This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Loading player...

Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.

9 Jan 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

DRDGold’s margin focus pays off

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

20 Aug 1AM 20 min

[TOP STORY] Lessons SA can take from Spain’s turnaround

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

19 Aug 2AM 6 min

All episodes