FFM podcast ep7: Meet the CIO; where macro and micro collide; the oil play

Off the back of the US federal reserve interest rate pause, after ten consecutive hikes, it was fascinating to have Terebinth chief investment officer Erik Nel in the studio. Nel chatting with BizNews' Stuart Lowman and Corion Capital's Garreth Montano, gave insights into everything macro, from interest rate cycles to business cycles, plus a good case for an oil play. Garreth brought in some of the micro challenges SA inc has to deal with on top of the macro challenges, with a keen eye on banks and some of the beaten-down SA Inc. On the data front, players have moved away from SA inc, with Sanlam, Truworths, and MultiChoice making up three of the five least-owned shares. While Sasol was the most bought in stock in week seven, potentially supporting the oil play. We've also opened up a questions section, which you can write in by going to our Twitter handle @Fantasy_Fund, emailing danita@biznews.com, or visiting www.speakpipe.com/ffm and voicing a question. Remember to make your picks each week by the market open on Monday to have a chance to win any of the prizes up for grabs. And invite your friends. Register at www.fantasyfundmanager.co.za—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don't miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices