The Fat Wallet Show with Kristia van Heerden

Podcast: BBBEE

Kristia van HeerdenLatest, The Fat Wallet

Access to a great share at a discount is something to take very seriously. Khuliso’s question about Phutuma Nathi got me thinking about BBBEE shares. How do you decide whether a BBBEE share is a better investment than the ETF you would have bought anyway?

The Fat Wallet Show with Kristia van Heerden

Podcast: The spending ratio

Kristia van HeerdenLatest, The Fat Wallet

Sam Beckbessinger’s excellent book Manage Your Money Like a F*cking Grownup is the unofficial written summary of The Fat Wallet Show. As Sam explains in this episode, the Spending Ratio is an excellent way to measure the health of your finances, because it’s not dependent on things you can’t control.

The Fat Wallet Show with Kristia van Heerden

Podcast: Factor-based investing

Kristia van HeerdenLatest, The Fat Wallet

Factor-based investing is nothing new. The idea that certain shares will give higher returns over time is the premise behind the entire asset management industry. Factor-based ETFs are as interesting for their weighting as their methodology. In this episode, we talk about whether factor-based investing has a place in passive investing.