Inflation

Magic Markets Ep93: Macro Markets Mayhem

Magic Markets2022-09-14T22:32:43+02:00

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock. In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe. Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn! [...]

Magic Markets Ep93: Macro Markets MayhemMagic Markets2022-09-14T22:32:43+02:00

Magic Markets Ep85: US Earnings Season – July ’22

Magic Markets2022-07-20T23:24:33+02:00

It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomics because there’s just so much going on in that space. Inflation, interest rates and even copper are top of mind for traders and investors alike. This led us into a discussion about banking regulation and how capital is being sucked out of the system by putting higher equity capital requirements on banks like JPMorgan Chase & Co. We talked about capital buffers and the impact they have on risk and returns. We also [...]

Magic Markets Ep85: US Earnings Season – July ’22Magic Markets2022-07-20T23:24:33+02:00

Magic Markets Ep47: Supply Chain Pressures

Magic Markets2021-10-21T23:56:48+02:00

With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way. There’s also a short discussion on the potential impact on property prices [...]

Magic Markets Ep47: Supply Chain PressuresMagic Markets2021-10-21T23:56:48+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 Ep9: MMT and Inflation

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

In Episode 9 of Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss Modern Monetary Theory (MMT), an economic framework that been received a great deal of attention in the media. They also discuss inflation, interest rates and how these concepts interact in the markets. http://

Magic Markets Ep9: MMT and InflationMagic Markets2021-09-07T12:10:16+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP