{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episodes":[{"title":"#97 The Fed's new chair just showed markets he'd rather they guess","slug":"97-the-fed-s-new-chair-just-showed-markets-he-d-rather-they-guess","published_at":"2026-07-30T13:55:00+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/97-the-fed-s-new-chair-just-showed-markets-he-d-rather-they-guess","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/97","duration_seconds":410,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/97-the-fed-s-new-chair-just-showed-markets-he-d-rather-they-guess/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/97-the-fed-s-new-chair-just-showed-markets-he-d-rather-they-guess.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#96 After SARB surprises, all eyes turn to hawkish Fed","slug":"96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed","published_at":"2026-07-28T06:55:57+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/96","duration_seconds":625,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#95 Two scoreboards: why SA credit holds up while the economy limps","slug":"95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps","published_at":"2026-07-20T08:23:55+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/95","duration_seconds":496,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#94 Growth is no longer the enemy: inside Warsh's Fed","slug":"94-growth-is-no-longer-the-enemy-inside-warsh-s-fed","published_at":"2026-07-17T10:21:46+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/94","duration_seconds":703,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#93 South African value is priced like a distress sale, and the bond market disagrees","slug":"93-south-african-value-is-priced-like-a-distress-sale-and-the-bond-market-disagrees","published_at":"2026-07-13T11:01:15+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/93-south-african-value-is-priced-like-a-distress-sale-and-the-bond-market-disagrees","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/93","duration_seconds":1400,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/93-south-african-value-is-priced-like-a-distress-sale-and-the-bond-market-disagrees/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/93-south-african-value-is-priced-like-a-distress-sale-and-the-bond-market-disagrees.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#92 Beyond the index giants: the case for active EM","slug":"92-beyond-the-index-giants-the-case-for-active-em","published_at":"2026-07-03T11:06:50+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/92-beyond-the-index-giants-the-case-for-active-em","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/92","duration_seconds":728,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/92-beyond-the-index-giants-the-case-for-active-em/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/92-beyond-the-index-giants-the-case-for-active-em.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#91 The dollar's reversal: from debasement fears to strength","slug":"91-the-dollar-s-reversal-from-debasement-fears-to-strength","published_at":"2026-06-30T10:06:52+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/91-the-dollar-s-reversal-from-debasement-fears-to-strength","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/91","duration_seconds":514,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/91-the-dollar-s-reversal-from-debasement-fears-to-strength/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/91-the-dollar-s-reversal-from-debasement-fears-to-strength.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#90 Oil is falling, but South Africa's inflation fight is far from over","slug":"90-oil-is-falling-but-south-africa-s-inflation-fight-is-far-from-over","published_at":"2026-06-23T15:18:13+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/90-oil-is-falling-but-south-africa-s-inflation-fight-is-far-from-over","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/90","duration_seconds":392,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/90-oil-is-falling-but-south-africa-s-inflation-fight-is-far-from-over/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/90-oil-is-falling-but-south-africa-s-inflation-fight-is-far-from-over.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#89 Peace plan, messy reality: commodities after Iran deal","slug":"89-peace-plan-messy-reality-commodities-after-iran-deal","published_at":"2026-06-17T11:49:37+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/89-peace-plan-messy-reality-commodities-after-iran-deal","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/89","duration_seconds":862,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/89-peace-plan-messy-reality-commodities-after-iran-deal/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/89-peace-plan-messy-reality-commodities-after-iran-deal.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#88 When the rule book no longer applies","slug":"88-when-the-rule-book-no-longer-applies","published_at":"2026-06-11T07:35:45+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/88","duration_seconds":699,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/88-when-the-rule-book-no-longer-applies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#87 The $1.75 trillion question: an IPO that could change everything","slug":"87-the-1-75-trillion-question-an-ipo-that-could-change-everything","published_at":"2026-06-05T06:16:30+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/87-the-1-75-trillion-question-an-ipo-that-could-change-everything","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/87-the-175-trillion-question-an-ipo-that-could-change-everyt","duration_seconds":803,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/87-the-1-75-trillion-question-an-ipo-that-could-change-everything/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/87-the-1-75-trillion-question-an-ipo-that-could-change-everything.