Sasfin Wealth, we speak to Growthpoint and Harmony Gold about their respective results, Allan Gray presents an investment case for beer, we look at Microsoft's new equity investment programme, and in this week's Executive Lounge, we speak to Christelle Colman, founder and CEO of Ami Underwriting Managers, about her 30-year career in the insurance space and how she has created opportunities through entrepreneurship. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Ongewilde aandele kan op die langtermyn beter waarde bied

RSG Geldsake met Moneyweb

Play Episode Listen Later Feb 18, 2026 11:45


Pieter Koornhof, portefeuljebestuurder by Allan Gray, verduidelik hoekom dit belangrik is om weg van die skare te beweeg. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] New mining investment fund, SA's film industry, and DRDGold results

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 18, 2026 55:17


This evening we dive into the latest market movements with Sasfin Wealth, we speak to the PIC about its new mining investment fund, we chat with the Save SA Film Jobs Coalition about a payment backlog that is putting extra pressure to the industry, DRDGold takes us through its latest results, Allan Gray discusses how gains impact market outlook, the JSE discusses its annual SA Trade Connect Conference, and we get to know Patrick Gearing, CEO of Meropa Communications, in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream

We Hate Movies
S16 Ep847: Replicant (2001)

We Hate Movies

Play Episode Listen Later Feb 17, 2026 103:04


“You can't feed a replicant chocolate, dude, right to the hospital!” - SteveOn this week's episode, “White Guy Karate” Month goes sci-fi as we talk about the totally insane JCVD/Michael Rooker action joint, Replicant! How unsettling is JCVD with non-mullet long hair? How does this psychic link work with these fellas? How much of this movie takes place in that one hospital? Is Michael Rooker's character helping raise his partner's child? Is it his kid? Why does that lady have a pool table in her baby's bedroom? And is there anything more terrifying than JCVD singing “Rock-a-Bye Baby”? PLUS: Coming to Broadway next season: Replicant The Musical!Replicant stars Jean-Claude Van Damme, Catherine Dent, Brandon James Olson, Pam Hyatt, Ian Robison, Allan Gray, and James Hutson as Snotty Concierge; directed by Ringo Lam.This episode is sponsored in part by Rocket Money! Let Rocket Money help you reach your financial goals faster. Join at RocketMoney dot com slash WHM! That's RocketMoney dot com slash WHM.And also by GhostBed! Right now, as a We Hate Movies listener, you can take an extra 10% off your order. Just go to ghostbed.com/whm and use promo code WHM at checkout. That's ghostbed.com/whm, code WHM, for an extra 10% off site-wide.Don't miss us on the road this winter when we're in Los Angeles on February 22, Minneapolis on March 20, and Chicago on March 22! Tickets are on sale now and you're not gonna wanna miss us, gang! Click through here and snag your tix now! Be sure to visit the WHM Merch shop over on Dashery and check out all the latest show-related designs you can slap on t-shirts, hats, coffee mugs, stickers, whatever! Make your friends jealous by flaunting some WHM merch today! Original cover art by Felipe Sobreiro. 

SAfm Market Update with Moneyweb
[FULL SHOW] Agoa extended, minimum wage rises, and R1.4bn seed business sold

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 4, 2026 54:32


This evening we dive into the latest market movements with Sasfin Wealth, we speak to Agbiz about the extension of the AGOA agreement, we hear from Global Business Solutions on the impact of a higher minimum wage, we talk to Wiphold Group about acquiring seed business Zaad from Zeder, Allan Gray dives into frontier markets, and we get to know Keith Michael, founder and CEO of Lebone Media, in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream

ceo seed sold rises minimum wage agoa allan gray zeder global business solutions executive lounge
BizNews Radio
BN Daybreak Fri 23 Jan: Musk's Davos Debut; PA, FF Shock DA; Sasol, Truworth shine, Clicks dives

