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.
It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomics because there’s just so much going on in that space. Inflation, interest rates and even copper are top of mind for traders and investors alike. This led us into a discussion about banking regulation and how capital is being sucked out of the system by putting higher equity capital requirements on banks like JPMorgan Chase & Co. We talked about capital buffers and the impact they have on risk and returns. We also talked about US consumers and particularly how direct-to-consumer strategies are paying off handsomely for retailers like Nike, Levi’s and Lululemon – companies we have covered before on Magic Markets Premium. For anyone interested in retail, this is a great learning opportunity. We finished off with a discussion on the key themes we will be watching in this round of earnings releases. Concepts like JAWS and discretionary spending came up in the discussion. If you enjoy Magic Markets, you’ll love Magic Markets Premium where we unpack business models and financial attributes of global stocks. We always include a technical and fundamental analysis as well, ending off with whether we would take a position in the company at the moment. At R99/month or R990/year, it’s one of the best investments you can make. Subscribe here. ...
It's time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus is on helping people learn and trade safely, while understanding the risks and the hard work required to be a truly successful trader. We also discuss the importance of DMA trading, account sizes and risk management. Petri has a proper reputation in the market and with good reason. Hosts The Finance Ghost and Mohammed Nalla can't wait for a month of learning! 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. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the link between environmental sustainability, good corporate governance and successful long-term investing. ESG metrics are important elements of any investor toolkit. This episode of Magic Markets is proudly sponsored by Gray Capital, an independent wealth management company. ...
