Latest Episodes
23
Ghost Stories Ep23: Unpacking the African Bank Strategy (with CEO Kennedy Bungane)
After I wrote critically about the pricing of African Bank’s deal to acquire two businesses out of Sasfin, the company contacted me to discuss...
22
Ghost Stories Ep22: Optimal Investment Growth Basket promoted by Investec
Structured products have come a long way. From a specialised, exotic investment tool, they are now mainstream, and financial advisers are now more comfortable...
21
Ghost Stories Ep21: 2023 ETF Scorecard (with Siyabulela Nomoyi of Satrix)
The universe of Exchange Traded Funds (ETFs) is broad, offering investors many different ways to invest in the market. Not only are there various...
20
Ghost Stories Ep20: Dividends - Delights and Dangers (with Nico Katzke of Satrix)
Are dividends always worth celebrating? Does a company paying a dividend really reward shareholders, or is this just shuffling money around? These are the...
19
Ghost Stories Ep19: The Investec USD S&P 500 Autocall
Structured products have come a long way. From a specialised, exotic investment tool, they are now mainstream, and financial advisers are now more comfortable...
18
Ghost Stories Ep18: Spotlight on bond ETF investments (with Siyabulela Nomoyi of Satrix)
Equity ETFs tend to dominate the narrative among investors, particularly retail investors. Fixed income or bond ETFs are often ignored, which is a pity...