The Denker Capital podcast Wed, 04 Mar 2026 20:12:40 -0500 https://denkercapital.buzzsprout.com en-za © 2026 The Denker Capital podcast yes 1632ad40-8f87-507c-9552-5f68ad8448ef Denker Capital episodic false Welcome to the Denker Capital podcast, where we have conversations about South African and global investment-related topics with experts in their fields. Brought to you by Denker Capital, Cape Town-based global investment manager, passionate about discovering investment opportunities in South Africa and around the world. This podcast is hosted by Denker Capital's Head of Sales, Nigel Barnes. The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.

]]> Buzzsprout (https://www.buzzsprout.com) Denker Capital https://storage.buzzsprout.com/jkg35mzfc0e2lzxg3me7suzajl7q?.jpg The Denker Capital podcast A look at LatAm fintechs and the future of global financials A look at LatAm fintechs and the future of global financials In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas of value, and their outlook for the months ahead.

]]> In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas of value, and their outlook for the months ahead.

]]> Nigel Barnes Buzzsprout-17845071 Mon, 15 Sep 2025 11:23:51 +0200 1030 29 full false Global financials: returns, positioning and what’s next Global financials: returns, positioning and what’s next We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman, Barry de Kock and Ben Kooyman to unpack returns, our positioning and the key themes that are shaping global financials. 

]]> We’re kicking off the year with a look at the global financials landscape in 2025. In this podcast Nigel Barnes is joined by Kokkie Kooyman, Barry de Kock and Ben Kooyman to unpack returns, our positioning and the key themes that are shaping global financials. 

]]> Nigel Barnes Buzzsprout-16538273 Fri, 31 Jan 2025 14:23:45 +0200 1314 28 full true A new product for our global small- and mid-cap ideas A new product for our global small- and mid-cap ideas We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to capitalise on opportunities in small- and mid-cap equities in developed markets. Our seasoned global investment experts, Kokkie Kooyman and Jacobus Oosthuizen, along with Barry de Kock, will manage the portfolio.

In our latest podcast, Nigel Barnes chats with Barry de Kock and our CEO, Shane Tremeer. They discuss the features of the Denker Global Opportunities Portfolio, the reasons behind its launch, why we believe global smaller companies are primed for good long-term returns, and how you can access this opportunity.

]]> We’re excited to introduce a new addition to our investment offering. The Denker Global Opportunities Portfolio is an actively managed certificate, or AMC, designed to capitalise on opportunities in small- and mid-cap equities in developed markets. Our seasoned global investment experts, Kokkie Kooyman and Jacobus Oosthuizen, along with Barry de Kock, will manage the portfolio.

In our latest podcast, Nigel Barnes chats with Barry de Kock and our CEO, Shane Tremeer. They discuss the features of the Denker Global Opportunities Portfolio, the reasons behind its launch, why we believe global smaller companies are primed for good long-term returns, and how you can access this opportunity.

]]> Nigel Barnes Buzzsprout-15545554 Wed, 07 Aug 2024 15:57:30 +0200 869 27 full false Kokkie Kooyman at 70: Reflections on his journey Kokkie Kooyman at 70: Reflections on his journey In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investing experiences. From insights on meeting management teams around the world, to Berkshire Hathaway meetings, Kokkie shares his perspectives on the financial sector – touching on the past and the future.

]]> In this podcast, Nigel Barnes congratulates Kokkie Kooyman on turning 70 in January. Kokkie reflects on his diverse 35-year investment career and shares some of his global investing experiences. From insights on meeting management teams around the world, to Berkshire Hathaway meetings, Kokkie shares his perspectives on the financial sector – touching on the past and the future.

]]> Nigel Barnes Buzzsprout-14508530 Thu, 15 Feb 2024 13:02:37 +0200 942 26 full false Reflecting on 25 years of the Denker SCI Equity Fund Reflecting on 25 years of the Denker SCI Equity Fund In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain insight into its performance, the team’s approach to identifying opportunities and risks, the challenges and successes of the past, and the ever-evolving landscape of South African equities.

]]> In this episode, we reflect on the 25-year history of the Denker Sanlam Collective Investments (SCI) Equity Fund. Caylin Conradie chats with Claude van Cuyck, the Portfolio Manager of the fund, to gain insight into its performance, the team’s approach to identifying opportunities and risks, the challenges and successes of the past, and the ever-evolving landscape of South African equities.

