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

288

August 26, 2026 00:13:31
Magic Markets #288: Treasury Troubles and Walmart Wobbles

Magic Markets #288: Treasury Troubles and Walmart Wobbles

Mohammed Nalla unpacks the US Treasury's decision to increase buybacks at the long end of the bond market, explaining why soaring long-term yields matter...

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287

August 19, 2026 00:15:32
Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching

Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching

Federal Reserve Chair Kevin Warsh faces a tricky backdrop of cooling inflation, a softer labour market and growing speculation around the Fed's next move....

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286

August 11, 2026 00:15:09
Magic Markets #286: Banks, Bancassurance and Balancing Exposure

Magic Markets #286: Banks, Bancassurance and Balancing Exposure

This week, we're diving into the banking sector, from the investment banking giants of Wall Street to the retail and commercial banking powerhouses of...

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285

August 05, 2026 00:16:00
Magic Markets #285: Leopold, Leverage and Losses

Magic Markets #285: Leopold, Leverage and Losses

Leopold Aschenbrenner was widely seen as one of the brightest minds riding the AI wave, building Situational Awareness into a hedge fund that reportedly...

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284

July 29, 2026 00:13:18
Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility

Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility

South African consumers have spent the past few years battling higher interest rates, rising administered prices and persistent pressure on household budgets. Although the...

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July 21, 2026 00:18:17
Magic Markets #283: Saying Yes to Yield - Exploring Property Markets

Magic Markets #283: Saying Yes to Yield - Exploring Property Markets

Property is a unique asset class that sits somewhere between equities and bonds, offering investors a combination of income, growth and exposure to macroeconomic...

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