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Ghost Stories

The Finance Ghost

Ghost Stories is a long-form podcast that gives me the opportunity to have deeper conversations with founders, executives and market participants who have a great story to tell.

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Episodios

25 episodios

  1. Ghost Stories #120: Motus Holdings - more than just new cars 47:50
  2. Ghost Stories #119: Standard Bank and Java Capital - building an integrated platform 26:01
  3. Ghost Stories #118: The elephant, not the mouse - how strategic asset allocation underpins a balanced fund 30:46
  4. Ghost Stories #117: The next frontier - Satrix's Africa expansion 19:46
  5. Ghost Stories #116: Burstone's property platform play 33:58
  6. Ghost Stories #115: Life after JIBAR - how Intengo simplifies the ZARONIA era 25:09
  7. Ghost Stories #114: The STADIO growth formula 35:17
  8. Ghost Stories #113: What every CFO should know about changing auditors 25:25
  9. Ghost Stories #112: Decision fatigue - why important financial decisions get delayed 23:38
  10. Ghost Stories #111: International Titans Basket Ltd - 100% capital protection, geared upside (with Japie Lubbe) 34:25
  11. Ghost Stories #110: Putting performance in context - choosing the right benchmark 24:51
  12. Ghost Stories #109: The quant behind the alpha - inside Old Mutual Investment Group's Global Managed Alpha Fund 34:34
  13. Ghost Stories #108: Due diligence decoded - inside the modern deal risk process 24:49
  14. Ghost Stories #107: The real risk is playing it safe 25:56
  15. Ghost Stories #106: Load shedding to load sharing - South Africa’s energy market evolves 19:47
  16. Ghost Stories #105: Altron – a multi-platform, multi-decade moat 32:06
  17. Ghost Stories #104: Take a byte of growth - Investec Nasdaq 100 Geared Growth 22:04
  18. Ghost Stories #103: How Shari'ah-compliant investing can outperform (with Maahir Jakoet) 24:20
  19. Ghost Stories #102: A market holding its breath 25:45
  20. Ghost Stories #101: Under the hood - the data edge at WeBuyCars 31:45
  21. Ghost Stories #100: Mining through the cycle - Sibanye-Stillwater's strategy 41:44
  22. Ghost Stories #99: Unleashing independent retail - the foundation of SPAR's turnaround 29:06
  23. Ghost Stories #98: Fixed income investing - how to move beyond cash in a balanced portfolio 34:29
  24. Ghost Stories #97: From mechanical work to judgement in portfolio management - reallocating human effort with AI 28:09
  25. Ghost Stories #96: Public and private markets - ETFs help bridge the gap 24:55