Latest Episodes
233
Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers
The financials sector on the JSE is a substantial contributor to the overall index. Although banks make up the bulk of the sector, there...
232
Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)
The "capital stack" refers to the mix of debt and equity that provides the funding for a business. With so many options on the...
231
Magic Markets #231: Platinum and the cheese spread
Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even...
230
Magic Markets #230: Insights from five global companies
In this episode of Magic Markets, Mohammed Nalla and The Finance Ghost decided to each choose three companies from the recent research in Magic...
229
Magic Markets #229: Macro World Tour
There's a lot going on in the world right now, giving us a great opportunity to let Moe wax lyrical about the key macroeconomic...
228
Magic Markets #228: Mesh.Trade and the Titans
Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing...