Featured Podcasts by Strictly Business: Recent Episodes
Strictly Business
He’s one of the world’s most experienced resource producers’ executives, known best in SA as former CFO and CEO of Anglogold Ashanti.
Venkat opens up with his views on commodity sectors by referencing the macroeconomic situation and the supply/demand trends.
And of course his unique insight into the producers’ behaviour.
Jaco is head of Advisor Services in South Africa at Ninety One. Prior to moving into this role, Jaco was sales director for the South African Advisor team and head of distribution for Ninety One Investment Platform.
Having previously worked at Sanlam Group, Jaco occupied various positions which included heading up the product development for the Sanlam platform business, Glacier from 2000 to 2003, and heading up the business development and distribution team from 2003 to 2009.
He is a Fellow of the Institute of Actuaries, and holds a B.Sc (Hons) degree from the University of Stellenbosch.
A seasoned and successful asset manager shares, at length, what he thinks he;s learnt abouth stock picking.
Kevin Brandt
JOHANNESBURG - Renowned South African economist, Mike Schüssler, has passed away.
The financial expert, who lost his battle with cancer, has been remembered as "the people's economist".
“He had insight in economics and the reason why is because he had insight into the psyche of humans. He understood people and because of his knowledge of people, he would get a hunch about why people are doing something and he would try to find the data to support that and, quite often, he would actually find it,” said his friend and fellow economist, Dawie Roodt.
Road Freight Association CEO and colleague, Gavin Kelly, said that Schüssler's passing was a huge blow to the industry.
“We had a long relationship with Mike. He was from Ecomomist.co.za. Very sharp and intuitive in terms of economics, forecasting and looking at what is happening in the country,” Kelly said.
Russia and Ukraine, from a Russian brain. Katya Gosteva,Doctor of Philosophy based in London.
Ninety One investment views 2022: Werner Gey van Pittius - Co-Head Emerging Markets Debt
We chat to Stephen Saad - founder and chief executive of Aspen Pharmacare, the largest producer of generic medicines in Africa.
Wilbur Smith has gone but his books live on, as does my interview with him when he visited my studio at the Artscape Theatre in Cape Town
The country's top social media lawyer discusses why the last few days might change life as we know it.
Dubai firm’s R13bn takeover offer for Imperial Logistics. PSG Asset Management regards offer as too low and not reflecting the ‘fair value or recovery potential the company offers’.
Re-Orientation part 2 chapter 1 Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
Peter Major is a veteran mining engineer, fund manager and analyst, who is highly regarded and well known in the mining and financial service industries. He frequently comments in the broadcast and print media as a mining investment authority.
Repositioning the political portfolio: Real reform or rehash?
Ninety One Investment specialist Nkhumeleni Thavhiwa and Head of SA Investments at Ninety One Nazmeera Moola.
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Rehana Kahn is a portfolio manager in the 4Factor team at Ninety One. She co-manages the General Equity and SA Balanced Strategies.
Peter Attard Montalto is Head of Capital Markets Research at South African consultancy and research company Intellidex.
Peter Major – Director of Mining at Mergence Corporate Solutions. Peter is a veteran mining engineer, fund manager and analyst.
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities.
Volatility: How to use it to your benefit.
For 12 years Nick was one of the foremost volatility traders in the world. Here he discusses volatility: what is it, why is it important, and how do you use it to protect your portfolio?
Jim Rogers, the legendary investor tells us from Singapore why it’s good to be old, and if you’re young why you should follow your passion. Plus what he’s buying. Click below for the best podcast you’ll hear today.
Jim Rogers is an American investor and financial commentator based in Singapore. Rogers is the Chairman of Beeland Interests, Inc. He was the co-founder of the Quantum Fund and Soros Fund Management. He was also the creator of the Rogers International Commodities Index (RICI).
Much has been made about the volatility in the markets and the reasons for the volatility.
Travis Robson is the Co-head & Chief Commercial Officer at IG Markets South Africa.
Hedge funds are mysterious creatures, often thriving on volatility. After months of turmoil and potentially another bout, is this an asset class to reckon with? Jacques Conradie is the Managing Director at Peregrine Capital - an alternative Asset Management firm based in Johannesburg.
Education is knowledge; knowledge is not the key to successful investing but it certainly helps. Our next guest’s company is committed to education.
