The Allan Gray Podcast

Allan Gray

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About

Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Through conversations with investment professionals from Allan Gray and various expert guests, we aim to give you insight into how we view the world and how this shapes the way we construct our portfolios to deliver long-term returns for our clients. Allan Gray is an authorised financial services provider.

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Recent episodes

  • 39. Unlocking infrastructure investment in South AfricaOct 20, 2026 · 42 min
  • 38. Beyond the hit rate: Making the best investment ideas countAug 18, 2026 · 36 min
  • 37. New tools, old habits: Investing in the age of AIAug 6, 2026 · 46 min
  • 36. Needles in a haystack: Finding the compounders that drive long-term equity returnsJul 15, 2026 · 1 hr 1 min
  • 35. The investment case for preparation over predictionJul 1, 2026 · 37 min
  • 34. Exploring the frontier: Why elevated risk offers enticing opportunitiesMay 4, 2026 · 54 min
  • 33. South Africa’s reform test: Fleeting gains or fundamental change?Apr 8, 2026 · 48 min
  • 32. How to outsmart behavioural biases when investing – with Dr Daniel CrosbyFeb 17, 2026 · 50 min
  • 31. The cost of chasing perfection when investing – with Dr Thomas CurranDec 1, 2025 · 34 min
  • 30. Investment ideas that make us go hmmm – with Grant WilliamsNov 5, 2025 · 44 min

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