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Artwork for Ghost Stories

Ghost Stories

The Finance Ghost
South Africa
Etfs
Satrix
Emerging Markets
Investment Strategies
Investec
JSE
Structured Products
Economic Growth
Cloud Computing
Stadio Holdings
DIY Investing
Investing
Diversification
Load Shedding
Cybersecurity
Data Management
Tax-Free Savings Account
Exchange Traded Funds
Renewable Energy

Ghost Stories is a long-form podcast that gives me the opportunity to have deeper conversations with founders, executives and market participants who have a great story to tell.

PublishesWeeklyEpisodes25Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Ghost Stories

Latest Episodes

The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of load shedding. What once felt like a permanent crisis has receded into the background, but the real story ... more

The Finance Ghost welcomes Altron CEO Werner Kapp fresh off a standout capital markets day that left a strong impression: this is a business whose growth story isn’t tightly tethered to South Africa’s traditional economic constraints. From FinTech an... more

In this episode of Ghost Stories, The Finance Ghost sits down with Investec’s Brian McMillan, fresh off collecting the “Best Issuer in Africa” award in Stockholm on behalf of the Investec Structured Products team. The team's product innovation and ab... more

In this episode of Ghost Stories, we welcome Old Mutual Investment Group to the platform for the first time. The Finance Ghost sits down with Maahir Jakoet, lead manager of the Old Mutual Global Islamic Equity Fund, to look back on a decade of top qu... more

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Recent Guests

Werner Kapp
CEO of Altron
Altron
Episode: Ghost Stories #105: Altron – a multi-platform, multi-decade moat
Maahir Jakoet
Lead manager of the Old Mutual Global Islamic Equity Fund
Old Mutual Investment Group
Episode: Ghost Stories #103: How Shari'ah-compliant investing can outperform (with Maahir Jakoet)
Nico Katzke
Head of Portfolio Solutions at Satrix
Satrix
Episode: Ghost Stories #102: A market holding its breath
Wynand Beukes
Group Deputy CEO
WeBuyCars
Episode: Ghost Stories #101: Under the hood - the data edge at WeBuyCars
Chris Rein
CFO
WeBuyCars
Episode: Ghost Stories #101: Under the hood - the data edge at WeBuyCars
Richard Stewart
CEO of Sibanye-Stillwater
Sibanye-Stillwater
Episode: Ghost Stories #100: Mining through the cycle - Sibanye-Stillwater's strategy
Reeza Isaacs
CEO of Spa (formerly CFO), invited guest
Spa
Episode: Ghost Stories #99: Unleashing independent retail - the foundation of SPAR's turnaround
Yusuf Wadee
Representative from Satrix
Satrix
Episode: Ghost Stories #98: Fixed income investing - how to move beyond cash in a balanced portfolio
James Turp
Portfolio strategist/manager
Ninety One
Episode: Ghost Stories #98: Fixed income investing - how to move beyond cash in a balanced portfolio

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#32
South Africa/Business/Investing
Apple Podcasts
#106
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

Ghost Stories #105: Altron – a multi-platform, multi-decade moat
Q: What exactly is the AI factory, and how does it fit into the broader business strategy?
The AI factory is a local, NVIDIA-based initiative using curated models to automate specific use cases (e.g., insurance claims processing). It serves internal needs and client deployments, functioning as an enabler to scale offerings rather than a standalone hardware/software vendor; it competes for capital like other divisions and is guided by KPI-driven adoption of AI use cases.
Ghost Stories #105: Altron – a multi-platform, multi-decade moat
Q: How does Altron justify keeping multiple platforms together in one group rather than pursuing a more focused, single-vertical approach?
The breadth across platforms creates durable competitive advantages through federated data, diverse distribution channels, and the ability to cross-sell and optimize capital allocation. This structure reduces reliance on any single market, enabling steady annuity-driven growth and resilience in margins.
Ghost Stories #101: Under the hood - the data edge at WeBuyCars
Q: How has the Chinese vehicle entry impacted inventory strategy and pricing?
Chinese entrants have created a more deflationary market in certain price brackets, prompting a shift to lower-price brackets and a more conservative approach in higher-price brackets to manage risk while maintaining growth.
Ghost Stories #101: Under the hood - the data edge at WeBuyCars
Q: What does percentile-based buying mean in practical terms for pricing and purchases?
It means WeBuyCars now prices purchases using percentiles within defined brackets, so they pay based on where a vehicle's price sits in that distribution (e.g., 40th percentile for 3-500k cars, higher percentile for 0-250k cars), giving them control over buying costs and risk.
Ghost Stories #100: Mining through the cycle - Sibanye-Stillwater's strategy
Q: Can we expect more deal-making under your leadership, or is the focus on maximizing value from the current portfolio?
The strategy emphasizes creating value from the existing portfolio through optimizing operations and targeted M&A when it adds clear value, but short-term focus remains on brownfields projects and extending mine lives while shoring up the balance sheet for cycle resilience.

Audience Metrics

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Frequently Asked Questions About Ghost Stories

What is Ghost Stories about and what kind of topics does it cover?

This show concentrates on high-level business and investment strategy with a South Africa tilt, frequently featuring executives, financiers, and market insiders who offer practical insight into portfolios, capital allocation, and growth strategies. Across recent episodes, topics span ETFs and fixed-income investing, private markets, AI-enabled data solutions for portfolio management, and corporate strategies from sectors like retail, mining, and telecommunications. The format often combines technical depth with real-world business imperatives—risk management, pricing, liquidity, and governance—aimed at investors and executives seeking actionable takeaways. A standout angle is the strong emphasis on data-driven decision-making, private-marke... more

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Which podcasts are similar to Ghost Stories?

These podcasts share a similar audience with Ghost Stories:

1. Magic Markets
2. MoneywebNOW
3. The Money Show
4. BizNews Radio
5. WorldWide Markets with Simon Brown

How many episodes of Ghost Stories are there?

Ghost Stories launched 4 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Ghost Stories?

Recent guests on Ghost Stories include:

1. Werner Kapp
2. Maahir Jakoet
3. Nico Katzke
4. Wynand Beukes
5. Chris Rein
6. Richard Stewart
7. Reeza Isaacs
8. Yusuf Wadee

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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