In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking.
After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least.
Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios.
Claim your seat for the trading floor banter with the hosts of Magic Markets.
Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to growth investing. In May 2021, he joined us again on Episode 27 to unpack the sell-off in growth stocks at the time and whether this changed his approach (it didn’t – which is a good thing!) We are thrilled to welcome Craig back to Magic Markets. He will be joining us every month to discuss growth stocks and the related complexities of investing in that space. Having been through an incredibly volatile period for growth stocks, Craig takes us through his approach once more and why it has been relatively resilient within the context of the broader sector performance. We specifically discussed the ways in which the Unicorn Global Growth Fund differs from the ARK Innovation Fund. AnBro Capital focuses on a founder-led model and keeps a buffer of cash in the portfolio to respond to volatility - a sensible approach in our view! Episode 65 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371 Invest in the future. Invest in growth. Visit investinunicorns.com for more information. ...
Nerina Visser is the leading ETF expert in South Africa. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk. Nerina also addresses the misconception that ETFs are purely a "passive" investment decision. With plenty of laughs along the way, Nerina also reveals what the hosts suspected to be true: (almost) all of her money is invested in ETFs! Magic Markets is your invitation into the dealing room to be part of these conversations with global market and investment experts. ...
With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the importance of valuations and taking a sensible approach in frothy markets. They discuss Cathie Wood and ARK Invest, including the risks of illiquid stocks and what investors need to consider before investing in such companies. ...
