Talking with Traders

S03E08: Sean Ashton: Portfolio Manager at Sierra Global Fund

Sean Ashton has transitioned from #1 rated analyst, to Chief Investment Officer to global fund manager. He now runs the Mauritius based Sierra Global Fund. In this podcast, he shares his story, his approach to investing and provides some nuggets of thought leadership that are well worth listening to.

2 Dec 2020 42 min

S03E07: Andrew Todd: “The Stig” of TradersCorner

Andrew Todd has been my partner at TradersCorner from the outset. His contribution is often unnoticed but hugely significant. We met in a series of strange ways in the early naughties – initially in London in 2002. It was as if some divine force guided us towards each other. We’ve…

25 Nov 2020 42 min

S03E06: Tom Hougaard: “It’s the best loser that wins”

Tom Hougaard is a high stakes trader. He’s been trading for his own account for 11 years after a career with various brokers in the city of London. He came from humble beginnings in Denmark and has pulled himself up by his own bootstraps. He’s a straight shooter. His views…

18 Nov 2020 1 hr 16 min

S03E05: Dave Lovegrove: Melbourne based sports trader and psychology graduate

I came across Dave Lovegrove by following him on Twitter @TradedWisdom. His Tweets are pure trading psychology gold! He is a psychology graduate and a sports trader in Melbourne. He agreed to an interview. Listen to this podcast to find out about sports trading and how Dave applies his psychology…

11 Nov 2020 45 min

S03E04: Steven Goldstein: Trading coach to the Unknown Market Wizards

Steven Goldstein was formerly a proprietary trader at a number of international banks. He now coaches high level traders. Three of the traders he has coached feature in the latest book by Jack Schwager – Unknown Market Wizards. This is a fascinating discussion with somebody who truly understands high stakes…

4 Nov 2020 47 min

S03E03: Richard Thomason: Beer by day, Trader by night. Part time trader with extraordinary results

Richard Thomason works in a major multinational brewing business by day, and trades the market part time by night. Unlike the rest of the guests on this podcast series, he does not trade professionally and does not manage any client funds. He manages his own capital and has a passion…

28 Oct 2020 44 min

S03E02: PJ Sutherland: Mauritius based quant trader and serious data cruncher

PJ Sutherland has run literally hundreds of thousands of data sets to develop his trading methodology. He’s a mean reversion trader and thus looks for price discrepancies from the mean to take advantage of dislocations. He left the shores of South Africa a few years ago and now trades out…

21 Oct 2020 46 min

S03E01: Joe Bassett: US based prop trader and hedge fund manager. “Forget demo accounts. Just get involved”

Joe Bassett funded his early trading account with money he earned stringing tennis rackets in the USA. An adventure lead him to South Africa where he then spent 15 years trading with AG Capital. He recently relocated back to the USA where he now runs a hedge fund. Joe says…

14 Oct 2020 43 min

S02E10: Season 2 Roundup... Summaries, key take-aways and highlights

This episode is a summary of all the interviews from Season 2 of Talking with Traders. It focuses on the best nuggets of information that were shared by each of the guests. Some fascinating insights were shared over the 9 interviews. This podcast distils the best bits out! #Trading #TradingTips…

2 Sep 2020 1 hr 09 min

S02E09: Master of the small cap world. Talking with independent analyst Anthony Clark

Anthony Clark is the epitome of somebody who has pulled himself up by his own bootstraps. From very humble beginnings in Wales, he worked diligently to educate himself and get his foot into the stock broking world in London. He moved to South Africa in 1996 and has worked his…

26 Aug 2020 51 min

S02E08: Talking with James Gubb about creating Stock Market art and his career as a successful investor

James Gubb gained fame in South Africa in 2017 for creating a “middle finger” image on the illiquid share price chart of Gupta-owned Oakbay Resources. Prior to that James had a long history of success managing several billion rands as a fund manager. He’s had an interesting career – part…

19 Aug 2020 49 min

S02E07: From investment club founder to multi-billion Rand Asset Manager – Dr Adrian Saville

Dr Adrian Saville is the head of Cannon Asset Management. He’s built the business up from what was initially an investment club with 12 members to a multi-billion rand asset manager. He’s loved the stock market since he was 13 years old. A man of great stature – he oozes…

12 Aug 2020 39 min

S02E06: Chatting about future investment themes with a true futuristic thinker – Bruce Main

Bruce Main heads up Ivy Asset Management. He’s a big thinker and gets uncontrollably excited when he talks about the future and the investment opportunities that future themes present. We discuss his career in the market, and he drops some potential investment gems into the conversation that are well worth…

5 Aug 2020 39 min

S02E05: Discussing innovation and a wave of new retail traders with the heads of IG Markets and EasyEquities

Travis Robson used to work for Charles Savage. Now the two men are at the helms of IG South Africa and EasyEquities respectively. Although their businesses overlap in certain competing spaces, they also complement each other in some ways. Both are blazing a trail in making the equity market more…

29 Jul 2020 35 min

S02E04: Royal Air Force pilot turned trader. How Siam Kidd trades Forex

I was privileged to speak alongside Siam Kidd on stage at a trading symposium in Johannesburg in 2017. We’ve since kept in touch. Siam qualifies as a millennial, but he shows a mature approach to trading that’s lacking in many of his millennial peer group. I enjoyed catching up with…

22 Jul 2020 48 min

S02E03: 15 years of professionalism at the head of 36ONE Asset Management. Talking markets with Cy Jacobs

36ONE Asset Management is the “Real Deal” in the hedge fund and unit trust fund space. Everything the firm does screams professionalism and the firm’s consistent outperformance in its funds speaks volumes. 36ONE – going the extra degree. That shines through in this interview with the firm’s joint founder Cy…

15 Jul 2020 34 min

S02E02: Hedge fund manager with a “Quant-amental” approach. A talk with JP Verster

JP Verster is the most eloquent market commentator I’ve ever encountered in the South African market space. A huge consumer of books and financial market information – he is a wealth of knowledge on more than just markets. He gained much airtime for being short in African Bank and riding…

8 Jul 2020 34 min

S02E01: An introduction to Season 2 and a talk with Fraser Perring about short selling

Fraser Perring and Viceroy Research weren’t well known in South Africa until they gained credit for identifying the accounting scandal at Steinhoff in 2017. The firm are short sellers, meaning that they seek to take advantage of falling share prices. They made big money short selling Steinhoff and a little…

30 Jun 2020 46 min

S01E10: Season 1 Roundup... Summaries, key take-aways and highlights

It's been a great 2 months and I hope you have enjoyed listening to this podcast series as much as I have enjoyed putting it together. I got to talk with some really successful South African Traders and managed to take some great insights away from every interview. These were…

27 May 2020 52 min

S01E09: Talking with Shaun Murison about technical analysis and trading patterns

Shaun is a Technical Analyst for IG South Africa and shares my love for technical analysis. He is a regular commentator on local financial markets, making contributions to the various forms of media. He writes daily and weekly market reports for IG and has come onto this show to talk…

20 May 2020 27 min