Magic Markets
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Magic Markets
The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.
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Magic Markets #245: How Big Deals Create Big Problems
The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may...
Magic Markets #244: Buying Shovels in the X-Rush
The concept of "shovels in the gold rush" is really useful in investing, as it speaks directly to thematic opportunities where the approach is to pick...
Magic Markets #243: Hallucinations and Hype: AI Bubble Risks
With the news of NVIDIA investing in OpenAI and with our focus this week in Magic Markets Premium on the truly wild forecasts being put out there by O...
Magic Markets #242: Defending quarterly reporting
In the US market, companies are required to report quarterly - for now, at least. The latest utterances by President Trump suggest that quarterly repo...
Magic Markets #241: Catalysts and Meme Stocks
What causes share prices to move? Are there always sensible reasons, or does the market sometimes dish up crazy things?
There are academic argum...
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
As a follow-on show from the previous week where we talked about how to analyse retailers, we decided to cover the biggest trend right now in the sect...
Magic Markets #239: Analysing Retailers
The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major contributor to st...
Magic Markets #238: Stablecoins with Mesh.Trade
Stablecoins are highly topical at the moment, with important new legislation in the US and many discussions taking place around the world with regulat...
Magic Markets #237: Buying Market Leaders
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times)...
Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?
Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly f...
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 stoc...
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 about bank b...
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 are also majo...
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 spectrum from senior de...
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 inflatio...
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 Market...
Magic Markets #229: Macro World Tour
There's a lot going on in the world right now, giving us a great opportunity to let Moe wax lyrical about the key macroeconomic indicators and trends...
Magic Markets #228: Mesh.Trade and the Titans
Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one su...
Magic Markets #227: Saudi Aramco and Ferrari
After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This gave us a g...
Magic Markets #226: From Analyst to Entrepreneur
Muofhe Kwinda is a Magic Markets listener who reached out to us because he has an interesting story. He's made the leap from being a financial analyst...
Magic Markets #225: US Downgrade and JPMorgan Views
The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacen...
Magic Markets #224: REITs Taking a Breather
After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given h...
Magic Markets #223: Nuggets from Omaha
In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual...
Magic Markets #222: The Long and the Short of Day Trading
Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that work...
Magic Markets #221: Mesh.Trade - Unlocking Private Markets
As the recent trend in IPOs and delistings on public markets tells us, an increasing number of companies are looking to private markets for their capi...
Magic Markets #220: The Global Asset Ownership Web
With markets bouncing around like crazy practically every day at the moment, most of the focus among investors is usually on the equity indices. But w...
Magic Markets #219: Trade Wars and Trading
With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ra...
Magic Markets #218: Consumer Conundrum
The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been faci...
Magic Markets #217: Time for Africa?
As we continue to look beyond the US to demonstrate the opportunities available elsewhere in the world, our gaze turns to Africa. Firmly a currencies...
Magic Markets #216: Europhoria - hype or the new hustle?
These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find somethin...
Magic Markets #215: The art of investing in art
Tristanne Farrell isn't shy to admit it: she's mildly obsessed with art. As a Senior Wealth Manager at Investec Wealth & Investment International, her...
Magic Markets #214: Tradition meets tech - buying gold on the blockchain
If there's one thing the markets taught us recently, it's that gold remains as relevant as ever. Mesh Trade brings you a new way to invest in this sto...
Magic Markets #213: Can Argentina-style reforms work in South Africa?
Having covered MercadoLibre in Magic Markets Premium this week, we had Latin America on the brain. Combined with the mess around the South African bud...
Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture
Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa...
Magic Markets #211: Private markets are a hive of activity
For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equit...
Magic Markets #210: Tariff Tantrum
Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the countries...
Magic Markets #209: AI, Trump and turnarounds
As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent d...
Magic Markets #208: Banking on banking
The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic...
Magic Markets #207: Retail turnarounds: high-risk, high reward?
Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, t...
Magic Markets #206: The year ahead - buckle up!
To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relation...