# The Allan Gray Podcast

A podcast by Allan Gray. 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 for our clients. Allan Gray is an authorised financial services provider.

Feed: https://rss.iono.fm/rss/chan/7306

## Latest episodes

- [39. Unlocking infrastructure investment in South Africa](https://invisiblenetwork.ai/podcast/1628569287/cde172ddc02c) (2026-10-20, 42 min): audio https://dl.iono.fm/epi/prov_2857/epi_1730579_medium.m4a?p=rss
- [38. Beyond the hit rate: Making the best investment ideas count](https://invisiblenetwork.ai/podcast/1628569287/4ef22ba60d88) (2026-08-18, 36 min): audio https://dl.iono.fm/epi/prov_2857/epi_1708377_medium.m4a?p=rss
- [37. New tools, old habits: Investing in the age of AI](https://invisiblenetwork.ai/podcast/1628569287/af57ec13634a) (2026-08-06, 46 min): audio https://dl.iono.fm/epi/prov_2857/epi_1704643_medium.m4a?p=rss
- [36. Needles in a haystack: Finding the compounders that drive long-term equity returns](https://invisiblenetwork.ai/podcast/1628569287/0e2b4a0c3ed5) (2026-07-15, 62 min): audio https://dl.iono.fm/epi/prov_2857/epi_1696529_medium.m4a?p=rss
- [35. The investment case for preparation over prediction](https://invisiblenetwork.ai/podcast/1628569287/a3da6886cfb2) (2026-07-01, 37 min): audio https://dl.iono.fm/epi/prov_2857/epi_1691474_medium.m4a?p=rss
- [34. Exploring the frontier: Why elevated risk offers enticing opportunities](https://invisiblenetwork.ai/podcast/1628569287/54e38344a90d) (2026-05-04, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1672240_medium.m4a?p=rss
- [33. South Africa’s reform test: Fleeting gains or fundamental change?](https://invisiblenetwork.ai/podcast/1628569287/801fd8e46778) (2026-04-08, 48 min): audio https://dl.iono.fm/epi/prov_2857/epi_1663885_medium.m4a?p=rss
- [32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby](https://invisiblenetwork.ai/podcast/1628569287/6a9a8bd8c061) (2026-02-17, 50 min): audio https://dl.iono.fm/epi/prov_2857/epi_1647105_medium.m4a?p=rss
- [31. The cost of chasing perfection when investing – with Dr Thomas Curran](https://invisiblenetwork.ai/podcast/1628569287/5fbbf3da1e4c) (2025-12-01, 35 min): audio https://dl.iono.fm/epi/prov_2857/epi_1624234_medium.m4a?p=rss
- [30. Investment ideas that make us go hmmm – with Grant Williams](https://invisiblenetwork.ai/podcast/1628569287/4a68acdf6cac) (2025-11-05, 45 min): audio https://dl.iono.fm/epi/prov_2857/epi_1615069_medium.m4a?p=rss
- [29. Separating the numbers from the narratives](https://invisiblenetwork.ai/podcast/1628569287/7411b204bb39) (2025-10-17, 41 min): audio https://dl.iono.fm/epi/prov_2857/epi_1608776_medium.m4a?p=rss
- [28. Gold in the age of fiscal dominance](https://invisiblenetwork.ai/podcast/1628569287/b7a3fabce4e3) (2025-09-12, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1596875_medium.m4a?p=rss
- [27. From pints to Pixar](https://invisiblenetwork.ai/podcast/1628569287/2b4b42e8cbf5) (2025-06-24, 46 min): audio https://dl.iono.fm/epi/prov_2857/epi_1569355_medium.m4a?p=rss
- [26. Are global investors dependent on great expectations?](https://invisiblenetwork.ai/podcast/1628569287/319a9bc27c2a) (2025-06-06, 52 min): audio https://dl.iono.fm/epi/prov_2857/epi_1563849_medium.m4a?p=rss
- [25. SA listed property: The appeal of fixed assets in an uncertain world](https://invisiblenetwork.ai/podcast/1628569287/63ef5cf72bd5) (2025-04-24, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1549578_medium.m4a?p=rss
- [24. How money tells the story of humanity – with David McWilliams](https://invisiblenetwork.ai/podcast/1628569287/c20356594b55) (2025-02-11, 47 min): audio https://dl.iono.fm/epi/prov_2857/epi_1526408_medium.m4a?p=rss
- [23. Beyond the US: Separating the signals from the noise](https://invisiblenetwork.ai/podcast/1628569287/68ae45550278) (2024-11-19, 51 min): audio https://dl.iono.fm/epi/prov_2857/epi_1503908_medium.m4a?p=rss
- [22. A revival for South Africa’s retail giants?](https://invisiblenetwork.ai/podcast/1628569287/6da85daf422f) (2024-10-22, 53 min): audio https://dl.iono.fm/epi/prov_2857/epi_1494653_medium.m4a?p=rss
- [21. How the great election year has shaped financial markets](https://invisiblenetwork.ai/podcast/1628569287/41c2cec7603e) (2024-09-18, 51 min): audio https://dl.iono.fm/epi/prov_2857/epi_1483611_medium.m4a?p=rss
