Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

From AI hype to market cracks: Ranmore's Sean Peche warns of a looming US unravelling - BNIC#2 Q&A

41:52
 
Share
 

Manage episode 507889472 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
At BNIC#2 in Hermanus, Ranmore Fund Management's Sean Peche delivered a sobering warning on global markets, arguing that the US is in "injury time" as passive funds distort valuations and private equity exits stall. He cautioned that while AI is real, history shows revolutionary technologies rarely translate into long-term shareholder wins. Peche pointed to Bitcoin hype, stretched US mega-cap valuations, and the dangers of performance fees, while outlining Ranmore's disciplined approach: focus on value, diversify globally, reduce client fees as the fund scales, and stay humble. His message — don't get swept up in stories, pick the losers, and always be able to sleep at night.
This BizNews production is brought to you by Brenthurst Wealth. Building wealth and protecting legacies since 2004. Invest Better with Brenthurst: https://www.bwm.co.za/.
  continue reading

1959 episodes

Artwork
iconShare
 
Manage episode 507889472 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
At BNIC#2 in Hermanus, Ranmore Fund Management's Sean Peche delivered a sobering warning on global markets, arguing that the US is in "injury time" as passive funds distort valuations and private equity exits stall. He cautioned that while AI is real, history shows revolutionary technologies rarely translate into long-term shareholder wins. Peche pointed to Bitcoin hype, stretched US mega-cap valuations, and the dangers of performance fees, while outlining Ranmore's disciplined approach: focus on value, diversify globally, reduce client fees as the fund scales, and stay humble. His message — don't get swept up in stories, pick the losers, and always be able to sleep at night.
This BizNews production is brought to you by Brenthurst Wealth. Building wealth and protecting legacies since 2004. Invest Better with Brenthurst: https://www.bwm.co.za/.
  continue reading

1959 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play