South Africa

Magic Markets #206: The year ahead – buckle up!

Magic Markets2025-01-08T20:56:49+02:00

To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives. Get excited about the markets this year in this episode of Magic Markets, with a fast-paced overview of the big stuff that you should be following.

Magic Markets #206: The year ahead – buckle up!Magic Markets2025-01-08T20:56:49+02:00

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 #197: GNU follow-through – are businesses changing?

Magic Markets2024-10-16T19:14:41+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 #197: GNU follow-through – are businesses changing?Magic Markets2024-10-16T19:14:41+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

Magic Markets Ep180: Home Country Bias

Magic Markets2024-06-19T14:28:59+02:00

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America. In this episode, Mohammed Nalla and The Finance Ghost take advantage of recent travels to discuss how the South African market differs from global markets like the UK and America. For any investor serious about global wealth creation, this is a valuable discussion.

Magic Markets Ep180: Home Country BiasMagic Markets2024-06-19T14:28:59+02:00

Magic Markets Ep134: Rate Hikes, Banks and Consumers

Magic Markets2023-07-19T18:23:00+02:00

Interest rates have been hiked aggressively globally and its starting to show up in bank's provisions. This week, Mohammed Nalla and The Finance Ghost discuss the current hiking cycle, the impact on banks and consumers and which JSE sectors are giving good guidance at the moment.

Magic Markets Ep134: Rate Hikes, Banks and ConsumersMagic Markets2023-07-19T18:23:00+02:00

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)

Magic Markets2023-03-30T10:34:39+02:00

In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk about Westbrooke’s response to the solar financing opportunity that has been thrust into the limelight (or sunlight?) by the failure of South Africa’s national power utility. Westbrooke’s approach is a little different, focusing on the equity layer in the capital stack. Equity can be difficult to raise, particularly as most funding in the market seems to focus on debt for these opportunities. Although Westbrooke’s activities in this space are not open to the public for investment, there [...]

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)Magic Markets2023-03-30T10:34:39+02:00

Magic Markets Ep109: 2023 Ideas with Herenya

Magic Markets2023-01-25T19:23:58+02:00

As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about the mood of the traders in the community and some of the ideas and strategies that they are putting in place. We also talked about the South African economy and the obvious impact of load shedding, with some long-term silver linings thrown in for good measure. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and [...]

Magic Markets Ep109: 2023 Ideas with HerenyaMagic Markets2023-01-25T19:23:58+02:00

Magic Markets Ep106: The Global View with Marko Papic

Magic Markets2022-12-15T00:17:30+02:00

If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can be in generating returns. As the author of the book Geopolitical Alpha, Marko Papic is a global geopolitical expert and partner at Clocktower Group, who advises some of the largest pension funds and investors globally. As a friend of Moe's, we were able to twist his arm to share some of his views on global geopolitics and the risks and opportunities they currently present for investors. Having travelled to South Africa many times, Marko also has a [...]

Magic Markets Ep106: The Global View with Marko PapicMagic Markets2022-12-15T00:17:30+02:00

Magic Markets Ep105: 2022 Recap with Herenya

Magic Markets2022-12-07T23:42:07+02:00

In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes like energy and inflation playing out in the markets and plenty of volatility from the Fed on one end of the world and China on the other. These volatile conditions were both treacherous and potentially highly rewarding. Whilst touching on topics as diverse as banks and Chinese tech stocks, the hosts also talked about trades that went badly. We all have those! As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping [...]

Magic Markets Ep105: 2022 Recap with HerenyaMagic Markets2022-12-07T23:42:07+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP

Title