Explore every episode of the podcast Magic Markets

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 in the investment space to being an entrepreneur, with business interests in mining and agriculture.

We couldn't resist the temptation to tap into what he's learnt by moving from desktop analysis of companies into the "real world" where you can actually taste the effect of working capital pressure. There's a big difference between thinking of a bear case and experiencing the day-to-day operational risks of doing business.

This is a highly insightful discussion that helps bridge the gap between financial and operational roles in business. You can connect with Muofhe on LinkedIn.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 complacency in the market in response to the downgrade is interesting though, as it became the catalyst for us to talk about the dollar as the world's reserve currency.

In the same week, a JPMorgan investor day provided an excellent opportunity to dig into the wisdom of not just Jamie Dimon, but CFO Jeremy Barnum as well. Aside from some insights into JPMorgan's view on the economic outlook, Barnum delivered an absolute masterclass in capital allocation.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs.

In this review of the sector, we talked about concepts like whether tariffs actually affect property, how yields work in this space and what the effect of inflation is. We looked at yields across the US and South Africa, while highlighting major trends affecting demand for property in different segments.

This podcast is an excellent way to get to grips with the listed property sector and some of the key investment principles. 

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before ending off with the latest chaos on tariffs - this time, Trump's comments on potential tariffs on the film industry, a sector in which the US enjoys a trade surplus!

You can't make this stuff up. Thankfully, we have Buffett's endless wisdom and excellent humour to enjoy, along with his comments on their investment strategy and their immense cash pile. Spoiler alert: if you were expecting buybacks of Berkshire shares in the latest quarter, you were disappointed.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that worked pretty well during COVID. Unlike the average Instagram influencer, we are all about authenticity here at Magic Markets - and that's why Moe bravely volunteered to dedicate a show to his learnings from the strategy and specifically why it didn't work out as well this time around.

The markets are hard and day trading is even harder. This show is packed with insights and an honest look at just how tough it is, even for those who are experienced. As for our resident Ghost, he's only too happy to keep wearing his "investor" (and occasional swing trader) hat - especially after hearing these day trading stories!

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 capital raising needs. This means that retail investors are being shut out of these opportunities, which is particularly problematic as these early-stage opportunities usually offer the highest potential returns.

Mesh.Trade is committed to increasing access for investors, which is why the platform is designed to enable issuers to raise debt and/or equity funding. Naturally, this means that opportunities like Die MOS (an Afrikaans education business) can be brought to an audience of retail and institutional investors, instead of just institutions like would normally be the case in private market deals.

Connie Bloem of Mesh.Trade joined us on this podcast to talk about why access to good quality private assets is so important in the South African market.

Mesh Trade (Pty) is a licensed Financial Services Provider, FSP number 53710. Please do your own research and remember that nothing you hear on Magic Markets is advice, nor should you treat this as an endorsement.

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 what about the bond markets? Aren't they just as important, if not even more important?

Does the carry trade play a role? What about foreign ownership of assets, both fixed income and equities?

And what is one really important characteristic that investors should consider when looking at buy-the-dip candidates?

All this and more in this week's episode of Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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, ranging from technology through to golf.

Is there method in this madness? What is really going on out there? And should we be thinking more and more about China?

Volatility can be wild, but it's also a key feature of the markets and a very exciting time for those who like to see action on the screens. In this episode, our passion for the markets really shines through. We invite you to join us.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing?

And does it make a difference to look at discretionary vs. defensive stocks?

Find out in this episode of Magic Markets.

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 story, it's all about whether the macroeconomics will improve in 2025. This is what some of the banking groups have predicted, so South African corporates with African exposure will be hoping that this comes to fruition.

But which South African listed companies are these? Which ones stand to benefit? And in line with a broader offshore theme for South African companies, what are the typical features of successful acquisitions vs. those that have failed?

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find something exciting to buy. Defence stocks seemed to be where momentum traders found their desired home, with incredible returns in those stocks.

But what about the rest of Europe? Is there something there to justify this Europhoria? Are there other place to look, like China?

And are you willing to allow Moe to invent the term Amexit?

All this and more in this episode of Magic Markets! 

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 day job is to help clients build diversified, successful portfolios. Thankfully, with art as one of the more interesting (and certainly most visually stimulating) alternative assets out there, she gets to enjoy some overlap between her passion and her career.

As the host of the Art in Focus podcast series, part of the excellent Investec Focus Radio offering, Tristanne is no stranger to podcasts. She joined us to talk about art as an investment, bringing a mix of genuine passion and solid insights into this asset class. And of course, at the Investec Cape Town Art Fair, you get a chance each year to see this in action.

Ready for something different? Listen to this episode dedicated to the world of art. If you enjoy it, be sure to check out the Art in Focus series for more insights. 

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 store of value, giving you a perfect example of tradition combined with tech.

For a limited time, Mesh investors can buy Krugerrands at the best retail price in the market and on a fractional basis using blockchain technology. Mesh also offers a wide range of tokenised financial assets, giving investors a multi-asset solution on a single platform.

To learn more about the investment case for gold, Mohammed Nalla will be presenting on a Mesh Trade webinar on 10th March. Registration is free at this link>>>

Mesh Trade (Pty) is a licensed Financial Services Provider, FSP number 53710. Please do your own research and remember that nothing you hear on Magic Markets is advice, nor should you treat this as an endorsement.

Having covered MercadoLibre in Magic Markets Premium this week, we had Latin America on the brain. Combined with the mess around the South African budget speech (or complete lack thereof), this triggered the idea to consider whether the reforms seen in Argentina under Javier Milei could work in South Africa.

Moe certainly took this assignment seriously, with a detailed discussion on the approach taken in Argentina and exactly which bits might work in South Africa - and which ones are a step too far! The conversation then evolved into points around the effect of reforms on growth and the ability for platform businesses to scale effectively within South Africa.

Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa. We value his balanced views and his approach to what he does, so we invited Wandile to join us at a time when South Africans are divided rather than united.

Dealing with topics like expropriation, the view of Afrikaans commercial farmers in response to the US approrach to offering refugee status, the rate of transformation in land ownership as well as common misconceptions around AGOA, this is a hard-hitting discussion that adds to the current discourse in South Africa.

As always, our goal is to drive constructive debate. This podcast is well worth your time, as Wandile is a true expert in this space. As South Africans, the most important thing we need to do is keep talking.

For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer a vibrant ecosystem. Dino Zuccollo of Westbrooke Alternative Asset Management joined us to discuss activity across the capital stack and some of the key trends coming into 2025, as well as the general levels of adoption of this asset class in South Africa and abroad.

To learn more about Westbrooke and to connect with the team, visit their website here.

Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

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 that he has been targeting. Canada, Mexico and now South Africa - is anyone safe?

Of course, these issues are nuanced and the relative negotiating power of each country becomes relevant. In this show, we talk about the response of Canada (where Moe has a front-row seat) and Mexico, as well as Ghost's concerns around how this is all coming at a bad time, with South Africa's economic recovery still in its infancy.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride.

And yet, there are some turnaround stories out there that had a great January. Is the market looking for value opportunities in unusual places based on fear of how far tech has run? Nike, Walgreens and Burberry have all been researched in Magic Markets Premium this month and we highlight that basket in this show. 

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for?

With reference to key macro points as well as more granular analysis into banks, we talked about topics ranging from the differences between US and South African banks through to sources of revenue like NII and NIR. We also talked about perhaps the most important thing of all for banks: the interest rate cycle.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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, tend to grab the imagination of investors as they go through a turnaround.

In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the health of the retail industry. We then go into the process of a typical turnaround, along with the milestones that are usually seen.

Turnarounds in the retail sector are highly speculative and therefore offer strong rewards for those who get them right. This podcast will increase your understanding of how these turnarounds work.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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 relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives.

Get excited about the markets this year in this episode of Magic Markets, with a fast-paced overview of the big stuff that you should be following.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe.

And of course, we talked about the positive surprise of South Africa this year and how political change can drive investment returns.

As we look forward to another exciting year in the markets in 2025, this is the perfect way to cap off the Year of Elections worldwide.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Although the terms blockchain and crypto are often used interchangeably, this hides the diverse use cases for blockchain technology - even in traditional applications like financial markets. On this podcast, Connie Bloem (co-founder and managing director of Mesh.trade) joins regular Magic Markets guest Justine Brophy of AnBro Capital to explain how blockchain technology on Mesh.trade is making it easier for investors to invest in funds managed by AnBro.  

For more information, visit the AnBro website and the Mesh.trade website.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

As the year of global elections draws to a close, Dino Zuccollo of Westbrooke Alternative Asset Management joined us to look back on how global trends impacted the alternative lending space in markets where Westbrooke has a presence: South Africa, the UK and the USA.

