Latest Episodes
273
Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack
The AI trade is evolving fast - and Nvidia is no longer the whole story. In this episode of Magic Markets, we unpack how...
272
Magic Markets #272: REIT Returns and Red Flags
With South Africa finally emerging from its April “December-lite”, the hosts dive into property - an asset class that looks simple on the surface...
271
Magic Markets #271: Record Highs, Uneven Returns
In this episode, The Finance Ghost and Mohammed Nalla unpack why US equity markets are refusing to take a break. With the S&P 500...
270
Magic Markets #270: Holding Through Highs and Lows
In this episode of Magic Markets, Ghost and Moe balance life’s milestones with market realities. Fresh off Ghost’s wedding celebrations, the duo dive into...
269
Magic Markets #269: SaaSpocalypse - Surviving the Shock
AI is eating software, with the market response being nothing short of brutal. The once-loved Software-as-a-Service (SaaS) stocks have been crushed, with valuation multiples...
268
Magic Markets #268: No One Brakes in Cairo - Except the Central Bank
Fresh off a honeymoon in Egypt, The Finance Ghost brings on‑the‑ground perspective to one of Africa’s largest and most misunderstood economies. From Cairo’s adrenaline‑fuelled...