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Pint Of View Podcasts

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Pint of View

Pint Of View

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Podcasts coming to you every Saturday! Ben, Chris, Stuart and Adam enjoy a pub style conversation discussing the news that you've missed & also will be getting some special guests on to talk about niche topics Twitter & Insta: @pintofviewpod
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Join Steve and Craig for a laugh and a deep dive on subjects close to their hearts, but not close enough to any proper research or insight. From crisps to curries and beers to bands, you can expect nonsense, wild theories, and at least one completely unrelated tangent. It’s like your mates chatting in the pub, but with microphones and much less sense.
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Pops Pint

Christopher Hrynczyszyn

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Two friends talking about fatherhood over a pint. Pointers for a soon to be dad and anyone just looking to relate about raising your kid in 2021 from a father's point of view.
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The Lock In podcast, uploaded fortnightly, is provided by The Morning Advertiser, the leading content provider for the pub and bar industry since 1794. Our hosts are from media, brewing and pub operator view points giving a frank and honest view about what life running a pub business is really like.
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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 for our clients. Allan Gray is an authorised financial services provider.
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Keep'n It Real Podcast

Keep'n It Real Crew

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The podcast consists of three females with three completely different personalities and opinions. We have QT who is our wild child, Half Pint who is our silly and bubbly life of the party, and Candy who is laid back and chill. We are three black women that met and bonded over our love of skating, but we also enjoy to travel and have fun. The podcast is called Keep’N it Real because each of us has our own point of view and give our honest opinion with every topic that we discuss. We don’t hav ...
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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 managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s role as t…
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Steve, guest-star Gand and Craig ramble through pub folklore, favourite boozer types and the quirks that make British pubs special. Expect sticky-fingered bar snacks, pub-name battles and affectionate nostalgia for a dying institution. They debate the best pub types, list famous pub names, recommend reads, and reveal personal favourites—from riverf…
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A podcast where Steve, Craig and their mates discuss the most important things in life. Like pubs, holidays and bands. And crisps. This one's about bands, and we're joined our ace pal, Fitchy. We've split it into two parts, as we talked a lot. Oasis, the Beatles, boy bands, girl bands. Even Coldplay. What's your favourite? Have a listen and get qui…
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Shifting consumer patterns and behaviour. Disruptive innovations. Generational changes. These are not simply headlines; they are real challenges being navigated by investors. However, that is not all they are. They are also opportunity creators for investors who have done their homework and are deeply focused on fundamentals. Allan Gray portfolio m…
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Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock markets, initially sending US shares tumbling and then rebounding as investors hung onto news headlines as a key determinant of prices. But prices shouldn’t be confused with value, and the extr…
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South African listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade on the back of sluggish economic growth, ongoing infrastructure challenges and the impact of COVID-19 on retail and office space demand. Over the last year, the sector has shown signs of recovery. Is…
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Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according to renowned Irish economist and bestselling author David McWilliams, the greatest, enduring technological innovation of modern civilisation is not artificial intelligence or the internet – it …
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The pub sector is continually evolving, and this episode of the podcast looks at operators that are doing things a little differently, from embracing the opportunities of being a film venue, like Main Arthur of the White Cross in Groeswen to opening a school at The Swan in Clewer. We spoke to The Swan's GM, Micky Foden-Andrews about the advantages …
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The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on impulse. As investors who focus on the fundamentals, the “great election year” has challenged Allan Gray and our offshore partner, Orbis, to continue to filter the signals from the noise to identif…
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As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing improved share performance. Lower oil prices, extended periods of uninterrupted power supply and the recent interest rate cut, which heralds a shift in policy, are notable short-term tailwinds t…
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Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets. The ANC’s drastic decline at the polls and the formation of a government of national unity have been of keen interest to investors in SA Inc. Abroad, we have seen Labour take the lead by a landslide in the UK…
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The new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in case of severe financial stress. However, there are some hidden risks that investors should be aware of to ensure they don’t inadvertently offset its intended benefits. Richard Carter, head of As…
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Periods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global infl…
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Investing in frontier markets is not for the faint-hearted. But for those brave enough to look beyond material risks, such as political instability, currency fluctuations and poor liquidity, many of these smaller markets provide fertile hunting ground for compelling ideas and exposure to sectors that are not available in South Africa. In conversati…
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The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United Kingdom’s financial landscape and delay the experience by a few years. In this conversation, Dan Brocklebank, UK head of our offshore partner, Orbis, joins portfolio manager Jithen Pillay to expl…
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