A story of kindness, simplicity, faith in humanity, open hearts and being African.
After returning from a 7-month African odyssey with her partner, Jeleze Hattingh from Southchester Investment Managers talks of a life-changing event that puts our lives and financial markets obsession into perspective.
Magda Wierzycka, founder and CEO of Sygnia Ltd speaks of deep disappointment, bot attacks, political lip licking, impending social unrest and the best-kept investment secret.
Russell Lamberti is founder of investment advisory firm ETM Macro Advisors. He is the co-author of When Money Destroys Nations, a book about Zimbabwe's hyperinflation crisis.
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Chris Zweigenthal, CEO Airlines Association of Southern Africa (AASA)
The SARB has slashed rates again, this time in between meetings. All the market reaction.
Special: David Buik talks Boris, the cascading demise of commercial property, and Zoom curries.
Lindsay and Peter Major discussed gold, just hours before it went up, dramatically.
Click on the link for the full interview: iono.fm/e/832114 (The Economy - Major Special: "This is Different") Major Special: This is Different
Maarten Ackerman is an Advisory Partner and Chief Economist Citadel Investment Services
We preview the upcoming budget with Nazmeera Moola, head of investments at Investec Asset Management.
We preview the upcoming budget with Nazmeera Moola, head of investments at Investec Asset Management.
Lindsay says next stop $45 for Brent Crude. His cleverer commentator says $66 per barrel. Find out why
George Cheveley is a portfolio manager and metals and mining specialist in the Natural Resources team at Investec Asset Management.
The State of the Union has come and gone, SA’s SONA is upcoming but today we have SOE; State of Everything with Russell Lamberti. This is Lambertiland.
Peter Major, Director of Mining - Mergence Corporate Solutions, is a veteran mining engineer, fund manager and analyst, who is highly regarded and well known in the mining and financial service industries.
DAVOS 2020 with Tim Cohen. Tim is a business and political journalist and commentator of more years than he likes to admit.
Phillip Saunders, Co-Head of Multi-Asset Growth at Investec Asset Management in London.
Back in 2011, Lindsay spoke to one of South Africa's best-known and well-loved businessmen - Scenario Planner, Futurist and Keynote Speaker Clem Sunter. In this interview, Mr Sunter spoke about his article titled, "Redirecting Julius [Malema]".
Interview recorded June 2011.
Well-known South African satirist, author, performer and political commentator, Pieter-Dirk Uys spoke to Lindsay in 2010.
Edit: Please note that the date of publication (31 October 2019) is not the date this interview was recorded.
Back in 2011 Lindsay Williams spoke to Pik Botha, known internationally as South Africa’s longest-serving minister of foreign affairs. He served under political leaders as ideologically different as BJ Vorster and Nelson Mandela.
Back in 2011, South African Politician Tim Harris was the Shadow Minister for Trade and Industry. Today he is the CEO of Wesgro: the Tourism, Trade & Investment Promotion Agency for Cape Town & the Western Cape.
Former Premier of the Western Cape, Helen Zille spoke to Lindsay after the municipal elections in May of 2011.
Australian journalist, Holly Williams is a CBS news correspondent. She was previously the correspondent for Sky News in China and was one of the first journalists in Iraq to report on the emergence of ISIS in the country's north in the summer of 2014. During this interview, she speaks about the state of the Chinese Economy and the human rights of the Chinese citizens in 2011.
In Part 2 Alex continues to speak of her time in Libya and the story of Colonel Gadaffi's hat (also the name of her book). She touches on the dangers she faced as a journalist as well as the state of the region and its future as she foresaw it in 2011.
Alex Crawford special correspondent for Sky News was the first journalist to enter the Gaddafi compound. She flew to us for an exclusive chat.
In 2011 I spoke to Patricia Cavendish O’Neill. She moved from Kenya to the Cape in times the like of which we’ll never see again. her story is beautifully recorded in today’s telegraph.co.uk.and here is our tribute to a true eccentric. Pat Cavendish O’Neill, racehorse trainer and breeder who went on to build up a menagerie of rescue animals – obituary
Arno Smit from Sky Blue Fund Managers wraps a poor week of economic data, an indifferent week of corporate results, and looks forward to load shedding in Sometset West. Another day in paradise.
The Mining Indaba has concluded. Optimism abounds after the President set the tone. Is optimism justified? George Chevely discusses