Goldman Sachs

Magic Markets #208: Banking on banking

Magic Markets2025-01-23T00:14:53+02:00

The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for? With reference to key macro points as well as more granular analysis into banks, we talked about topics ranging from the differences between US and South African banks through to sources of revenue like NII and NIR. We also talked about perhaps the most important thing of all for banks: the interest rate cycle.

Magic Markets #208: Banking on bankingMagic Markets2025-01-23T00:14:53+02:00

Magic Markets Ep172: Goldman Sachs and United Health Group

Magic Markets2024-04-24T01:22:15+02:00

Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips? In this episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their respective industries that have delivered excellent returns to shareholders. As good examples of buy-and-forget stocks, learning about these companies helps with offshore portfolio construction.

Magic Markets Ep172: Goldman Sachs and United Health GroupMagic Markets2024-04-24T01:22:15+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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