{"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":"#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","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/80","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69f9983868235ca3bc3d42dc/media.mp3","summary":"Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, from the ripple effects of the Strait of Hormuz closure to the AI arms race and explains how he navigates uncertainty without losing sleep. (Well, almost.) Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh C…","key_points":[],"chapters":[],"topics":[],"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."}]}}