Getting from “here” to “there” is rarely obvious - or a straight line. But radical imagination is always part of the process. "What’s Next?" is a series of conversations in which my friend Jimmy Buff and I invited some insightful humans to share their ideas on changes to come and how we might help to create that change. We also talked with folks who shared their wisdom regarding how we got here. This is both a time capsule of moments gathered between 2015 and 2017 and a harbinger (we hope) o ...
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Peter Buffett Podcasts
Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management.
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How to Start Investing in the Stock Market for Beginners
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Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
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A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country. Search The Fin and follow us wherever you get your podcasts.
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Album picks on a range of topics selected by the all knowing Wheel of Musical Destiny. Two friends and music nerds discuss classic albums across a variety of genres including rock, metal, country, hip-hop, r&b and pop. Nostalgia, nonsense and general nerdery ensue. New episodes every week.
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We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new bu ...
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Christopher Vonheim is the host of the Vonheim Podcast. Vonheim speaks with inspiring people about business, ocean industries, investing and start-ups. Ed Conway, Adam Draper, Øystein Kalleklev, Pål Ringholm, Sofie Olsen, Mark Yusko, Hugo De Stoop, Vaishali Kathuria, Lars Tvede, Anthony Pompliano, Peter C. Warren, Børge Brende, Nejra Macic, Lars Barstad and Amy Novogratz are just some of the guests on the podcast. Hosted on Acast. See acast.com/privacy for more information.
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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1
Buffett’s Blueprint - 8 Examples of Warren’s Timeless Wisdom - E110
44:09
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44:09Jesse explores the timeless wisdom of Warren Buffett, highlighting both his disciplined investment philosophy and his unwavering emphasis on trust and character. Jesse breaks down Buffett’s approach to buying great businesses at fair prices, holding them long-term, and focusing on intrinsic value, margin of safety, and staying within one’s circle o…
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1
Balancing inflation goals vs. real rates, SRD aid needs real cost, care, and delivery systems
1:23:13
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1:23:13Stephen Grootes speaks to Isaah Mhlanga, Chief Economist at Rand Merchant Bank, about why South Africa should shift its focus from simply targeting inflation to closely monitoring the real interest rate — the difference between the nominal rate and inflation. In other interviews, Cheslyn Jacobs, Chief Commercial Officer at TymeBank, about the chall…
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1
Bands Across America: Arkansas (Johnny Cash & Al Green)
43:27
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43:27Bands Across America: Arkansas Johnny Cash – With His Hot and Blue Guitar (1957) & Al Green – Call Me (1973) Our summer road trip rolls through Arkansas, the Natural State, where the roots of American music run deep. This week, we spotlight two legendary artists whose Arkansas origins helped shape the sound of country and soul: Johnny Cash and Al G…
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1
Transnet case resumes: Molefe, Gama, Singh & Jiyane held; SA faces car repair crisis
1:19:53
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1:19:53Stephen Grootes speaks to Dr Iraj Abedian, CEO at Pan African Investments and Research services, about the arrest of former Transnet CEOs Brian Molefe and Siyabonga Gama, who are set to appear in court for a bail hearing related to corruption and fraud charges stemming from their time at the state-owned entity. In other interviews, Warren Tucker, M…
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Whipsaws, Drawdowns, and Disbelief | Eric Crittenden on the Best Diversifier No One Buys
1:29:43
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1:29:43In this episode of Excess Returns, Matt Zeigler and Jason Buck sit down with Eric Crittenden, CIO of Standpoint Funds, for a wide-ranging and candid discussion about trend following, risk transfer markets, and what it takes to build a resilient investment strategy for uncertain futures. Eric shares decades of hard-won insights on investor behavior,…
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The Best Bits of The Money Show: Glenda Gray’s legacy & the Rand’s role in our money
46:29
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46:29Stephen Grootes interviewed four thought leaders across diverse fields: Professor Glenda Gray on her impactful career in HIV research and public health; Warren Ingram on the Rand’s influence on personal finance; Connie Matlejoane on empowering South African entrepreneurs through her non-profit work; and investment experts François Smith and Hlelo G…
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1
Lesaka buys Bank Zero for R1.1bn; Luxe pets boom
38:06
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38:06Stephen Grootes discusses with Arthur Goldstruck, founder of Worldwide Worx, the Lesaka Technologies' R1.1-billion acquisition of Bank Zero, and the potential synergies and benefits of the merger for both parties. In other interviews, Dion Chang, founder of Flux Trends, chats about the rise of the luxury pet economy, where pet owners are splurging …
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2318 FBF: Commodities Investing with Dr. Chris Kacher & Gil Morales Managing Directors of VirtueOfSelfishInvesting.com
44:16
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44:16This is Flashback Friday is from episode275 published last August 29, 2012. While the last several years have seen huge losses for most investors in stocks, it has provided some valuable insights and allowed development of new concepts for stock investing. Jason Hartman talks with Dr. Chris Kacher and Gil Morales, principles and managing directors …
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1
Bonitas achieves 13.4% return; investing shifts beyond active vs passive
1:12:51
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1:12:51Stephen Grootes speaks to Vurhonga Rikhotso, CFO of Bonitas, about the fund’s 13.4% return on contributions and growth in membership to over 731,000, In other interviews, François Smith, Client Portfolio Analyst at Stonehage Fleming Investment Management and Hlelo Giyose, Chief Investment Officer and Principle at First Avenue Investment Management …
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1
Always a bull market somewhere in Global Small Caps - Tobias Bucks | Ausbil
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46:33This is a fun conversation with Tobias Bucks, Portfolio Manager of Global Small Caps at Ausbil, that turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global…
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Virgin’s rollercoaster return & why Australia is a two-airline town
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25:35This week on The Fin podcast: senior reporter Ayesha de Kretser and Chanticleer columnist Anthony Macdonald on Virgin’s return to the market, why it will struggle to stay in its lane and whether Australia can ever sustain more than two airlines. This podcast is sponsored by Aussie Broadband Further reading: Virgin prepares for IPO take-off in a tes…
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1
SA swaps Saudi oil for US crude; Bread sector cheers Leaf Services contract exit
1:09:33
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1:09:33Stephen Grootes speaks to Avhapfani Tshifularo, chief executive of Fuels Industry Association of South Africa about South Africa’s strategic pivot from Saudi Arabian to U.S. oil imports, highlighting India’s growing role as a key player in securing the country’s petrol and diesel supply. In other interviews, Matlou Setati, Executive for Food Safety…
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2317: Beyond the Headlines: Edward Dowd Exposes Unseen Health & Economic Data
37:46
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37:46Greeting's from Saint Thomas Island! Jason's on the Real Estate Guys' Investor Summit at Sea cruise and reminds his listeners to sign up for the FREE MASTERCLASS every second Wednesday of the month! https://jasonhartman.com/wednesday Jason and Edward Dowd discussed the book "Cause Unknown: The Epidemic of Sudden Deaths" and its focus on the increas…
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Broken Models. Misleading Yields | Ryan Krueger on Avoiding the Dividend Trap
59:19
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59:19Most investors chase yield. But what if the very models they rely on — from dividend screens to the 4% rule — are fundamentally broken? In this episode, we’re joined by Ryan Krueger, co-founder of Freedom Day Solutions and manager of the MBOX ETF, to explore the overlooked truths of dividend investing. Ryan breaks down the importance of dividend gr…
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Business & finance update: R60bn bank lawsuit & Growthpoint's Sandton bridge project
1:11:39
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1:11:39Stephen Grootes speaks to Advocate Douglas Shaw, about a R60 billion class lawsuit against major South African banks, alleging they unlawfully repossessed and resold homes at below market value, leaving homeowners with significant debt. In other interviews, Timothy Irvine, Growthpoint Properties’ Head of Asset Management: Offices speaks to the comp…
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World watches Iran's next move; SA creatives urged to join free biz growth course
1:11:20
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1:11:20Stephen Grootes speaks to Prof Abel Esterhuise, Military strategist at Stellenbosch university and Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB about middle east’s tensions about the escalating conflict between Israel and Iran, and US President Donald Trump's hints at possible regime change in Tehran, analyzing the potential …
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500,000 More Sellers Than Buyers. First Time in a Decade | Daryl Fairweather on What Comes Next
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50:32In this episode, we’re joined by Daryl Fairweather, Chief Economist at Redfin and author of Hate the Game, to explore the most dramatic shift in the U.S. housing market in over a decade. With sellers now outnumbering buyers by more than 500,000 for the first time since 2013, Daryl breaks down what’s really happening beneath the surface—and why so m…
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Buffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding
1:16:45
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1:16:45Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warren Buffett. In this conversation, we explore why focus investing works, what traditional value investors got wrong about the Magnificent Seven, and how the industry's obsession with low P/E ratios and …
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The Best Bits of The Money Show: Is your financial safety net ready for life’s emergencies?
