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
#58 Chris Clarke Trading Systems, Brexit and what we can learn from Wall Street (the films)
#57 Rob Gardner – Money: How to Earn it, Keep It, Grow it
#56 Eamonn Butler – Market Solutions from an Austrian Economics Expert
#55 Stephen Hazell-Smith AKA The City Grump
#54 Rory Sutherland - Talking Economics with a Marketing Genius
#53 Dominic Frisby's Brexit song, The future of money and what the next generation must learn
#52 The Nanny State with Christopher Snowdon of Institute of Economic Affairs
#51 Contrarian Investing with John Stepek of MoneyWeek.com
#50 Is Warren Buffett lying?
#49 This asset class could have the biggest impact on your wealth (hint - it's not equities)
#48 Happy New Fear?
#47 Merry Crashmas! - Why the market decline could be a gift - despite a crash in..
#46 The Greatest Investors you've NEVER heard of and why that could be you!
#39 State of the Markets- Finance's Best kept Secret! (rebroadcast)
#45 State of the Markets Podcast- Trend Following Special
State of the Markets Podcast Oil market Special with Angus Energy
#42 State of the Markets Podcast: S&P finally cracks, Could Japanese style deflation be on the way?
#44 - State of the Markets Podcast- how much have US rates REALLY moved?
#43 State of the Markets Podcast - What is "tokenisation" and could it be the next big thing?
#40 -Lehman's 10 Years on - What has changed?
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