Could standup comedy lead to investment insights?

About this episode

Varshan Maharaj discusses how standup comedy can provide insights into investment strategies and shares his approach to thematic investing.

Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.

People in this episode

Guest: Varshan Maharaj

Topics covered

• standup comedy
• investment insights
• thematic investing
• contest of ideas

Keywords

• intellectual curiosity
• basket approach
• theme basket

Mentioned in this episode

Products: Allan Gray

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