Welcome to episode 144 of Magic Markets! In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This week we touch on what the endowment effect is and how is it helping banks when interest rates are going up? Should we be heeding JP Morgan CEO Jamie Dimon’s warnings about stagflation & a 7% FED funds rate? Join us on the podcast for all this and more!
Growth vs. value is one of the most stereotypical debates in the market. There’s so much to learn from these two approaches, so we used the opportunity this week to discuss this topic and look at some of the core differences. This included real-world examples of various companies that we have covered in Magic Markets Premium as well.
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 [...]
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 [...]