Shows
Foord Asset ManagementFoord Insights | Building Future-Proof Portfolios: Investing in Long-Term InnovationIn this episode, Foord Singapore portfolio managers Brian Arcese and Ishreth Hassen dive deep into the evolving landscape of innovation. They explore what truly defines transformative technologies versus short-lived trends, and how investors can navigate this complex space. From AI to biotech, cloud computing, and digital finance, they discuss the real value created by innovation and how it drives long-term returns.2025-06-1218 min
Foord Asset ManagementFoord Insights | SA Equities. No growth? No problem!Join investment professional Linda Eedes and portfolio manager Wim Murray as they discuss the current state of South African equities, navigating political and economic uncertainty, and finding value in challenging markets.(01:00) - Political Landscape and Its Impact on Equities(03:00) - Is There Still Potential for Real Returns in SA Equities?(04:00) - Foord’s Investment Strategy: Focusing on Quality(06:00) - Attractive SA Businesses(07:00) - The Global Impact: US Tariffs and Trade Volatility(10:00) - Identifying Opportunities in Market Volatility(12:00) - Gold Stocks and Their Pe...2025-04-2514 min
The Wild Grace PodcastEp. 7 The Importance of being ALONE for relationship longivityThe Importance of Space in Relationships and Personal Growth with Yani FoordIn this episode of the Wild Grace Podcast, host Mallika welcomes Yani Foord, a women's empowerment coach, to discuss the significance of personal space even within a partnership. They delve into Yani's journey with her partner Sam Fraser, touching on their individual and collective spiritual growth, the transformation from co-dependency to independence, and how prioritizing space and personal rituals has enriched their relationship and creativity. Yani also shares her experience overcoming addiction and the profound impact of living authentically and responsibly. The conversation highlights the...2025-03-1252 min
Test & Code227: Mocking in Python with unittest.mock - Michael FoordThis episode is a replay of a 2021 interview I did with Michael Foord.We lost Michael in January, and I'd like to revisit this interview as a tribute. Michael Foord was a pivotal figure in the Python community and the creator of the mock library that's now unittest.mock. But he did so much more as well. His contributions continue to resonate within the developer community. This interview is just a small peek at his influence. In this episodeIntroduction to Michael FoordThe Mock Library OriginsMocking and Testing PhilosophyCareer Path and C...2025-02-0747 min
Foord Asset ManagementWhat's Shaping Global Economies and Markets?With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provides valuable insight on the forces shaping economies and markets today. This is a must listen conversation with Dave Foord and Linda Eedes.
(02:08) - What gives investors the edge today?(08:57) - Lesson learned of a forward thinking investor(10:11) - Investing in Asia - specifically Japan, India and China(13:47) - Understanding debt - what's good debt, what's bad debt and why?(17:23) - The future of the US dollar as the global reserve...2024-09-2632 min
Foord Asset ManagementFoord Insights | How Foord Is Positioned For A Shrinking JSEIn this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly.
(00:43) - Shrinking number of companies listed on the JSE
(01:40) - The structural and cyclical elements to the shrinking JSE
(02:30) - Impact on Foord’s multi-asset portfolio construction
(04:40) - Liquidity issues from a smaller opportunity set
(05:33) - Allocation of research responsibilities within the team2024-06-1907 min
Foord Asset ManagementFoord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?Despite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of multinational and local companies. Learn about identifying high-quality companies, assessing management teams and spotting structural growth opportunities.
