Podcast appearances and mentions of Allan Gray

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  • 280EPISODES
  • 26mAVG DURATION
  • 1WEEKLY EPISODE
  • Sep 17, 2025LATEST

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Best podcasts about Allan Gray

Latest podcast episodes about Allan Gray

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

COVER Magazine
Advisor Challenges and Opportunities: Daniel van Andel's Perspective

COVER Magazine

Play Episode Listen Later Sep 3, 2025 23:10


In this episode, Tony interviews Daniel van Andel, Head of Platform and Advisor Proposition at Allan Gray, to discuss the current challenges and opportunities facing financial advisors in South Africa. They explore findings from a recent industry barometer report, touching on topics such as compliance, succession planning, fee structures, business growth, technology adoption, and the evolving role of behavioral coaching in financial advice. Daniel shares insights on how advisors are adapting to regulatory changes, leveraging technology, and focusing on their core value to clients. The conversation provides a comprehensive look at the trends shaping the advisor landscape and offers practical perspectives for professionals navigating this dynamic industry.

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

Peninsula Revival
S6, Ep66: The Joy Of The Lord

Peninsula Revival

Play Episode Listen Later Aug 19, 2025 16:00


Holy Spirit inspired preaching from Peninsula Revival. Recording from our Sunday meeting in June 2025, Allan Gray reminds that our joy comes from the Lord, and that this connects to our physical and mental health. If this message resonates with you, check us out further at revivalcentres.org. If you'd like to talk to someone, or subscribe to our weekly newsletter, drop us a line at pensinsula@revivalcentres.org. God is offering you THE salvation experience - you can receive the Holy Spirit just as the disciples did on the Day of Pentecost. It is the same today as it ever was - don't settle for less!

The Morning Review with Lester Kiewit Podcast
Fix It Gen Z: Africa Edition > Allan Gray Entrepreneurship Challenge

The Morning Review with Lester Kiewit Podcast

Play Episode Listen Later Aug 15, 2025 6:36 Transcription Available


Metumu Tjimune, Project Officer at the Allan Gray Orbis Foundation joined Clarence Ford on air for more on the Fix It Gen Z: Africa Edition > Allan Gray Entrepreneurship Challenge. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn 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.

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.

SAfm Market Update with Moneyweb
[FULL SHOW] Sun International ends Peermont deal, the lottery saga, and an Eskom deal costing SA R10bn a year

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 2, 2025 53:18


This evening we dive into market movements with Sasfin Wealth, we speak to Sun International about why they pulled the plug on the Peermont deal, GoldRush gives us insight into the newly appointed lottery licence, we speak to energy analyst Chris Yelland on a deal that has Eskom losing R10bn a year, we discuss investment trends with Allan Gray, and in the Executive Lounge we speak to Proudly SA CEO, Eustace Mashimbye on how he went from accountant to marketing an entire nation. SAfm Market Update - Podcasts and live stream

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

SAfm Market Update with Moneyweb
[FULL SHOW] F1 dreams, investor moods and Africa's green energy future

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 18, 2025 54:31


This evening we track market moves with Kearabilwe Nonyana from Scope Prime, motoring journalist Edward Makwana gives us the latest on efforts to bring F1 back to Kyalami, and Allan Gray's Rob Perrone unpacks what's driving global investor sentiment. We hear why Scatec believes Africa could be a green hydrogen powerhouse, and in our Executive Lounge, we sit down with Brand Africa's Thebe Ikalafeng to talk influence, identity and African brands. SAfm Market Update - Podcasts and live stream

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.

Amathunzi Anabile Afternoon Drive Show
Sakha Isitjhaba: Allan Gray Makers has officially opened entries for Artisans of Mzansi 2025, a national campaign designed to recognize and empower South Africa's most outstanding artisan entrepreneurs.

