Podcast

Conversations on African investment and risk control.

Long-form discussions with operators, allocators and policy voices shaping how capital is deployed across the SADC region — with an unusual focus on what can go wrong, and how to plan for it.

EP 01May 2026·42 min

Underwriting Africa: conviction over consensus

Marerwa Investment Committee

Why principal capital, long hold periods and disciplined underwriting beat consensus-driven allocation in frontier markets.

Audio coming soon — drop an .mp3 URL into episodes[].audio in src/routes/podcast.tsx.

EP 02April 2026·38 min

Risk control in volatile currencies

Treasury Roundtable

FX cycles, hedging that actually works at SADC scale, and how to design unit economics that survive a 30% currency move.

Audio coming soon — drop an .mp3 URL into episodes[].audio in src/routes/podcast.tsx.

EP 03March 2026·51 min

Building marketplaces in fragmented economies

Operator Series

Liquidity, trust and credit — the three problems every African marketplace must solve before product gets interesting.

Audio coming soon — drop an .mp3 URL into episodes[].audio in src/routes/podcast.tsx.

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