Podcast Index

Podcasts

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The Investment Perspective, with Ninety One The Investment Perspective, with Ninety One Ninety One Trillbilly Worker's Party Trillbilly Worker's Party Trillbilly Worker's Party Podcast VietNamNet Podcast VietNamNet VietNamNet UK Lead Generation Podcast UK Lead Generation Podcast James Dooley Newark News Today | 2 Min News | The Daily News Now! Newark News Today | 2 Min News | The Daily News Now! The Daily News Now! MATÉRIAS CBN MATÉRIAS CBN Rádio CBN Contra-Corrente Contra-Corrente José Manuel Fernandes e Helena Matos Independent Americans with Paul Rieckhoff Independent Americans with Paul Rieckhoff Righteous Media | Bleav Splanc Splanc Newstalk Запуск завтра Запуск завтра libo/libo Game Theory Podcast Game Theory Podcast Sam Vecenie Malay News Malay News ASTRO Radio News AI SEO & Business Automation Podcast AI SEO & Business Automation Podcast James Dooley Indo Sport Indo Sport Irish Independent Woman's Hour Woman's Hour BBC Radio 4 Indonesian News - NHK WORLD RADIO JAPAN Indonesian News - NHK WORLD RADIO JAPAN NHK WORLD-JAPAN 轻松学粤语 | 从入门到放弃 轻松学粤语 | 从入门到放弃 NJ宇婷 The Well-Built Life The Well-Built Life The Well-Built Life Es la Mañana de Federico Es la Mañana de Federico esRadio The Folk in Scotland’s Podcast The Folk in Scotland’s Podcast folkinscotland All Steelers Talk All Steelers Talk All Steelers Talk More than the Score More than the Score BBC World Service Mining Weekly Audio Articles Mining Weekly Audio Articles Mining Weekly Les documentaires de France Culture Les documentaires de France Culture France Culture Locked On Chiefs - Daily Podcast On The Kansas City Chiefs Locked On Chiefs - Daily Podcast On The Kansas City Chiefs Chris Clark, Locked On Podcast Network, Ryan Tracy Third Impact Anime Podcast Third Impact Anime Podcast Third Impact Anime Podcast The Federal Drive with Terry Gerton The Federal Drive with Terry Gerton Federal News Network | Hubbard Radio Farm Small Farm Smart Daily Farm Small Farm Smart Daily The Modern Grower Podcast Network Reality Steve Podcast Reality Steve Podcast Reality Steve The Rich Redmond Show The Rich Redmond Show Rich Redmond Your World Within Podcast by Eddie Pinero Your World Within Podcast by Eddie Pinero Eddie Pinero The Neon Show The Neon Show Siddhartha Ahluwalia Engadget News + Next Engadget News + Next Engadget Strictly Business Strictly Business iHeartPodcasts The Detroit Lions Podcast The Detroit Lions Podcast Detroit Lions Podcast Broadcast Retirement Network Broadcast Retirement Network Jeffrey Snyder Дроб и чѝли Дроб и чѝли Валерия Ангелова и Йордан Жечев
The Investment Perspective, with Ninety One

Tout

The Investment Perspective, with Ninety One

Ninety One

#94 Growth is no longer the enemy: inside Warsh's Fed

July 17, 2026 5:21am 11 min

Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productiv...

#93 South African value is priced like a distress sale, and the bond market disagrees

July 13, 2026 6:01am 23 min

John Biccard argues that South African equities have become disconnected from the country's own improving bond market. He points to retail names trading at deep discounts to intrinsic value, a first move into global tech...

#92 Beyond the index giants: the case for active EM

July 03, 2026 6:06am 12 min

After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a ...

#91 The dollar's reversal: from debasement fears to strength

June 30, 2026 5:06am 8 min

After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Do...

#90 Oil is falling, but South Africa's inflation fight is far from over

June 23, 2026 10:18am 6 min

Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation exp...

#89 Peace plan, messy reality: commodities after Iran deal

June 17, 2026 6:49am 14 min

The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer s...

#88 When the rule book no longer applies

June 11, 2026 2:35am 11 min

AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old pla...

#87 The $1.75 trillion question: an IPO that could change everything

June 05, 2026 1:16am 13 min

The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do abou...

#86 Holding its nerve: how SA is weathering the oil shock

June 04, 2026 1:41am 12 min

The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, ...

#85 A 4% wake-up call: reading the SARB's next move

May 21, 2026 8:51am 6 min

A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at th...

#84 Beyond the index: why concentration risk may be active management's biggest opportunity

May 19, 2026 9:03am 11 min

Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the ...

#83 A very tight strait. Can oil get to $150?

May 18, 2026 2:13am 12 min

With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-deman...

#82 Who really controls the Fed?

May 08, 2026 4:50am 9 min

The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidu ...

#81 The 5% problem: why bonds are back in the conversation

May 06, 2026 9:16am 9 min

The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what ...

#80 The art of sleeping when markets can't

May 05, 2026 3:20am 19 min

Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, fro...

#79 When private credit flips the script

April 20, 2026 3:32am 18 min

For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why...

#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors

April 16, 2026 5:49am 10 min

South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa...

#77 When the taps run dry: the real story behind South Africa’s water crisis

April 14, 2026 2:32am 13 min

South Africa’s water challenges are becoming harder to ignore, as supply disruptions spread beyond rural areas into major urban centres. Yet the issue is less about scarcity than system failure. Tshiphiri Muedi explores ...

#76 Bond market shock: panic or opportunity?

April 09, 2026 6:03am 8 min

South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James ...

#75 Markets shaken, not broken: Middle East tensions

April 02, 2026 4:05am 8 min

The sudden escalation in the Middle East has jolted global markets, reversing expectations for lower inflation and rate cuts almost overnight. Malcolm Charles explains why this is more than a passing shock, how portfolio...

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