HeyJaredThe Allan Gray Podcast
Long-term investors have to make sense of a barrage of information, from market movements and geopolitical news to economic developments and personal finance trends.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 18, 2026
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- Earliest in this view
- Jul 15, 2026
Latest episodes
38. Beyond the hit rate: Making the best investment ideas count (opens the original)
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Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term investment outcomes are driven less by perfection and more by ensuring that the best ideas are backed with conviction and time to influence long-term returns. In the latest episode of The Allan Gray Podcast, Mica Townsend, an investment specialist in our ManCo Distribution team, is joined by Allan Gray portfolio manager Tim Acker to discuss ho
37. New tools, old habits: Investing in the age of AI (opens the original)
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Artificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy and Simon Skinner, director and head of Orbis’ Global Investment team, discuss the impact of AI on investing and market behaviour, the risks of false certainty and the enduring value of independent thinking. Allan Gray website ·
36. Needles in a haystack: Finding the compounders that drive long-term equity returns (opens the original)
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Finding long-term compounders can feel a little like searching for a needle in a haystack. While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appears in hindsight. In this episode of The Allan Gray Podcast, portfolio managers Siphesihle Zwane, Jithen Pillay and Pieter Koornhof discuss how Allan Gray searches for businesses with the potential to compound value over long periods of time. They explo
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