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.
The Finance Ghost and Mohammed Nalla (Moe-Knows) have been enthralled by the markets this week, with the Main Street vs. Wall Street battle playing out through an obscure gaming company (GameStop). Suddenly, everyone is talking about short squeezes! The hosts unpack the concept of a short squeeze and the trading strategies around this. This high-energy show is a must for those who want to understand more about the current market craziness. This episode of Magic Markets is brought to you by AnBro Capital Investments. Invest in the Future, Invest in Growth, Invest in Unicorns. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised financial services provider. ...
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic. In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them. ...
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the "Fiscal Cockroach" - a term of endearment in case you aren't sure - the hosts take a balanced approach to the opportunities and risks facing the country. Listen to Episode 14 of Magic Markets for the budget insights that you won't hear anywhere else. ...