BizNews Radio

Play Episode Listen Later Jan 23, 2026 21:07


Today on BizNews Daybreak, Alec Hogg unpacks the key stories shaping your day: Musk at Davos: Despite past criticism, Elon Musk makes a surprise appearance at the World Economic Forum, declaring full self-driving a "solved problem." Political Earthquakes: The Democratic Alliance faces shock by-election losses as the Patriotic Alliance surges in George and the Freedom Front Plus makes major gains in Tshwane. Market Moves: Sasol jumps 14% on higher oil prices, Mr Price gets a vote of confidence from Allan Gray, and Investec continues its massive share buyback. Tech & Trade: GinsGlobal's Anthony Ginsberg on the US tech rally and how South Africa can secure better trade deals with a booming American economy. Start your day with the context you need to win. Listen now for the full insights.

Early Breakfast with Abongile Nzelenzele
Finance: Allan Gray Makers backs artisan entrepreneurs

Early Breakfast with Abongile Nzelenzele

Play Episode Listen Later Jan 22, 2026 5:28 Transcription Available


Africa Melane speaks to Lebogang Mohlala, Programme Manager at Allan Gray Makers, about the opening of applications for the 2026 StartUp Academy Incubation Programm Early Breakfast with Africa Melane is 702’s and CapeTalk’s early morning talk show. Experienced broadcaster Africa Melane brings you the early morning news, sports, business, and interviews politicians and analysts to help make sense of the world. He also enjoys chatting to guests in the lifestyle sphere and the Arts. All the interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from Early Breakfast with Africa Melane For more about the show click https://buff.ly/XHry7eQ and find all the catch-up podcasts here https://buff.ly/XJ10LBU Listen live on weekdays between 04:00 and 06:00 (SA Time) to the Early Breakfast with Africa Melane broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3N Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

SAfm Market Update with Moneyweb
[FULL SHOW] JSE makes listing easier, Trump at Davos, and getting to know Anthea Gardner

SAfm Market Update with Moneyweb

Play Episode Listen Later Jan 21, 2026 54:33


This evening, we dive into the latest market movements with Sasfin Wealth, we speak to the Minister of Finance about Team SA's presence at the World Economic Forum in Davos, the JSE discusses new reforms aimed at making listing easier, Hyundai responds to concerns regarding safety standards of the Grand i10, Allan Gray shares insights on investing against the crowd, and in this week's Executive Lounge, we get to know the founder and CEO of Cartesian Capital, Anthea Gardner. SAfm Market Update - Podcasts and live stream

Special reports
‘Not quite 6%' fees: How this structure protects investors

Special reports

Play Episode Listen Later Jan 21, 2026 9:52


A proportion of Allan Gray Orbis performance fees go into a fee reserve – and back to clients in the event of underperformance, meaning the fund manager ‘truly shares' in any pain as well as the gains. Radhesen Naidoo of Allan Gray tells us more. www.moneyweb.co.za

The Aubrey Masango Show
South African Doing Great Things (SADGT) with Palesa Mofokeng, Recruitment and Selection Manager at Allan Gray Makers

The Aubrey Masango Show

Play Episode Listen Later Jan 16, 2026 43:57 Transcription Available


Wasanga Mehana speaks to Palesa Mofokeng, Recruitment and Selection Manager at Allan Gray Makers to discuss why investing in artisan entrepreneurs is so critical and how can programmes like the Allan Gray Makers Start-up Academy can shift young people from surviving to skills that build businesses, create jobs and strengthen communities. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Wasanga Mehana, Palesa Mofokeng, Allan Gray Makers Start-up Academy, Artisan entrepreneurs The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

MoneywebNOW
Cell C needs to prove its business model

MoneywebNOW

Play Episode Listen Later Jan 15, 2026 21:34


Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head of Operation Vulindlela, on the gains made so far and the key bottlenecks still holding reform back, just over five years into implementation.

MoneywebNOW
Echoes of the past: Japan's bubble, the dot-com surge and today's risks

MoneywebNOW

Play Episode Listen Later Jan 9, 2026 16:42


Dan Brocklebank from Orbis Investments, Allan Gray's offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990's through the dot com bust to the AI boom of today. Lessons and expectations for investors.

