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
#139 Charlie Morris - Why Bitcoin could go to $30k
#138 Francis Hunt - The Market Sniper
#137 Akhil Patel - What the 18 Year Real Estate Cycle predicts
#136 Marina Purkiss - Political Commentator & Tech Marketing Lead
#135 Manu Choudhary - Tech focused entrepreneur, venture investor and crypto NFT artist
#134 Jennifer Arcuri - Tech Entrepreneur
#133 Benjamin J Butler - Futurist, Writer and Speaker
#132 Martin Cohen - Critical Thinking Expert
#131 Dan Tubb TheCryptoReports.com
#130 The Great Bembridge vs Price Debate
#129 MarkGB - The Financial Reset & The Return of Trump
#128 Jasmine Birtles- MoneyMagpie.com
#127 Ronnie Stoeferle - In Gold We Trust
#126 Akhil Patel - You are HERE in the Economic cycle
#125 - What is QFS? Mercedes Van Essen (The Buddhist Trader) VS Dixie Deville
#124 Sean Walsh
#123 The Buddhist Trader– Mercedes Oestermann van Essen
#122 Ronan Maher – Samizdat Magazine
#121 The Market Sniper – Francis Hunt
#120 Danielle DiMartino Booth
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