Banking

Magic Markets Ep182: A GNU Dawn

Magic Markets2024-07-03T23:33:27+02:00

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.

Magic Markets Ep182: A GNU DawnMagic Markets2024-07-03T23:33:27+02:00

JPMorgan Chase & Co: Bankers vs. Bears

Magic Markets2022-07-20T23:44:12+02:00

Use the podcast player below to listen to our discussion on JP Morgan Chase & Co and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 20 July 2022) If you prefer adding the best of the best in each industry to your portfolio, then JPMorgan Chase & Co deserves your attention. Led by charismatic banker Jamie Dimon, this bank is the best of Wall Street. Whether or not that’s a street you want to invest in is another matter entirely, of course. Banks love volatility, economic growth and higher interest rates. They don’t like stagflation, which is [...]

JPMorgan Chase & Co: Bankers vs. BearsMagic Markets2022-07-20T23:44:12+02:00

PREMIUM: US banking bonanza Q3’21

Magic Markets2022-06-21T19:25:26+02:00

Use the podcast player below to listen to our discussion on the US banking bonanza of Q3'21, which accompanies the detailed write-up below: (Date of report: 28 October 2021) Beneath the Surface - things you need to remember The land of the free, the home of the brave and the economy of the highly stimulated. We live in an unprecedented time of fiscal stimulus and the impact over the past 18 months has been clear to see, especially in the US. Bluntly, US banks are in rude health. Since 2008 and the introduction of extensive regulation in the wake of the [...]

PREMIUM: US banking bonanza Q3’21Magic Markets2022-06-21T19:25:26+02:00

Magic Markets Ep22: Banks – Boom or Bust?

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

In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking and investment banking in particular. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios. Claim your seat for the trading floor banter with the hosts of [...]

Magic Markets Ep22: Banks – Boom or Bust?Magic Markets2021-09-07T12:10:00+02:00

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