(00:11) - Introduction to South African Equity
(00:57) - Top down and bottom up approach to stock selection and valuation
(01:25) - Identifying quality companies
(03:52) - Assessing management teams
(08:24) - Finding growth in industries independent of overall economy2024-06-1911 min
Foord Asset ManagementFoord Asia ex-Japan Fund | Q1 2024 Quarterly ConversationsPortfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q1 2024 and how Foord Asset Management navigates complex market conditions.2024-05-2912 min
Foord Asset ManagementIn Conversation with Dave FoordIn this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide interesting perspective on Asian markets.2024-05-1635 min
Foord Asset ManagementFoord Global Equity Fund | Q1 2024 Quarterly ConversationsPortfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q1 2024.2024-05-0815 min
Foord Asset ManagementMulti Asset | Q1 2024 Quarterly ConversationsLinda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.2024-05-0814 min
Foord Asset ManagementFoord Fixed Income Fund | Q1 2024 Quarterly ConversationsLinda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q1 2024, what’s happening in the market and how Foord is positioned going forward.2024-05-0814 min
Foord Asset ManagementFoord-Hassen Shariah Equity Fund | Q1 2024 Quarterly ConversationsIshreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q1 2024.2024-05-0813 min
Foord Asset ManagementSouth African Equity | Q1 2024 Quarterly ConversationsLinda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.2024-05-0810 min
Foord Asset ManagementFoord International Fund | Q4 2023 Quarterly ConversationsMultiple-counsellor portfolio manager on the Foord International Fund, Brian Arcese talks to investment professional, Lind Eedes about the fund’s performance in 2023 and how it is positioned going forward.2024-02-1323 min
Foord Asset ManagementFoord Fixed Income Fund | Q4 2023 Quarterly ConversationsLinda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q4 2023, what’s happening in the market and how Foord is positioned going forward.2024-02-0815 min
Foord Asset ManagementSouth African Equity | Q4 2023 Quarterly ConversationsLinda Eedes talks to portfolio manager Wim Murray about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.2024-02-0812 min
Foord Asset ManagementMulti Asset | Q4 2023 Quarterly ConversationsLinda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.2024-02-0811 min
Foord Asset ManagementFoord Asia ex-Japan Fund | Q4 2023 Quarterly ConversationsPortfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q4 2023 and how Foord Asset Management navigates complex market conditions.2024-02-0822 min
Foord Asset ManagementFoord Global Equity Fund | Q4 2023 Quarterly ConversationsPortfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q4 2023.2024-02-0522 min
Foord Asset ManagementFoord-Hassen Shariah Fund | Q4 2023 Quarterly ConversationsIshreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q4 2023.2024-01-3014 min
Foord Asset ManagementFoord Insights | How ESG is Changing the Investment LandscapePortfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and addresses common questions about its role in contemporary investment strategies and how Foord Asset Management is navigating this transition without compromising growth or ethical standards.2024-01-2608 min
Foord Asset ManagementFoord Insights | Light On Resources - Why Foord Remains UnderweightPortfolio manager Mike Townshend offers insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the sector and their impact on market trends.2024-01-2513 min
Foord Asset ManagementFoord Insights | Choosing Potential Over Perfection in ESG InvestingFoord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique approach in incorporating ESG factors and principles into our investment process over the past four decades.2023-12-0709 min
Foord Asset ManagementFoord Insights | How Foord Finds Value in Artificial IntelligenceIn this podcast, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial Intelligence (AI) in business and investment. They discuss AI's role in enhancing productivity, its integration into various industries and the future of AI in shaping investment strategies.2023-11-3019 min
Foord Asset ManagementQuarterly Conversations Q3 2023 | Fixed IncomeLinda Eedes talks to Foord’s Portfolio Manager Farzana Bayat and Rashaad Tayob about how Foord’s fixed income have performed, what’s happening in the market and how Foord is positioned going forward.2023-11-0616 min
Foord Asset ManagementQuarterly Conversations Q3 2023 | Foord Flexible Fund of FundsLinda Eedes talks to Dave Foord about how the Foord Flexible Fund of Funds has performed, what’s happening in the market and how Foord is positioned going forward.2023-10-2924 min
Foord Asset ManagementQuarterly Conversations Q3 2023 | South African EquityLinda Eedes talks to Foord's Portfolio Manager Wim Murray about how Foord’s SA equity have performed, what’s happening in the market and how Foord is positioned going forward.2023-10-1819 min
Foord Asset ManagementQuarterly Conversations Q3 2023 | Multi AssetLinda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.2023-10-1722 min
Foord Asset ManagementFoord-Hassen Shariah Equity Fund Q3 2023 CommentaryIshreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q3 2023.
2023-10-0503 min
Foord Asset ManagementFoord Asia ex-Japan Fund Q3 2023 CommentaryIshreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s performance through Q3 2023.
2023-10-0504 min
Foord Asset ManagementFoord Global Equity Fund Q3 2023 CommentaryIshreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance through Q3 2023.
2023-10-0504 min
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q3 2023 CommentaryBrian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q3 2023.
2023-10-0505 min
Foord Asset ManagementFoord International Fund Q3 2023 CommentaryBrian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q3 2023.
2023-10-0504 min
Foord Asset ManagementFoord-Hassen Shariah Equity Fund Q2 2023 CommentaryIshreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q2 2023.
2023-07-0703 min
Foord Asset ManagementFoord Asia ex-Japan Fund Q2 2023 CommentaryIshreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s performance through Q2 2023.
2023-07-0703 min
Foord Asset ManagementFoord Global Equity Fund Q2 2023 CommentaryIshreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance through Q2 2023.
