Podcasts

Magic Markets Ep36: Overweight Food

Magic Markets2021-10-03T13:38:30+02:00

The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. The Domino's and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about [...]

Magic Markets Ep36: Overweight FoodMagic Markets2021-10-03T13:38:30+02:00

Magic Markets Ep35: Sell-offs and Sell-outs

Magic Markets2021-09-07T12:09:59+02:00

There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US, which wasn't nearly the "sell-off" that many referred to. Still, that's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, which supposedly looks at ESG metrics but still manages to include the likes of Sasol and [...]

Magic Markets Ep35: Sell-offs and Sell-outsMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep34: Riots and Rands

Magic Markets2021-09-07T12:09:59+02:00

Our home country is burning. South Africa is in economic turmoil and lives are being lost in riots and looting. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. We would also like to thank you for making time to listen to us in a week where you are being bombarded [...]

Magic Markets Ep34: Riots and RandsMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep33: Do Your DiDi

Magic Markets2021-09-07T12:09:59+02:00

The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure. There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a [...]

Magic Markets Ep33: Do Your DiDiMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep32: The ESG Enforcer

Magic Markets2021-09-07T12:09:59+02:00

The concepts of "ESG" and "sustainable investing" are now front-of-mind for institutional investors, but what does this mean in practice? Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don't just impact the planet and society, but have a significant impact on share portfolios as well. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) were thrilled to welcome Tracey Davies as a guest on the show. Tracey is the Executive Director of Just Share and is a recognised subject matter [...]

Magic Markets Ep32: The ESG EnforcerMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep31: Yield Masterclass

Magic Markets2021-09-07T12:09:59+02:00

Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities. In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more. The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with [...]

Magic Markets Ep31: Yield MasterclassMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep30: Investing Down Under

Magic Markets2021-09-07T12:09:59+02:00

Magic Markets co-host Mohammed Nalla took a break this week to deal with a tragic loss in his family, while The Finance Ghost ensured that the show goes on. Mark Tobin is the guest this week, an Irishman who writes about Australian stocks while living in Stellenbosch! This is a rare opportunity to learn about investing in Australia. He may struggle to choose who to support in the Rugby World Cup and he certainly struggles with Afrikaans pronunciations, but his international perspectives are invaluable. The show includes discussions on the key sectors in Australia, the spread of companies on the ASX, the extent [...]

Magic Markets Ep30: Investing Down UnderMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep29: Investing in Agri

Magic Markets2021-09-07T12:09:59+02:00

We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak [...]

Magic Markets Ep29: Investing in AgriMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep28: Venture Capital Views

Magic Markets2021-09-07T12:09:59+02:00

The s12J investment tax benefit is coming to an end in South Africa. Investors only have until the end of June 2021 to invest in these opportunities. To find out more, Mohammed Nalla and I welcomed Haroon Jeena to the show, the founding director of Olive Venture Capital Company, an authorised financial services provider. We discussed the way s12J funds work and what kind of assets Olive invests in. Interested investors can visit the Olive website to find out more about the fund and to view the prospectus. Enjoying what you see on thefinanceghost.com? It only gets better in Ghost Mail, my weekly [...]

Magic Markets Ep28: Venture Capital ViewsMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep27: Beyond the Multiples

Magic Markets2021-09-07T12:10:00+02:00

Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest on Episode 11: Tech Truffles and Unicorns, where Craig discussed the approach taken in their Unicorn Global Growth Fund. The recent market sell-off has been painful for growth investors. In this episode, Craig explains why the future still looks bright and why the Unicorn thesis hasn't changed. This is a must-listen for investors in Unicorn and anyone interested in growth investment strategies. Episode 27 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider. Invest in the future. Invest [...]

Magic Markets Ep27: Beyond the MultiplesMagic Markets2021-09-07T12:10:00+02:00

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