Magic Markets

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Magic Markets Ep95: Money in a Bear Market

One of the benefits of trading is that you can make money in a bear market, as long as you are either prepared ...

Magic Markets Ep94: The Westbrooke Portfolio

Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as ...

Magic Markets Ep93: Macro Markets Mayhem

The US CPI print was slightly different to market expectations, though you would never say so based on the ...

Magic Markets Ep92: Investing in the ‘LatAm Blackstone’

The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company ...

Magic Markets Ep91: Investing in Solar

In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar ...

Magic Markets Ep90: The Herenya Portfolios

In addition to the trading community that Herenya Capital Advisors is known for, founder Petri Redelinghuys ...

Magic Markets Ep89: Unwrapping our Research Process

In Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global ...

Magic Markets Ep88: Growth is for stock pickers

In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the ...

Magic Markets Ep87: Investing in Mobile Home Parks

Investing in mobile home parks is a wonderful example of how far the definition of an alternative asset can be ...

Magic Markets Ep86: Trading DMA vs. OTC

The markets are a combination of art and science. Knowing the science is important, especially when it comes ...

Magic Markets Ep85: US Earnings Season – July ’22

It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, ...

Magic Markets Ep84: A First Half to Forget

In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you ...

Magic Markets Ep83: Tales from the Crypto

The team from Future Forex is familiar to Magic Markets listeners. Those who have been taking advantage of ...

Magic Markets Ep82: Stories from Traders

In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about ...

Magic Markets Ep81: Hybrid Capital

The talented finance professionals at Westbrooke Alternative Asset Management have been doing a wonderful job ...

Magic Markets Ep80: Hot Stocks vs. Hot Air

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully ...

Magic Markets Ep79: Three Burning Questions

The Finance Ghost and Mohammed Nalla decided to ask each other three burning questions on this show. To give ...

Magic Markets Ep78: A sneak peak at Premium

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For ...

Magic Markets Ep77: Surviving bear markets

Bear markets aren’t easy. Those following long-term strategies watch their portfolio values take a dive. ...

Magic Markets Ep76: Private Equity – there’s more to investing

On the equity investment spectrum from venture capital at one end to public markets at the other, private ...

Magic Markets Ep75: Investing in Biotech

This week, we invited AnBro Capital back to pick their brains on biotech stocks. It’s an exciting space and ...

Magic Markets Ep74: Ukraine: a view from Eastern Europe

Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This ...

Magic Markets Ep73: (Ad)Venture Capital

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed ...

Magic Markets Ep72: Taking Stock with Petri – April 2022

Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital ...

Magic Markets Ep71: Investing in Disruptors

Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity ...

Magic Markets Ep70: Crypto Arbitrage Update

Long-standing Magic Markets listeners will know the Future Forex team. They introduced the concept of crypto ...

Magic Markets Ep69: Investing in private debt

You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of ...

Magic Markets Ep68: Burgers and fairy tales

Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of ...

Magic Markets Ep67: Investing in tough places

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward ...

Magic Markets Ep66: Strong opinions, loosely held

Herenya is a name you’ve heard before on Magic Markets. Considering they have a strong trading community and a ...

Magic Markets Ep65: There’s value in growth

Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February ...

Magic Markets Ep64: It’s a stock picker’s market

2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that ...

Magic Markets Ep63: Balancing balance sheets

We are thrilled to have Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over ...

Magic Markets Ep62: Afrimat – a track record as Hotazel

With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as ...

Magic Markets Ep61: The Fed flip-flop

Stock-picking is a fun game that we all like to play. Here’s the thing: if you don’t keep an eye on the macro ...

Magic Markets Ep60: Performance of our Premium picks and puts

Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number ...

Magic Markets Ep59: The Westbrooke Alternative

We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With ...

Magic Markets Ep58: The Willet Show

Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered ...

Magic Markets Ep57: Our 2021 Winners and Losers

The final show of the year is always an opportunity to reflect on what did and didn’t work in our ...

Magic Markets Ep56: Themes from our Deep Dives

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to ...

Magic Markets Ep55: The Supply Chain Expert

Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium ...

Magic Markets Ep54: Oh-My-Cron!

In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves ...

Magic Markets Ep53: Bad Balance Sheets

In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now ...

Magic Markets Ep52: Q3 Revenue and Cyclicals

After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a ...

Magic Markets Ep51: Foreign Investment in SA

Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective ...

Magic Markets Ep50: Competition Commission

After the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, ...

Magic Markets Ep49: Heroes and Net Zeroes

There’s nothing more topical than ESG and climate change. There’s also nothing more complicated and ...

