Commodities

Magic Markets Ep117: Macro Themes with Rachel Ziemba

2023-03-22T23:43:38+02:00

With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic and geopolitical experience to Magic Markets. Having worked several times in the past with our very own Mohammed Nalla, Rachel agreed to join us for a discussion on general global trends and the perception of South Africa on the international stage. We covered topics including: Thoughts on where we are in the cycle, including global optimism around China and commodities despite some dissenting voices who think we could be heading back to a 2008/2009 scenario. The additional [...]

Magic Markets Ep117: Macro Themes with Rachel Ziemba2023-03-22T23:43:38+02:00

Magic Markets Ep66: Strong opinions, loosely held

2022-03-10T01:29:30+02:00

Herenya is a name you’ve heard before on Magic Markets. Considering they have a strong trading community and a focus on supporting and developing traders (and investors for that matter), we love working with the team from Herenya. Founder Petri Redelinghuys will be joining us every month to discuss the trends he’s seeing in the markets and some of the portfolio strategies being used by the team at Herenya. In this episode, we look at the recent volatility related to the crisis in Ukraine and how the traders have tried to unemotionally position themselves. We discussed the risks of chasing commodity [...]

Magic Markets Ep66: Strong opinions, loosely held2022-03-10T01:29:30+02:00

Magic Markets Ep41: Commodity Economy

2021-10-03T13:39:25+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 Economy2021-10-03T13:39:25+02:00

Magic Markets Ep26: The Cure for High Prices

2021-09-07T12:10:00+02:00

Inflation: the word on everyone's lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the impact. http://  

Magic Markets Ep26: The Cure for High Prices2021-09-07T12:10:00+02:00
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