Podcast

Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna

Magic Markets2021-10-03T13:39:11+02:00

In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution giant McKesson ($MCK) and pharmaceuticals business Moderna ($MRNA), which has become a household name thanks to the Covid vaccines. The show offers institutional-level thinking in an easily digestible format. Magic Markets is your invitation to be part of our conversations about [...]

Magic Markets Ep38: Corsair, Callaway, McKesson and ModernaMagic Markets2021-10-03T13:39:11+02:00

Magic Markets Ep35: Sell-offs and Sell-outs

Magic Markets2021-09-07T12:09:59+02:00

There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US, which wasn't nearly the "sell-off" that many referred to. Still, that's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, which supposedly looks at ESG metrics but still manages to include the likes of Sasol and [...]

Magic Markets Ep35: Sell-offs and Sell-outsMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep34: Riots and Rands

Magic Markets2021-09-07T12:09:59+02:00

Our home country is burning. South Africa is in economic turmoil and lives are being lost in riots and looting. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. We would also like to thank you for making time to listen to us in a week where you are being bombarded [...]

Magic Markets Ep34: Riots and RandsMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep33: Do Your DiDi

Magic Markets2021-09-07T12:09:59+02:00

The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure. There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a [...]

Magic Markets Ep33: Do Your DiDiMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep13: Disney vs. Netflix

Magic Markets2021-09-07T12:10:15+02:00

It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire Parks business and arguably the most impressive back catalogue in the world. "Netflix creates shows, but Disney creates worlds." In Episode 13 of highly rated podcast Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss their views on which business [...]

Magic Markets Ep13: Disney vs. NetflixMagic Markets2021-09-07T12:10:15+02:00

Magic Markets Ep6: Sustainable Investing

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

We aren't going to even entertain the thought of denying that there's a global emergency for humans to find a more sustainable way to exist on this planet. That doesn't just drive an imperative for corporate leaders to think about climate change and sustainability; it creates investment opportunities as well. In the final Magic Markets episode for 2020, we unpack the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles. This episode is sponsored by Gray Capital, an independent wealth management company. Gray Capital combines the art of financial planning with the science of investing, helping you [...]

Magic Markets Ep6: Sustainable InvestingMagic Markets2021-09-07T12:10:16+02:00

Magic Markets Ep 2: China’s Electrical Storm

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

Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He’s launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market trends and share our insights in a way that will help you grow your knowledge. In Episode 2: China's Electrical Storm, we give context to the Chinese ecosystem and the way regulation evolves within that environment, which is especially relevant to investors [...]

Magic Markets Ep 2: China’s Electrical StormMagic Markets2021-09-07T12:10:16+02:00

Magic Markets Ep1: Rollin’ with the Rand

Magic Markets2021-09-07T12:10:41+02:00

Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He's launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market trends and share our insights in a way that will help you grow your knowledge. In Episode 1: Rollin' with the Rand, we take a look at the major drivers of Rand strength and weakness, its relative value at [...]

Magic Markets Ep1: Rollin’ with the RandMagic Markets2021-09-07T12:10:41+02:00

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