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FFM podcast ep25: This too shall pass , the barbell strategy, pick and pray, energy stocks

Navigating the financial landscape: expert insights on geopolitical risks, market triggers, and value opportunities.

United statesDavid bacherAlec hoggPiet viljoenGino pozzobonAndrew vintcentStuart lowmanFederal reserveTerebinth capitalClucasgray asset managementGraham keith silverGrant morrisMiddle east warMiddle eastBlack mondayCorion capital

Depressed JSE stocks new normal is only a temporary trough

ClucasGray's Andrew Vintcent is adamant that South African stocks are discounting the worst but will rebound strongly.

South africaSouth africanPiet viljoenAlec hoggMagnus heystekAndrew vincentWynand claassenAndrew vintcentFantasy fundSa equity fundGlucasgray equity fundGlucasgray equityFormer bok captain wynand claassenMillion randMerchant restFantasy fund manager

Local v Offshore: Piet, Magnus agree on portfolio structure

Two years into the R1m local v offshore investment challenge, the performances of Piet Viljoen and Magnus Heystek have significantly narrowed

South africaSouth africanSouth africansPiet viljoenAlec hoggMagnus heystekAnthony ginsburgSimon sinekMerchant west value fundSean peche rand more fundBiznews insiderSean pecheRand more fundOffshore challengeMagnus heystekPiet viljoen

Increasingly popular Plan B destinations for South Africans

Some of the more affordable emigration options.

South africaUnited kingdomSouth africanSouth africansPiet viljoenSean pecheAmanda smitAfrican institute of taxationEuropean unionRanmore fund managementTax indabaSouth african instituteMerchant west investments

Piet Viljoen cheers the end of suddenly departed Naspers CEO

Piet Viljoen is shedding no tears for how Naspers/Prosus dispatched Bob van Dijk, its CEO of the past decade.

South africaUnited statesSouth africanBob van dykAlec hoggPiet viljoenNaspers prosusErvin tuVan dijkBob van dijkKoos bekkerGoldman sachsMerchant west value fundBiznews insiderMerchant west valueWorst storm surge

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