Magic Markets Ep46: M&A – Cash vs. Share Deals

Magic Markets2021-10-21T23:55:15+02:00

In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom – Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Five9 shareholders weren’t interested in receiving Zoom shares in return for selling Five9. The hosts explore the theories behind cash vs. share deals and touch on numerous practical concepts that they have seen play out in the markets. The benefit of having [...]

Magic Markets Ep46: M&A – Cash vs. Share DealsMagic Markets2021-10-21T23:55:15+02:00

Magic Markets Ep45: Dare to Day Trade

Magic Markets2021-10-21T23:53:15+02:00

In the final episode of #HerenyaSeptember, Petri Redelinghuys invites fellow Herenya trader Jonathan onto the show to answer questions about the mystical art of day trading. Does he ever go to the bathroom? Does he make money? Can anyone do it? We unpack this and more in Episode 45 of Magic Markets. This podcast is brought to you by Herenya Capital Advisors, registered FSP no. 47080. Herenya is setting the new standard for stockbroking services. Herenya – by traders, for traders.

Magic Markets Ep45: Dare to Day TradeMagic Markets2021-10-21T23:53:15+02:00

Magic Markets Ep44: Ask Herenya Part 2

Magic Markets2021-10-21T23:48:46+02:00

This is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the past few weeks. We deal with questions like: What does he consider to be his best and worst trades?What is his trading and investment track record?Can South Africans trade stock options?Which macro indicators does he focus on?Which technical levels are important in a potential US market sell-down? http:// This podcast is brought to you by Herenya Capital Advisors, registered [...]

Magic Markets Ep44: Ask Herenya Part 2Magic Markets2021-10-21T23:48:46+02:00

Magic Markets Ep43: Ask Herenya Part 1

Magic Markets2021-10-21T23:44:09+02:00

This is the second episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the week. We deal with questions like: What are the characteristics of a great trader? How do you stay motivated after taking a loss? Are technicals or fundamentals more important and what should a beginner focus on? What strategies do you use to mitigate risk? How would you explain your job to a kid? This podcast is brought to you by Herenya Capital [...]

Magic Markets Ep43: Ask Herenya Part 1Magic Markets2021-10-21T23:44:09+02:00

Magic Markets Ep42: Herenya September

Magic Markets2021-10-21T23:30:40+02:00

It's time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus is on helping people learn and trade safely, while understanding the risks and the hard work required to be a truly successful trader. We also discuss the importance of DMA trading, account sizes and risk management. Petri has [...]

Magic Markets Ep42: Herenya SeptemberMagic Markets2021-10-21T23:30:40+02:00

Magic Markets Ep41: Commodity Economy

Magic Markets2021-10-03T13:39:25+02:00

The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well. The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN. In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios. Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla as they discuss the markets, their portfolios and all things finance-related. Listen to the show [...]

Magic Markets Ep41: Commodity EconomyMagic Markets2021-10-03T13:39:25+02:00

Magic Markets Ep40: The ETF Expert

Magic Markets2021-10-21T23:10:59+02:00

The leading ETF expert in South Africa is Nerina Visser. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk. Nerina also addresses the misconception that ETFs are purely a "passive" investment decision. With plenty of laughs along the way, Nerina also reveals what the hosts suspected to be true: (almost) [...]

Magic Markets Ep40: The ETF ExpertMagic Markets2021-10-21T23:10:59+02:00

Magic Markets Ep39: How we use ETFs

Magic Markets2021-10-03T13:39:15+02:00

Exchange Traded Funds (ETFs) are thought of as passive investment tools, although this isn't always the case. In Episode 39, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack more exotic examples of ETFs, which can include swaps and other mechanisms to achieve interesting outcomes. The hosts also debate how they use ETFs in their own portfolios, adding general market exposure at a low cost. Magic Markets is your weekly invitation to be part of our portfolio brainstorming sessions. http://

Magic Markets Ep39: How we use ETFsMagic Markets2021-10-03T13:39:15+02:00

Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna

Magic Markets2021-10-03T13:39:11+02:00

In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution giant McKesson ($MCK) and pharmaceuticals business Moderna ($MRNA), which has become a household name thanks to the Covid vaccines. The show offers institutional-level thinking in an easily digestible format. Magic Markets is your invitation to be part of our conversations about [...]

Magic Markets Ep38: Corsair, Callaway, McKesson and ModernaMagic Markets2021-10-03T13:39:11+02:00

Magic Markets Ep37: Satrix Responds to our Criticism

Magic Markets2021-10-03T13:39:07+02:00

In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series of tough questions. This episode was not paid for by Satrix and we did not send our questions beforehand. We are grateful to Satrix for the willingness to engage on this basis and we hope our listeners enjoy the debate around [...]

Magic Markets Ep37: Satrix Responds to our CriticismMagic Markets2021-10-03T13:39:07+02:00

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