
The Allan Gray Podcast
- Business · Investing
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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 Africa
- 38. Beyond the hit rate: Making the best investment ideas count
- 37. New tools, old habits: Investing in the age of AI
- 36. Needles in a haystack: Finding the compounders that drive long-term equity returns
- 35. The investment case for preparation over prediction
- 34. Exploring the frontier: Why elevated risk offers enticing opportunities
- 33. South Africa’s reform test: Fleeting gains or fundamental change?
- 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
- 31. The cost of chasing perfection when investing – with Dr Thomas Curran
- 30. Investment ideas that make us go hmmm – with Grant Williams