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
#180 - 180˚ Feargus O'Connor Greenwood
#178 Zak is Back &.... the wisest quote ever
#177 Brad Barrett - One Capital Management
#176 Alan Miller - Together Declaration
#175 - Jack Gibson - Real Estate, Bitcoin, Equities and Poker
#174 Akhil Patel - This valuable signal could infer the market direction for years
#173 Glen Goodman - Trading crashes and the outlook for Bitcoin
#172 Ian William - Outperformance in trading and investing - Charteris.co.uk
#171 Rob Dix - The Price of Money
#170 Mark GB - Conspiracy Theorist
#169 Heini Beretta - AuricAlternatives.com
#168 Charlie Morris - A BOLD start to the year
#167 David Murrin - This asset could double by year end
#166 Dominic Frisby - Predictions for 2023 and Kisses on a Postcard xxx
#165 Sarah Plumley - The State of the UK Education system - and what to do about it
#164 Toya Zhang, Bit.com - FTX Fallout and the way forward for Crypto
#163 Steven Wilkinson
#162 Bryan Moore - Harbor Capital
#161 Scott Campbell - Captain Yankee Jock
#160 Vitaliy Katsenelson - Soul in the Game
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