The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed.
With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more effectively.
The hosts also touch on the recent earnings boom among South African mining companies and the feel-good news of increased toy sales in the past year.
Episode 12 of Magic Markets is brought to you by AnBro Capital Investments.
Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised Financial Services Provider.
This is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the past few weeks. We deal with questions like: What does he consider to be his best and worst trades? What is his trading and investment track record? Can South Africans trade stock options? Which macro indicators does he focus on? Which technical levels are important in a potential US market sell-down? This podcast is brought to you by Herenya Capital Advisors, registered FSP no. 47080. Herenya is setting the new standard for stockbroking services. Herenya – by traders, for traders. ...
Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro view on the relative valuation of South African bonds and equities compared to other markets. We also talked about sectors of interest in South Africa and how international investors view our country. Magic Markets is your invitation to be part of our global conversations on the markets and investments. ...
In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom - Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Five9 shareholders weren't interested in receiving Zoom shares in return for selling Five9. The hosts explore the theories behind cash vs. share deals and touch on numerous practical concepts that they have seen play out in the markets. The benefit of having more than 25 years of combined financial markets experience is clear in this episode. Magic Markets is your invitation to sit in on our conversations about the markets. ...
