Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman.
In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing.
RE Capital Management
http://www.recm.co.za/
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
https://twitter.com/timfprice
Piet's Media Pick:
Ford vs Ferrari
https://imdb.to/38i6wcz
Tim's Media Pick:
The Favourite
https://imdb.to/3crpPDs
Paul's Media pick
The Gene Revolution
https://bbc.in/2Tk6Inx
Podcast links:
https://sotmpodcast.com
https://anchor.fm/stateofthemarkets
https://apple.co/2OUGW6R
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A
#198 Dominic Frisby's Portfolio REVEALED & Elon's 50 million retweet!
#197 Glen Goodman - Time to sell Bitcoin??
#196 Tracy Shuchart - "I love this more than Gold..."
#195 Steven Goldstein - Elite Traders do this..
#194 David Hunter - the time to get ready for this is NOW!
#193 John Cash - Uranium, Yellowcake and the future of Nuclear
#192 Andy Pancholi - Market Timing for 2024
#191 Mathew Maley - Market Risks ahead and reading Insider Transactions
#190 Clive Thompson - Retired Value Investor Shares Market Wisdom
#189 Tony Saliba - OG Market Wizard - CEO Liquid Mercury
#188 Hugh Willbourn - (non-financial episode) The Bug in our Thinking
#187 Danielle Di Martino Booth - Speculators will be taken down - the end of the Fed Put
#186 Carri Cee - Bitcoin People
#185 Akhil Patel - The Secret Wealth Advantage
#184 Jonathan Escott - Honest Money Initiative
#183 Tom Roderick - Macro Hedge funds and Sherbet
#182 Dana Samuelson - AMERGold.com
#181 Lawrence Lepard - Fixing the monetary system- scenarios with gold and bitcoin
#180 - 180˚ Feargus O'Connor Greenwood
#178 Zak is Back &.... the wisest quote ever
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