A New World & The AI Revolution - Peregrine Insider, Cape Town May 2026 - Panel Discussion
At our recent Peregrine Insider event hosted by Alan Yates, portfolio managers Jacques Conradie and Justin Cousins came together for a wide-ranging conversation on the themes shaping global markets today. The panel covers the investment implications of a closed Strait of Hormuz and rising oil prices, the AI revolution and why semiconductors remain the most compelling opportunity in the space, how Peregrine is positioning its funds amid heightened geopolitical uncertainty, and the medium-term case for gold as a store of value in an increasingly fractured world.
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Sarah Paine - Why Putin and Xi can't escape geography
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Archaeology WARNING: They Secretly Found Antarctica 300 Years Before Us! - Graham Hancock
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Peregrine Capital Investor Day 2026 - Panel Discussion: Resilient Portfolios for a Changing World
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Investing After The End Of The World with Alan Yates and Justin Cousins
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Corporate Appetite for the Global South, What Drives Catalytic Decisions
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Hermes Agent, NotebookLM & LiveKit Founders on the AI Agent Race | TWiAI 17
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NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age
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Jensen Huang on Vision, Risk, and the GPU | Only In America
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Inside Anthropic, the $965 Billion AI Juggernaut | The Circuit
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Glenn Diesen: NATO's Biggest Problem Is Not Russia | Exclusive Interview | APT
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Ex-Google Exec: How to Position Yourself Now Before the Next AI Phase (2026–2027) | Mo Gawdat
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A stock market veteran’s view on the AI bubble
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Dangote: What Africa Gets Wrong About Investment
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