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The Allan Gray Podcast

by Allan Gray

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About the show

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.

Latest episodes

38. Beyond the hit rate: Making the best investment ideas count

August 18, 2026 · 36 min

Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term investment outcomes are driven less by perfection and more by ensuring that the best…
37. New tools, old habits: Investing in the age of AI

August 6, 2026 · 46 min

Artificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this episode of The Allan Gray Podcast, Allan Gray Institutional Clients…
36. Needles in a haystack: Finding the compounders that drive long-term equity returns

July 15, 2026 · 1 hr 1 min

Finding long-term compounders can feel a little like searching for a needle in a haystack. While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than…
35. The investment case for preparation over prediction

July 1, 2026 · 37 min

In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead. However, as forecasts are seldom accurate, investors may be better served by accepting that uncertainty is…
34. Exploring the frontier: Why elevated risk offers enticing opportunities

May 4, 2026 · 54 min

Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier and smaller emerging markets, that fear weighs heavily on asset prices, often…
33. South Africa’s reform test: Fleeting gains or fundamental change?

April 8, 2026 · 48 min

Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has truly reached a turning point or is merely in the midst of a false dawn. Allan Gray…
32. How to outsmart behavioural biases when investing – with Dr Daniel Crosby

February 17, 2026 · 50 min

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…
31. The cost of chasing perfection when investing – with Dr Thomas Curran

December 1, 2025 · 34 min

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…