48:48
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48:48This is a curated compilation of the best interviews from The Money Show this past week, featuring insightful discussions on business trends, personal finance, and leadership Stephen Grootes sat down with Mathebe Ngwenya, a chartered accountant who boldly transitioned from the corporate world to entrepreneurship. She shared her remarkable journey o…
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Iran rejects nuclear talks & SA's luxury hotel boom
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41:12Stephen Grootes speaks to Tshifhiwa Tshivhengwa, CEO of the Tourism Business Council of South Africa, about the growing interest of international hotel chains, such as InterContinental Hotels Group, in South Africa's luxury hotel market, which is seen as vastly underserved, particularly in cities like Cape Town, Johannesburg, and Durban. In other i…
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2316 FBF: The Financial Health of America’s Social Classes with Dr. H. Woody Brock Author of ‘American Gridlock’
1:02:02
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1:02:02This Flashback Friday is from episode 283 published last October 26, 2012. Between 1980 and 2000, the wealth of our nation grew enormously. Interest rates dropped, dot com businesses grew, and then the housing market was rocketing. We then went into a tricky period where overall net worth grew a bit until the dot com crash; the middle class was sus…
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Toyota sues KZN for R6.5bn over floods; SA bank shares rise on growth hopes
1:17:18
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1:17:18Stephen Grootes speaks to Khaya Sithole, independent analyst about Toyota South Africa’s R6.5 billion lawsuit against Transnet, the KZN government, and eThekwini Municipality, following claims of negligence that led to devastating flood damage at its Prospecton plant. In other interviews,Vincent Anthonyrajah, CEO and co-founder of Differential Capi…
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Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
55:26
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55:26Megan Horneman: Fragile Optimism, Hidden Inflation Risks, and What Investors Are Missing In this episode, we’re joined by Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, to discuss her firm’s 2025 outlook and what she sees as the key macro risks and opportunities for investors right now. We explore the themes behind her “Year…
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‘The Great Wall of China’: A law firm’s cautionary tale
25:13
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25:13This week on The Fin, professional services reporter Maxim Shanahan on why King & Wood Mallesons is struggling to manage risk and conflicts across its jurisdictions. This podcast is sponsored by Aussie Broadband Further reading: ‘We didn’t have a hope in hell’: KWM’s cautionary China tale A corrupt wind farm deal in Montenegro, a controversial Russ…
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SA nears turning point; FIA OKs Kyalami F1-ready upgrade
1:14:42
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1:14:42Stephen Grootes speaks to Mark Barnes, Executive Chairman and CEO at Purple Group and SA Post Office former CEO, about his recent column, exploring whether South Africa is nearing a pivotal turning point and what bold action is needed to unlock its full potential. In other interviews, Nqobile Ndlovu Sport Business Expert chats about the FIA’s appro…
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2315: The Tax Advantage: Unlock Your Real Estate Riches with Scott Saunders
37:20
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37:20Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend. JasonHartman.com/Wednesday Jason then introduces Scott …
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Scrimping, Splurging, and Other Crazy Spending Stories - E109
50:04
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50:04Jesse explores the value of financial priorities and the balance between spending and saving with guests Diania Merriam, Justin Peters, Bill Yount, Jeremy Schneider, Doc G, and Joe Saul-Sehy. Diania highlights the “iceberg principle” of stealth wealth—how true wealth is often what you don’t see, like deferred purchases and unspent money. Justin sha…
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1
Hedge Fund Strategies for Beginners - Bob Elliott | Unlimited Funds
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39:47In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for inves…
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1
Pityana vs SARB clash and are you ready for sudden financial emergencies?
