The Money Show
Investment school
Playlist by The Money ShowSmart investing made simple. In Investment School, Stephen Grootes sits down with experts to unpack the strategies, trends, and insights that matter. From building wealth to understanding market shift…30 clip(s) in playlist
Investment School: Does asset allocation need to adapt through shifting investment regimes
Stephen Grootes speaks to Kopano Makhu, Portfolio manager at Mazi Asset Management and Mamokete Lijane, Global Markets Strategist at Standard Bank CIB, about whether asset allocation needs to adapt as investment regimes continue to shift. The Money Show is a podcast hosted by well-known journalist…
21:29
Investment School: Portfolio allocation to private markets
Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital and Paul Moeketsi Managing Partner: Sanlam Private Equity at Sanlam Investments about why alternative investments are worth considering, and what “private markets” really are from private equity and infrastructure to privat…
19:55
Investment School: Are investor pressures forcing a reset on fees?
Stephen Grootes speaks to Tobie van Heerden, 10X CEO and Therese Grobler, Head of wealth management at momentum financial planning about whether mounting investor pressure is forcing a reset on investment fees unpacking why fee sensitivity is now central to long‑term investing, how costs quietly er…
21:32
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…
21:28
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…
20:15
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 …
19:05
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, …
22:07
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 …
20:30
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…
21:16
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…
21:04