Latest Episodes
235
Magic Markets #235: Can Fast Food Stocks Keep Growing?
Are consumers still having fries with that, or have changes in consumer preferences (like more awareness of health and nutrition) given fast food stocks...
234
Magic Markets #234: How Do Banks Manage Their Balance Sheets?
After covering the financials sector on the JSE last week and with our latest Premium research being on Goldman Sachs, we decided to talk...
233
Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers
The financials sector on the JSE is a substantial contributor to the overall index. Although banks make up the bulk of the sector, there...
232
Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)
The "capital stack" refers to the mix of debt and equity that provides the funding for a business. With so many options on the...
231
Magic Markets #231: Platinum and the cheese spread
Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even...
230
Magic Markets #230: Insights from five global companies
In this episode of Magic Markets, Mohammed Nalla and The Finance Ghost decided to each choose three companies from the recent research in Magic...