Shows
Basis PointsThe caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis InvestmentsInvesting is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind in the noise of markets. Today's guest wants us to take a deep breath, recognise our cognitive biases and focus on the principles of good long-term investing.Today we're joined by Alec Cutler, Director at Orbis Investments and manager of the Orbis Global Balanced Fund.We speak to Alec about:Why good investors often underperform the marketThe most common cognitive biases he seesHow the Orbis Investments team...2025-05-0544 min
Allan Gray PodcastBuilding multi-asset portfolios in an uncertain worldPeriods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host of additional variables as they pursue meaningful returns. In conversation w...2025-02-2754 min
Build AotearoaWao Summit 2024 with Aaron ThuleWao Summit 2024 is happening next week, 29th October - 2nd November.
Speakers include John Bell, Monique Kelly, Dr Jim Salinger, Alec Tang, Jane Lloyd, Dr Greg Bodeker, Sam Gibson, Paul Spoonley and more!
Tickets and information https://www.wao.co.nz/summit20242024-10-2416 min
Merryn Talks MoneyThe Secret to a Contrarian Investor's SuccessAlec Cutler of Orbis Investments joins to explain what’s behind his fund’s decade of strong returns. Plus, senior reporter John Stepek joins to discuss what a Trump Presidency might mean for your money.See omnystudio.com/listener for privacy information.2024-07-1951 min
The Allan Gray Podcast19. Building multi-asset portfolios in an uncertain worldPeriods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host of additional variables as they pursue meaningful returns.
In...2024-06-2654 minThe Allan Gray Podcast19. Building multi-asset portfolios in an uncertain worldPeriods of heightened uncertainty are inevitable when you are investing over the long term. And when it is not clear when or how things might change, multi-asset portfolio construction becomes an increasingly complex task. For some time, our offshore partner, Orbis, has warned that the environment appears to be changing, noting stickier global inflation, a shifting geopolitical landscape and higher risk-free rates. With key national elections across the globe, the transition to green energy and the rise of artificial intelligence increasing the noise, long-term investors must consider a host of additional variables as they pursue meaningful returns.
In...2024-06-2654 min
FundCalibre - Investing on the go315. From murky markets to the stock apocalypseAlec Cutler, manager of the Orbis Global Balanced fund, discusses the shifting market environment, often referred to as the "four horsemen of the stock apocalypse," and how he navigates through these turbulent times. He provides insights into his contrarian investment approach, thriving in the current murky conditions to identify and capitalise on undervalued opportunities. Explore Alec's perspectives on global markets, specific investment opportunities in the UK and Japan, and the broader implications of trends such as AI and ESG investing.What’s covered in this episode: Why “the sun is setting on Venus” Thriving in a mur...2024-05-3122 minThe Allan Gray Podcast15. Holding steady when global markets are in fluxThe Investment teams at Allan Gray and Orbis have both been talking about the huge disparities in global valuations for some time. There are pockets of the market that are incredibly cheap, but many of the most popular regions and sectors are eye-wateringly expensive. For a moment last year, it seemed as though these disparities were beginning to narrow amid rising inflation and subsequent interest rate hikes. But in 2023, things snapped back. Bond yields have risen sharply, while the areas that tend to be most vulnerable to rising rates, such as technology, have counter-intuitively also continued to rise.
...2023-12-1251 minThe Allan Gray Podcast15. Holding steady when global markets are in fluxThe Investment teams at Allan Gray and Orbis have both been talking about the huge disparities in global valuations for some time. There are pockets of the market that are incredibly cheap, but many of the most popular regions and sectors are eye-wateringly expensive. For a moment last year, it seemed as though these disparities were beginning to narrow amid rising inflation and subsequent interest rate hikes. But in 2023, things snapped back. Bond yields have risen sharply, while the areas that tend to be most vulnerable to rising rates, such as technology, have counter-intuitively also continued to rise.
