Talking with Traders

S04E13: Murray Legg: NFT speculator and investor

I had my mind blown wide open in this conversation with Murray Legg. Non-Fungible Tokens (NFT) have been gaining in popularity in recent months. What are NFTs? Why would you want to own them? Where do you trade them? In this interview, we unpack answers to all of these questions…

16 Feb 2022 49 min

S04E12: Sean Ashton: Seeking opportunities in beaten down growth stocks

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…

9 Feb 2022 50 min

S04E11: David Shapiro: 50 years anniversary on the JSE

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…

2 Feb 2022 42 min

S04E10: Mike Ledwidge. First to the kill

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…

26 Jan 2022 38 min

S04E09: Bruce Main and Willem Van Der Post. Biotech, Helium and Venture Capital

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…

19 Jan 2022 46 min

S04E08: Macro outlook for 2022 with strategist, Nick van Rensburg

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…

12 Jan 2022 1 hr 02 min

S04E07: Swapping seats. Richard Thomason interviews Garth Mackenzie

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…

8 Dec 2021 56 min

S04E06: Florian Campuzan - Private trader and trading coach in Paris

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…

1 Dec 2021 51 min

S04E05: Richard Thomason. Part time private trader with exceptional returns

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…

24 Nov 2021 47 min

S04E04: Greg "Digger" Davies. Talking about cryptos, mining and markets

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…

17 Nov 2021 36 min

S04E03: Chatting with the Finance Ghost about markets, investment themes and lessons learned

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…

10 Nov 2021 52 min

S04E02: Talking to Bruce Main about the future proof, innovative investment opportunities

Bruce Main is the CEO of Ivy Asset Management. In my first interview with him in 2020, he gave great insight into futuristic investment themes that have played out well in the past year. In this podcast, he returns to the microphone to discuss Tesla, Genetic Editing and Artificial Intelligence…

3 Nov 2021 35 min

S04E01: Chatting to Anthony Clark: Small Cap analyst with a BIG Land Rover

Anthony Clark is our first returning guest to kick off Season 4 of Talking with Traders. Small and Mid-Cap shares have had a cracker year on the JSE since I last spoke to Anthony. All of his previous stock picks from last year have done exceptionally well. In this episode,…

27 Oct 2021 43 min

Introduction to the 4th Season of Talking with Traders

Now into an eighth season, featuring an in-depth insight into Online Trading in South Africa hosted by Financial Trader, Garth MacKenzie and proudly brought to you by IG, the world leader in online trading. For more info on IG, visit /www.ig.com/za. You can also follow us on Facebook on www.facebook.com/IGtradersSA/…

27 Oct 2021 2 min

S03E10: Review of 2020 and Top 6 quotes from guests

This episode wraps up some of the most memorable market events of 2020. It also discusses 6 of the most inspiring quotes from guests who appeared on the podcast during the year.

16 Dec 2020 16 min

S03E09: The Finance Ghost : Corporate strategist by day, Investing guru by night

I’m keeping the identity of the Finance Ghost anonymous at his request. He’s a young investor with an impeccable pedigree and track record in common sense investing. His perspectives are unique and insightful. Definitely somebody worth following. In this interview we dig into his perspectives on investing and life. A…

9 Dec 2020 38 min

S03E08: Sean Ashton: Portfolio Manager at Sierra Global Fund

Sean Ashton has transitioned from #1 rated analyst, to Chief Investment Officer to global fund manager. He now runs the Mauritius based Sierra Global Fund. In this podcast, he shares his story, his approach to investing and provides some nuggets of thought leadership that are well worth listening to.

2 Dec 2020 42 min

S03E07: Andrew Todd: “The Stig” of TradersCorner

Andrew Todd has been my partner at TradersCorner from the outset. His contribution is often unnoticed but hugely significant. We met in a series of strange ways in the early naughties – initially in London in 2002. It was as if some divine force guided us towards each other. We’ve…

25 Nov 2020 42 min

S03E06: Tom Hougaard: “It’s the best loser that wins”

Tom Hougaard is a high stakes trader. He’s been trading for his own account for 11 years after a career with various brokers in the city of London. He came from humble beginnings in Denmark and has pulled himself up by his own bootstraps. He’s a straight shooter. His views…

18 Nov 2020 1 hr 16 min

S03E05: Dave Lovegrove: Melbourne based sports trader and psychology graduate

I came across Dave Lovegrove by following him on Twitter @TradedWisdom. His Tweets are pure trading psychology gold! He is a psychology graduate and a sports trader in Melbourne. He agreed to an interview. Listen to this podcast to find out about sports trading and how Dave applies his psychology…

11 Nov 2020 45 min