Magic Markets #47: Supply Chain Pressures

Episode 47 October 13, 2021 00:23:43
Magic Markets #47: Supply Chain Pressures
Magic Markets
Magic Markets #47: Supply Chain Pressures
/

Show Notes

With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand?

In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way.

There’s also a short discussion on the potential impact on property prices of an inflationary cycle.
Magic Markets is your invitation to be part of our discussions on the key drivers in the markets and what they mean for investors.

Other Episodes

Episode 9

January 21, 2021 00:21:53
Episode Cover

Magic Markets #9: MMT and Inflation

The Finance Ghost and Mohammed Nalla (Moe-Knows) have a high-level discussion on Modern Monetary Theory (MMT), an economic framework that keeps getting attention on social media and in the press. They also touch on inflation, interest rates and how these concepts work together in economies. ...

Listen

Episode 21

April 14, 2021 00:29:53
Episode Cover

Magic Markets #21: Crypto Arbitrage

With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the risks and opportunities of crypto arbitrage. Due to pricing differences in Bitcoin between foreign and local markets, there are profits that can be made. Future Forex helps people execute the arbitrage and unlock those profits. For those seeking an alternative use of their offshore annual allowances every year, crypto arbitrage may be an interesting area for further due diligence and research.  In Episode 21 of Magic Markets, you'll learn the basics of crypto arbitrage and the questions that you should be asking when considering this trade. ...

Listen

Episode 5

December 11, 2020 00:16:25
Episode Cover

Magic Markets #5: GDP - we shake the tree

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the key concepts behind Gross Domestic Product (GDP) and touch on a number of critical insights from a South African perspective. They also unpack some of the important caveats when interpreting GDP. This episode of Magic Markets is sponsored by Gray Capital, an independent wealth management company in South Africa. ...

Listen