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#86 Holding its nerve: how SA is weathering the oil shock","slug":"86-holding-its-nerve-how-sa-is-weathering-the-oil-shock","published_at":"2026-06-04T06:41:56+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/86-holding-its-nerve-how-sa-is-weathering-the-oil-shock","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/86","duration_seconds":722,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/86-holding-its-nerve-how-sa-is-weathering-the-oil-shock/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/86-holding-its-nerve-how-sa-is-weathering-the-oil-shock.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#85 A 4% wake-up call: reading the SARB's next move","slug":"85-a-4-wake-up-call-reading-the-sarb-s-next-move","published_at":"2026-05-21T13:51:41+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/85-a-4-wake-up-call-reading-the-sarb-s-next-move","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/85","duration_seconds":413,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/85-a-4-wake-up-call-reading-the-sarb-s-next-move/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/85-a-4-wake-up-call-reading-the-sarb-s-next-move.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#84 Beyond the index: why concentration risk may be active management's biggest opportunity","slug":"84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity","published_at":"2026-05-19T14:03:13+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/84","duration_seconds":681,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#83 A very tight strait. Can oil get to $150?","slug":"83-a-very-tight-strait-can-oil-get-to-150","published_at":"2026-05-18T07:13:04+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/83-a-very-tight-strait-can-oil-get-to-150","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/83","duration_seconds":724,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/83-a-very-tight-strait-can-oil-get-to-150/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/83-a-very-tight-strait-can-oil-get-to-150.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#82 Who really controls the Fed?","slug":"82-who-really-controls-the-fed","published_at":"2026-05-08T09:50:37+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/82-who-really-controls-the-fed","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/82","duration_seconds":590,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/82-who-really-controls-the-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/82-who-really-controls-the-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#81 The 5% problem: why bonds are back in the conversation","slug":"81-the-5-problem-why-bonds-are-back-in-the-conversation","published_at":"2026-05-06T14:16:22+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/81-the-5-problem-why-bonds-are-back-in-the-conversation","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/81","duration_seconds":592,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/81-the-5-problem-why-bonds-are-back-in-the-conversation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/81-the-5-problem-why-bonds-are-back-in-the-conversation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#80 The art of sleeping when markets can't","slug":"80-the-art-of-sleeping-when-markets-can-t","published_at":"2026-05-05T08:20:18+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/80-the-art-of-sleeping-when-markets-can-t","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/80","duration_seconds":1189,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/80-the-art-of-sleeping-when-markets-can-t/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/80-the-art-of-sleeping-when-markets-can-t.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#79 When private credit flips the script","slug":"79-when-private-credit-flips-the-script","published_at":"2026-04-20T08:32:42+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/79-when-private-credit-flips-the-script","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/79","duration_seconds":1131,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/79-when-private-credit-flips-the-script/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/79-when-private-credit-flips-the-script.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors","slug":"78-cash-talk-flac-decoded-what-sa-s-new-bank-debt-means-for-fixed-income-investors","published_at":"2026-04-16T10:49:17+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/78-cash-talk-flac-decoded-what-sa-s-new-bank-debt-means-for-fixed-income-investors","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/78-cash-talk","duration_seconds":647,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/78-cash-talk-flac-decoded-what-sa-s-new-bank-debt-means-for-fixed-income-investors/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/78-cash-talk-flac-decoded-what-sa-s-new-bank-debt-means-for-fixed-income-investors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#77 When the taps run dry: the real story behind South Africa’s water crisis","slug":"77-when-the-taps-run-dry-the-real-story-behind-south-africa-s-water-crisis","published_at":"2026-04-14T07:32:12+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/77-when-the-taps-run-dry-the-real-story-behind-south-africa-s-water-crisis","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/77","duration_seconds":822,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/77-when-the-taps-run-dry-the-real-story-behind-south-africa-s-water-crisis/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/77-when-the-taps-run-dry-the-real-story-behind-south-africa-s-water-crisis.