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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 Ep187: How to Prepare for a Crash

Magic Markets2024-08-07T17:03:00+02:00

Listen to the show here: Description: As the Nikkei had a terrible day of historical significance and the world held its breath for what might happen on the Nasdaq, those who did the research before the time and had their wishlist ready were in the perfect position to buy their favourite stocks at a sale price. This is the power of having your finger on the pulse of what you want to own and at what price. Only doing that thinking as a crash happens is far too late. In this episode, we discussed the reasons for the "flash crash" - [...]

Magic Markets Ep187: How to Prepare for a CrashMagic Markets2024-08-07T17:03:00+02:00

Meta: Advertising Intelligence

Magic Markets2024-08-07T13:43:06+02:00

Meta is the GOAT when it comes to social media, but this particular goat strayed off the path in 2022 and gave investors serious headaches. After a big scare for both the market and Zuckerberg’s teams, Meta took a more measured approach and got spending back in line. The results since then have been excellent, with a wonderful share price recovery and vastly improved market sentiment. Meta is a dark horse for AI, with most of the initial attention having gone to ChatGPT. Can Zuckerberg’s empire keep up the momentum and become the AI winner over time?

Meta: Advertising IntelligenceMagic Markets2024-08-07T13:43:06+02:00

Magic Markets Ep161: Meta and Microsoft

Magic Markets2024-02-07T16:38:03+02:00

Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.

Magic Markets Ep161: Meta and MicrosoftMagic Markets2024-02-07T16:38:03+02:00

Recap: Meta

Magic Markets2023-08-02T22:11:41+02:00

We keep coming back to Meta on Magic Markets Premium because the company keeps dishing up surprises and volatility. After a spectacular run in the share price, is it time to take profits and stand back?

Recap: MetaMagic Markets2023-08-02T22:11:41+02:00

Magic Markets Ep135: Our Recent Trades

Magic Markets2023-07-26T23:29:50+02:00

At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.

Magic Markets Ep135: Our Recent TradesMagic Markets2023-07-26T23:29:50+02:00

Magic Markets Ep124: Five with Trive – Artificial Intelligence

Magic Markets2023-05-11T11:09:50+02:00

It doesn't get more topical than artificial intelligence, with Alexander Weiss of Trive South Africa joining us to reflect on the extraordinary growth seen thus far and the companies at the forefront of this trend. This includes Nvidia, AMD, Microsoft, Alphabet and Meta. Join us for Five with Ttrive as we discuss these stocks.

Magic Markets Ep124: Five with Trive – Artificial IntelligenceMagic Markets2023-05-11T11:09:50+02:00

Magic Markets Ep123: Growth, Value and Five-Year Fun

Magic Markets2023-05-03T18:05:48+02:00

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.

Magic Markets Ep123: Growth, Value and Five-Year FunMagic Markets2023-05-03T18:05:48+02:00

Magic Markets Ep102: Themes in Big Tech

Magic Markets2022-11-16T21:54:43+02:00

As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple. The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models. If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes [...]

Magic Markets Ep102: Themes in Big TechMagic Markets2022-11-16T21:54:43+02:00

Meta: Does It Get Better?

Magic Markets2022-11-03T01:01:34+02:00

Use the podcast player below to listen to our discussion on Meta and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 3 November 2022) 2.9 billion people every day. That’s how many warm bodies engage with a Meta product. This is one of the most powerful ecosystems in the world with undeniable network effects, yet the Meta share price is back to where it was several years ago. In that time, earnings have more than tripled. With Zuckerberg and team doubling down on the Metaverse, the investment thesis has moved well beyond Family of Apps. The market [...]

Meta: Does It Get Better?Magic Markets2022-11-03T01:01:34+02:00

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