Podcasts

Magic Markets Ep56: Themes from our Deep Dives

Magic Markets2021-12-16T14:48:58+02:00

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.

Magic Markets Ep56: Themes from our Deep DivesMagic Markets2021-12-16T14:48:58+02:00

Magic Markets Ep55: The Supply Chain Expert

Magic Markets2021-12-09T01:24:54+02:00

Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain. Building on our previous discussions on Supply chain (Episode 47), we couldn’t resist the opportunity to invite on the expert to take the discussion further. In Episode 55, Andries takes us through what's happening at the coal face of the current crunch in supply chains and both the opportunities and challenges that this [...]

Magic Markets Ep55: The Supply Chain ExpertMagic Markets2021-12-09T01:24:54+02:00

Magic Markets Ep54: Oh-My-Cron!

Magic Markets2021-12-02T01:41:06+02:00

In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a discussion that touches on a wide variety of points, ranging from office vacancies to the tourism industry, the [...]

Magic Markets Ep54: Oh-My-Cron!Magic Markets2021-12-02T01:41:06+02:00

Magic Markets Ep53: Bad Balance Sheets

Magic Markets2021-11-24T23:48:16+02:00

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 [...]

Magic Markets Ep53: Bad Balance SheetsMagic Markets2021-11-24T23:48:16+02:00

Magic Markets Ep52: Q3 Revenue and Cyclicals

Magic Markets2021-11-18T03:50:00+02:00

After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors that are expected to benefit over the next few months, referencing various data sources in [...]

Magic Markets Ep52: Q3 Revenue and CyclicalsMagic Markets2021-11-18T03:50:00+02:00

Magic Markets Ep51: Foreign Investment in SA

Magic Markets2021-11-18T03:49:01+02:00

Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro [...]

Magic Markets Ep51: Foreign Investment in SAMagic Markets2021-11-18T03:49:01+02:00

Magic Markets Ep50: Competition Commission

Magic Markets2021-11-04T01:56:48+02:00

After the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more topical for investors. South Africa is a somewhat unique environment, with public interest considerations creating the risk of unpleasant outcomes in deals. Internationally, antitrust legislation and regulatory policy can make a significant difference to investment returns. Some Big Tech companies are more at risk than others. To help make sense of it all, Duncan Lishman joined us to discuss the world of competition regulation. As a competition economist, Duncan is highly skilled and experienced in this area. [...]

Magic Markets Ep50: Competition CommissionMagic Markets2021-11-04T01:56:48+02:00

Magic Markets Ep49: Heroes and Net Zeroes

Magic Markets2021-10-28T13:22:56+02:00

There’s nothing more topical than ESG and climate change. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products. To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. We had to navigate some tricky time zones to make this episode work, but that pales [...]

Magic Markets Ep49: Heroes and Net ZeroesMagic Markets2021-10-28T13:22:56+02:00

Magic Markets Ep48: Crypto Arbitrage Update

Magic Markets2021-10-26T18:41:59+02:00

With the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the opportunities of crypto arbitrage as well as the latest news in the crypto space. Yes, we even bravely discuss NFTs! Not for terribly long, though. Due to South African capital controls, significant price inefficiencies exist in the crypto asset space. Future Forex provides a streamlined service to help clients capitalise on these inefficiencies. For those seeking an alternative use of their offshore annual allowances every year, crypto arbitrage may be an interesting area for further due diligence and research. In Episode 48 [...]

Magic Markets Ep48: Crypto Arbitrage UpdateMagic Markets2021-10-26T18:41:59+02:00

Magic Markets Ep47: Supply Chain Pressures

Magic Markets2021-10-21T23:56:48+02:00

With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way. There’s also a short discussion on the potential impact on property prices [...]

Magic Markets Ep47: Supply Chain PressuresMagic Markets2021-10-21T23:56:48+02:00

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