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 really interesting story in the markets has been the Archegos Capital Management blowup. A few banks have found themselves severely on the wrong end of this hedge fund disaster. Some retail investors would've been hurt as well.
In Episode 19 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss how hedge funds work and how this has happened. There's also a discussion around investing in IPOs, with a dad joke thrown in along the way for good measure.
We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on...
Regular listeners of Magic Markets have learnt a great deal about alternative investments and private deals, thanks to the various professionals at Westbrooke Alternative...
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming...