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.

Part 1

Joined by Viv Govender of Rand Swiss Offshore, we discuss, podcasting, the power of content producers and influences. The growth of TikTok. Joe Rogan's Spotify deal, Call Me Daddy podcast beef with Barstool Sports & the investment case for FAANGs.

Part 2

Joined by Martin Smith of Anchor Capital we discuss LVMH & it's deal with Tiffany's, PlayStation 5 reveal & what it means for Sony, Billionaire purchasing habits, Microsoft & how they treat their portfolio companies (Skype & XBox) & the future of LinkedIn's future, Robinhood's liquidity & AUM, EasyEquities growth and sound business model, the poor performance of audit firms in SA & investment is sports teams.