Magic Markets

The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.

Latest Episodes

104

November 30, 2022 00:24:09
Magic Markets #104: What's going on inside Premium?

Magic Markets #104: What's going on inside Premium?

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In doing so, we shared insights into important areas of focus for investors. Topics covered include: • Why do we present a bull case and a bear case on every company?• What do we learn by looking at insider selling?• In terms of financial analysis, what approach do we take to the numbers?• Many recognise that technical analysis is important, but few understand it – what are some of the key concepts that we use?• In fundamental analysis, why do we focus on historical traded multiples as an important metric?• Do we think that quarterly reporting in the US drives the right behaviour (vs. six-monthly reporting in South Africa)? In addition to giving you a flavour of the type of work we do in Magic Markets Premium, this show is a great resource for any investor or trader who does their own research. Like what you heard this week? Join us in Magic Markets Premium for an even greater in-depth look at some of the companies mentioned. At only R99 per month or an annual deal of R990 for the year, an effective 2 months free, it's the best value you'll find in your research journey. Click here or on the banner below to look beneath the surface. ...

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103

November 23, 2022 00:31:40
Magic Markets #103: Alternatives - The Wealth Management View

Magic Markets #103: Alternatives - The Wealth Management View

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets.Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like:• What types of alternative assets are popular?• What is the priority for investors – yield, capital growth or a combination of the two?• Do investors prefer offshore or local exposure within the alternative asset portfolio?Perhaps the most surprising insight of all related to the popularity (or lack thereof) of traditional real estate as an asset class. All these insights and more are available in Episode 103 of Magic Markets. For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.   ...

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102

November 16, 2022 00:24:11
Magic Markets #102: Themes in Big Tech

Magic Markets #102: Themes in Big Tech

As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple. The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models. If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes that can only be identified through doing detailed research. Like what you heard this week? Join us in Magic Markets Premium for an even greater in-depth look at some of the companies mentioned. Click on the banner below.  ...

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101

November 09, 2022 00:29:43
Magic Markets #101: Dynamic Compounding

Magic Markets #101: Dynamic Compounding

Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show to talk about the growth stocks in the Unicorn portfolio. In Episode 101 of Magic Markets, there’s exciting news from the team at AnBro. Chief Investment Officer, Craig Antonie joined us to talk about the Dynamic Compound portfolio, a new investment product that brings more of a value flavour to AnBro’s toolkit. With a focus on compounders (companies that have disciplined capital allocation track records) that have proven to be resilient dividend payers, the Dynamic Compound portfolio gives investors a way to access global investments through a JSE-listed structure. Alongside Unicorn, this gives investors a choice of investment styles when investing with AnBro. Learn about this exciting portfolio by visiting https://www.dynamiccompounding.com/ for more information. Episode 101 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.   ...

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100

November 02, 2022 00:34:49
Magic Markets #100: Market milestones

Magic Markets #100: Market milestones

In our centenary show of Magic Markets, it was fitting to celebrate market milestones with a fellow entrepreneur in the market. In the Intellidex Top Securities Brokers in South Africa 2022 report, Herenya Capital Advisors was awarded 1st position as broker for the 'Traditional Investor archetype'. That wasn't all. The team also achieved 2nd position in the 'People’s Choice Award' and a solid outcome of 5th Overall among 101 competitors in this space!  Regular listeners have gotten to know Petri Redelinghuys and his style in building the community within Herenya. In this show, we chat through the secret sauce at Herenya and the success of many of the traders. We also talk about recent market movements and have our usual amount of fun. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and follow them on Twitter. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. ...

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99

October 26, 2022 00:32:01
Magic Markets #99: What's happening in the UK?

Magic Markets #99: What's happening in the UK?

In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions on the ground. The UK has been extremely topical this year and macroeconomic challenges are felt in private and public markets.Apart from asking whether his money was on Liz or the lettuce, we touched on a number of fascinating topics:• What does it mean to look for asymmetrical returns in a debt-led structure?• How do current rates in the UK compare to long-term averages?• What are the impacts of inflation on dealmaking and debt in company structures?• How do private company portfolios perform in this environment?• To what extent are UK consumers and businesses under pressure?• How does Westbrooke add value to partners?• How do exit strategies evolve over time?There’s a great deal to learn from this podcast. For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...

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