2023-07-0703 min
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q2 2023 CommentaryBrian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q2 2023.
2023-07-0705 min
Foord Asset ManagementFoord International Fund Q2 2023 CommentaryBrian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q2 2023.
2023-07-0705 min
The Pragmatic InvestorE14 w/Ray Merola: Buy When There's Hate In The StreetsToday I had the pleasure of talking to Ray Merola. He is a veteran investor who has written on Seeking Alpha for over 10 years.Ray is a contrarian investor who likes to buy stocks that the street hates.We had a great conversation about the fundamentals of investing, how to build a portfolio, the importance of management in a company, why Technical Analysis is not "voodoo", and so much more.Follow Ray here:https://seekingalpha.com/author/ray-merolaFollow me...2023-07-0645 min
Foord Asset ManagementA global overview of market movements for June 2023In our monthly podcast, ‘Markets in a nutshell’, Brian Arcese discusses what’s happened in global and South African markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.
2023-07-0406 min
The Pragmatic InvestorE12 w/Brad Thomas: When will Real Estate Crash?Today I had the immense pleasure of speaking with Brad Thomas. He is one of the most prolific writers on SA, author of one and soon, two books, and editor of the Forbes Real Estate Investor.In this conversation, we began by assessing the macro outlook for real estate. Will real estate crash? What about commercial real estate specifically? We also talked about how the Federal Reserve policy will affect REITs and how to best position for what is to come. We then moved on from the macro and focused on REIT fundamentals. What is a "good"...2023-06-2350 min
The Pragmatic InvestorE11 w/Marc Chandler: Don't Sleep on International stocksToday I had the pleasure of speaking with March Chandler, a fellow SS contributor, the Chief Market Strategist at Bannockburn Global Forex and the author of marctomarket.comWe had a great conversation about US macro, Fed policy, International equities, China, the future of the dollar, gold and commodities and even crypto.Marc is incredibly knowledgeable, and I found myself agreeing with a lot of what he said.Follow Marc: http://www.marctomarket.com/https://seekingalpha.com/author/marc-chandlerhttps://twitter.com/marcmakingsense...2023-06-2055 min
The Pragmatic InvestorE10 w/Cameron Fen: NVIDIA May Be OvervaluedToday I was joined by fellow SA contributor Cameron Fen. He is a PhD student specialising in building AI for macro models. We had a great conversation about the technical aspects of AI, why Cameron thinks NVIDIA is overvalued and what the implications of AI technology are for the business world. Cameron also gave us his pick for the Pragmatic Investor Portfolio.Follow Cameron here: https://seekingalpha.com/author/cameron-fen?s=cameron-fenand here: https://twitter.com/cameronfen1Follow me here: https://seekingalpha.com/author/james-foordhere: https://twitter.com/JamesCFoord2023-06-1539 min
Foord Asset ManagementThe demise of the Dollar - what are the alternatives?The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with - the yuan, gold, bitcoin or even a BRICS currency? Foord South Africa CIO Nick Balkin and portfolio manager Rashaad Tayob share their thoughts with Linda Eedes.
2023-06-1508 min
The Pragmatic InvestorE8 w/Julian Lin: High Returns In The Cannabis SectorIn this episode, I had the pleasure of speaking with Julian Lin. He is a fellow SA contributor and the author behind Best Of Breed Growth Stocks. Julian is an expert when it comes to REITs and the cannabis sector, which is what we talked about today.We also took some time to discuss Julian's pick for the Pragmatic Investor Portfolio, NewLake Capital Partners (NLCP)Follow Julian on Seeking Alpha: https://seekingalpha.com/author/julian-linFollow me on Seeking Alpha: https://seekingalpha.com/author/james-foord2023-06-0730 min
Foord Asset ManagementA global overview of market movements for May 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
2023-06-0606 min
Foord Asset ManagementThe US banking crisis – what this means for SA bankingFoord fixed income portfolio managers Rashaad Tayob and Farzana Bayat talk to Linda Eedes about the US banking crisis. After a steady rise in inflation and interest rates over the past year, US banks continue to bleed deposits. What does this mean for SA banking and our fragile economy?