Magic Markets Ep48: Crypto Arbitrage Update

With the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) ...

Magic Markets Ep47: Supply Chain Pressures

With supply chains around the world clogged up and companies scrambling to navigate their way through the ...

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

In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related ...

Magic Markets Ep45: Dare to Day Trade

In the final episode of #HerenyaSeptember, Petri Redelinghuys invites fellow Herenya trader Jonathan ...

Magic Markets Ep44: Ask Herenya Part 2

This is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading ...

Magic Markets Ep43: Ask Herenya Part 1

This is the second episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading ...

Magic Markets Ep42: Herenya September

It’s time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This ...

Magic Markets Ep41: Commodity Economy

The commodity economy is playing out in front of our very eyes, not just in South Africa but in other ...

Magic Markets Ep40: The ETF Expert

The leading ETF expert in South Africa is Nerina Visser. Magic Markets hosts The Finance Ghost and Mohammed ...

Magic Markets Ep39: How we use ETFs

Exchange Traded Funds (ETFs) are thought of as passive investment tools, although this isn’t always the ...

Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna

In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two ...

Magic Markets Ep37: Satrix Responds to our Criticism

In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we ...

Magic Markets Ep36: Overweight Food

The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When ...

Magic Markets Ep35: Sell-offs and Sell-outs

There were some big moves in the market this week, including an interesting situation where both equities and ...

Magic Markets Ep34: Riots and Rands

Our home country is burning. South Africa is in economic turmoil and lives are being lost in riots and ...

Magic Markets Ep33: Do Your DiDi

The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese ...

Magic Markets Ep32: The ESG Enforcer

The concepts of “ESG” and “sustainable investing” are now front-of-mind for ...

Magic Markets Ep31: Yield Masterclass

Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. ...

Magic Markets Ep30: Investing Down Under

Magic Markets co-host Mohammed Nalla took a break this week to deal with a tragic loss in his family, ...

Magic Markets Ep29: Investing in Agri

We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the ...

Magic Markets Ep28: Venture Capital Views

The s12J investment tax benefit is coming to an end in South Africa. Investors only have until the end of June ...

Magic Markets Ep27: Beyond the Multiples

Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest ...

Magic Markets Ep26: The Cure for High Prices

Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is ...

Magic Markets Ep25: Wood from the Trees

With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the ...

Magic Markets Ep24: FAANGs at the BEACH

The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as ...

Magic Markets Ep23: European Gems

European investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) ...

Magic Markets Ep22: Banks – Boom or Bust?

In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) ...

Magic Markets Ep21: Crypto Arbitrage

With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the ...

Magic Markets Ep20: Buy-Toi-Let

In Episode 20 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss property ...

Magic Markets Ep19: Arch-egos at hedge funds

It’s an April Fools’ show, yet we only discuss things that have actually happened. It says a lot ...

Magic Markets Ep18: Investment Journeys

Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) ...

Magic Markets Ep17: Trading the Scandals

Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – ...

Magic Markets Ep16: SPAC Attack

The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose ...

Magic Markets Ep15: The Yield Curve-ball

In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) ...

Magic Markets Ep14: SA the Fiscal Cockroach

The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. ...

Magic Markets Ep13: Disney vs. Netflix

It’s an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets ...

Magic Markets Ep12: VIX, not Vicks

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in ...

Magic Markets Ep11: Tech Truffles and Unicorns

In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for ...

Magic Markets Ep10: Losing their Shorts

In Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the ...

Magic Markets Ep9: MMT and Inflation

In Episode 9 of Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss Modern Monetary Theory ...

Magic Markets Ep8: Our Crypto-nite

The world of investments is dynamic and ever-changing. Industries rise and fall. So do asset classes. The base ...

Magic Markets Ep7: 2021 Preview

The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what ...

Magic Markets Ep6: Sustainable Investing

We aren’t going to even entertain the thought of denying that there’s a global emergency for ...

Magic Markets Ep5: GDP – we shake the tree

All great startups must evolve with time and Magic Markets is no different. We’ve decided to do two ...

Magic Markets Ep4: Pension Tension (with Nerina Visser)

The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest to the Magic Markets podcast: ...

Magic Markets Ep3: Touch my junk (bonds)

In the third episode of Magic Markets, we ask you to touch our junk. Well, our junk bonds. To be more precise, ...

Magic Markets Ep 2: China’s Electrical Storm

Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. ...

Magic Markets Ep1: Rollin’ with the Rand

Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. ...

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