Magic Markets

The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, ... more

Latest Episodes

77

May 25, 2022 00:29:24
Magic Markets #77: Surviving bear markets

Magic Markets #77: Surviving bear markets

Bear markets aren’t easy. Those following long-term strategies watch their portfolio values take a dive. Traders can do really well in a time of heightened volatility, but the risks are higher too. With Petri Redelinghuys of Herenya Capital Advisors, we explore some of the techniques required to survive a bear market. We also talked about some major recent investment themes in the market, ranging from uranium through to broader resources exposure. We also touched on the financials index and how this sector has quietly outperformed the resources index on the JSE in 2022. As always, the focus at Herenya is on educating investors and traders. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter. ...

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76

May 18, 2022 00:30:36
Magic Markets #76: Private Equity - there's more to investing

Magic Markets #76: Private Equity - there's more to investing

On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in the middle. A successful private equity strategy is a hybrid of those concepts, with venture capital influences like growth and scale and public market influences like strong cash flows and solid assets. Each market is different. In South Africa, the private equity industry is based on relationships and the best deals are done in an elite club. In the UK, the market is far more welcoming to a new entrant and there is a wide network of brokers that can bring access to deals. Joined by Rob Grieve from Westbrooke Alternative Asset Management who recently relocated to the UK to build Westbrooke’s private equity business, we bring you a unique opportunity to learn more about the private equity industry and the differences between the UK and South African markets.We highly recommend giving this show a listen. The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment. 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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75

May 11, 2022 00:31:08
Magic Markets #75: Investing in Biotech

Magic Markets #75: Investing in Biotech

This week, we invited Anbro Capital back to pick their brains on biotech stocks. It’s an exciting space and Justiné Brophy, co-founder of Anbro, joins us this time around. We kick off on the woes currently facing growth stocks and move into a detailed discussion on some of the most exciting ideas and opportunities the team is finding, specifically in biotech. It’s not about sinking tons of cash into businesses that don’t make money. In this show, we unpack 3 ideas that the team is looking at that currently make money and that enjoy significant TAMs and growth potential. The team at Anbro put their own money where their mouths are! Join us as we go beneath the surface to bring you insights and fresh perspectives…only on Magic Markets! Episode 75 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371. Invest in the future. Invest in growth. Visit investinunicorns.com for more information.   ...

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74

May 04, 2022 00:31:58
Magic Markets #74: Ukraine - a view from Eastern Europe

Magic Markets #74: Ukraine - a view from Eastern Europe

Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This gives him incredible insights into the global supply chain challenges that are plaguing so many businesses and industries at the moment. It also puts him right at the coalface of the war in Ukraine, with Polish borders having been opened to millions of Ukrainian refugees. In this podcast, we bring you these insights and so many more, covering a broad variety of topics including geopolitical issues in Europe. Every crisis brings both heartache and opportunity and this one is no different, with the human spirit clear to see in both the hospitality shown to Ukrainians as well as the growth potential for Poland. With a number of JSE-listed companies holding investments in the region, these insights are important for local investors. ...

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73

April 27, 2022 00:29:30
Magic Markets #73: (Ad)Venture Capital

Magic Markets #73: (Ad)Venture Capital

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to the show.Westbrooke’s venture capital strategies take advantage of early-stage investment opportunities with a global flavour, giving investors access to an asset class that is otherwise difficult to gain exposure to. In this show, we discuss an overview of venture capital and the ways in which it differs from investments in listed companies. This is a fascinating space that sits at the heart of the technological advancements that have changed our lives and continue to do so. The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment. 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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72

April 20, 2022 00:27:15
Magic Markets #72: Taking Stock with Petri - April 2022

Magic Markets #72: Taking Stock with Petri - April 2022

Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital Advisors, he spends his days actively trading the market and engaging with Herenya’s community of day traders, swing traders and investors. In Episode 72 of Magic Markets, he joined us to discuss his energy positions, the use of ETFs in a portfolio and the ongoing ethical dilemma of climate issues vs. generating profits for clients. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter. ...

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