2023-06-0619 min
The Pragmatic InvestorE7 w/Trading Places Research: Is AI the real deal?Today I had the pleasure of speaking with Trading Places Research. He is a fellow SA contributor and the author behind the Long View Capital Investing Group. He is an expert when it comes to AI technology, and today we dived into the technical aspects of AI and GPUs, why NVDA is in such a great position right now, who its main competitors are, how to profit from AI, the macro outlook, banks, infrastructure investing and so much more.Follow him on SA: https://seekingalpha.com/author/trading-places-researchFollow me on SA: https://seekingalpha...2023-06-011h 18
Foord Asset ManagementSA Equities: Where we see the best opportunitiesLinda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues from around the world, the domestically focused businesses which are tied to the local economic cycle (SA Inc.) and resources which are tied to the commodity cycle - and what presents the best opportunities for South African investors.
2023-05-2209 min
Foord Asset ManagementA global overview of market movements for April 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
2023-05-0806 min
Foord Asset ManagementFoord International Fund Q1 2023 CommentaryBrian Arcese, portfolio manager on the Foord International Fund, provides an update on the fund's performance through Q1 2023.
2023-04-1205 min
Foord Asset ManagementFoord Global Equity Fund Q1 2023 CommentaryIshreth Hassen, head of research and portfolio manager on the Foord Global Equity Fund, provides an update on the fund's performance through Q1 2023.
2023-04-1203 min
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q1 2023 CommentaryBrian Arcese, portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund's performance through Q1 2023.
2023-04-1207 min
Foord Asset ManagementFoord Asia Ex-Japan Fund Q1 2023 CommentaryIshreth Hassen, head of research and portfolio manager on the Foord Asia Ex-Japan Fund, provides an update on the fund's performance through Q1 2023.
2023-04-1203 min
Foord Asset ManagementA global overview of market movements for March 2023In our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.
2023-04-0506 min
Foord Asset Management4 Economic Risks for 2023As investment managers we believe we are in the business of managing risk. Needless to say that as part of Foord's top-down approach to managing money we consider macroeconomics and in doing so, the economic risks we face as investors. In this podcast, Linda Eedes highlights four economic risks we are concerned about for 2023.
2023-03-2304 min
Foord Asset ManagementA South African and global overview of market movements for February 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2023-03-0306 min
Foord Asset ManagementA global overview of market movements for February 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements2023-03-0305 min
Foord Asset ManagementOpportunities across the asset classesLinda Eedes talks with Nick Balkin, CIO for Foord SA and portfolio manager on our multi asset funds. Amongst other things, in this video Nick discusses what shifts have occurred in the portfolios and the importance of understanding where the markets are at so that one can be prepared for these inflection points.2023-03-0107 min
Foord Asset ManagementBracing for Budget 2023 and a grey listing decisionIt's a big week for South Africa as Finance Minister Enoch Godongwana delivers Budget 2023 and the Financial Action Task Force hands down their verdict on South Africa's grey listing. Linda Eedes talks to Portfolio Manager Rashaad Tayob about Foord's expectations and the implications both mean for the economy, the market and all South Africans. 2023-02-2111 min
Foord Asset ManagementFoord Book Review Series: Mike Townshend reviews ‘Waterloo: The history of four days, three armies and three battles.’, written by Bernard CornwellMike Townshend highly recommends this book. It is an easy reading style which discusses one of the defining events of the early 19th Century. The book covers two battles in the days leading up to the final Battle of Waterloo.2023-02-1902 min
Foord Asset ManagementA South African and global overview of market movements for January 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2023-02-0306 min
Foord Asset ManagementA global overview of market movements for January 2023‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2023-02-0305 min
Foord Asset ManagementChina - why we are cautiously optimisticBrian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.2023-01-3009 min
Foord Asset ManagementA South African and global overview of market movements for December 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2023-01-1106 min
Foord Asset ManagementA global overview of market movements for December 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements2023-01-1105 min
Foord Asset ManagementFoord Book Review Series: Yim Yi Xiang reviews ‘Capital returns: investing through the capital cycle’, written by Edward ChancellorBook Review by Yim Yi Xiang. This book is a consolidation of reports from 2002 to 2014 highlighting the various models used by portfolio managers to identify risks and opportunities across the capital cycle.2023-01-0601 min
Foord Asset ManagementTeach Your Child to Invest | More Than Enough in isiZuluListen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the isiZulu version.
You can also listen and read along here - https://bit.ly/3FrsEUr.
#foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement2022-12-1503 min
Foord Asset ManagementTeach Your Child to Invest | Little by LittleListen to Foord’s second children’s book, ‘Little by little’. The book shares another very important lesson—that saving and investing takes time, and lots and lots of patience.
You can also listen and read along here - https://bit.ly/3FQBM6v.
#foordassetmanagement #teachyourchildtoinvest #financialliteracy2022-12-1504 min
Foord Asset ManagementTeach Your Child to Invest | More Than Enough in isiXhosaListen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the isiXhosa version.