Amathunzi Anabile Afternoon Drive Show

Play Episode Listen Later Jun 5, 2025 8:34


SAfm Market Update with Moneyweb
[FULL SHOW] Results out of Ninety One and Spar, business confidence, and the price of optimism

SAfm Market Update with Moneyweb

Play Episode Listen Later Jun 4, 2025 54:34


This evening we dive into market movements with Sasfin Wealth, we speak to Ninety One and Spar about their respective results, RMB gives us insight into business confidence figures for Q2, we speak to Allan Gray about the price of optimism, and in our Executive Lounge segment we get to know Curro CEO Cobus Loubser. SAfm Market Update - Podcasts and live stream

HOT BUSINESS
Hot Business Interview - Siphesihle Zwane 03 June 2025

HOT BUSINESS

Play Episode Listen Later Jun 3, 2025 8:49


Property Perspective Topic: Listed property showing signs of recovery, but focus must shift to fundamentals Guest: Siphesihle Zwane, portfolio manager at Allan Gray

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

SAfm Market Update with Moneyweb
[FULL SHOW] Tariffs on solar panels, EVs gaining popularity, and the cost of cyberattacks

SAfm Market Update with Moneyweb

Play Episode Listen Later May 7, 2025 54:24


This evening we dive into market movements with Sasfin Wealth, we speak to J2 about recent cyberattacks on SAA and Cell C and the cost of dealing with these, Itac gives us insight into proposed tariffs on imported renewable energy products, Allan Gray discusses the rising popularity of electric vehicles among consumers, and we get to know founder and CEO of recruitment company RecruitMyMom, Phillipa Geard. SAfm Market Update - Podcasts and live stream

NB Publishers
Anet Ahern in conversation with Stephen Cranston at the launch of 'The Mavericks'.

NB Publishers

Play Episode Listen Later Apr 25, 2025 29:07


Anet Ahern in conversation with Stephen Cranston about his new book 'The Mavericks'. 'The Mavericks' explains how the three independent asset managers Coronation, Allan Gray and Investec (later Ninety One), dubbed the CIA, came to dominate and continue to dominate the South African asset management industry, particularly the pension fund market. This discussion was recorded at the launch of 'The Mavericks' on 19 March 2025 at Exclusive Books V&A.

SAfm Market Update with Moneyweb
[FULL SHOW] The KleuterZone saga, ‘finfluencers' and getting to know Iain Williamson

SAfm Market Update with Moneyweb

Play Episode Listen Later Apr 9, 2025 54:52


This evening, we dive into market movements with Sasfin Wealth, speak to journalist Liesl Peyper about the ongoing KleuterZone investigation, the FSCA gives us insight into how regulators are dealing with the rise of ‘finfluencers', Allan Gray helps us find value in Southeast Asia's frontier markets, and we speak to outgoing Old Mutual CEO Iain Williamson about what's next for him as he enters early retirement. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Allan Gray begin skuif van SA Beperk na buitelandse beleggings

RSG Geldsake met Moneyweb

Play Episode Listen Later Apr 2, 2025 7:31


Tim Acker, portefeuljebestuurder by Allan Gray, verduidelik hoe om risiko te bestuur wanneer jy in die Suid-Afrikaanse aandelemark 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.

SAfm Market Update with Moneyweb
[FULL SHOW] R100bn transformation fund, SA's economic growth and investing in equities

SAfm Market Update with Moneyweb

Play Episode Listen Later Mar 26, 2025 54:33


This evening we look at the markets with Sasfin Wealth, we speak to BLSA as more concerns are raised around the proposed R100bn transformation fund, Absa gives us insight on its economic growth outlook for South Africa. Allan Gray helps us manage risk when investing in local equity markets, and in our Executive Lounge feature we speak to Niveshen Govender, CEO of the SA Wind Energy Association, about being a husband, father, and leader. SAfm Market Update - Podcasts and live stream

The POWER Business Show
Allan Gray & E Squared Investments launch artisan fund for SMMEs

The POWER Business Show

Play Episode Listen Later Mar 25, 2025 8:47


Nosipho Radebe speaks to Seth Mulli, Programme Director at Allan Gray MakersSee omnystudio.com/listener for privacy information.

