Magic Markets

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

Latest Episodes

16

March 11, 2021 00:24:56
Magic Markets #16: SPAC Attack

Magic Markets #16: SPAC Attack

The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they good investments or do the risks outweigh the rewards? Episode 16 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies. ...

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15

March 04, 2021 00:23:28
Magic Markets #15: The Yield Curve-ball

Magic Markets #15: The Yield Curve-ball

In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include the basics of bonds, corporate vs. government bonds, whether bonds are good investments, the impact of the yield curve on equity valuations and the effect on the gold price. Episode 15 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies. ...

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14

February 25, 2021 00:26:12
Magic Markets #14: Fiscal Cockroach

Magic Markets #14: Fiscal Cockroach

The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021.  Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the "Fiscal Cockroach" - a term of endearment in case you aren't sure - the hosts take a balanced approach to the opportunities and risks facing the country.    Listen to Episode 14 of Magic Markets for the budget insights that you won't hear anywhere else. ...

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13

February 18, 2021 00:24:11
Magic Markets #13: Disney vs. Netflix

Magic Markets #13: Disney vs. Netflix

It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire Parks business and arguably the most impressive back catalogue in the world. "Netflix creates shows, but Disney creates worlds." In Episode 13 of highly rated podcast Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss their views on which business is the better investment. They also throw out a third idea as a curveball. This episode is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised Financial Services Provider. ...

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12

February 11, 2021 00:23:37
Magic Markets #12: VIX, not Vicks

Magic Markets #12: VIX, not Vicks

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more effectively. The hosts also touch on the recent earnings boom among South African mining companies and the feel-good news of increased toy sales in the past year. Episode 12 of Magic Markets is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised Financial Services Provider. ...

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11

February 04, 2021 00:25:18
Magic Markets #11: Tech Truffles and Unicorns

Magic Markets #11: Tech Truffles and Unicorns

The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack insights into finding the winners of tomorrow - the Tech Truffles that are hard to find but incredibly rewarding when you get them right. With Craig Antonie as their guest, a stock-picking expert with a brilliant track record, this episode of Magic Markets puts forward a simple and practical framework for identifying attractive long-term investments. Episode 11 of Magic Markets is brought to you in association with AnBro Capital Investments. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised financial services provider. ...

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