]]> Caylin Conradie Buzzsprout-13889243 Wed, 01 Nov 2023 18:27:10 +0200 1586 25 full false Navigating the narrow global equity market Navigating the narrow global equity market In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead. 

]]> In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead. 

]]> Nigel Barnes Buzzsprout-13082282 Wed, 21 Jun 2023 17:13:08 +0200 846 24 full false Saving and investing: The power of starting early Saving and investing: The power of starting early With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Caylin Conradie delve into the importance of starting to save early and the impact it can have on your future. We explain the power of compounding and illustrate how even small contributions can lead to significant wealth over time. If you’d like to understand the concepts of saving and investing better, whether you're a young adult or further along in life, the principles we discuss should be applicable to you.

]]> With it being Youth Day in South Africa this week, in our latest podcast Madalet Sessions and Caylin Conradie delve into the importance of starting to save early and the impact it can have on your future. We explain the power of compounding and illustrate how even small contributions can lead to significant wealth over time. If you’d like to understand the concepts of saving and investing better, whether you're a young adult or further along in life, the principles we discuss should be applicable to you.

]]> Caylin Conradie Buzzsprout-13044549 Thu, 15 Jun 2023 12:15:28 +0200 1507 23 full false US banking crisis: What happened and what now? US banking crisis: What happened and what now? In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Global Financial Fund and Ben is an equity analyst on the global financials team – so they’ll also cover how the fund has been affected in the last two weeks and what we expect going forward. 

]]> In this episode, Nigel Barnes chats to Kokkie Kooyman and Ben Kooyman about the current US banking crisis. They talk about what happened earlier this month, why it happened and how far the effects are being felt. Kokkie manages the Denker Global Financial Fund and Ben is an equity analyst on the global financials team – so they’ll also cover how the fund has been affected in the last two weeks and what we expect going forward. 

]]> Nigel Barnes Buzzsprout-12533182 Tue, 28 Mar 2023 16:42:52 +0200 1559 22 full false Banks, blockchain and ‘swimming naked’ Banks, blockchain and ‘swimming naked’ We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mind for investors in the financial sector were Kokkie Kooyman, global financials portfolio manager, and Nigel Barnes, our head of business development. They discussed the opportunities in the financial sector and the broader investment market, the challenges banks are facing, blockchain and decentralised finance and how all these factors shape the portfolio of the Denker Global Financial Fund.

]]> We’re thrilled to have been joined by Michael Jordaan – CEO and founder of Montegray Capital, Chairman of Bank Zero and former CEO of FNB – for our first podcast of 2023. Joining him to talk about some of the things that are currently top of mind for investors in the financial sector were Kokkie Kooyman, global financials portfolio manager, and Nigel Barnes, our head of business development. They discussed the opportunities in the financial sector and the broader investment market, the challenges banks are facing, blockchain and decentralised finance and how all these factors shape the portfolio of the Denker Global Financial Fund.

