Latest Episodes
109
Ghost Stories #109: The quant behind the alpha - inside Old Mutual Investment Group's Global Managed Alpha Fund
In this episode of the Ghost Stories podcast, The Finance Ghost sits down with Reza Fakie, portfolio co-manager of the Old Mutual Investment Group...
108
Ghost Stories #108: Due diligence decoded - inside the modern deal risk process
Due diligence is often described as "doing your own research" before an acquisition, but the reality is far more complex. In this episode of...
107
Ghost Stories #107: The real risk is playing it safe
Volatility feels like risk. The daily noise, the red screens, the uncomfortable drawdowns - these are the stress points for investors. This is what...
106
Ghost Stories #106: Load shedding to load sharing - South Africa’s energy market evolves
The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days...
105
Ghost Stories #105: Altron – a multi-platform, multi-decade moat
The Finance Ghost welcomes Altron CEO Werner Kapp fresh off a standout capital markets day that left a strong impression: this is a business...
104
Ghost Stories #104: Take a byte of growth - Investec Nasdaq 100 Geared Growth
In this episode of Ghost Stories, The Finance Ghost sits down with Investec’s Brian McMillan, fresh off collecting the “Best Issuer in Africa” award...