Magic Markets

--- The Finance Ghost and Moe-Knows ---

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.

Brought to you by The Finance Ghost and Moe-Knows of Magic Markets

Latest Episodes…

  1. Magic Markets #54: Oh-My-Cron!

    In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened ...

    12/01/2021

  2. Magic Markets #53: Bad Balance Sheets

    In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the Turkish Lira, which is rather broken. We then moved from fiscal balance sheets to company balance sheets. In particular, we explored what happens when bad balance ...

    11/24/2021

  3. Magic Markets #52: Q3 Revenue and Cyclicals

    After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some ...

    11/18/2021

  4. Magic Markets #51: Foreign Investment in SA

    Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head ...

    11/10/2021

  5. Magic Markets Ep50: Competition Commission

    After the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more topical for investors. South Africa is a somewhat unique environment, with public interest considerations creating the risk of unpleasant outcomes in deals. Internationally, antitrust legislation and ...

    11/03/2021