Episodes
Published 08/09/21
This week I continue with my 25 lessons from 25 years of living. 13. Things take longer to change than we expect.  14. You can’t eat passion.  15. Maslow’s Hierarchy.  16. Outcomes should be modelled on a spectrum, not binary.  17. It’s the black swan that slays the grey goose.  18. Knowledge is everywhere, but Wisdom is scarce.  19. Keep it simple, but remember most things in life will remain complex.  20. People try to learn from their failures, but seldom analyse their successes.  21. The...
Published 08/09/21
To celebrate my 25th birthday, I will be sharing 25 lessons with you guys over the next two weeks. In this episode, I share 12 ranging from relationships, to investing, to passion. 1. Life is terribly short - especially when you have to drink cheap coffee.  2. Criticise by profession, praise by name.  3. The way we spend our days is ultimately how we live our lives.  4. Bad things only happen when you’re uninsured.  5. You cannot predict the future, yet your success as an investor is...
Published 07/05/21
This week I discuss some of the news coming out about inflation in US. Are higher inflation rates here to stay and what can we do to position out portfolio against higher infaltion. Notes EP23: Should You Invest In Gold? Inflation-Linked Bonds issued by the South African Government The Financial Times - ‘Kind of crazy’: how the booming US used-car market is driving inflation” Business Insider - “Millennials are getting screwed again by their 2nd housing crisis in 12 years” Warren Buffett's...
Published 06/21/21
In this week's episode, I give a summary of Warren Buffett's 2020 annual letter to shareholders. If you don't already know, Buffett is the chairman and CEO of the massively successful Berkshire Hathaway and has the greatest investing record ever...
Published 04/18/21
This week is a bit of an unconventional podcast episode. Instead of my usual talk on investing and money, this week is a word of encouragement. To all those who see themselves in a dark place, or you just feel like life is passing you by, this one is...
Published 03/14/21
This week I discuss dividend stocks: (i) what has their performance been, (ii) why they might be a good addition to your portfolio and (iii) some risks to watch out for.Show Notes:Article: The Power of Dividends: Past, Present, and FutureArticle: 5...
Published 03/01/21
In this episode, I explore the rather new problem of one household with the option of having 2 incomes. While it might sound like an easy math problem (2 are better than 1), there's a bit more nuance in how it actually works out.Notes:BLS Data:...
Published 02/08/21
This week we dive into the Coreshares S&P500 Feeder ETF. This ETF tracks a basket of the 500 largest US companies by market cap and has done phenomenally well in the past decade.Links:ETF: Coreshares S&P500 Feeder ETFIndex: S&P500 Index
Published 02/04/21
This week, I have Brendan Dale of the popular finance blog, Take Charge of Your Money. In this episode, we discuss how he came to realise he was in some serious money problems, what he had to change and how he's planning to retire. We discuss topics...
Published 02/01/21
Retirement can be a rather intimidating prospect, especially with all the information out there. In this episode, I break down a Retirement Annuity (RA) for retirement planning in South Africa: (1) What is it?, (2) How it works?, and (3) Why you might...
Published 01/25/21
This week we discuss the Satrix Divi ETF, and if it's even worth considering it when SA Retail Savings Bonds are yielding 7.25% at the moment?
Published 01/21/21
This is Part 2 of my interview with Jordan Nel of Vineyard Holdings. Previously we discussed books and value investing and in this episode, we go through mental models to aid decision making, surrounding yourself with different people and whether or not...
Published 01/18/21
In this new segment of the podcast, I give you a quick summary of the ETF's listed on the Johannesburg Stock Exchange - What they're about, how much they charge and what might be some risks to think about. Listen all the way to the end to hear my...
Published 01/13/21
In this week's episode, I have the honour of interviewing Jordan Nel, a South African equity investor focussed on bringing value back to the South African equity and business markets. In Part 1 of this 2 part episode, we discuss a broad range of topics...
Published 01/11/21
In this week's episode, we take a look at bubbles - (1) how they form, (2) what are the common characteristics of bubbles, and (3) what causes them to burst. I also take a look at some of the current metrics we have for the tech sector today and compare...
Published 01/03/21
This week I'm talking about self-reflection. I believe that in today's world of fast-paced, always busy, self-indulgent culture, we haven't had a chance to cultivate self-knowledge. In this episode, I go over some reflections from 2020 and then try and...
Published 12/21/20
In this week's episode, I go over the investment case for gold: (i) why investors consider gold, (ii) and how much gold should be in your portfolio. I also discuss some easy ways for South Africans to invest in gold right at the end of the podcast.
Published 12/14/20
In this episode, I discuss how we currently measure inflation and what the mains points of contention around these measurements of inflation are. I discuss constant-standard-of-living vs constant-standard-of-satisfaction measures and how inflation might...
Published 11/30/20
This week I have the one and only Frugal Local on for a two-part interview. In this half of the interview, we discuss: (1) lifestyle creep, (2) how to leverage your connections, (3) the transition from his 3 bedroom house into one of his investment...
Published 11/23/20
This week I have the one and only Frugal Local on for a two-part interview. In this episode, we discuss: (1) how he got his name, (2) starting small, (3) credibility using social media, (4) his personal property investments, (4) good debt vs bad debt,...
Published 11/16/20
A Framework to Executing at Life: An Espresso Lovers' Guide. This week is a bit of a coffee geek out mixed with some practical frameworks for evaluating problems and making micro-adjustments in order to meet your goals. So if you're struggling with...
Published 11/02/20
With the upcoming US election just around the corner, I thought it would be a good idea to look at how the stock market performs historically around elections and whether or not it will make a difference to our portfolios.
Published 10/26/20
In this episode, I talk through what it means to be a minimalist and how it could provide better returns and happier lives for investors. Often we find ourselves trapped in a tornado of information, decisions and stuff. What if removing all of this...
Published 10/19/20