Podcast appearances and mentions of Allan Gray

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

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

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

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.

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.

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

Mthobisi Mthimkhulu, Head of Private Clients at Allan Gray spoke to Clarence Ford about how investors can take proactive steps to protect their investments. 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/@CapeTalk567See omnystudio.com/listener for privacy information.

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

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

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.

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

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]

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

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

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

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.

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

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

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!

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.

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

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

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

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

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.

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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

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.

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

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.

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

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.

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.

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.

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

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/ 

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

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