Magic Markets

Mohammed Nalla took a break this week to deal with a tragic loss in his family, while The Finance Ghost ensured that the show goes on. Mark Tobin is the guest this week, an Irishman who writes about Australian stocks while living in Stellenbosch! He may struggle to choose who to support in the Rugby World Cup and he certainly struggles with Afrikaans pronunciations, but his international perspectives are invaluable. The show includes discussions on the key sectors in Australia, the spread of companies on the ASX, the extent of the small-cap universe vs. South Africa and the type of return metrics that can typically be expected on that market. If you want to expand your portfolio universe to include Australian stocks, this is a must-listen. For more from Mark, follow Coffee Microcaps on Twitter. ...

Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak to about the agriculture sector in South Africa. The Finance Ghost and Mohammed Nalla (Moe-Knows) discussed the investment opportunity in this sector in South Africa with Sihlobo and unpacked important topics like the strength of the rand and the levels in the value chain that are most attractive to investors. This episode of Magic Markets is brought to you by Olive Venture Capital Company, a s12J-compliant investment vehicle that is welcoming new investors until the s12J window closes at the end of June 2021. Listen to Ep 28 of Magic Markets for more information or visit the Olive VCC website. Olive VCC is an authorised financial services provider.   ...

The s12J tax benefit is coming to an end in South Africa. Investors only have until the end of June 2021 to invest in these opportunities. To find out more, The Finance Ghost and Mohammed Nalla welcomed Haroon Jeena to the show, the founding director of Olive Venture Capital Company. We discussed the way s12J funds work and what kind of assets Olive invests in. Interested investors can visit the Olive website to find out more about the fund and to view the prospectus.   ...

Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest on Episode 11: Tech Truffles and Unicorns, where Craig discussed the approach taken in their Unicorn Global Growth Fund. The recent market sell-off has been painful for growth investors. In this episode, Craig explains why the future still looks bright and why the Unicorn thesis hasn't changed.  This is a must-listen for investors in Unicorn and anyone interested in growth investment strategies. Episode 27 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. ...

Inflation: the word on everyone's lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) explain how inflation affects valuations and some of the techniques available to help mitigate the impact. ...

With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the importance of valuations and taking a sensible approach in frothy markets. They discuss Cathie Wood and ARK Invest, including the risks of illiquid stocks and what investors need to consider before investing in such companies.    ...