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

32

July 01, 2021 00:32:51
Magic Markets #32: The ESG Enforcer

Magic Markets #32: The ESG Enforcer

Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don't just impact the planet and society, but have a significant impact on share portfolios as well. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) were thrilled to welcome Tracey Davies as a guest on the show. Tracey is the Executive Director of Just Share and is a recognised subject matter expert on ESG investing. In the longest Magic Markets show thus far, a passionate and insightful discussion unpacked why ESG is so important. This is a must-listen for every investor in the market. ...

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31

June 24, 2021 00:26:47
Magic Markets #31: Yield Masterclass

Magic Markets #31: Yield Masterclass

Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities. In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more. The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with equity valuations creates a yield masterclass that you don't want to miss.   ...

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30

June 17, 2021 00:27:58
Magic Markets #30: Investing Down Under

Magic Markets #30: Investing Down Under

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. ...

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29

June 09, 2021 00:25:56
Magic Markets #29: Investing in Agri

Magic Markets #29: Investing in Agri

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.   ...

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28

June 03, 2021 00:25:18
Magic Markets #28: Venture Capital Views

Magic Markets #28: Venture Capital Views

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.   ...

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27

May 27, 2021 00:23:01
Magic Markets #27: Beyond the Multiples

Magic Markets #27: Beyond the Multiples

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. ...

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