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

86

July 27, 2022 00:36:57
Magic Markets #86: Trading DMA vs. OTC

Magic Markets #86: Trading DMA vs. OTC

The markets are a combination of art and science. Knowing the science is important, especially when it comes to the types of trades in the market and the differences between platforms. In this episode of Magic Markets, trading expert Petri Redelinghuys joins us to discuss concepts like trading DMA vs. OTC, stop-losses in forex vs. equity trades and the way auctions work on the market. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and follow them on Twitter. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. ...

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85

July 20, 2022 00:28:05
Magic Markets #85: US Earnings Season - July '22

Magic Markets #85: US Earnings Season - July '22

It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomics because there’s just so much going on in that space. Inflation, interest rates and even copper are top of mind for traders and investors alike. This led us into a discussion about banking regulation and how capital is being sucked out of the system by putting higher equity capital requirements on banks like JPMorgan Chase & Co. We talked about capital buffers and the impact they have on risk and returns. We also talked about US consumers and particularly how direct-to-consumer strategies are paying off handsomely for retailers like Nike, Levi’s and Lululemon – companies we have covered before on Magic Markets Premium. For anyone interested in retail, this is a great learning opportunity. We finished off with a discussion on the key themes we will be watching in this round of earnings releases. Concepts like JAWS and discretionary spending came up in the discussion. If you enjoy Magic Markets, you’ll love Magic Markets Premium where we unpack business models and financial attributes of global stocks. We always include a technical and fundamental analysis as well, ending off with whether we would take a position in the company at the moment. At R99/month or R990/year, it’s one of the best investments you can make. Subscribe here.   ...

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84

July 13, 2022 00:34:46
Magic Markets #84: A First Half to Forget

Magic Markets #84: A First Half to Forget

In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you suffered. The bull and bear markets of 2020 - 2022 have been severe, driven by unprecedented levels of stimulus and macroeconomic volatility. In difficult times, it’s important to lift your head and (try to) shut out the noise. The team from AnBro Capital Investments has done exactly that. They have released research around the impact on different sectors of this bear market vs. the Global Financial Crisis (GFC) that marked the end of a multi-year bull market in 2007. Growth stocks have suffered the most this year. Importantly, this is a function of valuation rather than underlying performance, as multiples had simply run too hot by the end of 2021. In this episode, we discuss the different sector impacts as well as the differences between this bear market and the GFC. We also discuss the investment thesis that drives the thinking in the Unicorn portfolio that is managed by AnBro. Episode 84 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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83

July 06, 2022 00:29:53
Magic Markets #83: Tales from the Crypto

Magic Markets #83: Tales from the Crypto

The team from Future Forex is familiar to Magic Markets listeners. Those who have been taking advantage of crypto arbitrage have made a profit this year, something that not many people can say about their portfolios. By exploiting pricing differences in local and international markets, the team at Future Forex has built a powerful system that delivers attractive returns. Even in the recent chaos of crypto, the business has stood firm. In this episode, Harry Scherzer joins us to remind Magic Markets listeners about the crypto arbitrage opportunity and how an 80% average annual return has be achieved by their clients by cycling through the foreign investment allowance that every adult South African has each year. Learn more about crypto arbitrage in this episode and visit futureforex.co.za for more information. Future Forex Arbitrage Services is an authorised Financial Services Provider for currency remittance services, FSP number 51884. ...

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82

June 29, 2022 00:34:20
Magic Markets #82: Stories from Traders

Magic Markets #82: Stories from Traders

In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been built within the business. A major drawcard to trading through Herenya is that you become part of a vibrant, supportive community of people who are on similar journeys. In this episode of Magic Markets, we hear from three of those traders who share personal approaches to trading and risk management. These are hard-hitting nuggets of advice from real-world traders who have earned their stripes. 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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81

June 22, 2022 00:34:43
Magic Markets #81: Hybrid Capital

Magic Markets #81: Hybrid Capital

The talented finance professionals at Westbrooke Alternative Asset Management have been doing a wonderful job of educating the Magic Markets audience about asset classes like private debt and venture capital. In the latest show, we welcome Dino Zuccollo and Richard Asherson back to Magic Markets to discuss the concept of “hybrid capital” – a debt-led private equity approach that uses different instruments to achieve a level of return between debt and equity. The key here is the combination of downside protection, a strong yield and equity upside in these investments. Westbrooke currently executes this strategy in the UK market. For more information on Westbrooke’s alternative asset strategies, be sure to visit the Westbrooke website. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...

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