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#76 Bond market shock: panic or opportunity?","slug":"76-bond-market-shock-panic-or-opportunity","published_at":"2026-04-09T11:03:17+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/76-bond-market-shock-panic-or-opportunity","duration_seconds":484,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/76-bond-market-shock-panic-or-opportunity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#75 Markets shaken, not broken: Middle East tensions","slug":"75-markets-shaken-not-broken-middle-east-tensions","published_at":"2026-04-02T09:05:15+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/75","duration_seconds":536,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/75-markets-shaken-not-broken-middle-east-tensions/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#74 When gold falls and oil calls the shots","slug":"74-when-gold-falls-and-oil-calls-the-shots","published_at":"2026-03-27T09:44:28+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/74","duration_seconds":519,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/74-when-gold-falls-and-oil-calls-the-shots/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#73 Central banks on edge: when war rewrites the rate outlook","slug":"73-central-banks-on-edge-when-war-rewrites-the-rate-outlook","published_at":"2026-03-17T08:05:33+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/73","duration_seconds":790,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#72 When geopolitics shuts the taps","slug":"72-when-geopolitics-shuts-the-taps","published_at":"2026-03-10T07:45:51+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/72-when-geopolitics-shuts-the-taps","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/72-when-geopolitics-shuts-the-taps","duration_seconds":657,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/72-when-geopolitics-shuts-the-taps/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/72-when-geopolitics-shuts-the-taps.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#71 The Biccard playbook – patience, pain and payoff","slug":"71-the-biccard-playbook-patience-pain-and-payoff","published_at":"2026-03-06T13:10:04+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/71-the-biccard-playbook-patience-pain-and-payoff","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/72","duration_seconds":1159,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/71-the-biccard-playbook-patience-pain-and-payoff/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/71-the-biccard-playbook-patience-pain-and-payoff.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#70 War risk and oil spikes: Shock, sell-off… or opportunity?","slug":"70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity","published_at":"2026-03-04T11:53:13+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/71","duration_seconds":784,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#69 Goldilocks or false dawn?","slug":"69-goldilocks-or-false-dawn","published_at":"2026-02-27T14:08:46+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/69","duration_seconds":995,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/69-goldilocks-or-false-dawn/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.","slug":"68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio","published_at":"2026-02-26T12:11:32+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/70","duration_seconds":1119,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#67 SONA:  Infrastructure at the heart of SA’s growth plan","slug":"67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan","published_at":"2026-02-17T14:00:12+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/67-sona-infrastructure-at-the-heart-of-sas-growth-plan","duration_seconds":419,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#66 SA Infrastructure: the dawn of reform","slug":"66-sa-infrastructure-the-dawn-of-reform","published_at":"2026-02-13T11:44:47+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/66-sa-infrastructure-the-dawn-of-reform","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/66","duration_seconds":612,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/66-sa-infrastructure-the-dawn-of-reform/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/66-sa-infrastructure-the-dawn-of-reform.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#65 Dollar down: Halfway there or just getting started?","slug":"65-dollar-down-halfway-there-or-just-getting-started","published_at":"2026-02-06T11:43:36+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/65-dollar-down-halfway-there-or-just-getting-started","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/65","duration_seconds":628,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/65-dollar-down-halfway-there-or-just-getting-started/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/65-dollar-down-halfway-there-or-just-getting-started.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#64 Gold at $5 000: Bubble blow-off or just getting started?","slug":"64-gold-at-5-000-bubble-blow-off-or-just-getting-started","published_at":"2026-02-05T09:20:05+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/64-gold-at-5-000-bubble-blow-off-or-just-getting-started","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/64","duration_seconds":648,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/64-gold-at-5-000-bubble-blow-off-or-just-getting-started/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/64-gold-at-5-000-bubble-blow-off-or-just-getting-started.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#63 US rates on hold, questions in motion","slug":"63-us-rates-on-hold-questions-in-motion","published_at":"2026-01-29T14:15:27+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/63-us-rates-on-hold-questions-in-motion","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/63-rates-on-hold-questions-in-motion","duration_seconds":507,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/63-us-rates-on-hold-questions-in-motion/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/63-us-rates-on-hold-questions-in-motion.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}