The Best of Breakfast with Bongani Bingwa
Allan Gray Makers StartUp Academy Opens Applications for 2026 Incubation Programme

The Best of Breakfast with Bongani Bingwa

Play Episode Listen Later Dec 23, 2025 9:54 Transcription Available


Ray White speaks Pasela Mofokeng Recruitment and selection Manager at Allan Gray Makers about the Allan Gray Makers StartUp Academy Opens Applications for 2026 Incubation Programme. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Financial Secrets Revealed
Enduring Value: Lessons from the Allan Gray and Orbis Partnership

Financial Secrets Revealed

Play Episode Listen Later Dec 22, 2025 21:41


In this final episode of our collaboration with Allan Gray Funds, Amanda sits down with LJ Collyer to reflect on a deep dive into investment philosophy and market resilience. As market cycles come and go, LJ explains why the core of successful investing isn't just about numbers—it's about mastering human behavior. From the pitfalls of chasing AI fads to the benefits of a global research "sounding board," this episode provides a professional roadmap for staying the course in an unpredictable financial landscape.https://www.allangray.com.au/Support the show

Financial Secrets Revealed
Steady by Design: Inside the Allan Gray Australia Stable Fund

Financial Secrets Revealed

Play Episode Listen Later Dec 20, 2025 37:32


In this episode of Financial Secrets Revealed, Amanda welcomes back Simon Mawhinney from Allan Gray to explore the intricacies of the Allan Gray Stable Fund. Often perceived as a "boring" or cash-heavy option, Simon reveals the sophisticated, contrarian strategy behind the fund that prioritizes capital preservation and low volatility while seeking to outperform traditional cash holdings. Whether you are a retiree looking for tax-efficient returns or an investor seeking a "safe harbor" in an expensive market, this discussion provides a comprehensive look at how discipline and patience drive long-term stability.https://www.allangray.com.au/Support the show

Financial Secrets Revealed
Financial Secrets Revealed Podcast with Allan Gray Australia's LJ Collyer

Financial Secrets Revealed

Play Episode Listen Later Dec 19, 2025 16:26


Welcome back to the Financial Secrets Revealed podcast, continuing our special collaborative series with Alan Gray Funds! In this episode, Amanda is joined by returning guest, LJ Collyer, who celebrates a remarkable 20th anniversary with Allan Gray. LJ provides a deep dive into the historical roots of the firm and, most critically, explains the enduring, three-pronged contrarian investment philosophy that drives Allan Gray's differentiated approach in the Australian market. Learn how this unique mindset helps the firm identify undervalued assets and navigate market volatility with a focus on long-term client results.https://www.allangray.com.au/Support the show

Financial Secrets Revealed
Financial Secrets Revealed with Allan Gray Australia CIO, Simon Mawhinney

Financial Secrets Revealed

Play Episode Listen Later Dec 18, 2025 37:38


Welcome back to the Financial Secrets Revealed podcast! In this special collaborative episode with Allan Gray Funds, Amanda speaks with Simon Mawhinney, the Managing Director and Chief Investment Officer (CIO) of Allan Gray Australia. Simon, who is responsible for overseeing the firm's investment strategy and fund performance, provides a deep dive into Allan Gray's unwavering contrarian investment philosophy, revealing how this bottom-up approach shields investors from permanent loss of capital and uncovers value in a highly dislocated Australian market. Learn why challenging the conventional wisdom—and avoiding the market's most expensive names—is key to long-term success.https://www.allangray.com.au/Support the show

Financial Secrets Revealed
Financial Secrets Revealed with Allan Gray Australia Portfolio Manager, Dr. Suhas Nayak

Financial Secrets Revealed

Play Episode Listen Later Dec 18, 2025 28:46


Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm's commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Nayak details how focusing on price and challenging market sentiment leads to significant investment opportunities.Support the show

BizNews Radio
BizNews Briefing: Mr Price plunge, Eskom–smelter clash, gold bubble fears, Allan Gray ETF shake-up

BizNews Radio

Play Episode Listen Later Dec 11, 2025 13:45


Retail giant Mr Price tanks 13% after its surprise Germany deal. Eskom's showdown with Glencore, Merafe and smelters raises fresh questions despite government cheerleading. The Bank for International Settlements warns gold may be entering bubble territory, and Allan Gray shakes up the market with new global ETFs on the JSE. Alec Hogg unpacks it all with Piet Viljoen and Peter Major, including why markets don't buy the hype.