- [20. Two-pot: How to achieve better retirement outcomes](https://invisiblenetwork.ai/podcast/1628569287/d514d425f93e) (2024-08-05, 41 min): audio https://dl.iono.fm/epi/prov_2857/epi_1467779_medium.m4a?p=rss
- [19. Building multi-asset portfolios in an uncertain world](https://invisiblenetwork.ai/podcast/1628569287/5fcc7b0345bc) (2024-06-26, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1454788_medium.m4a?p=rss
- [18. Investment notes from the frontier](https://invisiblenetwork.ai/podcast/1628569287/56b06c4d15a1) (2024-05-17, 51 min): audio https://dl.iono.fm/epi/prov_2857/epi_1442441_medium.m4a?p=rss
- [17. Trends shaping the future of investment management](https://invisiblenetwork.ai/podcast/1628569287/384fb1334701) (2024-04-05, 42 min): audio https://dl.iono.fm/epi/prov_2857/epi_1422604_medium.m4a?p=rss
- [16. Timeless lessons on risk, opportunity and living a good life – with Morgan Housel](https://invisiblenetwork.ai/podcast/1628569287/3b99cfe7dfaf) (2024-02-12, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1405378_medium.m4a?p=rss
- [15. Holding steady when global markets are in flux](https://invisiblenetwork.ai/podcast/1628569287/1f51f11a66d3) (2023-12-12, 52 min): audio https://dl.iono.fm/epi/prov_2857/epi_1389554_medium.m4a?p=rss
- [14. How to be a little less wrong – with James Aitken](https://invisiblenetwork.ai/podcast/1628569287/29b6f42c2a0e) (2023-11-14, 56 min): audio https://dl.iono.fm/epi/prov_2857/epi_1380314_medium.m4a?p=rss
- [13. From Johannesburg to Japan: How to resist the magnetism of the magnificent seven](https://invisiblenetwork.ai/podcast/1628569287/e96d2624073a) (2023-09-28, 65 min): audio https://dl.iono.fm/epi/prov_2857/epi_1364588_medium.m4a?p=rss
- [12. Lessons from the winners and losers of the last five years](https://invisiblenetwork.ai/podcast/1628569287/508554d39984) (2023-08-30, 48 min): audio https://dl.iono.fm/epi/prov_2857/epi_1355041_medium.m4a?p=rss
- [11. Can long-term investors afford to invest without considering ESG?](https://invisiblenetwork.ai/podcast/1628569287/f1a3e20b6807) (2023-07-11, 51 min): audio https://dl.iono.fm/epi/prov_2857/epi_1330281_medium.m4a?p=rss
- [10. Are we entering a global stockpicker’s paradise?](https://invisiblenetwork.ai/podcast/1628569287/fd40377bfdeb) (2023-06-02, 41 min): audio https://dl.iono.fm/epi/prov_2857/epi_1316952_medium.m4a?p=rss
- [09. Why South Africa is still attractive for investors](https://invisiblenetwork.ai/podcast/1628569287/25f8bfff431b) (2023-05-05, 50 min): audio https://dl.iono.fm/epi/prov_2857/epi_1307174_medium.m4a?p=rss
- [08. The new normal: What lies ahead?](https://invisiblenetwork.ai/podcast/1628569287/9d75f5a2a7a6) (2023-03-27, 32 min): audio https://dl.iono.fm/epi/prov_2857/epi_1294094_medium.m4a?p=rss
- [07. Massive market moves: How will they shape the years ahead?](https://invisiblenetwork.ai/podcast/1628569287/93301ce3b75b) (2023-02-09, 54 min): audio https://dl.iono.fm/epi/prov_2857/epi_1277729_medium.m4a?p=rss
- [06. Do local banks offer value in an inflationary world?](https://invisiblenetwork.ai/podcast/1628569287/d96e982caf9b) (2022-12-08, 49 min): audio https://dl.iono.fm/epi/prov_2857/epi_1261068_medium.m4a?p=rss
- [05. Are better outcomes for retirement savers on the horizon?](https://invisiblenetwork.ai/podcast/1628569287/28eb3a9c1791) (2022-10-26, 36 min): audio https://dl.iono.fm/epi/prov_2857/epi_1244436_medium.m4a?p=rss
- [04. Do old investment truths still hold in the current global environment?](https://invisiblenetwork.ai/podcast/1628569287/d81d7f7aad95) (2022-09-30, 42 min): audio https://dl.iono.fm/epi/prov_2857/epi_1233865_medium.m4a?p=rss
- [03. Can South African investors continue to count on commodities?](https://invisiblenetwork.ai/podcast/1628569287/f2d9f58dd6d3) (2022-08-24, 43 min): audio https://dl.iono.fm/epi/prov_2857/epi_1219203_medium.m4a?p=rss
- [02. Can optimism rise from the inflationary ashes?](https://invisiblenetwork.ai/podcast/1628569287/acd67e0118d9) (2022-07-22, 44 min): audio https://dl.iono.fm/epi/prov_2857/epi_1207999_medium.m4a?p=rss
- [01. How to think about investing in an energy-short and volatile world](https://invisiblenetwork.ai/podcast/1628569287/b3bb223d7b6b) (2022-06-08, 62 min): audio https://dl.iono.fm/epi/prov_2857/epi_1191484_medium.m4a?p=rss

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.