SP500

Magic Markets Ep186: Is the automotive sector a good investment?

Magic Markets2024-07-31T22:10:56+02:00

Listen to the show here: Description: The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor. Full transcript: The Finance Ghost: Welcome to episode 186 of Magic [...]

Magic Markets Ep186: Is the automotive sector a good investment?Magic Markets2024-07-31T22:10:56+02:00

Magic Markets Ep183: Investing in Global BRNDZ

Magic Markets2024-07-10T21:50:05+02:00

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands. Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

Magic Markets Ep183: Investing in Global BRNDZMagic Markets2024-07-10T21:50:05+02:00

Magic Markets Ep85: US Earnings Season – July ’22

Magic Markets2022-07-20T23:24:33+02:00

It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomics because there’s just so much going on in that space. Inflation, interest rates and even copper are top of mind for traders and investors alike. This led us into a discussion about banking regulation and how capital is being sucked out of the system by putting higher equity capital requirements on banks like JPMorgan Chase & Co. We talked about capital buffers and the impact they have on risk and returns. We also [...]

Magic Markets Ep85: US Earnings Season – July ’22Magic Markets2022-07-20T23:24:33+02:00

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