The importance of ‘violence’ in a portfolio

Loading player...

‘You need to make up your own mind around whether what the market is seeing is correct, or the opposite. Sometimes it's very difficult’: Craig Gradidge of Gradidge Mahura.

5 Mar 2022 English South Africa Investing · Business

'The bigger risk is that gold goes higher, not lower’

Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.

3 Mar 30 min

From getting a foot in the door to investing in global giants

This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.

4 Dec 2024 24 min

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.

27 Nov 2024 22 min

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 Oct 2024 18 min

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 Oct 2024 18 min

The importance of ‘violence’ in a portfolio

Other recent episodes

'The bigger risk is that gold goes higher, not lower’

From getting a foot in the door to investing in global giants

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

Keep it simple, sleep well at night, get (very) good returns

Does ‘bunking school and jumping off cliffs’ foretell future investing?

Products

Resources

Company