Magic Markets #56: Themes from our Deep Dives

Episode 56 December 16, 2021 00:19:14
Magic Markets #56: Themes from our Deep Dives
Magic Markets
Magic Markets #56: Themes from our Deep Dives
/

Show Notes

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered.

We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.

Other Episodes

Episode 22

April 22, 2021 00:25:09
Episode Cover

Magic Markets #22: Banks - Boom or Bust?

In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least.  Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios. Claim your seat for the trading floor banter with the hosts of Magic Markets. ...

Listen

Episode 74

May 04, 2022 00:31:58
Episode Cover

Magic Markets #74: Ukraine - a view from Eastern Europe

Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This gives him incredible insights into the global supply chain challenges that are plaguing so many businesses and industries at the moment. It also puts him right at the coalface of the war in Ukraine, with Polish borders having been opened to millions of Ukrainian refugees. In this podcast, we bring you these insights and so many more, covering a broad variety of topics including geopolitical issues in Europe. Every crisis brings both heartache and opportunity and this one is no different, with the human spirit clear to see in both the hospitality shown to Ukrainians as well as the growth potential for Poland. With a number of JSE-listed companies holding investments in the region, these insights are important for local investors. ...

Listen

Episode 66

March 09, 2022 00:28:34
Episode Cover

Magic Markets #66: Strong opinions, loosely held

Herenya is a name you’ve heard before on Magic Markets. Considering they have a strong trading community and a focus on supporting and developing traders (and investors for that matter), we love working with the team from Herenya. Founder Petri Redelinghuys will be joining us every month to discuss the trends he’s seeing in the markets and some of the portfolio strategies being used by the team at Herenya. In this episode, we look at the recent volatility related to the crisis in Ukraine and how the traders have tried to unemotionally position themselves. We discussed the risks of chasing commodity spikes and how to prepare for a change in direction. We also looked at various scenarios related to Russia and what they would mean for markets in the short- to medium-term. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter. ...

Listen