MoneywebNOW
Telcos quietly having a great year

MoneywebNOW

Play Episode Listen Later Dec 5, 2025 20:24


Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C's debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon's take: if ever there was proof the stock market isn't the economy, 2025 delivered it.

SAfm Market Update with Moneyweb
[FULL SHOW] Ithala starts payments, shipping cartels, and business confidence

SAfm Market Update with Moneyweb

Play Episode Listen Later Dec 3, 2025 55:20


This evening, we dive into the latest market movements with Sasfin Wealth, National Treasury provides updates on Ithala Bank as payments begin, we speak to the Competition Commission about an investigation into cartel-like behaviour among eight shipping companies, the Bureau for Economic Research looks at business confidence for the final quarter of 2025, Allan Gray reflects on the Alsi's evolution, and we get to know Brian Andrew of RS South Africa. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Jy maak geld as jy belê in maatskappye en sektore wat in onguns beland het

RSG Geldsake met Moneyweb

Play Episode Listen Later Nov 19, 2025 9:23


Pieter Koornhof, portefeuljebestuurder by Allan Gray, gesels oor beleggings. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
FULL SHOW: Hotel gains, G20 insights, and valuation opportunities

SAfm Market Update with Moneyweb

Play Episode Listen Later Nov 19, 2025 53:28


Southern Sun CEO Marcel von Aulock breaks down the group's 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray's Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy and digital engagement across Africa. SAfm Market Update - Podcasts and live stream

Sibling Cinema
Bad Seed (Mauvaise Graine) (1934)

Sibling Cinema

Play Episode Listen Later Nov 13, 2025 37:10


This week, we discuss the often-overlooked French film, Mauvaise Graine (Bad Seed), which marked the start of a legendary directorial career for its co-director, Billy Wilder.SPOILER ALERT We will be talking about this movie in its entirety, so if you plan on watching it, we strongly suggest you do so before listening to our takes.An independent French production. Released on July 5, 1934 (France). Co-directed by Billy Wilder and Alexander Esway. Screenplay by Billy Wilder, Jan Lustig, Max Colpet, and Claude-André Puget. Featuring the voices of Pierre Mingand (Henri Pasquier), Danielle Darrieux (Jeannette), and Raymond Galle (Jean-la-Cravate). Score by Franz Waxman and Allan Gray.

SAfm Market Update with Moneyweb
[FULL SHOW] Scopa's RAF inquiry, investing in travel, and questions around BEE reform

SAfm Market Update with Moneyweb

Play Episode Listen Later Nov 5, 2025 55:39


This evening, we dive into the latest market movements with PSG Old Oak, we catch up with Scopa regarding the ongoing inquiry into the Road Accident Fund, we hear from Unconventional CA on the DA's proposed bill to replace broad-based black economic empowerment, Allan Gray looks at investing in a changing world of travel, and in this week's Executive Lounge, we get to know Lloyd Mhlanga, Sub-Saharan Africa CEO of Big Five Duty Free. SAfm Market Update - Podcasts and live stream

The Rules of Investing
High conviction: What we're backing for the long term - Livewire Live Mini-Series

The Rules of Investing

Play Episode Listen Later Sep 30, 2025 40:54


Banks and miners dominate the ASX, but the opportunity doesn't end there. At Livewire Live 2025, L1 Capital's Mark Landau and Allan Gray's Simon Mawhinney shared their conviction calls beyond these portfolio staples. This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event. Whether you're after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions. We hope you enjoy this special 4-part series. We'll return to our regular programming with the next episode of The Rules of Investing. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge. Whether you're a frequent trader or a high-net-worth individual looking to trade shares, options, or warrants, Bell Direct Advantage offers a tailored platform and superior service to sharpen your investing edge. [Find out more here]