SAfm Market Update with Moneyweb
[FULL SHOW] Results out of Bidcorp and SAB, inflation, and investing in luxury

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 26, 2025 53:48


This evening we look at the markets with Sasfin Wealth, we speak to Bidcorp and SA Breweries about their respective financial results, Stat SA unpacks the latest inflation figures, we talk investing in the luxury sector with Allan Gray, and we speak to chief executive of everyday banking at Absa, Christine Wu, in this week's Executive Lounge about how she got into banking and what fills her cup. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Ithala's solvency, new warnings from the FSCA, and understanding balanced funds

SAfm Market Update with Moneyweb

Play Episode Listen Later Feb 12, 2025 54:32


This evening we look at the markets with Sasfin Wealth, we speak to Corusca Consulting about Ithala's solvency being called into question. The FSCA joins us to discuss new warnings issued in the past week and popular scams you should be on the look-out for. Allan Gray joins to unpack using balanced funds in your portfolio, and in our Executive Lounge, we speak to social worker turned CEO of Tshikululu Social Investments, Tracey Henry, about her career journey, making a difference, and how she spends her free time. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] DRC critical minerals supply, risk vs return, and getting to know Riah Phiyega

SAfm Market Update with Moneyweb

Play Episode Listen Later Jan 29, 2025 55:20


This evening we look at the markets with Sasfin Wealth, speak to Project Blue about the conflict in the DRC and its impact on global critical minerals, chat to new payments association Asapp about its aims regarding the South African payment sector, Allan Gray helps us strike a balance between risk and return in our portfolios, and in our Executive Lounge we are joined by retired national police commissioner and CEO of WDB Trust, Riah Phiyega, about her impressive career, a life of servitude, and uplifting communities. SAfm Market Update - Podcasts and live stream

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.

SAfm Market Update with Moneyweb
[FULL SHOW] Mazda's plans for SA, minimum wage non-compliance, and 2025 investment sentiment

SAfm Market Update with Moneyweb

Play Episode Listen Later Jan 15, 2025 55:31


This evening we look at the markets with Sasfin Wealth, we speak to Mazda regarding rumours to exit South Africa, the Development Policy Research Unit at UCT joins us to discuss its recent report regarding the national minimum wage, Allan Gray speaks to us about last year's investment landscape and lessons to take into 2025, and in our Executive Lounge segment we speak to outgoing Astral Foods CEO Chris Schutte about his impressive career and what he plans to do after retiring. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Karpowership deal, catching up with the FSCA, and the impact of two-pot

SAfm Market Update with Moneyweb

Play Episode Listen Later Dec 11, 2024 54:38


This evening we look at the markets with Exness, Outa gives us an update on the Karpowership deal, we look at what the FSCA has achieved this year, Allan Gray discusses how the two-pot system has affected the SA investment and retirement landscape, and in our Executive Lounge segment we speak to Atlas Finance director Niresh Gopichand about his career and the importance of mentorship. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] SAA's impact, AI and ID fraud, and hospitality stocks

SAfm Market Update with Moneyweb

Play Episode Listen Later Nov 27, 2024 53:53


This evening we look at the markets with PSG Wealth, we speak to Oxford Economics about a recent report analysing the economic impact of SAA, and iiDENTIFii joins us to discuss AI and ID fraud, and how businesses can better protect themselves. Allan Gray homes in on hospitality stocks and whether they have a place in your portfolio, and in our Executive Lounge segment, we're joined by Lesaka Technologies CEO Lincoln Mali on his career, getting into tech, and how he spends his days. SAfm Market Update - Podcasts and live stream

BizNews Radio
Masterclass II: Andrew Lapping tackles the Big Six issues investors must assess now

