พอดคาสท์ Bakkie Bakkie ชั้นนำ (2024)

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.โดย Ryk van Niekerk

1
‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’ 13:26

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1M ago13:26

13:26

‘And alternative investments provide access to risk-and-return sources you wouldn't ordinarily get through traditional portfolios’ – Equilibrium CIO Kamini Naidoo.โดย Ryk van Niekerk

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'Don't invest in an investment you don't understand or can't value' 22:23

2M ago22:23

22:23

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.โดย Ryk van Niekerk

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When your first investment experience is with unit trusts at age seven … 23:13

2M ago23:13

23:13

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.โดย Ryk van Niekerk

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Lebo Thubisi started by selling paraffin from a customised bakkie 23:32

2M ago23:32

23:32

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.โดย Ryk van Niekerk

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You can't be too distant from an investment you make' 16:50

3M ago16:50

16:50

'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.โดย Ryk van Niekerk

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To start investing, perhaps just go the fund route 15:18

3M ago15:18

15:18

Malawi-born Kondi Nkosi progressed from doing ‘business studies’ at school in then Bophuthatswana to being Country Head at Schroders SA today.โดย Ryk van Niekerk

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For young investors penny stocks may be the way to go 22:15

3M ago22:15

22:15

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.โดย Ryk van Niekerk

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The markets don't repeat, but they rhyme 22:12

3M ago22:12

22:12

‘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.โดย Ryk van Niekerk

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40 years in the investment industry hasn’t wearied Wayne McCurrie 21:54

4M ago21:54

21:54

It’s 'utter nonsense’ that you as the retail investor mustn't even try your hand at it. It’s not rocket science. But it does offer only one ‘free lunch’.โดย Ryk van Niekerk

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A Dale College graduate who never ‘invested’ in rugby 22:03

5M ago22:03

22:03

Saneliswile Tofile’s career progressed from investing with friends to becoming deputy CIO and a portfolio manager at All Weather Capital.โดย Ryk van Niekerk

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Very few young kids grow up with their own investment portfolio 19:22

5M ago19:22

19:22

‘I think in particular when you're looking at young people, they've got to have a good, long time horizon, and over time will get the returns that they are expecting’ – Kenny Rabson, Discovery Invest CEO.โดย Ryk van Niekerk

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Unveiling investment wisdom 20:08

6M ago20:08

20:08

Insights from Daniel dos Passos, indexation expert at FirstRand.โดย Ryk van Niekerk

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A different approach to investing 27:31

7M ago27:31

27:31

‘Ultimately, if you don't have a good grasp or understanding of the risk, you're setting yourself up for failure.’โดย Ryk van Niekerk

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Invested from age 10, saving his holiday-job earnings 14:18

7M ago14:18

14:18

'Being part of farm life, you plant, you wait for the season, and then when the produce comes you get your returns': Fannuel Tigere – Balondolozi Investment Services.โดย Ryk van Niekerk

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Don’t start off by going long and short 24:08

7M ago24:08

24:08

Try to focus your investing on things that you understand and give yourself a time horizon, advises - Asanda Notshe from Mazi Asset management.โดย Ryk van Niekerk

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Claire Rentzke: Junior MacGyver to polished investor 18:23

8M ago18:23

18:23

The best investment ever for the CIO of Sukha & Associates, has been her RA, which has ‘compounded and compounded and compounded’ untouched over the years.โดย Ryk van Niekerk

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Presenting a very solid approach many young people would be wise to follow 26:34

8M ago26:34

26:34

Investing is ‘not a piece of paper or a light on a screen. You're actually a business owner’: Grant Nader – Benguela Global.โดย Ryk van Niekerk

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Nolan Wapenaar: Navigating markets, lessons learned, and the pursuit of winners 19:26

8M ago19:26

19:26

While the Sunday Times share pages fascinated him at around age 10, today, it is analysis and research that get him out of bed in the mornings.โดย Ryk van Niekerk

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A different kind of ‘angel’ investor 25:50

9M ago25:50

25:50

‘I've stuck with my principle in my stockbroking accounts or investment accounts that whatever is generated in there stays in there’: Craig Pheiffer, chief investment strategist at Sasfin Wealth.โดย Ryk van Niekerk

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Half a varsity scholarship paid for his initial investment education 18:45

9M ago18:45

18:45

Play to your strengths, figure out the aspects that you are better at, and try to use those to a greater degree than the things that you're weak at – Keith McLachlan of Integral Asset Management.โดย Ryk van Niekerk

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From ETF investor to Satrix CEO 19:44

11M ago19:44

19:44

It's been 23 years since the first index fund was launched, and Fikile Mbhokota says she's always held the view that it's better to hold a basket of shares instead of just one.โดย Ryk van Niekerk

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Learning from bygone investment luminaries creates a solid foundation 20:46

11M ago20:46

20:46

Get rid of debt and, after your bond is paid, invest and save that amount: Abdul Davids – Camissa Asset Management.โดย Ryk van Niekerk

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'Start investing early, don't be scared to do the hard work' 20:49

11M ago20:49

20:49

Charl de Villiers from Ashburton Investments talks about his 'roundabout journey' from initially studying engineering to becoming an investment professional.โดย Ryk van Niekerk

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‘Huge gap’ for retail investors to get on JSE – Makwe Masilela 20:45

