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The Allan Gray Podcast

Allan Gray
Investment Strategies
Gold
South African Listed Property
Behavioral Finance
Covid-19
US Dollar
Biases
Interest Rates
Debt To GDP Rates
Central Bank Purchasing
Psychology
Economic Growth
Reits (real Estate Investment Trusts)
Distributable Earnings
Geopolitical Tension
Emerging Markets
Perfectionism
Risk Management
Automation In Investing
Inflation

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. Through conversations with investment professionals from Allan Gray and various expert guests, we aim to give you insight into how we view the world and how this shapes the way we construct our portfolios to deliver long-term returns ... more

PublishesMonthlyEpisodes32Founded4 years ago
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Artwork for The Allan Gray Podcast

Latest Episodes

For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed and political tides turned across major economies. Amid these contrasts, investors and advisers... more

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Is perfectionism costing us more than we realise in mental health, life and investment decision-making? Our head of Group Savings and Investments, Shaheed Mohamed, and Dr Thomas Curran, a leading academic on perfectionism and bestselling author, expl... more

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While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. Chief investment officer Duncan Artus and renowned author and publisher Grant Williams unpick past events and explo... more

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There is often a great disparity between a stock’s market value and what it is fundamentally worth. In conversation with portfolio manager Rory Kutisker-Jacobson, Mark Dunley-Owen, portfolio manager from our offshore partner, Orbis, explores global i... more

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Recent Guests

Dr. Daniel Crosby
Psychologist and expert in behavioral finance, author of The Soul of Wealth.
Episode: 32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Dr. Thomas Curran
Associate Professor of Psychology at the London School of Economics and Political Science, and world-leading expert on perfectionism.
London School of Economics and Political Science
Episode: 31. The cost of chasing perfection when investing – with Dr Thomas Curran
Grant Williams
Host of the Grant Williams Podcast and author
Grant Williams Podcast
Episode: 30. Investment ideas that make us go hmmm – with Grant Williams
Mark Dunley-Owen
Portfolio manager in the multi-asset team at Orbis, with extensive experience at Allan Gray and Orbis.
Orbis
Episode: 29. Separating the numbers from the narratives
Rob Perrone
Former offshore partner at Orbis, member of the London-based investment team
Orbis
Episode: 26. Are global investors dependent on great expectations?
David McWilliams
Author, economist, and podcaster
Episode: 24. How money tells the story of humanity – with David McWilliams
Ben Preston
Colleague from the investment team at Orbis; directs capital in the Orbis Global Equity Strategy
Orbis
Episode: 23. Beyond the US: Separating the signals from the noise

Host

Rory Kutisker-Jacobson
Portfolio manager on Allan Gray's investment team and your host for this episode.

Reviews

5.0 out of 5 stars from 56 ratings
  • Financial gem of a podcast

    I really look forward to the next podcast every time. Thank you for quality host and guest(s). Super relevant to anyone who does any form of investing.

    Apple Podcasts
    5
    andainck
    South Africa4 months ago
  • Transparency is everything

    Being a pro AG broker love how my clients are able to so easily access their insights on the global and local economic situation local and foreign markets being so transparent super impressive keep it up 🤘

    Apple Podcasts
    5
    dieter hough
    South Africa3 years ago
  • What are people missing…

    Great start to Allan Gray podcast. Keep it coming! Well worth a listen for anyone interested in investing and portfolio construction.

    Apple Podcasts
    5
    Jürgen from SA
    South Africa4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There is a strong emphasis on transparency and accessibility to investment knowledge, making complex topics understandable.
Listeners appreciate the quality and relevance of the insights, especially regarding investment strategies and market dynamics.
Engaging discussions with expert guests enhance the overall listening experience, keeping the audience informed and motivated.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Q: What are the key dimensions clients evaluate when choosing an advisor?
Clients evaluate advisors on warmth and competence; competency alone does not build trust unless paired with a warm, human connection.
32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Q: What is the mechanism by which advisors reduce the behavior gap?
Advisors add value primarily through behavioral coaching, preventing clients from making poor investment decisions based on their emotions and biases.
32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Q: What are some examples of practical systems for individual investors?
Automating financial contributions helps make it easier for individuals to invest consistently, which can enhance wealth accumulation over time.
32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Q: Does knowing about biases help at all?
Knowing about biases is necessary but not sufficient to change behavior; education, environment, and encouragement are key factors that influence outcomes.
32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby
Q: What should listeners know about your journey getting into this space?
Dr. Crosby shares that he started with a PhD in clinical psychology but shifted to behavioral finance after recognizing that psychology plays a critical role in financial decisions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Allan Gray Podcast

What is The Allan Gray Podcast about and what kind of topics does it cover?

A variety of pressing investment topics are examined, focusing on the impacts of psychological factors, geopolitical events, and global economic shifts on portfolio strategies. The discussions often highlight the importance of historical context and adaptability in investment approaches, emphasizing themes like perfectionism in investment behavior, evolving perceptions of risk, and the necessity of skepticism towards popular market narratives. Unique insights from both hosts and expert guests provide listeners with valuable perspectives on navigating complexity in financial markets, making this resource noteworthy for anyone with an interest in long-term investments and financial decision-making.

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Which podcasts are similar to The Allan Gray Podcast?

These podcasts share a similar audience with The Allan Gray Podcast:

1. Hidden Forces
2. Macro Voices
3. The Market Huddle
4. Monetary Matters with Jack Farley
5. The Meb Faber Show - Better Investing

How many episodes of The Allan Gray Podcast are there?

The Allan Gray Podcast launched 4 years ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Allan Gray Podcast?

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Where can I see ratings and reviews for The Allan Gray Podcast?

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What guests have appeared on The Allan Gray Podcast?

Recent guests on The Allan Gray Podcast include:

1. Dr. Daniel Crosby
2. Dr. Thomas Curran
3. Grant Williams
4. Mark Dunley-Owen
5. Rob Perrone
6. David McWilliams
7. Ben Preston

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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