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Magic Markets Ep184: Geopolitics, Defense Stocks and Tech Ideas

Magic Markets2024-07-18T03:30:17+02:00

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitical trends affecting markets, economies and businesses. In this podcast, we touched on US jobs data and what it tells us about consumers, an investment thesis for defense stocks (like Lockheed Martin) and various tech ideas ranging from Big Tech down to the frothy stocks that are a feature of Cathie Wood's world. Take your market knowledge to the next level with Magic Markets.

Magic Markets Ep184: Geopolitics, Defense Stocks and Tech IdeasMagic Markets2024-07-18T03:30:17+02:00

Magic Markets Ep179: Demystifying US jobs data

Magic Markets2024-06-12T22:01:24+02:00

The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care? And of course, what do all the acronyms mean? In demystifying the markets and bringing these concepts to the fore, Mohammed Nalla and The Finance Ghost talked through the jobs data and how it impacts central banks around the world. They also discussed the impact on equities in different sectors and how great jobs data isn’t always good news for shares.

Magic Markets Ep179: Demystifying US jobs dataMagic Markets2024-06-12T22:01:24+02:00

Magic Markets Ep134: Rate Hikes, Banks and Consumers

Magic Markets2023-07-19T18:23:00+02:00

Interest rates have been hiked aggressively globally and its starting to show up in bank's provisions. This week, Mohammed Nalla and The Finance Ghost discuss the current hiking cycle, the impact on banks and consumers and which JSE sectors are giving good guidance at the moment.

Magic Markets Ep134: Rate Hikes, Banks and ConsumersMagic Markets2023-07-19T18:23:00+02:00

Magic Markets Ep61: The Fed flip-flop

Magic Markets2022-02-03T01:04:57+02:00

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 environment, then you don’t know which stream your stock fish are swimming in and how strong the current is. No matter where in the world you invest, your performance will be impacted by the decisions made by the Fed in the US. Make no mistake, the Fed is always topical. In 2022, the Fed is more than just topical; it is dominating the narrative. The yield curve has a material impact on equity performance, especially in the tech [...]

Magic Markets Ep61: The Fed flip-flopMagic Markets2022-02-03T01:04:57+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

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