Investment School: The Diversification Delusion: What to do when everything falls at once

Stephen Grootes speaks to Dr Musa Malwandla, Co-CIO of Differential Capital and Kearabilwe Nonyana, VIP Clients Manager at PrimeXBT about “The Diversification Delusion” examining why traditional diversification can fail during periods of market-wide stress, and what investors should do when every a…

Investment School: How do you know if an investment strategy actually works or just got lucky?

Motheo Khoaripe speaks to Viv Govender, Portfolio Manager at Rand Swiss and Dr. William Wright, Lead Data Scientist Differential Capital about one of the central challenges in quantitative investing: separating genuine skill from good fortune, why back‑tested strategies can fail in real markets, an…

Investment School: The power of compounding: Why staying invested wins

Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital and Carl Roothman, CEO of Sanlam Investments about the power of compounding interest, why time in the market matters more than timing the market, and how patience can dramatically change long‑term investment outcomes. The …

Investment School: Africa’s Next Decade: Where will the real returns come from?

Stephen Grootes speaks to Keonethebe Bosigo, Portfolio Manager for Africa and Kearabilwe Nonyana, VIP Clients Manager at PrimeXBT about Africa’s next decade and where the real investment returns are likely to emerge. The Money Show is a podcast hosted by well-known journalist and radio presenter, …

Investment School: Hidden Gem: SA’s momentum in a gloomy global economy

Stephen Grootes speaks to Gary Booysen, portfolio manager and director at Rand Swiss and Jaco-Chris Koorts, portfolio manager at Sanlam Investments Multi-Manager and Glacier Invest, about South Africa’s green shoots versus the global gloom, highlighting SA’s surprising momentum and its status as a …

Investment School - Why do the same investments behave completely differently depending on the market environment?

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss and Dr William Wright about why identical investments can behave so differently across market environments, exploring how value, momentum, and defensive strategies each shine under different conditions and helping listeners ass…

Investment School: Why dividend‑focused investing still matters in today’s market

Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital, and Roy Mutooni, Portfolio Manager at NinteyOne, about the importance of dividend‑focused strategies, explaining how high‑quality dividend payers can enhance diversification, provide defensive stability in volatile markets…

Emotions vs Investments: How to stay grounded

Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, to unpack how investors can manage their emotions and rethink market volatility. The Money Show is a podcast hosted by well-known jou…

Investment School: AI, alternative data, and the end of information advantage?

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss, and Dr Musa Malwandla, Co-CIO of Differential Capital, about how the democratisation of data and the rise of AI‑driven analysis are reshaping investing - shifting the search for alpha from exclusive datasets to the ingenuity o…

Investment School: Investor strategies for market choke points

Stephen Grootes speaks to Hlelo Giyose, Chief Investment Officer and Principle at First Avenue Investment Management and Ntsika Ntsokolo, Equity Analyst at Sasfin Wealth, about how investors can navigate emerging market choke points and maintain resilient, well-balanced portfolios. The Money Show …