As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

We discuss:

Black Panther - RIP Chadwick Boseman

MTN new CEO Ralph Mupita

IPP's and power cuts

Unions and Pension funds

Sovereign Wealth Funds and State Owed Enterprises

SARB and money supply

Sea Limited and Tencent

Podcast wars - Spotify, Joe Budden and Joe Rogan

Venture funds in SA - seed investment of R100,000

Purple Group

Our current investment strategies and what we are looking at now