Covering important topics related to economic activities, portfolio diversification and the impact of decreasing interest rates on structures like senior debt and mezzanine funding, there's much to learn here about the world in which Westbrooke operates. To learn more about Westbrooke and to connect with the team, visit their website here.

Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies seeing better adoption than others? Where does this leave hybrids? Where does this leave manufacturers that seem to lack clear strategic direction?

Along with a discussion on European vs. American vs. Japanese manufacturer performance, we dealt with all these topics in this episode of Magic Markets. For a whirlwind overview of the automotive sector at the moment, you're in the right place.

This podcast is brought to you by Investec Focus Radio. Investec's The Current podcast is a great series on the energy transition in South Africa, an important part of our country's geopolitical story and thus highly relevant to South African investors. There are ten excellent shows and Episode 8 focuses on South Africa's electric vehicle transition. Find them here.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the show. We talked about the possible impacts of Trump's economy and social policies on inflation, interest rates and the strength of the US economy.

We also talked about a few trade ideas related to the Trump victory, as well as the positioning of Elon Musk in all this.

You can connect with Dimitri on X or LinkedIn, or learn more about Pantheon Insights here.

Episode 201 is brought to you by Future Forex. They are disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently. Refer back to Episode 199 for a discussion with Harry Scherzer on this topic.

Future Forex SA Pty Ltd is an authorised FSP number 51884.

With most of the big names in tech having just released earnings around the same time as US elections, there's so much to consider in the market. We steered clear of the politics for now, focusing on the key drivers of the Magnificent 7 (and Netflix!) and how we are positioned in these stocks.

As our subscribers in Magic Markets Premium know, we don't always agree on the stocks that we cover. There's plenty of that disagreement (and a few laughs) in this show, along with great insights.

Episode 200 is brought to you by Future Forex. They are disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently. Refer back to Episode 199 for a discussion with Harry Scherzer on this topic.

Future Forex SA Pty Ltd is an authorised FSP number 51884.

Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business.

Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently, as explained by Harry in this show.

If you want to learn more about crypto arbitrage at Future Forex as well, refer back to Episode 170 for full details on how to avoid your annual offshore investment allowances going to waste, while generating returns which have consistently outperformed the market.

Future Forex SA Pty Ltd is an authorised FSP number 51884.

Although there's a risk of churning your portfolio too often if you become obsessed with short-term market movements, there's a lot of value to be gained from the way Mohammed Nalla does his quarterly rotation work for institutional clients. He shares some of those insights in this episode of Magic Markets, covering recent sector performance in the US market and where some of the future gains may be found.

This podcast is brought to you by Investec Focus Radio. Investec's The Current podcast is a great series on the energy transition in South Africa, an important part of our country's geopolitical story and thus highly relevant to South African investors. With ten excellent shows to listen to (and the 10th episode being a wrap-up of the season), it's well worth your time digging in. Find them here.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The GNU-phoria in South Africa is now a few months old. Loadshedding is becoming a distant (albeit still painful) memory. Sentiment has clearly turned positive, but is this making a difference in day-to-day business decisions around capital allocation decisions?

Every day, the team at Westbrooke is having discussions with private business operators and investors. This puts them in the perfect position to comment on whether things are really improving in South Africa and at what pace.

Dino Zuccollo and Jonti Osher of Westbrooke joined us for this important discussion. To learn more about Westbrooke and to connect with the team, visit their website here.

Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the market started to question the speed of execution on the proposed initiatives.

Of course, this presented a perfect opportunity to talk about the impact of China on portfolios. Justine Brophy of AnBro Capital joined us to do exactly that. For more information, visit the AnBro website.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The balance sheet is often the difference between success and failure for a corporate. A strong balance sheet can carry a company through the worst of times. A weak balance sheet is vulnerable to even a minor deterioration in conditions.

Reading a balance sheet is a key step in equity analysis, but what are the most important things to look out for? In this episode, we take you through some key metrics to consider.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As is usually the case, there are a few tricks you can use to identify the key areas of focus and the stuff that really matters.

Doing your own research isn't about spending endless hours on a set of financials. It's about knowing how to arrive at a reasonable answer as quickly as possible. In this show, we walk you through our approach to reading an income statement.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the bear case. This requires you to think creatively and dig deeper, as management won't dish out these nuggets and make it easy for you. After all, they are incentivised to drive the bull case.

