The Denker Capital podcast

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Latest episode

Oct 2026

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About the show

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 Business Development, Nigel Barnes. Subscribe to stay informed about the latest episodes and investment insights from the Denker Capital team and our guests. Explore our latest investment insights, fund updates, podcast episodes, and more at www.denkercapital.com 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.

Listen to episodes

34 recent

October 22, 2026Episode 3411 min

Global market perspectives with Kokkie Kooyman (Denker Capital) and Deon Gouws (Credo) on interest rates, financials and emerging markets

Kokkie Kooyman, Portfolio manager: Denker Global Financial Fund, and Deon Gouws, Chief Investment Officer of Credo UK, join Nigel Barnes, Head of Business Development at Denker Capital, on The Denker Dialogue podcast to discuss the outlook for global markets and the key themes influencing investment decisions. The conversation explores the impact of higher interest rates on equity markets, the resilience of the US economy, opportunities within the global financial sector, and the investment case for emerging markets. Kokkie and Deon also share their views on market valuations, portfolio positioning and where they are identifying opportunities across global markets. For investors seeking insight into today’s investment landscape, the discussion provides perspectives from two experienced investment professionals on navigating market uncertainty, identifying long-term opportunities and managing risk in a changing economic environment. Listen now for insights into the themes shaping today's investment landscape and where opportunities may be emerging. #DenkerCapital #TheDenkerDialogue #GlobalMarkets #Investing #Financials #EmergingMarkets To find out more about our team and the funds we offer, please visit our website: www.denkercapital.com Disclaimer: 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. To view the full disclaimer relating to the fund mentioned in this episode, please visit: https://www.denkercapital.com/wp-content/uploads/2024/10/Denker-Capital-website-CIS-disclosure.pdf

September 17, 2026Episode 337 min

Investing through uncertainty: Why discipline matters more than forecasts

Markets are constantly changing, but sound investment principles remain the same. In this episode, Kokkie Kooyman and Nigel Barnes discuss how valuation discipline, management quality and a long-term perspective guide investment decisions, particularly during periods of uncertainty and market volatility. Listen now for insights into how the team navigates today's investment environment. #DenkerCapital #GlobalFinancialFund #Investing #FinancialMarkets For more information on the Denker Global Financial Fund, visit www.denkercapital.com

September 15, 2026Episode 326 min

Beyond banks: Insurance, exchanges and other financial opportunities

The Denker Capital Global Financial Fund invests in far more than just banks. In this episode, Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund discuss the opportunities in insurance companies and other financial businesses, highlighting how they uncover value in often-overlooked areas of the market. Listen now to learn more about the breadth of opportunities within the global financial sector. #DenkerCapital #GlobalFinancialFund #Insurance #investing For more information on the Denker Global Financial Fund, visit www.denkercapital.com

September 10, 2026Episode 3110 min

Global banking opportunities: Where the team is finding value

Banking remains one of the most important sectors within the global financial landscape, but where are the most attractive opportunities today? In this episode, Nigel Barnes is joined by Barry de Kock, Portfolio manager of the Denker Global Opportunities Portfolios, and Ben Kooyman, Co-portfolio manager of the Denker Global Financial Fund, to discuss opportunities across Latin America, Europe and other markets. Together, they share their views on valuations, risk management and the investment opportunities shaping the global banking sector today. #DenkerCapital #GlobalFinancialFund #Banking #Investing For more information on the Denker Global Financial Fund, visit www.denkercapital.com

September 8, 2026Episode 308 min

Denker Capital Global Financial Fund: Finding opportunities across global financial markets

What opportunities exist across global financial markets today? In this episode, Kokkie Kooyman, Head of Global Financials, speaks to Nigel Barnes, Head of Business Development, about the Denker Capital Global Financial Fund, discussing the team's investment philosophy, research process, and how they identify high-quality financial businesses around the world. Listen now and gain insight into the thinking behind the fund. For more information on the Denker Global Financial Fund, visit www.denkercapital.com

September 15, 2025Episode 2917 min

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.

January 31, 2025Episode 2821 min

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.

August 7, 2024Episode 2714 min

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.

February 15, 2024Episode 2615 min

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.

November 1, 2023Episode 2526 min

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.