The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in 2020.
They also discuss changes made to their respective portfolios for 2021, taking into account the second wave of lockdowns and latest market movements.
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 stocks. In this show, we reflect on the conclusions we reached on some of the earlier shows and how things have played out in the market. A feedback loop is critical to keeping yourself honest in the market. In this show, we look back at the likes of Nike, Monster Beverages, Etsy and more. Join us to get a taste of the type of work we do in Magic Markets Premium and to see whether our process gives us the “right” answer. ...
It's time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus is on helping people learn and trade safely, while understanding the risks and the hard work required to be a truly successful trader. We also discuss the importance of DMA trading, account sizes and risk management. Petri has a proper reputation in the market and with good reason. Hosts The Finance Ghost and Mohammed Nalla can't wait for a month of learning! This podcast is brought to you by Herenya Capital Advisors, registered FSP no. 47080. Herenya is setting the new standard for stockbroking services. Herenya - by traders, for traders. ...
In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the Turkish Lira, which is rather broken. We then moved from fiscal balance sheets to company balance sheets. In particular, we explored what happens when bad balance sheets happen to good people. In the aftermath of the pandemic, we’ve seen companies struggle with unsustainable debt. In some cases, this is an opportunity for large new equity investors or existing anchor shareholders to increase their stakes at a depressed valuation. By working through examples like Tongaat, Brait and EOH, we show how important the balance sheet can be. Magic Markets is your invitation to be part of our discussions on macro themes and company-specific news in the markets. ...