This episode will help you learn where to look for some of the really important points in a bear case.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis. The world is grey, not black and white. Nothing is ever fully good or fully bad. By thinking critically about the positives and negatives, you'll improve your investing skills.

In this episode, we cover the type of thinking that goes into our Bull Box in Magic Markets Premium. In sharing our insights on how we develop a bull case for a stock, we hope that it assists in your process and exposes you to the thinking enjoyed by our Premium subscribers.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains an interesting topic. For South African investors, the strategy of a group like Sanlam is worth considering, as India offers an immense demographic dividend and a democratic environment in which to invest.

Other than a look at the reasons why India has performed well recently (especially relative to China), this show delves into the services nature of the Indian economy and the opportunities that this brings.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Artificial Intelligence (AI) has been all the rage in recent times. Coming up just as quickly is quantum computing, an exciting new technology that has some potentially incredible use cases. To lift the lid on this trend and to identify how to consider investing in it, international geopolitical strategist Dimitri Zabelin joined us on this show.

If you enjoy Dimitri's work, and we strongly suspect that you will, you can check out Pantheon Insights on Substack.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return objectives? Portfolio construction is like the architecture of a house. Even with the best furniture inside that house, it doesn’t matter if the whole thing isn’t coherent and built to the right specifications for the owner.

To discuss portfolio construction, Craig Antonie of AnBro joined us on this show. Craig has built portfolios with growth, yield and quality themes, so his insights into this process are invaluable. For more information, visit the AnBro website.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Investing in stocks is exciting, but also dangerous unless you know how to research them. In this episode, we talk through some of the approaches we take to research, ranging from top-down analysis (finding stocks that fit a macro thesis) through to bottoms-up approaches that include valuation multiples and the power of good ol' common sense.   Join The Finance Ghost and Mohammed Nalla in this show and benefit from their extensive knowledge of the markets and experience in making investments - including ones that didn't work out!   This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

As the Nikkei had a terrible day of historical significance and the world held its breath for what might happen on the Nasdaq, those who did the research before the time and had their wishlist ready were in the perfect position to buy their favourite stocks at a sale price. This is the power of having your finger on the pulse of what you want to own and at what price. Only doing that thinking as a crash happens is far too late.

In this episode, we discussed the reasons for the "flash crash" - or is that just a correction? - including an explanation of the yen carry trade. We also worked through how to prepare for the opportunities that a major sell-down presents.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money?

To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

 

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference.

In this episode, Mohammed Nalla took the lead with his views on the Democrat vs. Republican policy approaches and what they could mean for developed and emerging markets. If you ever wondered whether you need to pay attention to US politics, this show will put that thought to bed once and for all.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitical trends affecting markets, economies and businesses.

In this podcast, we touched on US jobs data and what it tells us about consumers, an investment thesis for defense stocks (like Lockheed Martin) and various tech ideas ranging from Big Tech down to the frothy stocks that are a feature of Cathie Wood's world.

Take your market knowledge to the next level with Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.

Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play.

And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story.

To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion.

And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen the level of adoption in Europe first-hand and experienced such cars, have the in-house views on EVs changed?

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America.

In this episode, Mohammed Nalla and The Finance Ghost take advantage of recent travels to discuss how the South African market differs from global markets like the UK and America. For any investor serious about global wealth creation, this is a valuable discussion.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care? And of course, what do all the acronyms mean?

In demystifying the markets and bringing these concepts to the fore, Mohammed Nalla and The Finance Ghost talked through the jobs data and how it impacts central banks around the world. They also discussed the impact on equities in different sectors and how great jobs data isn’t always good news for shares.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either way, "the market" matters and will continue to matter, punishing poor policy decisions and any related uncertainty.

In this show, Mohammed Nalla and The Finance Ghost discuss concepts like GDP growth, bond yields, the rand and the situation on the ground for South African consumers.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

 

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector.

The Finance Ghost tackled Intuit, covering the growth in revenue across the product range and the importance of integration strategies within the ecosystem. Although this is a powerful SaaS business, the risk of a double top in the share price chart cannot be ignored.

Episode 177 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns. In Episode 173, you can learn about how Future Forex is disrupting the mainstream banks by making international money transfers simpler and more affordable for forex clients.