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 287

August 19, 2026 • 00:15:32
Episode Cover

Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching

Federal Reserve Chair Kevin Warsh faces a tricky backdrop of cooling inflation, a softer labour market and growing speculation around the Fed's next move....

Listen

Episode 210

February 05, 2025 • 00:26:59
Episode Cover

Magic Markets #210: Tariff Tantrum

Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the...

Listen

Episode 26

May 20, 2021 • 00:22:44
Episode Cover

Magic Markets #26: The Cure for High Prices

Inflation: the word on everyone's lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even...

Listen