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

Oct 13 2021 | 00:23:43

/

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 216

March 19, 2025 00:26:00
Episode Cover

Magic Markets #216: Europhoria - hype or the new hustle?

These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find...

Listen

Episode 52

November 18, 2021 00:22:47
Episode Cover

Magic Markets #52: Q3 Revenue and Cyclicals

After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of...

Listen

Episode 60

January 26, 2022 00:23:37
Episode Cover

Magic Markets #60: Performance of our Premium Picks and Puts

Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global...

Listen