Podcast Index

Podcasts

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The Investment Perspective, with Ninety One The Investment Perspective, with Ninety One Ninety One Kabbalah: Lezioni del giorno | mp3 #kab_ita Kabbalah: Lezioni del giorno | mp3 #kab_ita Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp3 #kab_ron Kabbalah: Daily Lessons | mp3 #kab_ron Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp3 #kab_fre Kabbalah: Daily Lessons | mp3 #kab_fre Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp3 #kab_hun Kabbalah: Daily Lessons | mp3 #kab_hun Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp4 #kab_ron Kabbalah: Daily Lessons | mp4 #kab_ron Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah Media | mp4 #kab_ron Kabbalah Media | mp4 #kab_ron Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah Media | mp3 #kab_hun Kabbalah Media | mp3 #kab_hun Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah Media | mp4 #kab_hun Kabbalah Media | mp4 #kab_hun Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah Media | mp3 #kab_ron Kabbalah Media | mp3 #kab_ron Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp4 #kab_hun Kabbalah: Daily Lessons | mp4 #kab_hun Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp3 #kab_por Kabbalah: Daily Lessons | mp3 #kab_por Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Psychology In Seattle Podcast Psychology In Seattle Podcast Kirk Honda Troubled Minds Radio Troubled Minds Radio Troubled Minds Media Rose Pricks: A Bachelor Roast Rose Pricks: A Bachelor Roast Stefanie Taylor Santo Rosario Santo Rosario Tele VID Moment of JOI Moment of JOI Menachem Lehrfield Repair Shop Reckoning Repair Shop Reckoning Kevin Brown Interrogation Tapes Interrogation Tapes OBOMEDIA ENTERTAINMENT アニメ!アニメ! アニメ情報 アニメ!アニメ! アニメ情報 株式会社イード High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa Jewish Stories to Inspire: Motivational & Spiritual Stories Based on the Torah's Ethics, Values and Wisdom Jewish Stories to Inspire: Motivational & Spiritual Stories Based on the Torah's Ethics, Values and Wisdom Stories to Inspire Eagles Nest Church Nottingham Eagles Nest Church Nottingham Eagle’s Nest Church Nottingham かにすけの雑談進化論🦀 かにすけの雑談進化論🦀 かにすけ🦀毎週月曜8時にコメディドラマ配信中🐈‍⬛ Radio UMH Radio UMH Radio UMH A Time to Care: The Caregivers Podcast A Time to Care: The Caregivers Podcast Isabel Melgarejo on The Whole Care Network Swebbtv Swebbtv Swebbtv The Real Investment Show (Full Show) The Real Investment Show (Full Show) Lance Roberts The Podcast of the Lotus Eaters on Odysee The Podcast of the Lotus Eaters on Odysee The Podcast of the Lotus Eaters TFL Talkin' Trucks TFL Talkin' Trucks www.tfl-studios.com Physical Preparation Podcast Archives - Robertson Training Systems Physical Preparation Podcast Archives - Robertson Training Systems Mike Robertson Jovem Pan Top News Jovem Pan Top News Jovem Pan Kelly Corrigan Wonders Kelly Corrigan Wonders Kelly Corrigan Books & The Biz Books & The Biz Dan Paulson and Richard Veltre CFR On the Record CFR On the Record Council on Foreign Relations Inversión Inmobiliaria Inversión Inmobiliaria Capital Radio 5-Minute Daf Yomi with Rabbi Shmuel Herzfeld 5-Minute Daf Yomi with Rabbi Shmuel Herzfeld Rabbi Shmuel Herzfeld
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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