...2023-12-1251 minAllan Gray PodcastHow to think about investing in an energy-short and volatile worldFrom the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the first episode of the Allan Gray podcast, Tamryn Lamb hosts a conversation with Allan Gray’s chief investment officer, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes.2023-12-121h 01FundCalibre - Investing on the go280. Seven fund managers, just ten minutes, what would you ask them?In this special bonus episode to mark ‘International Podcast Day’, the focus is on a unique FundCalibre event - fund manager speed dating. Seven journalists had the opportunity to interview seven fund managers in a fast-paced setting, delving into their views and investment philosophies. The team at FundCalibre also took the opportunity to find out more about the managers and this episode features highlights offering insights into how they found their way into the industry all the way through to their words of wisdom for the next generation of investors. This episode provides a glimpse into the personal and prof...2023-09-3023 min
Behind the Balance Sheet#26 The Pragmatist
Alec Cutler runs one of the best performing low risk global funds and has a pragmatic investing approach. In this interview, we discuss inflation and markets and what this means for stock selection. Alec explains his views on what makes for a successful investment team. And he explains the principles of investing he learned as a child from his grandmother, which still guide his investing
framework today.
Show Notes2023-09-211h 19FundCalibre - Investing on the go268. Why gold is the original cryptocurrencyAlec Cutler, manager of the newly award Elite Rated Orbis Global Balanced fund, joins us today to provide a brief introduction to the fund's philosophy, the unique charging structure of the fund and its approach to targeting long-term returns, before turning to macro events. Self-proclaimed contrarian investor, Alec, highlights the importance of patience and being comfortable with being alone and potentially being wrong - or early - in investment decisions. We shift to the ever-present topic of inflation, with Alec expressing skepticism about the Federal Reserve's ability to control it and highlighting several current — and historical — inflationary press...2023-07-2736 min
The Wealth ShowOrbis’ Cutler: Telling EMs to not use fossil fuels is ‘crazy and racist’According to Alec Cutler, a long-time vocal critic of ESG, telling emerging markets to not use fossil fuels is hypocritical, and means that they ‘won’t develop’.2023-07-2610 min
Theory of Thing Investment PodcastAlec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and moreAnother cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.2023-02-2526 min
The CircuitPython ShowAlec DelaneyAlec Delaney joins Paul and they discuss how CircuitPython uses continuous integration for development and Alec's CircuitPythonukiah project.This episode is brought to you by PCBWay. Make your dreams a reality with 10 boards starting at only $5! Thank you to PCBWay for their support of The CircuitPython Show. Learn more at PCBWay.com.2:28 What is continuous integration (CI)?4:36 How does CI make it easy for developers and contributors?8:53 What are the challenges in moving to pyproject.toml?11:11 What are the benefits of pyproject.toml?14:56 The CircuitPythonukiah17:14 Whic...2022-12-1219 min
AJ Bell Money & MarketsLearning from the 1970s, and why stocks, the pound and mortgage and savings rates are going upDan Coatsworth talks to Alec Cutler, manager of the Orbis Global Balanced Fund, about the similarities between the 1970s and today (inflation, high energy prices, difficult markets), and what investors might need to do next.
Hear from Dan and Laura Suter about why share prices and the pound suddenly perked up, what to expect if you’re getting a new mortgage, and where to find the top savings rates on cash accounts.
Discover why shares in Tesla took a pounding, and why Drax is losing ESG fans fast after a damning TV programme about where it...2022-10-0644 min
Cupcakes & Protein ShakesBikini Girl Chit Chat Ft. Alec Britton Prepping as a Wife & Mom of 3Send us a textIn this episode of Cupcakes & Protein Shakes Savana interviews Alec Britton on her journey to the stage for the first time!Follow Alec @alecbrittonfitness_Follow your Host Savana SharpInstagram ➭ @savsharp_Use the code, "SAVANAS" for 10% off your purchase at Angel Competition Bikinis https://angelcompetitionbikinis.com/Need Help Designing your dream competition suit? Sign up for a Free Consultation with me your Angel Competition Bikini's Suit Specialists. We can choose your fabric, crystals, connectors, sizing and more!https://calendly.com/savana-acb...2022-07-0156 minThe Allan Gray Podcast01. How to think about investing in an energy-short and volatile worldFrom the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the first episode of the Allan Gray podcast, Tamryn Lamb hosts a conversation with Allan Gray’s chief investment officer, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01The Allan Gray Podcast01. How to think about investing in an energy-short and volatile worldFrom the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the first episode of the Allan Gray podcast, Tamryn Lamb hosts a conversation with Allan Gray’s chief investment officer, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01The Allan Gray PodcastHow to think about investing in an energy-short and volatile worldFrom the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigating an increasingly complex and volatile environment. In the first episode of the Allan Gray podcast, Tamryn Lamb hosts a conversation with Allan Gray’s chief investment officer, Duncan Artus, and Alec Cutler, portfolio manager at our offshore partner, Orbis. Delving into many of the critical issues shaping the environment, they explain how they are thinking about these global events and positioning the portfolios for a range of potential outcomes. What has gone wrong with Naspers? · Food pri...2022-06-081h 01
UnHingedHeely VibesAlec takes his first steps into dating for real. Allison gets Heelys.
Songs:
Allison: Haircut – Chaz Cardigan
https://open.spotify.com/track/7sp7pzysWVCI2tGGjNSkFf?si=771b5b9122424e58
Alec: Stay Next To Me (With Chelsea Cutler) – Quinn XCII, Chelsea Cutler
https://open.spotify.com/track/7kTlHVCARylJAqm40yVoWE?si=41af75ab6de944cf2022-04-2255 min
The MoneyWeek PodcastAlec Cutler: it feels like the 1970s – what should you buy?Merryn talks to Alec Cutler of the Orbis Global Balanced Fund about the inflation of the 1970s compared with that of today, and what investors can do to counter it.2022-02-1854 min
The Vampire Journals: the Blade of Fantasy FootballVJP #44: Alec Baldwin May Have Done It- Sunday Morning Countdown 4Season 4, Episode 13: Well in this world wins and losses don't mean much unless you talk about it on the Vampire Journals Podcast, and have we got an excellent episode for you today. Daniel and Quinn are really proud of the work we've been doing this season and this episode we kick it up a notch in the editing room to bring you a Taratino-esque interview with the man, the myth, the star of BOTH Marquee Match-Ups of the week, Mr. Smokin' Jay Cutler, aka Purple Reign, aka Lil Mike Alstott. Daniel and Quinn kick off the pod d...2021-10-231h 19
The Red ScareBring in the Understudies!The guys reimagine what Pulp Fiction would be like, recast with Nicholas Cage, or John Cusack, instead of Eric Stoltz, or Alec Baldwin, Denzel Washington or Gary Oldman, instead of John Travolta. What if Johnny Depp was cast in Tim Roth's roll? Who knows? Well, the Scare knows that it would have been a whole different movie, if it wasn't for Quentin Tarantino’s decision to put Samuel L. Jackson, in everything. Maybe Spielberg could cast him in the upcoming Indiana Jones sequel.
Teddy got a ticket to the physical therapy gun show. Scotch-tradamus predicts the next pand...2021-06-041h 11
Alec's Angel Live's showAlec's Angel LiveFounder Nissa Salas talks with Equest Hooves for Heroes Veeteran Program Director Joan Cutler2020-04-0953 min
CYB3RPVNK RadioI NEED R3HAB 290R3HAB - I NEED R3HAB 290
www.facebook.com/r3hab
Tracklist:
R3HAB x Noah Neiman - We Do ft. Miranda Glory
Lux Holm & Almost Weekend - Getting Closer (Ft. Harley Bird) [Chill Planet]
AmPm - This Mess feat. Michael Kaneko [Play]
Fabian Mazur - If U Wanted To (feat. Cameron Forbes) [Lowly]
Nina Nesbitt - Somebody Special (R3HAB Remix)
R3HAB - Hold Me (AmPm Remix)
Griffin Stoller - With You feat. Molly Moore
Steve Void & TELY Kast - Comfortable
Griffin Stoller - Not Alone
Chad Cooper & Robaer - Wonderwall
...2018-04-131h 00
Call Me CleveEpisode 6 - We Heart House!Tired of the February Freeze? Well here's a lil' sumthin' to heat you up - more house hotness for your ears!
Thanks for the all love. Enjoy!!
The Tracks.....
1. Alive (Dub) -Aaron Ross and Sterling Ensemble feat. Ursula Rucker
2. Dance (Beats Mix) -Earth People
3. Days Gone By -Soulful Session, Rachael Calladine
4. Loving You (original) -Kenny Summit & Director's Cut present Yasmeen
5. No Better Love (Ralf GUM Remix) -Joseph Junior & MAQman
6. Jump (Original Mix) -A Lister
7. Bass Tone -Sole Fusion
8. Bass Tone-REMASTERED -Sole Fusion
9. Somebody (O...2013-02-021h 57