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The Allan Gray Podcast

Allan Gray
Gold
South African Listed Property
Covid-19
US Dollar
Interest Rates
Central Bank Purchasing
Debt To GDP Rates
Economic Growth
Distributable Earnings
Reits (real Estate Investment Trusts)
Investment Strategies
Geopolitical Tension
Emerging Markets
Perfectionism
Inflation
Retail Sector
Office Space
BRICS
Investment Behavior
Artificial Intelligence

Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends. Through conversations with investment professionals from Allan Gray and various expert guests, we aim to give you insight into how we view the world and how this shapes the way we construct our portfolios to deliver long-term returns ... more

PublishesMonthlyEpisodes31Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Allan Gray Podcast

Latest Episodes

Is perfectionism costing us more than we realise in mental health, life and investment decision-making? Our head of Group Savings and Investments, Shaheed Mohamed, and Dr Thomas Curran, a leading academic on perfectionism and bestselling author, expl... more

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While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. Chief investment officer Duncan Artus and renowned author and publisher Grant Williams unpick past events and explo... more

YouTube

There is often a great disparity between a stock’s market value and what it is fundamentally worth. In conversation with portfolio manager Rory Kutisker-Jacobson, Mark Dunley-Owen, portfolio manager from our offshore partner, Orbis, explores global i... more

YouTube

With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also man... more

YouTube

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Recent Guests

Dr. Thomas Curran
Associate Professor of Psychology at the London School of Economics and Political Science, and world-leading expert on perfectionism.
London School of Economics and Political Science
Episode: 31. The cost of chasing perfection when investing – with Dr Thomas Curran
Grant Williams
Host of the Grant Williams Podcast and author
Grant Williams Podcast
Episode: 30. Investment ideas that make us go hmmm – with Grant Williams
Mark Dunley-Owen
Portfolio manager in the multi-asset team at Orbis, with extensive experience at Allan Gray and Orbis.
Orbis
Episode: 29. Separating the numbers from the narratives
Rob Perrone
Former offshore partner at Orbis, member of the London-based investment team
Orbis
Episode: 26. Are global investors dependent on great expectations?
David McWilliams
Author, economist, and podcaster
Episode: 24. How money tells the story of humanity – with David McWilliams
Ben Preston
Colleague from the investment team at Orbis; directs capital in the Orbis Global Equity Strategy
Orbis
Episode: 23. Beyond the US: Separating the signals from the noise

Reviews

5.0 out of 5 stars from 56 ratings
  • Financial gem of a podcast

    I really look forward to the next podcast every time. Thank you for quality host and guest(s). Super relevant to anyone who does any form of investing.

    Apple Podcasts
    5
    andainck
    South Africa2 months ago
  • Transparency is everything

    Being a pro AG broker love how my clients are able to so easily access their insights on the global and local economic situation local and foreign markets being so transparent super impressive keep it up 🤘

    Apple Podcasts
    5
    dieter hough
    South Africa3 years ago
  • What are people missing…

    Great start to Allan Gray podcast. Keep it coming! Well worth a listen for anyone interested in investing and portfolio construction.

    Apple Podcasts
    5
    Jürgen from SA
    South Africa4 years ago

Listeners Say

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Listeners appreciate the focus on transparent insights into global markets and investment strategies.
Many find the discussions enlightening and well-suited for both novice and experienced investors.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

31. The cost of chasing perfection when investing – with Dr Thomas Curran
Q: What's the role of perfectionism in investment outcomes?
Perfectionism can lead to risky behaviors that compromise not only short-term but also long-term performance, as individuals chase perfection instead of focusing on consistent, healthy investing strategies.
31. The cost of chasing perfection when investing – with Dr Thomas Curran
Q: How can organizations and schools better support mental health in environments that reward perfectionist behavior?
By understanding that less can be more and creating an environment that allows for tangible goals and encourages mental well-being rather than constant high performance.
31. The cost of chasing perfection when investing – with Dr Thomas Curran
Q: Can you unpack the different types of perfectionism?
There are three main types: self-oriented perfectionism, socially prescribed perfectionism, and other-oriented perfectionism, each has its tragic impacts on behavior and expectations.
31. The cost of chasing perfection when investing – with Dr Thomas Curran
Q: What inspired you to write The Perfection Trap? Was it based on your own personal experience or through academic observation?
It was a bit of both, starting with a personal story of being a perfectionist which affected my mental health, leading to my academic inquiry into perfectionism.
23. Beyond the US: Separating the signals from the noise
Q: How does the investment process differ between Allan Gray and Orbis?
Orbis often looks at companies for the first time, while Allan Gray tends to refine and deepen knowledge on known shares.

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Frequently Asked Questions About The Allan Gray Podcast

What is The Allan Gray Podcast about and what kind of topics does it cover?

The content focuses on long-term investment strategies, exploring a wide array of topics including market dynamics, macroeconomic trends, geopolitical situations, and personal finance insights. Episodes feature insightful conversations between investment professionals and expert guests, shedding light on global markets and providing valuable perspectives on how these factors inform portfolio construction. A noteworthy aspect is the integration of historical context and current events, offering a unique lens through which to understand the complexities of investing in various market conditions.

Listeners are likely to find engaging discussions that not only cover technical aspects of investing but also delve into broader economic narratives... more

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Which podcasts are similar to The Allan Gray Podcast?

These podcasts share a similar audience with The Allan Gray Podcast:

1. The Money Show
2. BizNews Radio
3. Behind the Balance Sheet
4. Business Breakdowns
5. Value Hive Podcast

How many episodes of The Allan Gray Podcast are there?

The Allan Gray Podcast launched 4 years ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Allan Gray Podcast?

Recent guests on The Allan Gray Podcast include:

1. Dr. Thomas Curran
2. Grant Williams
3. Mark Dunley-Owen
4. Rob Perrone
5. David McWilliams
6. Ben Preston

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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