
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
| Publishes | Monthly | Episodes | 31 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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
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
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
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
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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.
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 🤘
Great start to Allan Gray podcast. Keep it coming! Well worth a listen for anyone interested in investing and portfolio construction.
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Apple Podcasts | #86 |
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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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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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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
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