Best Small Cap Institute Podcasts (2025)

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119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World 43:58

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34m ago43:58

43:58

In this episode of the [i3] Podcast, I'm speaking with Richard Brown, who is a Client Portfolio Manager with Janus Henderson Investors. And today we are going to talk about global small caps. We look at whether small caps are affected by the increasing concentration of the equity markets, particularly in the US, where technology stocks have dominat…

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When employee benefits and advice worlds collide 44:57

19h ago44:57

44:57

In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Bryan Nicol, independent financial adviser at Freedom Financial Planning; Duane Naicker, corporate partnerships executive at Alexforbes; and Johann Peens, independent employee benefits Specialist and financial adviser, to unpack one of …

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Meb Faber: Global Value, Institutional Baggage & Performance Chasing | September Round Up 46:02

22h ago46:02

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Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S.In this episode, we discuss:• Why stocks can stagnate or trail other assets l…

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Sponsored: How South African institutions are rethinking risk and returns with Investec 37:06

14d ago37:06

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In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his career jou…

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118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security 46:50

14d ago46:50

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In this episode of the [i3] podcast, “Conversations with Institutional Investors”, we speak with Mary Manning, Chief Investment Officer of the National Reconstruction Fund Corporation, a recently established $15 billion fund that has been set up to promote the manufacturing industry in Australia. We speak with Mary about the investment objectives a…

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Are small caps finally having their moment? 18:24

16d ago18:24

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In this Mind over Markets episode of Money, Markets, and Masterminds, Morningstar’s head of investments, Sean Neethling, joins Citywire South Africa to unpack the ‘size debate’. From the Russell 2000 index’s rally to South Africa’s cheap but illiquid mid- and small-cap space, we explore whether the recent rotation is a fleeting sentiment-driven tra…

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117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7 43:35

23d ago43:35

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In this episode, I'm speaking with Dr Alan Dupont, who is the founder and CEO of Cognoscenti Group. Alan is a highly respected geopolitical strategist and has advised a wide range of governmental and commercial organisations, including the Northern Territory Government, Asia Society, the Australian Strategic Policy Institute and Outcomes Australia.…

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Retiring in Africa: Cross-border lessons on building inclusive pension systems 46:50

1M ago46:50

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In this special Money, Markets, and Masterminds roundtable, we take retirement planning beyond South Africa’s borders. Host Ruan Jooste is joined by Mtho Ncube, wealth manager and employee benefits consultant at GTC in Johannesburg; LeRoy Otenyo, employee and retirement benefits consultant at Zamara Group in Kenya; and Edmond Ade, certified financi…

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How South Africa can fast-track growth 22:59

1M ago22:59

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In the latest Money, Markets, and Masterminds Long Game episode, economist and investment strategist Adrian Saville shares an evidence-based blueprint for transforming South Africa’s economy. Drawing on six decades of global data, he argues that high savings and investment rates, greater economic openness, and targeted sector development could halv…

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Is Market Volatility Incoming? | August Round up 40:04

1M ago40:04

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Submit your questions! Email: [email protected] tariffs coming back—and is the market ready?The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, t…

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116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets 1:00:52

1M ago1:00:52

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In this episode of the [i3] podcast, Conversations with Institutional Investors, we speak with Danny Latham, Partner and Head of Australia and New Zealand for Igneo Infrastructure Partners. We discuss the evolution of infrastructure assets, termed "Infrastructure 2.0," which includes renewable energy, digitalisation, and waste management. Danny hig…

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Mind Over Markets: Is the tide turning for US dominance? 20:21

1M ago20:21

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Emerging markets are making waves — and South Africa is riding high. In the latest Money, Markets, and Masterminds podcast, Citywire South Africa editor Ruan Jooste is joined by Sean Neethling, Head of Investments at Morningstar South Africa, to unpack why the MSCI EM Index is booming, how global capital is rotating away from the US, and what it me…

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What does it really cost to deliver financial advice? 15:20

2M ago15:20

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In this episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste is joined by Theoniel McDonald, Head of Financial Planning at Carmel Wealth, senior adviser at Wealth Associates, and a director at the Financial Intermediaries Association. McDonald recently spent eight months building a full cost-to-service model for his …

