Sean Peche meets Howard Marks - one of world’s top money managers shares key takeaways from his guru

--:--

Morningstar’s latest performance data puts Sean Peche’s Ranmore Fund in the top one percentile for virtually every performance period in the last five years. In this interview with BizNews editor Alec Hogg, the ace money manager shares insights from a lunchtime meeting last week with the investing guru who inspires him. The result is a treat for beginners and professionals alike.

5 Jun 7AM English South Africa Investing · Business News

Other recent episodes

US dollar's 14-year run hits 'immovable' Trump - structural shift underway

Ninety One, managing £130.8bn, released a white paper, “The Unstoppable Dollar Meets the Immovable Mr Trump,” predicting the end of a 14-year US dollar upcycle. Sahil Mahtani, Head of Macro Research, told BizNews the dollar faces an inflection point driven by geopolitics, interest rates, investment trends, and currency interventions. He…

10 Jul 9AM 13 min

Lamberti on Sakeliga/Neasa interdicting employee race quotas: An attempt to head off more ANC lunacy

The pot-boiling strategy of destructive ANC economic policies is typified in its approach to employment equity, a quota-based employment system that SA businesses are obliged to implement from September. Sakeliga executive director Russell Lamberti explains why his organisation and Neasa are approaching the courts to block the ANC’s most granular…

10 Jul 8AM 31 min

South Africa’s R5 trillion loss: Investec’s Mazwai calls for urgent 3–5% growth to close global gap

South Africa’s sluggish economic growth since 2010 has left its citizens 40% poorer than the global average. Osagyefo Mazwai, investment strategist at Investec Wealth & Investment International told BizNews in an interview that the country’s GDP per capita decoupled from global peers in 2010, with growth averaging just 1% annually…

10 Jul 8AM 13 min

Wayne Sussman: Mkhwanazi demolition, Mamelodi assassination - and the latest by-elections

In his latest interview with BizNews, Elections Analyst Wayne Sussman explains why KZN Police Commissioner Nhlanhla Mkhwanazi’s Press Conference was “absolutely devastating”. He says the General’s claims “go to the heart of the challenge of the ANC, that President Ramaphosa was going to reform the ANC and course correct after…

10 Jul 8AM 18 min

BN Briefing: Cyril takes on Trump, DA says PIC is corrupt and Canada’s bold energy plans

In today’s BizNews Briefing, Cyril Ramaphosa lashes out at Donald Trump over BRICS trade threats; economist Dawie Roodt unpacks the bleak outlook for South Africa’s growth; the DA slams the Public Investment Corporation as corrupt; Capitec CEO Gerrie Fourie questions official unemployment stats; and Canada reveals sweeping new energy reforms…

10 Jul 5AM 22 min

All episodes