1:14:29
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1:14:29Stephen Grootes speaks to Sipho Pityana about his ongoing legal battles with Absa, where Pityana is challenging his removal as a director and the South African Reserve Bank's Prudential Authority's objections to his nomination as Absa chair. In other interviews: Warren Ingram, Financial advisor and Co-Founder of Galileo Capital, talks about financi…
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1
Bands Across America: Ohio (Raspberries & Nine Inch Nails)
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44:55Bands Across America: Ohio The Raspberries – Starting Over (1974) & Nine Inch Nails – The Downward Spiral (1994) Our summer road trip rolls into Ohio, the Buckeye State and a cradle of American music innovation. This week, we spotlight two albums that showcase Ohio’s extraordinary range: the power-pop brilliance of The Raspberries’ swan song Starti…
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MultiChoice may unbundle SuperSport; Harambee drives smart youth hiring via SA Youth platform
1:21:45
1:21:45
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1:21:45Stephen Grootes speaks to Sharmi Surianarain, Chief Impact Officer at Harambee Youth Employment Accelerator, about new youth unemployment data and how employers can hire smart through the SA Youth platform. In other interviews, Jan Vermeulen, Editor at Mybroadband on MultiChoice's potential plan to unbundle SuperSport from DStv channels. The Money …
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1
Broken Data. Hidden Opportunity | GMO's Warren Chiang on Deep Value’s Historic Setup
57:09
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57:09GMO’s Warren Chiang joins us for a deep dive into the art and science of systematic value investing. In this episode, Warren shares how his team has refined traditional value investing to adapt to an intangible-heavy world, the structural reasons deep value is historically cheap today, and how top-down insights from GMO’s asset allocation group are…
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1
The Best Bits of The Money Show: Buy or rent a home – which is right for you?
47:37
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47:37This is a curated compilation of the best interviews from The Money Show this past week, featuring insightful discussions on business trends, personal finance, and leadership. Stephen spoke with Saki Macozoma, Chair of Vodacom and Safika Holdings, about his transformative journey, leadership principles, and impact on the private sector and civil so…
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1
Oil & gold prices surge amid Israel-Iran conflict; Billboard Africa debuts to boost African music
37:06
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37:06Stephen Grootes speaks to Hywel George, Director of Investments at Old Mutual Investment Group about the recent surge in oil and gold prices, and the decline in stock markets following Israel's strikes against targets in Iran, which has led to increased uncertainty and fragile sentiment in the market. In other interviews, Nkosiyati Yati Khumalo, Ed…
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2314 FBF: Deregulated Hedge Funds with Les Leopold Author of ‘How to Make a Million Dollars An Hour’
1:18:53
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1:18:53This Flashback Friday is from episode 332 published last August 11, 2013. Jason talks with Les Leopold on his new book: "How to Make a Million Dollars an Hour: Why Financial Elites get away with siphoning off America's Wealth." In the interview, Les details just how hedge funds are making unthinkable amounts of money. Les Leopold co-founded and cur…
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1
SA eyes 15% import tax on EV batteries; Icasa to decide on Starlink licence
1:14:11
1:14:11
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1:14:11Stephen Grootes speaks to Ayabonga Cawe, Chief Commissioner of the International Trade Administration Commission about South Africa's proposed 15% import tax on new energy vehicle batteries, aimed at boosting local production capacity and attracting original equipment manufacturers to set up units in the country. In other interviews: Duncan McLeod,…
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1
Blind to Power: The Hidden Investing Risk of Rising Strongmen | Peter Atwater
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59:23In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays out a bold and timely framework: in a world led by dominant nationalist figures, global corporations—and their investors—must now navigate a high-stak…
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1
Apocalypse or a four-day week? What AI might mean for you
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26:55This week on The Fin, technology editor Paul Smith discusses the AI future and whether it is more likely to be utopia or dystopia. This podcast is sponsored by Aussie Broadband. Further reading: Waymo’s robot driver was too scared to take us where we wanted to go The self-driving taxis are an experience to remember but their post LA-riot nerves ren…
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1
SA seeks US tariff relief & youth car buying habits revealed in latest reports
1:16:23
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1:16:23Stephen Grootes discusses with Duane Newman, EY Partner that specializes in global trade about South Africa's request to the US to keep tariffs at 10% or lower during ongoing trade negotiations, aiming to protect key exports and industries as both countries work towards a new trade framework. In other interviews, Consumer Ninja Wendy Knowler talks …
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2313: The Future of Real Estate: Exploring Bitcoin Mortgages & Crypto Loans with Milo
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45:57
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45:57Jason discusses the innovation in crypto mortgages and the importance of maintaining an optimistic outlook despite doom and gloom predictions. He encourages listeners to attend the Wednesday masterclasses and reminds them to register for future sessions. Jason emphasizes the value of comparing current situations to historical contexts, highlighting…
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