Latest Episodes
270
Magic Markets #270: Holding Through Highs and Lows
In this episode of Magic Markets, Ghost and Moe balance life’s milestones with market realities. Fresh off Ghost’s wedding celebrations, the duo dive into...
269
Magic Markets #269: SaaSpocalypse - Surviving the Shock
AI is eating software, with the market response being nothing short of brutal. The once-loved Software-as-a-Service (SaaS) stocks have been crushed, with valuation multiples...
268
Magic Markets #268: No One Brakes in Cairo - Except the Central Bank
Fresh off a honeymoon in Egypt, The Finance Ghost brings on‑the‑ground perspective to one of Africa’s largest and most misunderstood economies. From Cairo’s adrenaline‑fuelled...
267
Magic Markets #267: Oil and Toil - a Bruising Q1
The first quarter of 2026 was a reality check for global markets. If you had oil, you made money. If you had almost anything...
Magic Markets #266: Dire Straits of Hormuz
Four weeks into the war in Iran, the numbers tell a stark story around the risks for equity plays in regions like the UAE....
265
Magic Markets #265: Iran and JSE Earnings Season Themes
From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla...