With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered.
We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.
European investor and student of the markets Tobias (@TobyTheInvestor) joins us from Copenhagen to discuss European gems and the appeal of Nordic markets that are often ignored when people think about global opportunities. European markets can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating European markets, including an understanding of the numerous Volkswagen listings! This episode is brought to you by Future Forex, assisting traders in making money from crypto even if they don't like crypto as an asset class. To find out more about Bitcoin arbitrage opportunities, visit futureforex.co.za and be sure to listen to Episode 21 of Magic Markets where we discussed this trade with the founders of Future Forex. ...
You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of months. In Episode 69 of Magic Markets, we meet more of the team members, welcoming Jonti Osher and Richard Asherson to the show to delve into the fascinating world of private debt investments. Together with the Westbrooke team, we discussed the value of this asset class in a portfolio and how high-yield, uncorrelated returns can make a significant difference on a wealth creation journey. Westbrooke operates private debt funds in the UK and in South Africa, taking advantage of a gaping hole left by the banks in lending to certain businesses. The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment. Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...
There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US. That's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, which supposedly looks at ESG metrics but still manages to include the likes of Sasol and British American Tobacco among the top holdings. Fiercely independent and packed with market insights, Magic Markets is your invitation to be a fly on the wall as the experienced hosts discuss the fascinating world of investments and markets. ...
