Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show.
As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link.
Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis.
In this show, we discussed a macro view on the relative valuation of South African bonds and equities compared to other markets. We also talked about sectors of interest in South Africa and how international investors view our country.
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Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth creation strategy. In a modern world that is rapidly changing thanks to technology, not allocating a portion of a portfolio to disruptors is a mistake. With Craig Antonie from AnBro Capital Investments, we use the example of Crowdstrike to discuss a disruptive business that was incredibly ahead of its time. It takes visionary entrepreneurs to spot and understand technological trends. It takes visionary investors to be willing to take a risk on them. We also use the opportunity to congratulate the AnBro team on their latest award and to find out more about what it takes to create a boutique asset management business. Episode 71 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. ...
Our home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. Hosts The Finance Ghost and Mohammed Nalla would like to thank you for making time to listen to us in a week where you are being bombarded with news and analysis. ...
The Finance Ghost and Moe-Knows give context to Chinese regulation in light of the Ant Group IPO being cancelled for now. The country's journey to carbon neutrality is also a major source of growth for Tesla and electric vehicles in general. ...
