The COVID remains front of mind as the second wave exacts its toll. I delve into the data around a vaccine and outline how I am seeing opportunity amidst chaos.
I was interviewed by Simon Brown of Moneyweb discussing the evolution of money, how we view money today and how this has given rise to the movement toward digital assets and currencies.
Magic Markets – Episode 8
Our Crypto-Nite
Join us for an impartial view on the world of Crypto assets, Bitcoin and more as we outline the bull and bear case as well as how we see it playing a role in our portfolios.
Has the value of our assets gone up or is it just the value of our money that has gone down? What’s the common denominator?
What is money? How do we measure our wealth and is it even appropriate?
Taking stock of 2020 and lessons learnt as well as trends and opportunities I am watching in 2021!
Magic Markets – Episode 7
2021 Preview
Join us for an exciting and candid look at what worked for us in 2020, what went wrong and how we are looking at opportunities in 2021!
Magic Markets – Episode 6
Sustainable Investing
Environmental and socially responsible investing are not mutually exclusive concepts to making money. ESG metrics are important elements of any investor toolkit. In the final Magic Markets episode for 2020, we unpack the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles.
Magic Markets – Episode 5
GDP – we shake the tree
We discuss how ‘narratives’ drive how GDP is reported on. Cut through the noise and look at long term GDP trends from a South African perspective and where opportunities may lie.