BizNews Radio

Play Episode Listen Later Nov 22, 2024 45:54


In the second of the “three wise men” interviews ahead of the BizNews monthly portfolio update on Tuesday, Ranmore Chief Investment Officer Andrew Lapping shares his thoughts. Lapping, like his Ranmore colleague Sean Peche, is a graduate of the Dr Simon Marais ‘school of investing', having worked at Allan Gray for almost two decades, the last quarter of which was as its Chief Investment Officer overseeing hundreds of billions in funds entrusted by South African savers. Never one for the limelight, in this rare interview Lapping shares his wisdom with BizNews editor Alec Hogg. Brilliant. Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here. The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers, old (and new) friends from previous BNC events – and to interact with members of the BizNews team. Register for BNC#7 here.

SAfm Market Update with Moneyweb
[FULL SHOW] Results from the GEPF and Emira, consumer staples as an investment pick, and an executive lifting others

SAfm Market Update with Moneyweb

Play Episode Listen Later Nov 13, 2024 54:39


This evening we look at the markets with Sasfin, we speak to the Government Employee Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to discuss including consumer-facing companies in your investment portfolio, and in our Executive Lounge segment we speak to Township Entrepreneurs Alliance founder Bulelani Balabala on his career, supporting the township economy, and how he spends his downtime. SAfm Market Update - Podcasts and live stream

RSG Geldsake met Moneyweb
Wat sê Allan Gray se kristalbal?

RSG Geldsake met Moneyweb

Play Episode Listen Later Nov 1, 2024 6:29


Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund gesels oor Allan Gray se voorsuitsigte. Volg RSG Geldsake op Twitter

SAfm Market Update with Moneyweb
[FULL SHOW] Sarb's outlook, FSCA cracks down, and Shoprite's food security index

SAfm Market Update with Moneyweb

Play Episode Listen Later Oct 16, 2024 53:23


This evening we look at market moves with Sanlam Private Wealth, the South African Reserve Bank discusses its latest monetary policy review, Shoprite speaks to us about its first SA food security index, we get an update from the FSCA on Banxso as well as Coenraad Botha and VBS. Allan Gray joins us to discuss the impact of political speculation on markets, and in our Executive Lounge segment we speak to Wendy Spalding on her lengthy career in HR, starting her own business, and how she spends her downtime. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Government's CEO initiative, PIC's annual report and investing in the two-pot era

SAfm Market Update with Moneyweb

Play Episode Listen Later Oct 2, 2024 54:58


This evening we look at market moves with Sanlam Private Wealth, B4SA joins us to discuss renewed support for President Cyril Ramaphosa's private sector partnership, we speak to the PIC about its annual report, Allan Gray joins us to discuss investing for your retirement post implementation of the two-pot system, and in our Executive Lounge feature we are joined by the CEO of Simply Black Media to find out how she got into the industry, expanding across the continent, and finding work-life balance. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] Lower inflation, the cost of a cyber breach, and how SA equity markets are performing

SAfm Market Update with Moneyweb

Play Episode Listen Later Sep 18, 2024 54:29


This evening we look at market developments with Sanlam Private Wealth, whether local inflation will spur a potential larger interest rate cut with Matrix Fund Managers, Standard Bank expanding its Mauritius offshore offering to include local corporates and family-owned businesses around Africa, how much a cybersecurity breach can cost your business with Kaspersky, while Allan Gray discusses the performance of local equity markets, and Werner Abrahams, CEO of Ikusasa Student Financial Aid Programme Foundation, joins the Executive Lounge to discuss the importance of funding in our education landscape and how he got into education after being a chartered accountant. SAfm Market Update - Podcasts and live stream

MoneywebNOW
[TOP STORY] Could you double your money in five years?

