Shows / Ghost Stories
Ghost Stories
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.
Episodes
Ghost StoriesGhost Stories #119: Standard Bank and Java Capital - building an integrated platform
Standard Bank and Java Capital have partnered to build an integrated real estate advisory and co-investment platform. This approach combines Standard Bank’s…
Ghost StoriesGhost Stories #118: The elephant, not the mouse - how strategic asset allocation underpins a balanced fund
Portfolio construction is clearly a passion point for Nico Katzke of Satrix. He's also a fan of analogies, so you can expect to learn about whether it's the…
Ghost StoriesGhost Stories #117: The next frontier - Satrix's Africa expansion
For more than 25 years, Satrix has helped South Africans access local and global markets through ETFs. Now, the business is taking that expertise beyond the…
Ghost StoriesGhost Stories #116: Burstone's property platform play
Burstone has evolved from a traditional property company into something very different. Instead of relying on shareholders to fund growth, the company is…
Ghost StoriesGhost Stories #115: Life after JIBAR - how Intengo simplifies the ZARONIA era
Debt has never been simple, but the shift from JIBAR to ZARONIA has added a whole new layer of complexity. In this episode of Ghost Stories, The Finance Ghost…
Ghost StoriesGhost Stories #114: The STADIO growth formula
A year after becoming the first JSE-listed company to join Ghost Stories for a results podcast, STADIO returns to discuss the next chapter of its growth…
Ghost StoriesGhost Stories #113: What every CFO should know about changing auditors
Changing auditors is not something most CFOs do often, but when the moment arrives, the decision can have far-reaching implications for governance, stakeholder…
Ghost StoriesGhost Stories #112: Decision fatigue - why important financial decisions get delayed
Modern life is a relentless stream of decisions. From school WhatsApp groups and overflowing inboxes to family logistics, work pressures and household…
Ghost StoriesGhost Stories #111: International Titans Basket Ltd - 100% capital protection, geared upside (with Japie Lubbe)
The award-winning Investec Structured Products team brings you the latest iteration of International Titans Basket Ltd. This product offers 100% capital…
Ghost StoriesGhost Stories #110: Putting performance in context - choosing the right benchmark
How do you know whether your investment performance is actually good? In this episode of Ghost Stories, The Finance Ghost is joined by Siyabulela Nomoyi from…
Ghost StoriesGhost Stories #109: The quant behind the alpha - inside Old Mutual Investment Group's Global Managed Alpha Fund
In this episode of the Ghost Stories podcast, The Finance Ghost sits down with Reza Fakie, portfolio co-manager of the Old Mutual Investment Group Global…
Ghost StoriesGhost Stories #108: Due diligence decoded - inside the modern deal risk process
Due diligence is often described as "doing your own research" before an acquisition, but the reality is far more complex. In this episode of Ghost Stories, The…
Ghost StoriesGhost Stories #107: The real risk is playing it safe
Volatility feels like risk. The daily noise, the red screens, the uncomfortable drawdowns - these are the stress points for investors. This is what might keep…
Ghost StoriesGhost Stories #106: Load shedding to load sharing - South Africa’s energy market evolves
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…
Ghost StoriesGhost Stories #105: Altron – a multi-platform, multi-decade moat
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…
Ghost StoriesGhost Stories #104: Take a byte of growth - Investec Nasdaq 100 Geared Growth
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…
Ghost StoriesGhost Stories #103: How Shari'ah-compliant investing can outperform (with Maahir Jakoet)
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…
Ghost StoriesGhost Stories #102: A market holding its breath
In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle…
Ghost StoriesGhost Stories #101: Under the hood - the data edge at WeBuyCars
In this episode of Ghost Stories, The Finance Ghost goes beyond the headline numbers and gets under the hood of WeBuyCars with Deputy CEO Wynand Beukes and CFO…
Ghost StoriesGhost Stories #100: Mining through the cycle - Sibanye-Stillwater's strategy
Sibanye-Stillwater CEO Richard Stewart has stepped into the top job at a time when the company is printing money in its gold and PGM operations. But success…
Ghost StoriesGhost Stories #99: Unleashing independent retail - the foundation of SPAR's turnaround
Reeza Isaacs is the newly appointed CEO of SPAR. As hot seats go, this one is warmer than a freshly-baked bread at your local store. With plenty of experience…
Ghost StoriesGhost Stories #98: Fixed income investing - how to move beyond cash in a balanced portfolio
In this episode of Ghost Stories, we get stuck into the world of fixed income - a space that retail investors often overlook in favour of equities. Yusuf Wadee…
Ghost StoriesGhost Stories #97: From mechanical work to judgement in portfolio management - reallocating human effort with AI
At Forvis Mazars in South Africa, the team is actively working on AI-driven solutions for clients. Shane Cooper (Head of Digital Advisory) is spearheading this…
Ghost StoriesGhost Stories #96: Public and private markets - ETFs help bridge the gap
Private markets are playing a growing role in global investing. Private equity, private credit, infrastructure and private property investments are a…
Ghost StoriesGhost Stories #95: Reeling in returns: Sea Harvest's best-ever performance
The ocean is a mystical place that has captured our imagination as a species for as long as anyone can remember. And although there are many fish in the sea…
Ghost StoriesGhost Stories #94: Shoprite's secret sauce: value retail culture meets omnichannel
Get ready for a masterclass in retail from Pieter Engelbrecht, CEO of South Africa's largest employer. If you're ready to learn about the secrets to Shoprite's…
Ghost StoriesGhost Stories #93: Budget Speech 2026 - a pivot to stability
South Africa’s 2026 Budget Speech announced a mix of bold, interesting and ultimately positive changes - especially for small businesses and South African…
Ghost StoriesGhost Stories #92: Balancing global portfolios with Europe and Japan ETFs
The team at Satrix has clearly been busy. They've launched two brand new ETFs to help South Africans tweak their exposure to offshore markets. If you're ready…
Ghost StoriesGhost Stories #91: Building sonar for navigating private credit
Ian Norden, CEO of Intengo Market, returns to Ghost Stories to talk about the sector of the market that he is passionate about: listed and private credit…
Ghost StoriesGhost Stories #90: Beyond bricks and mortar, a global property ETF made for South African investors
The first Ghost Stories podcast in 2026 opens the door to global property investments with Satrix. In this lively and insightful discussion with Lauren Jacobs…
Ghost StoriesGhost Stories #89: 25 years of Satrix - how indexation changed investing in South Africa
In the year 2000, a lot happened. There was some questionable pop music. There was also the Dot-Com Crisis, followed by a period that saw incredible equity…
Ghost StoriesGhost Stories #88: Cell C - more than just an MVNO engine
Cell C has been on quite the adventure in its efforts to carve out a sustainable competitive position. The telcos space can be brutal, with historically high…
Ghost StoriesGhost Stories #87: Lessons from 2025 - discipline over drama
As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast…
Ghost StoriesGhost Stories #86: The "always-on" mentality at Sirius Real Estate
Sirius Real Estate is a great example of a JSE-listed property fund that gives local investors a chance to participate in offshore markets. With a strategy…
Ghost StoriesGhost Stories #85: Why DIY investing and advice belong together
DIY investing is all the rage and certainly has a place in the market, but so does financial advice. As a new generation of investors power through the market…
Ghost StoriesGhost Stories #84: Assurance and trust - the route to wider blockchain adoption
A decade ago, barely anyone you knew would even have heard of Bitcoin and cryptocurrency, let alone blockchain technology. But today, the tokenisation of…