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When doing nothing is the smartest move 23:03

2M ago23:03

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In a market obsessed with momentum and noise, standing still can feel like failure. But what if that’s the smartest move? In this episode of Money, Markets, and Masterminds, investment strategist and GIBS professor Adrian Saville returns to unpack the behavioural traps investors fall into, the global macro shifts reshaping portfolios, and why asset…

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Advisers urged to bridge the retirement execution gap 21:02

2M ago21:02

21:02

In the latest episode of Money, Markets, and Masterminds, editor Ruan Jooste speaks with Samukelo Zwane, product head at FNB Wealth and Investments, about the findings of this year’s retirement survey—and what they mean for financial advisers. While awareness around retirement is rising, execution remains weak, and a gap has opened between clients’…

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115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies 1:07:44

2M ago1:07:44

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Ben Darwin is the Co-founder and General Manager of Corporate at Gain Line Analytics and in this episode we're going to take a look at what makes teams successful and stay successful. Ben is a former Wallaby player, having played 28 test matches for Australia. He's a former coach and a performance analyst, having worked with a number of rugby teams…

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Tail Hedging & Trend Following in 2025 | July Round Up 44:30

2M ago44:30

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Submit your questions! Email: [email protected] Tail Risk Hedging Still Worth It? And What’s Up With Trend Following and International Stocks?In this episode of the Alpha Architect Roundup, we tackle the recent market dip, the muted VIX, and what that means for tail risk hedging strategies. While investors hoping for a crash were left disap…

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The psychology of goal-based investing in turbulent times 14:53

3M ago14:53

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In the latest episode of Money, Markets, and Masterminds, Citywire South Africa is joined by Roné Swanepoel, head of sales at Morningstar Investment Management South Africa, for a conversation that brings the behavioural side of investing into sharp focus. This episode marks the 14th instalment of our Mind Over Markets podcast series with Morningst…

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114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing 59:27

2M ago59:27

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Michael Block is Chief Investment Officer of Bellmont Securities and Adjunct Industry Professor at the University of Technology Sydney (UTS), where he helped establish the UTS Anchor Fund. The UTS Anchor Fund is a live investment portfolio managed by students to give them hands on experience with managing portfolios. In this episode, we take a look…

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The fixed income playbook - risk, rates, and real returns 25:34

3M ago25:34

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In this episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste speaks with Premier Miton’s Global head of distribution, Jonathan Willcocks, and head of fixed income, Lloyd Harris about how the firm is navigating today’s fixed income environment and what it means for South African investors. The conversation covers Prem…

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Where FSCA and FCA part ways and where they don’t 34:42

3M ago34:42

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In the second podcast from Citywire’s London studios, Money, Markets, and Masterminds tackles one of the hottest issues in advice today: regulation. Citywire South Africa editor Ruan Jooste is joined by Jack Gilbert, editor of sister title Citywire New Model Adviser, to map how the global counterparts – South Africa’s Financial Sector Conduct Autho…

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Quality, conviction and calm: Investing through global turbulence 17:21

3M ago17:21

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In this episode of Money, Markets, and Masterminds, editor Ruan Jooste sits down with Joseph Stephens, senior analyst at Guinness Global Investors, to unpack how their global equity income and innovation strategies are positioning amid rising tariffs, sector volatility, and shifting investor sentiment. With clarity on dividends, resilience, and ris…

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What Monopoly can teach about investing 23:37

3M ago23:37

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What if Monopoly wasn’t just a board game but a behavioural finance simulator? Adrian Saville, MBA professor at Gibs, joins Money, Markets, and Masterminds for the fourth instalment of our ‘Long Game’ series — and it’s not child’s play. Citywire South Africa explores how he and his Gibs colleague, Professor Charlene Lew, reimagined the game to mirr…

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What's Up with Bonds?! | June Round Up 31:32

3M ago31:32

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Can Apple really be safer than the U.S. government?In this episode of the Alpha Architect Roundup, we explore the odd disconnect between credit ratings and market pricing. Apple holds a higher rating than the U.S.—but Treasury yields suggest otherwise. What does that say about risk perception, inflation expectations, and the role of bonds in your p…

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Who inherits your client's pension if a minor dies first? 20:12

3M ago20:12

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When a parent passes away, benefits meant for their children often get caught in legal red tape. In this episode, we unpack beneficiary funds, guardianship gaps and why a will may not be enough. Fairheads’ chief executive David Hurford (pictured above) joined Citywire South Africa to explore how advisers can protect families from painful – and cost…

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113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation 44:39

4M ago44:39

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Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a true long-term mind-set. Van…

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Active vs passive – who’s really winning in SA? 14:38

4M ago14:38

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In this month’s Mind Over Markets episode, we unpack the first ever South African Active/Passive Barometer from Morningstar. Citywire South Africa editor Ruan Jooste sits down with Michael Dodd, senior fund analyst at Morningstar South Africa, to break down which managers outperformed in 2024 — and which ones didn’t make the cut. From local equity …

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Investing Amid Trade Wars with Kai Wu 50:14

4M ago50:14

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What stocks should you own in a trade war?That’s the question I posed to Kai Wu, founder of Sparkline Capital, after reading his latest blog post. His answer? It's not what most investors expect—and it goes way beyond headlines about tariffs and retaliation.We discuss:• The two key dimensions of trade exposure: sales and supply chains• Why global f…

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Podcast: Designing fund of funds that work with advisers — not instead of them 14:49

4M ago14:49

14:49

In this episode of Money, Markets, and Masterminds, recorded in situ at the Independent Wealth Retreat at Fancourt, Citywire South Africa sits down with Stuart Green, portfolio manager at Platinum Portfolios. With a career spanning the UK’s Treasury, institutional multi-management, and private wealth, Green shares how his team builds a fund of fund…

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Do Small Cap Value Stocks ACTUALLY Outperform? 14:14

4M ago14:14

14:14

Can large value stocks hold their own against small value stocks? The answer might surprise you!In this video we challenge the narrative that small value stocks dominate, explore what really matters for long-only value investors, discuss the impact of liquidity, rebalancing, and portfolio weighting, and examine evidence from U.S. and international …

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Trump’s 100 days - tariffs, turmoil and tactical moves 22:46

4M ago22:46

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Markets are jittery. US tariffs are biting. AI is going global. In this episode of Money, Markets and Masterminds, Morningstar SA’s head of investments, Sean Neethling, returns to the Citywire South Africa studio to unpack the biggest themes from Trump’s first 100 days from US tech’s fall from grace to a surging gold price. What does it all mean fo…

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The Long Game: The new trade order is forcing investors to rethink everything 15:57

4M ago15:57

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In the latest episode of Money, Markets and Masterminds, academic and investment specialist Adrian Saville returns to the Citywire South Africa studio for a wide-ranging conversation on what he calls a ‘Through the Looking Glass’ moment in global economics. Drawing parallels with Lewis Carroll’s surreal classic, Saville argues that the rules of the…

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The Trump Bear Trap | May Round Up 40:13

5M ago40:13

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The Trump Bear Trap: Volatility, Tariffs, and Factor FrustrationMarkets whipsawed through April, with sudden drawdowns, massive rebounds, and political catalysts fueling confusion. In this episode of the Alpha Architect Roundup, we break down whether this is a true bear trap—or just the cost of being a long-term, evidence-based investor.Key Topics …

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112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:34

5M ago46:34

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Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…

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Betting on Beijing – Why China may be the smartest risk SA investors can take 29:16

5M ago29:16

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Is it time for South African pension funds and private investors to reassess their bias toward developed markets – especially the US – and look to the East? In this double interview, Citywire South Africa speaks with RisCura founder and director Jarred Glansbeek and Altvest chief investment officer Akshay Karan about China’s economic choreography, …

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Is Options Hedging Worth It? with Arin Risk Advisors’s Joe DeSipio 28:10

5M ago28:10

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Is option hedging worth it — or just an expensive insurance policy?We sat down with Joe DeSipio, Chief Market Strategist at Arin Risk Advisors, to explore how professional investors think about using options for hedging, portfolio construction, and opportunistic trading.In this conversation, we cover:• Why put options are often overpriced, and what…

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Best practice leads to better advice 12:57

5M ago12:57

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Behind every piece of great advice is a solid foundation. In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Rita Cool, the head of individual consulting strategy and part of the Best Practice division at Alexforbes, to discuss what best practice really means for financial advisers and in the South African cont…

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Liberation Day, US Bearishness & Macro Momentum | April Round Up 21:22

5M ago21:22

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Submit your questions! Email: [email protected] to the Alpha Architect Round up, where we talk market news, trends and answer any questions you may have through an evidence-based lens.In this special edition, we dive deep into trend following, macro momentum, equity valuations, and the market reaction to major trade policy shifts.In th…

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Is it time-out for Trump’s tantrum? 16:56

5M ago16:56

16:56

In this episode of Money, Markets & Masterminds, Citywire South Africa is joined by Morningstar SA’s head of investment Sean Neethling to unpack the so-called Trump tariff tantrum. With sweeping US tariffs hitting markets globally – and South Africa not spared – we explore what this geopolitical jolt means for investors, asset prices, inflation, an…

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111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio 34:37

6M ago34:37

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In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show! Overview of Podcas…

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How to Trump-proof your portfolio 18:35

6M ago18:35

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In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Chantelle Baptiste, portfolio manager and head of equity research at Fairtree, to discuss the biggest financial trends shaping 2025. With market swings following every Trump statement, growing policy uncertainty, and South Africa’s own economic challenges, how …

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How taxes are killing South Africa’s economy 23:53

6M ago23:53

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With value-added tax (VAT) hikes, rising income tax burdens, and thousands of non-compliant taxpayers, has South Africa’s economy reached its tax tipping point? In this episode of Money, Markets, and Masterminds, Citywire South Africa and Keith Engel, CEO of the South African Institute of Taxation, break down the true impact of government tax polic…

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Podcast: How Trump fails economics 101 20:25

6M ago20:25

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In this episode of Money, Markets and Masterminds, Citywire South Africa is joined by economist Professor Adrian Saville for the second instalment of the bi-monthly chapter of ‘The Long Game’. We break down economic principles, challenge political rhetoric and assess US President Donald Trump’s economic policies against real-world data. From tariff…

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The Deep Seek effect - a game-changer for global markets? 21:17

6M ago21:17

21:17

In this episode of Money, Markets and Masterminds, we dive into the ‘Deep Seek effect’ and how this Chinese AI start-up is shaking up investor sentiment and challenging long-held market narratives. With geopolitical uncertainty, shifting global equity trends and the dominance of US tech under scrutiny, Sean Neethling, head of investments at Morning…

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110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration? 30:30

6M ago30:30

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In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data…

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Dollar Weakness, Factor Portfolio Construction & Regression Noise | March Round Up 39:20

7M ago39:20

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Submit your questions! Email: [email protected] to the Alpha Architect Roundup!In this episode, we dive deep into:Factor investing strategies – How much should you concentrate a portfolio?Separate vs. combined factor funds – What’s the best approach?Regression vs. characteristics – Which method is more effective?Rebalancing factor port…

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Are US equities in bubble territory? 20:32

7M ago20:32

20:32

The US equity market has been a dominant force in global investing for decades, but is it now too concentrated – and too expensive? In the latest episode of Money, Markets and Masterminds, Citywire South Africa sits down with Anton Eser (pictured below), CIO at 10X Investments, to discuss the state of the US market, the risks of a potential bubble,…

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The FPI’s 2024 Planner of the Year tells his story 20:27

7M ago20:27

20:27

In this episode we sit down with Rudolph Geldenhuys, the 2024 Financial Planning Institute (FPI) Planner of the Year, to discuss his experience competing for the FPI award. Geldenhuys, who is a senior financial planner at WealthUp, explained the rigorous three-round evaluation process, which tested his financial planning expertise, business acumen …

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109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model 28:10

7M ago28:10

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In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show! Overview o…

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Trump Tariffs, NVDA Bear Case & Dividend Capture Theory | February Round Up 28:23

7M ago28:23

28:23

Submit your questions! Email: [email protected] to the Alpha Architect Roundup! In this episode, we dive deep into:NVDA's $500B stock wipeout – What happened and why?AI investing risks – Is the AI bubble bursting?Tariff wars & macro trends – How will they impact markets?Portfolio strategies – Should investors adjust their holdings?Mome…