- 38
- Episodes
- 10
- Transcribed
- 26
- Ratings
- Monthly
- Cadence
- 2022
- First episode
- 6M
- YouTube views
About The Allan Gray Podcast
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.
- Publisher
- Allan Gray
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 8 Jun 2022
- Latest episode
- 18 Aug 2026
Latest episodes
10 of 38 episodes have a transcript.

18 Aug 2026TRANSCRIPT
38. Beyond the hit rate: Making the best investment ideas count

6 Aug 2026TRANSCRIPT
37. New tools, old habits: Investing in the age of AI

15 Jul 2026TRANSCRIPT
36. Needles in a haystack: Finding the compounders that drive long-term equity returns
Inside a recent episode

38. Beyond the hit rate: Making the best investment ideas count
Published 18 Aug 2026 · Transcript excerpt
[…] So just because you buy a stock and the share price doesn't go up, it might go down, doesn't necessarily mean you made the wrong decision. So we typically have a longer time horizon. So on a day-to-day basis, there's lots of noise, there's headlines, there's all kinds of things driving stock prices. So we wouldn't be overly concerned about that. And we wouldn't let that overly influence what we decide to do. But something we do try and corporate is when you're making that initial decision to buy a stock, you need to have an investment thesis of why are you doing it? You know, what is your investment case? […]
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See plansWho has been a guest on The Allan Gray Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Tim Acker
- Horacia Naidoo-McCarthy
- Simon Skinner
- Siphesihle Zwane
- Jithen Pillay
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 6,309,032
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 1 ratings
- Spotify
- 5.0 / 5
- 25 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 52
- Social presence
- 0
- YouTube
- 86
- Engagement
- 81
Contact The Allan Gray Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Allan Gray Podcast
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does The Allan Gray Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
10 of 38 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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