Magic Markets

--- The Finance Ghost and Moe-Knows ---

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.

Brought to you by The Finance Ghost and Moe-Knows of Magic Markets

Latest Episodes…

  1. Magic Markets #19: Arch-egos at hedge funds

    It's an April Fools' show, yet we only discuss things that have actually happened. It says a lot for the character of the markets that many of the current topics could probably double up as pranks. Other than Cathie Wood's ARK investing in John Deere in a space fund (?!?), the ...

    04/01/2021

  2. Magic Markets #18: Investment Journeys

    Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment ...

    03/25/2021

  3. Magic Markets #17: Trading the Scandals

    Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE ...

    03/18/2021

  4. Magic Markets #16: SPAC Attack

    The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the ...

    03/11/2021

  5. Magic Markets #15: The Yield Curve-ball

    In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include the basics of bonds, corporate vs. government bonds, whether bonds are good investments, the impact of ...

    03/04/2021