You can also listen and read along here https://bit.ly/3Ps9AtG.
#foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement2022-12-1503 min
Foord Asset ManagementTeach Your Child to Invest | More Than Enough in AfrikaansListen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the Afrikaans version.
You can also listen and read along here - https://bit.ly/3UXljlo.
#foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement2022-12-1502 min
Foord Asset ManagementTeach Your Child to Invest | More Than Enough in EnglishListen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the English version.
You can also listen and read along here - https://bit.ly/3iZi3sk.
#foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement2022-12-1502 min
Foord Asset ManagementFoord Book Review Series: Linda Eedes reviews ‘Doom: the Politics of Catastrophe’, written by Niall FergusonLinda Eedes gives a brief overview of the book, Doom: the Politics of Catastrophe. A masterful storyteller, Niall Ferguson suggests that as a species, we calibrate risk, often causing the outcome to be far worse. The book was written during Covid and the references are fascinating.2022-12-1201 min
Foord Asset ManagementA South African and global overview of market movements for November 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-12-0806 min
Foord Asset ManagementA global overview of market movements for November 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements https://foord.co.za/2022-12-0706 min
Foord Asset ManagementFoord Income Funds: 4 tenets we invest byIn this podcast, Linda Eedes unpacks the investment philosophy of the Foord income funds with portfolio managers Rashaad Tayob and Farzana Bayat.2022-12-0205 min
Foord Asset ManagementMPC Nov 2022 Rate HikeSouth Africa’s interest rate hike of 75 bps this week comes as no surprise. In this podcast, Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about Foord’s interest rate expectations, future hikes, where we are on the inflation curve and how Foord is positioned as a result.2022-11-2909 min
Foord Asset ManagementAt the mercy of the mighty DollarIn this podcast, Linda Eedes, investment executive at Foord, discusses the recent movements of the rand.2022-11-2504 min
Foord Asset ManagementIs There a 4th Wave of Asian Growth?In this podcast, Foord Asset Management’s Portfolio Manager, Brian Arcese and Dr Khanna discusses interesting areas to look at in the Asian countries, in terms of investment opportunities. 2022-11-2405 min
Foord Asset ManagementM.I.C.E UPDATEInvestment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.2022-11-2305 min
Foord Asset ManagementA South African and global overview of market movements for October 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-11-0306 min
Foord Asset ManagementA global overview of market movements for October 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-11-0306 min
Foord Asset ManagementA South African and global overview of market movements for September 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-10-0507 min
Foord Asset ManagementA global overview of market movements for September 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-10-0506 min
Foord Asset ManagementA global overview of market movements for August 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-09-0706 min
Foord Asset ManagementA South African and global overview of market movements for August 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-09-0706 min
Foord Asset ManagementA global overview of market movements for August 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-09-0606 min
Foord Asset ManagementA South African and global overview of market movements for August 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-09-0606 minFoord Asset ManagementA South African and global overview of market movements for August 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-09-0506 minFoord Asset ManagementA global overview of market movements for August 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-09-0506 minFoord Asset ManagementA global overview of market movements for August 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-09-0506 minFoord Asset ManagementA South African and global overview of market movements for August 2022‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.2022-09-0506 min
Foord Asset ManagementA global overview of market movements for July 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-08-0312 min
Foord Asset ManagementA South African and global overview of market movements for July 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-08-0314 min
Foord Asset ManagementFoord Equity Fund - what are the stocks and themes impacting Foord's thinking? - July 2022Linda Eedes talks to portfolio manager, Wim Murray2022-07-1810 min
Foord Asset ManagementFoord's multi-asset class views - July 2022Linda Eedes talks to portfolio manager, Nick Balkin2022-07-1810 min
Foord Asset ManagementA global overview of market movements for June 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-07-0805 min
Foord Asset ManagementA South African and global overview of market movements for June 2022'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.2022-07-0807 minTest & Code145: For Those About to Mock - Michael FoordA discussion about mocking in Python with the original contributor of unittest.mock, Michael Foord.Of course we discuss mocking and unittest.mock. We also discuss:testing philosophyunit testing and what a unit isTDDwhere Michael's towel is, and what colorMicheal was instrumental in the building of testing tools for Python, and continues to be a pragmatic source of honest testing philosopy in a field that has a lot of contradictory information.Links:unittest.mock - Python docsMocks Aren't Stubs - Martin Fowlerpytest-mockmock.patchAutospeccingArrange Act Asserttesting-in-python mailing l...2021-02-1848 min