Magic Markets #129: Relief Rallies and Market Emotions

Episode 129 June 14, 2023 00:22:38
Magic Markets #129: Relief Rallies and Market Emotions
Magic Markets
Magic Markets #129: Relief Rallies and Market Emotions

Jun 14 2023 | 00:22:38

/

Show Notes

With a local relief rally putting many stocks in the green after a horrible few months, we decided to use a “guestless” show to talk about behaviours in the market and some of the differences between the North American and local markets.

We also touched on the importance of trading vs. investing and understanding the different analysis required for different time horizons.

With topics ranging from the rand through to consumer cyclical stocks and the usefulness of industrials in an inflationary environment, this is a perfect example of the conversations that happen in dealing rooms and professional institutions.

At Magic Markets, we give you a ticket to the dealing room to engage with us and learn from our views on the markets.

Other Episodes

Episode 242

September 17, 2025 00:21:12
Episode Cover

Magic Markets #242: Defending quarterly reporting

In the US market, companies are required to report quarterly - for now, at least. The latest utterances by President Trump suggest that quarterly...

Listen

Episode 248

October 29, 2025 00:24:04
Episode Cover

Magic Markets #248: Stream Wars

The content and distribution game is a hotbed of competition, with leading lights like Netflix, Disney and of course YouTube within the Alphabet (Google)...

Listen

Episode 154

December 06, 2023 00:24:52
Episode Cover

Magic Markets #154: Dis-Chem and Ulta Beauty

Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam...

Listen