The Denker Capital podcast
Welcome to the Denker Capital podcast, where we have conversations about South African and global investment-related topics with experts in their fields. Brought to you by Denker Capital, Cape Town-based global investment manager, passionate about discovering investment opportunities in South Africa and around the world. This podcast is hosted by Denker Capital's Head of Sales, Nigel Barnes. The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.
Episodes
28 episodes
Global financials: returns, positioning and what’s next
We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman, Barry de Kock and Ben Kooyman to unpack returns, our positioning and the key themes that are shaping gl...
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Episode 28
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21:54
A new product for our global small- and mid-cap ideas
We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to capitalise on opportunities in small- and mid-cap equities in developed mark...
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Episode 27
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14:29
Kokkie Kooyman at 70: Reflections on his journey
In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investin...
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Episode 26
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15:42
Reflecting on 25 years of the Denker SCI Equity Fund
In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain i...
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Episode 25
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26:26
Navigating the narrow global equity market
In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that hav...
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Episode 24
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14:06
Saving and investing: The power of starting early
With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Cayl...
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Episode 23
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25:07
US banking crisis: What happened and what now?
In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Globa...
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Episode 22
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25:59
Banks, blockchain and ‘swimming naked’
We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mi...
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Episode 21
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33:42
Jacobus Oosthuizen on riding the global rollercoaster
In this episode, Portfolio manager Jacobus Oosthuizen talks to Nigel Barnes about how we use our process and philosophy to navigate the global environment. Jacobus uses sector and company specific examples and shares what differentiates the Denker...
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Episode 19
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16:20
Is it time to replace fear with FOMO?
In this episode, all of the Denker Capital portfolio managers chat to Nigel Barnes about the current and near-term prospects within the local and global areas that they cover.
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Episode 18
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16:48
Global financials: Does the market have some catching up do to?
It’s the 31st of August 2022, and we’ve just come out of results season for the global financial sector. In this episode our head of business development, Nigel Barnes, speaks to members of our global financials team who share their feedback from ...
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Episode 17
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22:47
Balancing risk and returns in the current environment
It’s the end of August 2022, and just over five years since the launch of the Denker Sanlam Collective Investments (SCI) Balanced Fund and the Denker Sanlam Collective Investments (SCI) Stable Fund. In this episode the co-managers of these funds,...
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Episode 16
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23:55
Beyond Bitcoin: What is DeFi and how will it affect banks and investors?
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Season 13
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Episode 13
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40:58
Janus Henderson Investors on managing the hype in a world of fast moving technology
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Season 12
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Episode 12
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19:59
Shane Tremeer on our 2021 successes and what we look forward to this year
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Season 11
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Episode 11
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11:05
A review of our SA equity fund and ideas, and the platinum sector
After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the po...
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Season 10
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Episode 10
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11:41
The prospects for South African small caps
Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and f...
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Season 9
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Episode 9
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9:27
China regulatory clampdown and the impact on investments in companies such as Naspers
In a global integrated economy and with Naspers/Prosus being a significant part of the JSE, it is important to understand what recently happened in China, what has changed, and what this means for investors. Nigel Barnes chatted to Claude van Cuyc...
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Episode 7
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14:00