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
#120 Danielle DiMartino Booth
#119 Sir Dan of C
#118 Grant Williams
ET#19 Extra Tim - Inflation, The Next Monetary System, Gamestop & The BBC
#117 Dave Collum
#116 Christmas Special with Geoff Norcott & Dominic Frisby
#115 Alex McCarron: Escape from Lockdown
#114 Steve Clapham: The Smart Money Method
#18 Extra Tim: Karen, Value and Climate change
#113 George Cooper
#112 Jonathan Escott: Fund Director, Critical Thinker of the Austrian School of Economics
#111 Barry Norris
#110 Steven Wilkinson: Good and Prosper, grasshopper glorification & what drives economic progress
#109 Nick Hudson: Coronavirus Special & The Most Important Book Ever Written
#108 Sean Corrigan: Voice of Sanity
#17 Extra Tim - The Great Reset, Stocks wobble and Tim is eyeing up this commodity
#107 Dr Kristian Niemietz of the IEA.ORG.UK
#106 Zak Mir Predicts: Trump or Biden? The 4th Dimension Party, no full stop
#16 Extra Tim - The Unsocial Dilemma, Value Rotation opportunities
#105 Benjamin J Butler: The End of Big Tech, Future-shock and The Splinternet
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