South Africa, every mention
34 scenes · ← back to South Africa
tap a year for its mentions
every year anyone Colin Smith 10Adam Karr 5Jenny Heller 4Farouk Miah 4Paul Black 3Meredith Jenkins 3James Aitken 3Dr. Charles (Sarel) Vorster 3Brett Jefferson 3Rahul Moodgal 2
Verbatim, from the transcripts: the passages where South Africa comes up
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 3:08 James Clark I was actually born in South Africa. 2 times in the scene
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 26:29 George Mikulakis And then I grew up in South Africa, so that tends to be a market I play in, and I lived in Australia, so that tends to be a country we do things. 2 times in the scene
Adam Karr – Extreme Alignment at Orbis (EP.338)
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 3:15 Richard Craib South African time.
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 37:54 Paul Assaiante But I remember one of the boys from Bloemfinton, South Africa came into my office.
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 13:34 Colin Smith South Africa is a very, very big part of that, about 60% in terms of number of names, as well as market cap. 2 times in the scene
- ▶ 18:20 Farouk Miah Number two, they're actually a subsidiary of an even larger group, the MTN group of South Africa.
- ▶ 33:13 Colin Smith So they, they do exist, but they're often skewed by whether they include South Africa or not. 2 times in the scene
- ▶ 34:54 Colin Smith A historically low inflation economy like Kenya or South Africa should see less depreciation than a higher inflation economy like Ghana or Nigeria, and those things are really important for us to understand because when we're making…
- ▶ 43:09 Colin Smith So far this year, even with all of the restrictions and thankfully the world now opening up again, but we've already been to South Africa, we've been to Ghana, we've been to Egypt, and we're probably going to go other places as well before… 2 times in the scene
- ▶ 48:55 Farouk Miah Um, South Africa obviously is much more developed market than Ghana or Egypt. 3 times in the scene
- ▶ 50:17 Colin Smith If you take South Africa and Nigeria at the moment, for example, both of those countries have been out of favor for different reasons over that 2015 to 19 period.
- ▶ 58:35 Colin Smith It doesn't affect our portfolio, and people happily invest in South Korea, despite it being right next door to North Korea, and yet they might use the excuse of issues in Mozambique to prevent an investment in South Africa.
- ▶ 1:08:04 Colin Smith He loved it a lot, but it was really a very common phrase for his generation in Zimbabwe and South Africa in particular, maybe something to do with
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 29:47 Meredith Jenkins You probably didn't get, you were going to South Africa right before Omicron. 3 times in the scene
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 29:43 Rob Citrone And South Africa had some bad leadership, and they're trying to come out of a real hole that the past president put them in, but I think they're really behind the eight ball and not very constructive on that.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 39:53 James Aitken It could be South Africa, or it could be something like Australia, or if one trusts Trudeau, who knows, the Canadian dollar. 2 times in the scene
- ▶ 44:44 James Aitken Tactically, and unsurprisingly, people are looking to commodity exporting countries and currencies, such as Brazil, South Africa, Australia, to some extent Canada, to hide out or to benefit from this turmoil, and I think that's probably…
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 6:27 Manny Citron Riding from Cape Town in South Africa to just north of Ethiopia.
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- ▶ 5:51 Brett Jefferson My dad was in Durban, South Africa. 3 times in the scene
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 21:31 Eric Peters Chinese urbanization created this huge demand for natural resources, not just in one country, but globally, whether it's Australia or Brazil or South Africa.
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- ▶ 37:57 Dr. Charles (Sarel) Vorster So when I speak to colleagues from Brazil or India or South Africa,
- ▶ 39:21 Dr. Charles (Sarel) Vorster When I first started operating in the US, you know, I'm South African.
- ▶ 51:19 Dr. Charles (Sarel) Vorster For me as a South African, I mean, I love swimming in the ocean and having a barbecue outside.
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 11:41 Dan Ariely So I was in Soweto, a different slum in South Africa, and I was sitting in a place that sells funeral insurance. 2 times in the scene
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 1:01:45 Rahul Moodgal Probably South Africa, where, you know, as a kid, I learned a lot about South Africa. 2 times in the scene
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:08:21 Chris Ailman The former CalPERS Global Equity, Christy Wood had run the Global Equity portfolio, so I knew her for years, and suggested, you know what, back in South Africa, you had the Sullivan principles.
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
- ▶ 1:07:00 Brent Beshore Well, in hindsight, I went surfing in South Africa with a 12 foot or 14 foot great white right nearby and didn't realize it.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 6:45 Paul Black I met an EF Hutton broker, and he told me to start buying South African gold stocks. 3 times in the scene
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 5:58 Ted Seides Our conversation starts with Jenny's frustrating experiences with nonprofit microfinance in South Africa and India, and turns to her career allocating money on behalf of nonprofits and families.
- ▶ 7:07 Jenny Heller I spent a semester in South Africa, and I was a liberal arts political economy major. 3 times in the scene
- ▶ 9:28 Jenny Heller That period of time in South Africa, and I also spent six months living in India prior to business school, working for an NGO, trying to scratch my microfinance itch, and I think some learnings have coming, have come out of both of those…