RSG Geldsake met Moneyweb
Benader aftrede in fases

RSG Geldsake met Moneyweb

Play Episode Listen Later Sep 17, 2025 6:51


Morné van Vrede, beleggingspesialis by Allan Gray, gesels oor 'n beter benadering tot aftrede. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] Growthpoint and Old Mutual results, an African Bank/Postbank merger, and playing the long game

SAfm Market Update with Moneyweb

Play Episode Listen Later Sep 10, 2025 54:59


This evening, we dive into market movements with Sasfin Wealth, we speak to Growthpoint and Old Mutual executives about their latest results, we discuss the possibility of a merger between African Bank and Postbank to create a new state bank with Denker Capital, Allan Gray discusses the importance of waiting out the market, and we get to know Regional Director and CEO, RE/MAX Southern Africa, Adrian Goslett. SAfm Market Update - Podcasts and live stream

BizNews Radio
The Business Show: Stephen Cranston's The Mavericks - How three firms dominated SA finance

BizNews Radio

Play Episode Listen Later Sep 8, 2025 14:29


Journalist and author Stephen Cranston unpacks his book The Mavericks, revealing how Allan Gray, Coronation, and Investec's NinetyOne reshaped South Africa's financial services industry. From Coronation's explosive breakout to Allan Gray's long-term genius and NinetyOne's global ambitions, Cranston explores the partnerships, culture shifts, and bold moves that defined an era, and why the next wave may come from nimble niche players

SAfm Market Update with Moneyweb
[FULL SHOW] Bidcorp results, Curro buyout offer, and a syndicate claiming JSE ties

SAfm Market Update with Moneyweb

Play Episode Listen Later Aug 27, 2025 54:46


This evening, we dive into market movements with Sasfin Wealth, we speak to Bidcorp about their latest results, hear from the Jannie Mouton Foundation regarding their offer to acquire Curro, the JSE sets the record straight about a fraudulent syndicate claiming to be linked to the bourse, Allan Gray weighs in on SA's inflation targeting framework, and in this week's Executive Lounge, we speak to Thembelihle Mjaji-Mbatha of the Mjaji-Mbatha Foundation – a leader looking to give back. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Allan Gray Stable Fund vier sy 25ste verjaardag

RSG Geldsake met Moneyweb

Play Episode Listen Later Aug 20, 2025 7:31


Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund, bespreek die fonds se 25ste herdenking. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
Risk ready: Why cautious investors should consider Allan Gray,s Stable fund

SAfm Market Update with Moneyweb

Play Episode Listen Later Aug 13, 2025 7:48


Radhesen Naidoo – Joint head: Institutional Clients, Allan Gray SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Infrastructure partnerships, Nedbank buys iKhokha, and revamped pension framework

SAfm Market Update with Moneyweb

Play Episode Listen Later Aug 13, 2025 54:47


This evening, we dive into market movements with Sasfin Wealth, focus on infrastructure public-private partnerships with the Minister of Public Works and Infrastructure, we hear from Deal Leaders International about Nedbank's decision to buy fintech iKhokha, we examine the revamped pension fund administrator framework with the FSCA, Allan Gray gives us insight into its stable fund, and get to know 10X CEO Tobie van Heerden in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Markte: Herstel volg op elke val – moet dit nie misloop nie

RSG Geldsake met Moneyweb

Play Episode Listen Later Jul 23, 2025 6:50


Pieter Koornhof, portefeuljebestuurder by Allan Gray, verduidelik waarom dit noodsaaklik is om langertermyn tendense te verstaan wanneer jy besig is om welvaart te bou. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] FlySafair strike looms, Temu cracks down on counterfeits, and questioning TV licences

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 16, 2025 53:48


This evening we dive into market movements with Sasfin Wealth, we speak to MyBroadband about Temu's new warehouse in SA and its response to counterfeit goods, we discuss FlySafair pilot wage negotiations with the airline as well as Solidarity, Reach Africa questions whether there is still a need for TV licences, Allan Gray shares insights into the local financial market's revised inflation expectations, and we get to know Earl Sampson, group of CEO of Spark Schools. SAfm Market Update - Podcasts and live stream

The Best of the Money Show
How impact investing is quietly tackling South Africa's biggest crisis

The Best of the Money Show

Play Episode Listen Later Jul 10, 2025 7:53 Transcription Available


Stephen Grootes speaks to Gladwyn Leeuw, CEO of E Squared Investments, Allan Gray’s personal impact firm, about their 2024 Impact Report. It highlights the impressive numbers and stories behind their impact investing approach, which has led to significant investments, job creation, and returns while driving real change across Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

RSG Geldsake met Moneyweb
Selfs uitstekende maatskappye kan te duur wees

RSG Geldsake met Moneyweb

Play Episode Listen Later Jun 18, 2025 6:58


Tim Acker, portefeuljebestuurder by Allan Gray, gesels oor die risiko om 'n premie vir optimisme te betaal. Volg RSG Geldsake op Twitter

The Aubrey Masango Show
Education feature: Allan Gray Makers launches Artisans of Mzansi 2025

The Aubrey Masango Show

Play Episode Listen Later Jun 17, 2025 41:38


Aubrey converses with Sihle Mofokeng, Movement and Marketing Manager at Allan Gray Makers, about Allan Gray Makers’ recent launch of Artisan of Mzansi 2025 campaign to draw more attention to technical trades and inspire young people to pursue artisanal careers. The company says this will help accelerate the growth of small and medium businesses. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RSG Geldsake met Moneyweb
Emosionele beleggingsbesluite kan baie seer byt

RSG Geldsake met Moneyweb

Play Episode Listen Later May 19, 2025 9:25


Lise-Mari Tradoux, gesamentlike hoof van Manco Distribusie by Allan Gray, verduidelik hoe om in 'n wisselvallige mark te belê. Volg RSG Geldsake op Twitter

MoneywebNOW
Could US markets fall another 10%?

MoneywebNOW

Play Episode Listen Later Apr 1, 2025 21:37


Simon asks Petri Redelinghuys from Herenya Capital Advisors if he's bracing for impact ahead of ‘Liberation Day,' while Shoprite Group's Maude Modise sheds light on the state of South Africa's SMME sector. Meanwhile, Nomi Bodlani from Allan Gray unpacks the sneaky trap of lifestyle creep – and how to avoid it.

MoneywebNOW
Reinet discount attractive for investors

MoneywebNOW

Play Episode Listen Later Jan 27, 2025 18:13


Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

BLOODHAUS
Episode 124: Vampyr (1932)

BLOODHAUS

Play Episode Listen Later Jul 1, 2024 66:16


This week Josh and Dru discuss the Carl Theodor Dryer classic, Vampyr. From wiki: “Vampyr (German: Vampyr – Der Traum des Allan Gray, lit. 'Vampyr: The Dream of Allan Gray') is a 1932 gothic horror film directed by Danish director Carl Theodor Dreyer. The film was written by Dreyer and Christen Jul based on elements from J. Sheridan Le Fanu's 1872 collection of supernatural stories In a Glass Darkly. Vampyr was funded by Nicolas de Gunzburg who starred in the film under the name of Julian West among a mostly non-professional cast. Gunzburg plays the role of Allan Gray, a student of the occult who enters the village of Courtempierre, which is under the curse of a vampire. “But also: The Challenger Explosion, abandoned summer camps, Big Bird, Pee Wee's Christmas Special, Kinds of Kindness, The Devils, Paperbacks from Hell, Black Ambrosia by Elizabeth Engstrom, and more!NEXT WEEK: The Invasion of the Body Snatchers (1978) Follow them across the internet:Bloodhaus:https://www.bloodhauspod.com/https://twitter.com/BloodhausPodhttps://www.instagram.com/bloodhauspod/Drusilla Adeline:https://www.sisterhydedesign.com/https://letterboxd.com/sisterhyde/Joshua Conkelhttps://www.joshuaconkel.com/https://www.instagram.com/joshua_conkel/https://letterboxd.com/JoshuaConkel/