Ghost Stories
Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)
In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.
Ghost Stories
Ghost Stories #42: Utshalo wants more retail investors
Paul Miller is incredibly passionate about retail investor participation in the market, something he is actively encouraging through Utshalo. The Orion Minerals share purchase plan shows what is possible.
Ghost Stories
Ghost Stories #41: Investec Rand Nikkei 225 Autocall | Investec Dollar Euro Stoxx 50 Autocall
Andri Joubert of Investec Structured Products joined me to unpack the Investec Rand Nikkei 225 Autocall and the Investec Dollar Euro Stoxx 50 Autocall. Full transcript included.
Fedgroup
Ghost Stories #40: Fedgroup does things differently
oes Fedgroup think differently about preserving and growing wealth for their clients? Perhaps their position as one of the largest beekeepers in the country answers that question. In this show, Michael Field (General Manager: Investments) joined me to unpack the way Fedgroup thinks about investing.
Ghost Stories
Ghost Stories #39: The only free lunch in investing (with Kingsley Williams)
With volatility as the theme in markets in a year of elections, it's important to keep your head as an equity investor. Take a long-term view and let the market do its job. Easier said than done, of course. Kingsley Williams joined The Finance Ghost on this podcast to share practical tips and investing insights.
Ghost Stories
Ghost Stories #38: Chasing Returns from the Sun
The Section 12BA allowances give investors tax-enhanced returns from investing in solar projects. Tivon Loubser of Grovest joined me to unpack the opportunity that helps keep the lights on.
Ghost Stories
Ghost Stories #37: Investing in Private Credit
Ready to learn about private credit? This podcast brings tons of experience to the table, with Reginald Labuschagne and Harris Gorre talking to everything from capital allocation through to private credit opportunities.
Ghost Stories
Ghost Stories #36: Using Bond ETFs in a Portfolio
Bond ETFs can be a powerful tool in a portfolio strategy toolbox, yet far too many investors ignore this asset class. Siyabulela Nomoyi joined The Finance Ghost to discuss how bonds work.
