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
#91 Anton Tonev – Trading for yourself
#7 (SOE) Extra Tim: Investment Triage
#90 Alex Balfour
#6 (SOE) Extra Tim
#89 Craig Drake
#5 (SOE) Extra Tim
#88 Chris Macintosh
#4 Extra Tim(e) - Coronavirus & Gold
#3 Extra Tim(e)
#86 Eddie Hobbs
#2 Extra Tim(e) - What is MMT and will it destroy the Euro?
#85 Tanja Boness - The Enneagram Test
#1 Extra Tim(e) – Is MSM News bad for your wealth?
#84 Brian Dennehy – Fund Expert
#83 Prof. Tim Evans
#82 Ken Lewis: Gold
#81 Happy Brexmas Special - Quiz + Prize!
#80 Danielle DiMartino Booth – Former Fed insider's view on the markets
#79 Dominic Frisby – On Daylight Robbery
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