]]> Nigel Barnes Buzzsprout-12169168 Thu, 02 Feb 2023 13:50:53 +0200 2022 21 full false Feedback on some of SA’s largest financial institutions Feedback on some of SA’s largest financial institutions Nigel Barnes Buzzsprout-11697844 Tue, 15 Nov 2022 15:39:29 +0200 1308 20 full false Jacobus Oosthuizen on riding the global rollercoaster Jacobus Oosthuizen on riding the global rollercoaster Nigel Barnes Buzzsprout-11653067 Tue, 08 Nov 2022 11:51:34 +0200 980 19 full false Is it time to replace fear with FOMO? Is it time to replace fear with FOMO? Nigel Barnes Buzzsprout-11535462 Thu, 20 Oct 2022 13:09:13 +0200 1008 18 full false Global financials: Does the market have some catching up do to? Global financials: Does the market have some catching up do to? Nigel Barnes Buzzsprout-11268228 Tue, 06 Sep 2022 11:23:47 +0200 1367 17 full false Balancing risk and returns in the current environment Balancing risk and returns in the current environment Nigel Barnes Buzzsprout-11248290 Fri, 02 Sep 2022 11:07:06 +0200 1435 16 full false The benefits of investing in global property equities The benefits of investing in global property equities Nigel Barnes Buzzsprout-10591664 Tue, 10 May 2022 13:04:39 +0200 667 15 full false Banks and Berkshire Hathaway Banks and Berkshire Hathaway Nigel Barnes Buzzsprout-10210653 Tue, 08 Mar 2022 16:08:47 +0200 803 14 14 full false Beyond Bitcoin: What is DeFi and how will it affect banks and investors? Beyond Bitcoin: What is DeFi and how will it affect banks and investors? Nigel Barnes Buzzsprout-10136357 Thu, 24 Feb 2022 17:05:57 +0200 2458 13 13 full true Janus Henderson Investors on managing the hype in a world of fast moving technology Janus Henderson Investors on managing the hype in a world of fast moving technology Nigel Barnes Buzzsprout-10121993 Tue, 22 Feb 2022 16:41:59 +0200 1199 12 12 full true Shane Tremeer on our 2021 successes and what we look forward to this year Shane Tremeer on our 2021 successes and what we look forward to this year Nigel Barnes Buzzsprout-9998282 Wed, 02 Feb 2022 15:46:33 +0200 665 11 11 full true A review of our SA equity fund and ideas, and the platinum sector A review of our SA equity fund and ideas, and the platinum sector After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the positioning of the fund and the outlook for the new year. In the same episode, equity analyst Ricardo Micheals provides some insight into the platinum sector and what we expect from the sector going forward.

]]> After a strong year for South African equities, portfolio manager of the Denker SCI Equity Fund, Claude van Cuyck, covers some of the sectors and stock ideas that have generated solid returns for investors in the fund. He also touches on the positioning of the fund and the outlook for the new year. In the same episode, equity analyst Ricardo Micheals provides some insight into the platinum sector and what we expect from the sector going forward.

]]> Nigel Barnes Buzzsprout-9696859 Fri, 10 Dec 2021 11:41:38 +0200 701 10 10 full true The prospects for South African small caps The prospects for South African small caps Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and favourable valuation metrics – and good stock picking - will produce attractive returns for investors going forward. 

]]> Now that the easy money has been made, what are the prospects for the smaller listed South African companies? Jan Meintjes, portfolio manager of our small caps fund, believes that the combination of good tailwinds, strong management teams and favourable valuation metrics – and good stock picking - will produce attractive returns for investors going forward. 

]]> Nigel Barnes Buzzsprout-9696752 Fri, 10 Dec 2021 10:53:32 +0200 567 9 9 full true Is now the time to overweight global financials? Is now the time to overweight global financials? Nigel Barnes Buzzsprout-9537188 Fri, 12 Nov 2021 14:15:39 +0200 1242 8 full false China regulatory clampdown and the impact on investments in companies such as Naspers China regulatory clampdown and the impact on investments in companies such as Naspers Nigel Barnes Buzzsprout-9122747 Wed, 01 Sep 2021 16:54:09 +0200 840 7 full false Mid-year focus on our South African funds Mid-year focus on our South African funds Nigel Barnes Buzzsprout-8864400 Wed, 14 Jul 2021 20:00:00 +0200 983 6 full false Madalet Sessions on diversifying for all outcomes Madalet Sessions on diversifying for all outcomes Nigel Barnes Buzzsprout-8518831 Fri, 14 May 2021 10:05:51 +0200 835 5 full false Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views Berkshire Hathaway annual shareholders’ meeting: Kokkie Kooyman shares his views Nigel Barnes Buzzsprout-8469875 Thu, 06 May 2021 10:35:48 +0200 1076 4 full false Returns from the financial sector: Comments, analysis and prospects Returns from the financial sector: Comments, analysis and prospects Nigel Barnes Buzzsprout-8341166 Thu, 15 Apr 2021 17:15:28 +0200 921 3 full false Latest trends in the South African equity market Latest trends in the South African equity market Nigel Barnes Buzzsprout-8232826 Mon, 29 Mar 2021 17:54:30 +0200 740 2 full false Opportunities for growth in the financial sector Opportunities for growth in the financial sector Nigel Barnes Buzzsprout-8066887 Wed, 03 Mar 2021 11:33:49 +0200 700 Global financials 1 full false