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 #59: The Westbrooke Alternative

    We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management across South Africa, the UK and the USA, Westbrooke provides a unique gateway to the world of alternative investments. This is a fascinating space including assets like ...

    01/19/2022

  2. Magic Markets #58: The Willet Show

    Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this ...

    01/12/2022

  3. Magic Markets #57: Our 2021 Winners and Losers

    The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also ...

    12/23/2021

  4. Magic Markets #56: Themes from our Deep Dives

    With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed ...

    12/16/2021

  5. Magic Markets #55: The Supply Chain Expert

    Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain.  Building on ...

    12/08/2021