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Magic Markets Ep79: Three Burning Questions

Magic Markets2022-06-09T07:12:49+02:00

The Finance Ghost and Mohammed Nalla decided to ask each other three burning questions on this show. To give you a taste of what we discussed: How do you reconcile bottom-up analysis with what the market is telling you? How has Magic Markets Premium impacted your appetite for global vs. local stocks? What have been your biggest learnings about running a business with someone on the other side of the world? Based on what we’ve seen gold do recently, does it impact your long thesis? What about holding the commodity vs. holding the miners? In Magic Markets Premium, what part of [...]

Magic Markets Ep79: Three Burning QuestionsMagic Markets2022-06-09T07:12:49+02:00

Magic Markets Ep57: Our 2021 Winners and Losers

Magic Markets2021-12-23T11:36:15+02:00

The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]

Magic Markets Ep57: Our 2021 Winners and LosersMagic Markets2021-12-23T11:36:15+02:00

Magic Markets Ep41: Commodity Economy

Magic Markets2021-10-03T13:39:25+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 EconomyMagic Markets2021-10-03T13:39:25+02:00

Magic Markets Ep26: The Cure for High Prices

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

Magic Markets Ep18: Investment Journeys

Magic Markets2021-09-07T12:10:15+02:00

Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn't work for them. As always, they share real-world experiences in the hope of helping listeners make better decisions with their portfolios. Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite [...]

Magic Markets Ep18: Investment JourneysMagic Markets2021-09-07T12:10:15+02:00

Magic Markets Ep12: VIX, not Vicks

Magic Markets2021-09-07T12:10:16+02:00

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more effectively. The hosts also touch on the recent earnings boom among South African mining companies and the feel-good news of increased toy sales in the past year. Episode 12 of Magic Markets is brought to you by AnBro Capital Investments. Invest [...]

Magic Markets Ep12: VIX, not VicksMagic Markets2021-09-07T12:10:16+02:00

Magic Markets Ep7: 2021 Preview

Magic Markets2021-09-07T12:10:16+02:00

The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what worked and didn't work in our respective portfolios in 2020. We also talk about changes we've made for 2021 to position ourselves for latest market conditions, especially against a backdrop of second wave lockdowns. http://

Magic Markets Ep7: 2021 PreviewMagic Markets2021-09-07T12:10:16+02:00

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