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.
In Episode 121 of Magic Markets, we took the time to reflect on some of the recent insights we’ve uncovered in our research for...
As the Nikkei had a terrible day of historical significance and the world held its breath for what might happen on the Nasdaq, those...
On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in...