Talking with Traders

We welcome back Sean Ashton for a follow up interview a year after he first appeared on Talking with Traders. He manages the Sierra Global Fund. In this podcast, we talk about various growth stocks that have been severely beaten down in recent months and are beginning to look attractive. Facebook, Paypal, Teledoc and ROKU feature in this discussion, among others.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

This week sees David Shapiro celebrate his 50th anniversary as a stockbroker on the JSE. In this light-hearted interview, he shares some of his stories of 5 decades on the market. Get to know a bit more about the man behind the voice that has become affectionately known as “South Africa’s favourite stockbroker”.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

Mike Ledwidge is one of a rare group of people who “eats what he kills” in the trading arena. He’s a prop trader at Storm Trading in Cape Town. This interview is a no holds barred discussion with a trader who is at the coal face of the markets. He shares what it takes to make a living from trading.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

Bruce Main is back for a follow-up interview as we ran out of time to pick his brain in our previous interview. This time he covers ImmunityBio and Renergen. He’s also brought a colleague with him: Willem Van Der Post from Simple Capital. Willem discusses an exciting new concept: Democratised Venture Capital, available to retail investors via a token. Facebook · IG

Nick Van Rensburg is an independent macro strategist and trader based in Johannesburg. He consults to a number of hedge funds, family offices and high net worth individuals. In this interview, we take a high level look at the world from a macro perspective. Nick shares his views on the current starting position of the markets as we begin 2022, and unpacks what themes, risks and opportunities are likely to show up in the year ahead. It’s a fascinating discussion with a number of very useful insights to keep in mind for the year ahead.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

In this final episode for 2021, the roles have changed. Richard Thomason proposed interviewing Garth Mackenzie a few weeks ago. The sponsors agreed and so Garth and Richard have swapped seats. Garth becomes the guest on his own podcast and is interviewed by Richard. This interview goes back to what first spawned Garth’s interest in the markets, and talks about his career of 20 years and his approach to trading. Garth also shares a fascinating story of the euphoria and agony of trading witnessed first hand.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

This podcast takes me across the English Channel to France. I discovered Florian Campuzan on Twitter through his well-considered Tweets around trading psychology. An introductory chat convinced me that his story would make him a great guest to welcome to the podcast. I thoroughly enjoyed spending 45 minutes listening to his wisdom and experience around the way he trades.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

Richard Thomason works a full time job with a large multinational company in Cape Town. Unlike many of the guests on this podcast, he’s never worked in the investment or trading industry professionally. Yet he achieves brilliant performance on his own portfolio with exceptional discipline and skill. I catch up with Richard a year after our first interview to hear about his year past and what he’s learned to take into the future.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

Greg Davies is the head of wealth at Cratos Asset Management. He’s a returning guest to the podcast and discusses the year gone by, cryptocurrencies mining and opportunities he’s seeing to invest locally and abroad.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG

The Finance Ghost keeps his identity a secret, but his transparency around investing is no secret. In the past year, he’s taken the Finance Ghost from an afterhours side hustle to a fully-fledged business with a rapidly growing audience. In this podcast, he shares his wisdom around investment themes he’s tracking and the lessons he’s learned from the market over the past year.

CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG