{"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"},"episode":{"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","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/72","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69aa90d3f6d1583bb8b0950c/media.mp3","summary":"After more than 25 years running the Ninety One Value Fund, John Biccard has learned that successful investing often means enduring periods of discomfort. Value investing requires buying what others dislike and waiting patiently for the cycle to turn. In this conversation, Biccard explains why geopolitical shocks and market noise rarely change the long-term investment case and why some of today’s most out-of-favour sectors could become tomorrow’s winners. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"After more than 25 years running the Ninety One Value Fund, John Biccard has learned that successful investing often means enduring periods of discomfort.…","key_points":[],"chapters":[],"topics":[],"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."}]}}