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Market Commentator

Moneyweb Radio

These podcasts range from an in-depth interviews with business leaders, as well as the analysis of the news of the day, comprehensive analyses of news events to inspirational interviews with business leaders.

  • 18 minutes 45 seconds
    Keep it simple, sleep well at night, get (very) good returns
    Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
    23 October 2024, 5:30 pm
  • 18 minutes 4 seconds
    Does ‘bunking school and jumping off cliffs’ foretell future investing?
    Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.
    9 October 2024, 4:58 pm
  • 20 minutes 30 seconds
    Could standup comedy lead to investment insights?
    Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.
    2 October 2024, 9:41 am
  • 13 minutes 26 seconds
    ‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’
    ‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.
    11 September 2024, 5:26 pm
  • 22 minutes 23 seconds
    'Don't invest in an investment you don't understand or can't value'
    Company valuations drew her from the outset, so after a great deal of study, Derinia Mathura found herself a young professional managing the Melville Douglas Global Equity Fund.
    4 September 2024, 4:33 pm
  • 23 minutes 13 seconds
    When your first investment experience is with unit trusts at age seven …
    You might become a portfolio manager at Sanlam Private Wealth – after trying your hand as a casino dealer, English teacher, lecturer and film producer. Thato Mashigo tells us his story.
    28 August 2024, 5:31 pm
  • 23 minutes 32 seconds
    Lebo Thubisi started by selling paraffin from a customised bakkie
    In investments you learn that you need to make logical decisions and stay away from the emotive things, says the deputy chief investment officer for alternative investments at Alexforbes Investments.
    7 August 2024, 3:27 pm
  • 16 minutes 50 seconds
    You can't be too distant from an investment you make'
    'Accumulating those small margins is how you become successful and build up a good track record and good return for yourself': Richo Venter, Inn8 Invest’s head of portfolio management.
    31 July 2024, 4:09 pm
  • 15 minutes 18 seconds
    To start investing, perhaps just go the fund route
    Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.
    24 July 2024, 6:09 pm
  • 22 minutes 15 seconds
    For young investors penny stocks may be the way to go
    If my first ‘went to four cents, I sold it. When it came back to two cents, I bought it again.’ That' s how then teenager and now CIO at Sasfin Asset Managers, Arno Lawrenz, started.
    17 July 2024, 10:00 pm
  • 22 minutes 12 seconds
    The markets don't repeat, but they rhyme
    ‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
    10 July 2024, 4:42 pm
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