{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/67d1e6d3288f047939295b49?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments","description":"<p>We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.</p><p><br></p><p>Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.</p><p><br></p><p>We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the <a href=\"https://equitymates.com/episode/contrarian-investing-and-global-markets-with-eric-marais/\" rel=\"noopener noreferrer\" target=\"_blank\">Equity Mates website here</a> and complete the CPD Quiz for this episode. We'll then email you your certificate.</p><p><br></p><p>----------</p><p><br></p><p>Today we’re joined by Eric Marais, Investment Specialist at <a href=\"https://www.orbis.com/au/adviser/home\" rel=\"noopener noreferrer\" target=\"_blank\">Orbis Investments.</a></p><p><br></p><p>The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.</p><p><br></p><p>We speak to Eric about:</p><ul><li>The case for reducing exposure to US Big Tech</li><li>Some counterintuitive ideas that form the basis of Orbis’ philosophy</li><li>Why Eric believes animal spirits are back</li><li>How we could be entering a stock pickers market</li><li>Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)</li></ul><p><br></p><p>----------</p><p><br></p><p><a href=\"https://www.orbis.com/au/adviser/home\" rel=\"noopener noreferrer\" target=\"_blank\">Orbis Investments</a> is one of launch partners for Basis Points. </p><p><br></p><p>If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/home</p><p><br></p><p>Thank you to Orbis Investments for helping us keep all of our content free and accessible.</p><p><br></p><p>----------</p><p><br></p><p>Want more Basis Points?</p><ul><li>Sign up to the <a href=\"https://basispoints.beehiiv.com/subscribe\" rel=\"noopener noreferrer\" target=\"_blank\">Basis Points email</a></li><li>Join the conversation <a href=\"https://www.linkedin.com/showcase/basis-points-by-equity-mates/\" rel=\"noopener noreferrer\" target=\"_blank\">on LinkedIn</a></li><li>Watch all episodes in full and relive some of our favourite clips <a href=\"https://www.youtube.com/@basis.points\" rel=\"noopener noreferrer\" target=\"_blank\">on YouTube</a></li></ul><p><br></p><p>----------</p><p><br></p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><p><br></p><p>----------</p><p><br></p><p>Basis Points is a product of Equity Mates Media.&nbsp;</p><p><br></p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><p><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}