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
#15 Extra Tim - And The Winner IS............
#103 Akhil Patel: The Power of Cycles, where the bull market might end
#14 Extra Tim- Silver catches up, US dollar wobbles & why understanding stats is crucial
#102 Kevin Duffy: Contrarian Investing and The Coffee Can Portfolio
#101 James Delingpole: Education, Woke Marketing & Gold
#13 Extra Tim - Inflation pressures & going out for a pint!
#100 Luke Johnson: Being an Entrepreneur in 2020
#12 Extra Tim - Asia , The Media and our 100th episode!
#99 Dan Denning: Investing Defensively & bear market prospects
11 Extra Tim – Gold, Buffett & The Thing!
#98 Russell Napier: Gold, The Euro and Capital Controls
#97 P.D. Mangan: SPECIAL- Rogue Health & Fitness
#96 Tim Staermose: Professional Investor, Global Value Hunter
#95 Dylan Grice: Portfolio Construction vs Economics
#94 Jonathan Escott: Austrian School Investor, Independent Thinker
#10 (SOE) Extra Tim
#93 Glen Goodman – Crypto currencies, the next wave
#9 (SOE) Extra Tim: Bonds Bonds everywhere, yet not a drop to invest in?
#92 Gregory Wrightstone: Inconvenient Facts
#8 (SOE) Extra Tim: The Crisis' Silver lining?
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