MoneywebNOW

Play Episode Listen Later Aug 6, 2024 6:39


Schalk Louw from PSG Old Oak reflects back on Magda Wierzycka ‘betting' Allan Gray that Sygnia's S&P 500 ETF would beat the Orbis Global Equity Fund over five years.

MoneywebNOW
Mr Price update shows continued momentum

MoneywebNOW

Play Episode Listen Later Jul 23, 2024 19:39


Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news. Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update. Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed into law.

price momentum fnb sasol allan gray south32 richard carter chantal marx old mutual investment group
MoneywebNOW
Chinese slump sparks varied commodity shifts

MoneywebNOW

Play Episode Listen Later Jul 18, 2024 21:25


Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he's seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.

MoneywebNOW
[TOP STORY] The uniqueness of Disney, the ‘happiness machine'

MoneywebNOW

Play Episode Listen Later Jul 18, 2024 6:48


Allan Gray's Siphesihle Zwane discusses the investment case for the iconic business while its board considers the succession plan for CEO Bob Iger.

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/ 

MoneywebNOW
Check out these top SA Inc stocks for value and quality

MoneywebNOW

Play Episode Listen Later Jun 27, 2024 20:35


Gary Booysen from Rand Swiss on SA Inc sectors/stocks offering the best value/opportunity ahead of the cabinet announcement. Gary Koetser, CEO of Cape Town's Century City Conference Centre and Hotels, discusses the new conference concept. Allan Gray's Guané Coetzer on endowments and their offshore offerings.

Chaunceys Great Outdoors
6/22 Chauncey's Great Outdoors

Chaunceys Great Outdoors

Play Episode Listen Later Jun 22, 2024 57:50


On this week's Chauncey's Great Outdoors, we have The Capt. Tony with a Lake Michigan report calling in, Then Brian Roell the large carnivore specialist for the state of Michigan will come on and talk about the health of the gray wolf in Michigan and what is true about them and what has become miss reported about them. Then with all the heat that we have been going through, Allan Gray, a tournament director from Major League Fishing will come on and teach us how to properly care for fish in hot weather in your live well if you're in a tournament or recreationally fishing. We will then have more outdoor information and Aiden's fishing report in the final segment of the show, and you never know who just might call in

Capital Allocators
Adam Karr – Extreme Alignment at Orbis (EP.338)

Capital Allocators

Play Episode Listen Later Sep 14, 2023 58:52


Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary Fidelity alum Allan Gray. Orbis blends unique business practices with a long-term intrinsic value investment model designed to invest differently. Our conversation dives into Orbis' business practices intended to create alignment, including a fee structure with rebates and a permanent ownership model. We then go through the investment approach that features thirty-five analyst shadow portfolios to bring data and independent thinking to portfolio construction. Orbis' model has rich lessons for managers and allocators alike. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

We Study Billionaires - The Investor’s Podcast Network
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Mar 10, 2023 57:52


Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!Graeme is the Managing Director of Orbis, which currently manages around $30B. IN THIS EPISODE YOU'LL LEARN:00:00 - Intro01:30 - Graeme's journey from mathematics to value investing, & exploring legendary investors like Jim Simons.26:14 - How Orbis' founder and billionaire Allan Gray's investing flexibility led to his success.36:35 - How Graeme balances the macro with a bottoms up approach.52:11 - A thesis which Graeme calls the Great Misallocation. 58:40 - How good & cheap companies outperform especially during bear markets.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESThe Theory of Poker by David Sklansky.Fooled by Randomness by Nassim Nicholas Taleb.The Price of Time by Edward Chancellor.The Psychology of Money by Morgan Housel.Trey Lockerbie's Twitter.Check out: Orbis.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take advantage of the mid-market exchange rate whenever you convert or spend different currencies and enjoy no markups and no hidden fees with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get an overall better student loan experience with College Ave. Plus, get a chance to win a $1,000 college scholarship. No purchase is required.Discover the easier way to help diversify your investment portfolio with CrowdStreet.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.