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

60

January 26, 2022 00:23:37
Magic Markets #60: Performance of our Premium Picks and Puts

Magic Markets #60: Performance of our Premium Picks and Puts

Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global stocks. In this show, we reflect on the conclusions we reached on some of the earlier shows and how things have played out in the market. A feedback loop is critical to keeping yourself honest in the market. In this show, we look back at the likes of Nike, Monster Beverages, Etsy and more. Join us to get a taste of the type of work we do in Magic Markets Premium and to see whether our process gives us the “right” answer. ...

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59

January 19, 2022 00:25:27
Magic Markets #59: The Westbrooke Alternative

Magic Markets #59: The Westbrooke Alternative

We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management across South Africa, the UK and the USA, Westbrooke provides a unique gateway to the world of alternative investments. This is a fascinating space including assets like private debt, hybrid capital, real estate, private equity and venture capital. As the world shudders at the combination of high equity prices and low interest rates, alternative assets offer an interesting portfolio diversification opportunity. Westbrooke will join us once a month on Magic Markets to unpack different areas of alternative investments. In this first show, we meet Dino Zuccollo (Head of Product Development and Distribution at Westbrooke) and discuss an overview of the types of investments in this space and how they address the challenges of correlation in a portfolio. Visit www.westbrooke.co.za to find out more.Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...

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58

January 12, 2022 00:29:14
Magic Markets #58: The Willet Show

Magic Markets #58: The Willet Show

Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s the core strength of Magic Markets: hosts Mohammed Nalla and The Finance Ghost approach the world from different angles. By being part of the conversation, you benefit from a balanced view that can help you make up your own mind. Willet is the founder of Willetco Brokers, a licensed financial services provider FSP number 1287. Willetco is also the sponsor of the Five’s Alive section in Ghost Mail. ...

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57

December 23, 2021 00:22:51
Magic Markets #57: Our 2021 Winners and Losers

Magic Markets #57: Our 2021 Winners and Losers

The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look forward to another great year of Magic Markets in 2022. And if you are ready to turbocharge your learning, then subscribe to Magic Markets Premium for just R99/month. This unlocks our entire library of deep dives on global stocks, plus you can enjoy a new show and report every week. ...

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56

December 16, 2021 00:19:14
Magic Markets #56: Themes from our Deep Dives

Magic Markets #56: Themes from our Deep Dives

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week. ...

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55

December 08, 2021 00:21:16
Magic Markets #55: The Supply Chain Expert

Magic Markets #55: The Supply Chain Expert

Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain.  Building on our previous discussions on Supply chain (Episode 47), we couldn’t resist the opportunity to invite on the expert to take the discussion further. In Episode 55, Andries takes us through what's happening at the coal face of the current crunch in supply chains and both the opportunities and challenges that this is presenting. We also couldn’t resist asking him about Formula 1, since DHL is a long-standing partner of the sport.As ever, Magic Markets is your invitation to join fascinating conversations with people of influence. ...

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