Investing

Magic Markets #205: A year of gold, bitcoin and the US

Magic Markets2024-12-11T22:20:57+02:00

In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe. And of course, we talked about the positive surprise of South Africa this year and how political change can drive investment returns. As we look forward to another exciting year in the markets in 2025, this is the perfect way to cap off the Year of Elections worldwide.

Magic Markets #205: A year of gold, bitcoin and the USMagic Markets2024-12-11T22:20:57+02:00

Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)

Magic Markets2024-12-05T09:04:22+02:00

Listen to the show here: Description: Although the terms blockchain and crypto are often used interchangeably, this hides the diverse use cases for blockchain technology - even in traditional applications like financial markets. On this podcast, Connie Bloem (co-founder and managing director of Mesh.trade) joins regular Magic Markets guest Justine Brophy of AnBro Capital to explain how blockchain technology on Mesh.trade is making it easier for investors to invest in funds managed by AnBro. For more information, visit the AnBro website and the Mesh.trade website. This podcast is for informational purposes only and is not financial or investment advice. Please speak to [...]

Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)Magic Markets2024-12-05T09:04:22+02:00

Magic Markets #200: Big Tech, Big Opportunities?

Magic Markets2024-11-06T18:06:33+02:00

Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently, as explained by Harry in this show.

Magic Markets #200: Big Tech, Big Opportunities?Magic Markets2024-11-06T18:06:33+02:00

Magic Markets #198: What can we learn from market sector rotations?

Magic Markets2024-10-28T09:44:24+02:00

Market rotations tell us a great deal about sentiment and the positioning of institutional portfolios. What can we learn from this and what might it indicate about potential future gains?

Magic Markets #198: What can we learn from market sector rotations?Magic Markets2024-10-28T09:44:24+02:00

Magic Markets #196: The China Effect

Magic Markets2024-10-09T18:28:22+02:00

News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the market started to question the speed of execution on the proposed initiatives. Of course, this presented a perfect opportunity to talk about the impact of China on portfolios. Justine Brophy of AnBro Capital joined us to do exactly that. For more information, visit the AnBro website.

Magic Markets #196: The China EffectMagic Markets2024-10-09T18:28:22+02:00

Magic Markets Ep195: How to Read a Balance Sheet

Magic Markets2024-10-02T17:35:25+02:00

The balance sheet is often the difference between success and failure for a corporate. A strong balance sheet can carry a company through the worst of times. A weak balance sheet is vulnerable to even a minor deterioration in conditions. Reading a balance sheet is a key step in equity analysis, but what are the most important things to look out for? In this episode, we take you through some key metrics to consider.

Magic Markets Ep195: How to Read a Balance SheetMagic Markets2024-10-02T17:35:25+02:00

Magic Markets Ep194: How to Interpret Profits

Magic Markets2024-09-25T19:07:17+02:00

Listen to the show here: Description: The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As is usually the case, there are a few tricks you can use to identify the key areas of focus and the stuff that really matters. Doing your own research isn't about spending endless hours on a set of financials. It's about knowing how to arrive at a reasonable answer as quickly as possible. In this show, we walk you through our approach to reading an income statement. This podcast is for [...]

Magic Markets Ep194: How to Interpret ProfitsMagic Markets2024-09-25T19:07:17+02:00

Magic Markets Ep193: How to Build a Bear Case

Magic Markets2024-09-18T15:15:59+02:00

Listen to the show here: Description: After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the bear case. This requires you to think creatively and dig deeper, as management won't dish out these nuggets and make it easy for you. After all, they are incentivised to drive the bull case. This episode will help you learn where to look for some of the really important points in a bear case. This podcast is for informational purposes only and is not financial or investment advice. Please speak to [...]

Magic Markets Ep193: How to Build a Bear CaseMagic Markets2024-09-18T15:15:59+02:00

Magic Markets Ep192: How to Build a Bull Case

Magic Markets2024-09-18T15:08:03+02:00

When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis. The world is grey, not black and white. Nothing is ever fully good or fully bad. By thinking critically about the positives and negatives, you'll improve your investing skills. In this episode, we cover the type of thinking that goes into our Bull Box in Magic Markets Premium. In sharing our insights on how we develop a bull case for a stock, we hope that it assists in your process and exposes you to the thinking enjoyed by our Premium subscribers.

Magic Markets Ep192: How to Build a Bull CaseMagic Markets2024-09-18T15:08:03+02:00

Magic Markets Ep191: The India Opportunity

Magic Markets2024-09-04T11:19:23+02:00

As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains an interesting topic. For South African investors, the strategy of a group like Sanlam is worth considering, as India offers an immense demographic dividend and a democratic environment in which to invest. Other than a look at the reasons why India has performed well recently (especially relative to China), this show delves into the services nature of the Indian economy and the opportunities that this brings.

Magic Markets Ep191: The India OpportunityMagic Markets2024-09-04T11:19:23+02:00

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