Magic Markets #41: Commodity Economy

Episode 41 September 01, 2021 00:23:30
Magic Markets #41: Commodity Economy
Magic Markets
Magic Markets #41: Commodity Economy

Sep 01 2021 | 00:23:30

/

Show Notes

The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well.

The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN.

In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios.

Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla as they discuss the markets, their portfolios and all things finance-related.

Other Episodes

Episode 80

June 15, 2022 00:38:29
Episode Cover

Magic Markets #80: Hot Stocks vs. Hot Air

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully profitable commercial operation. Sometimes, these businesses...

Listen

Episode 103

November 23, 2022 00:31:40
Episode Cover

Magic Markets #103: Alternatives - The Wealth Management View

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners...

Listen

Episode 93

September 14, 2022 00:25:14
Episode Cover

Magic Markets #93: Macro Markets Mayhem

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off...

Listen