11M ago20:45

20:45

The founder and CIO of Makwe Fund Managers shares his insights into investing and lessons gleaned over the years, remarking that ‘you don’t need to be an investment professional to invest’.โดย Ryk van Niekerk

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'Steinhoff really shook me' 31:37

11M ago31:37

31:37

Nkareng Siwale, MD and founder of RainDance Asset Management, on her journey to becoming an investment professional, and the lessons learned along the way.โดย Ryk van Niekerk

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Jacques Conradie explores the power of emotions in investment choices 23:36

12M ago23:36

23:36

‘One simple rule of thumb is to always consider whether you should be doing the exact opposite of what you feel like doing.’โดย Ryk van Niekerk

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Asief Mohamed's investment journey: The good, the bad, and the best 21:42

12M ago21:42

21:42

Two initial personal heavy investment losses failed to deter Aeon founder and CIO from a career in managing other people's money.โดย Ryk van Niekerk

1
'You don't have to go big when you start investing' 18:53

12M ago18:53

18:53

Begin by dipping your toes in the market and don't follow the hype or what's trending on social media – Isabella Mnisi, sector head of asset management and funds at Rand Merchant Bank.โดย Ryk van Niekerk

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'My father taught me my first investment philosophy' 17:08

1y ago17:08

17:08

Brian Thomas, director and portfolio manager at Laurium Capital, shares his stock market wisdom.โดย Ryk van Niekerk

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Investor at age six; now a hedge-fund specialist 26:08

1y ago26:08

26:08

‘With long-only you've a blunt hammer in your toolbox...whereas in a hedge fund you've a whole array of tools’: OysterCatcher founder and CEO.โดย Ryk van Niekerk

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A ‘hold for life’ investment strategy has stood many people in good stead 32:55

1y ago32:55

32:55

‘If you want to buy because you think somebody else will be greedier than you, you really have to hope that they're a bigger fool than you are’: Madalet Sessions – Denker Capital.โดย Ryk van Niekerk

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From learning investing ‘on the job’ to AI fund management 19:08

1y ago19:08

19:08

‘You can see a time when the equivalent of ChatGPT takes market dynamics, interprets them and invests your money’ – Hywel George, Old Mutual.โดย Ryk van Niekerk

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Be a better investor - Podcast 21:25

1y ago21:25

21:25

‘Investing for me is much more the understanding of money, and the respect for money. That I think is often where most people get it wrong’: Kagisho Mahura – Gradidge-Mahura Investments.โดย Ryk van Niekerk

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'Not everyone has the stomach to be a good investor' 24:11

1y ago24:11

24:11

Iain Power, CIO at Truffle Asset Management, on 'learning money' the importance of ignoring the noise, and more.โดย Ryk van Niekerk

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'Money is like a mistress. If you don't look after it, it'll leave you' 24:14

1y ago24:14

24:14

Investment is very much about delayed gratification: STANLIB CEO Derrick Msibi.โดย Ryk van Niekerk

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'Investing if done correctly should be quite boring' 20:03

1y ago20:03

20:03

Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.โดย Ryk van Niekerk

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From rural KZN to the JSE: Langa Manqele's investment journey 19:24

1y ago19:24

19:24

Langa Manqele’s story demonstrates that long-term investing is probably easier and more profitable for new investors than high-risk speculation.โดย Ryk van Niekerk

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'My property portfolio is my worst investment' 19:45

1y ago19:45

19:45

Momentum CIO Mike Adsetts talks diversification, maximised growth and his alternative approach to retirement savings.โดย Ryk van Niekerk

1
'Pile in when the shares are down' 23:18

1y ago23:18

23:18

Lonwabo Maqubela of Perpetua Investment Managers talks his investment style and offers advice on how to minimise losses.โดย Ryk van Niekerk

1
Understand each business before investing 21:16

1+ y ago21:16

21:16

‘The small and mid cap space … remains for me the most exciting area of the market’: Vanessa van Vuuren – Sanlam Investment Management.โดย Ryk van Niekerk

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'It's time in the market that matters' 25:04

1+ y ago25:04

25:04

Patrick Mathidi of Aluwani Capital Partners shares his investment insights and lessons since his Diagonal Street days.โดย Ryk van Niekerk

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If you can pick 6/10 winners, you are doing well 19:27

1+ y ago19:27

19:27

Omri Thomas of ABAX investments offers advice to young investors who would like to get a foothold in markets and build long-term wealth.โดย Ryk van Niekerk

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‘Put something away every month – and forget about it’ 23:46

1+ y ago23:46

23:46

The one decision I made myself was the worst decision in my 33 years as an investor: Jeanette Marais, CEO of Momentum Metropolitan Management.โดย Ryk van Niekerk

1
“Don’t fall in love with companies or sectors” 20:02

1+ y ago20:02

20:02

Host Ryk van Niekerk with guest, Drikus Combrinck.โดย Ryk van Niekerk

1
Be aggressive with a passive strategy 24:58

1+ y ago24:58

24:58

‘I believe the market will give me my results over time if I stick to my strategy’: ETF strategist and advisor, Nerina Visser.โดย Ryk van Niekerk

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99% of people would be better off investing in unit trusts 25:09

1+ y ago25:09

25:09

To be financially comfortable or able to manage one's financial affairs well doesn't require a really complex understanding of issues. It requires doing a few simple things correctly: Nic Andrew – head of Nedgroup investments.โดย Ryk van Niekerk