strategy

Magic Markets Ep147: Tips For Trading with Garth Mackenzie

Magic Markets2023-10-18T22:23:27+02:00

In Episode 147, Magic Markets Brought to you by B2IT, special guest Garth Mackenzie of the Talking with Traders podcast and Traders Corner platform joined us to discuss whether traders can still make money in a challenging market. Topics covered include: Trading Psychology, why is it important to find a trading style that matches your personality type and how to stick to trading disciplines and strategies.

Magic Markets Ep147: Tips For Trading with Garth MackenzieMagic Markets2023-10-18T22:23:27+02:00

Magic Markets Ep130: Capital Structure 101

Magic Markets2023-06-21T19:29:26+02:00

In just 20 minutes with us, you'll learn new things about balance sheet strategies and how they impact dividends and share buybacks.

Magic Markets Ep130: Capital Structure 101Magic Markets2023-06-21T19:29:26+02:00

FedEx: More with Less

Magic Markets2023-04-12T22:17:23+02:00

FedEx keeps delivering share price volatility and major shifts in its operations, so we keep covering this stock. With news of a substantial cost cutting plan now in the market, the share price has been on a strong run this year. With margins suffering a hard landing, can management deliver this plan?

FedEx: More with LessMagic Markets2023-04-12T22:17:23+02:00

Magic Markets Ep113: Portfolio Winners and Losers

Magic Markets2023-02-22T19:45:49+02:00

In Magic Markets, we try to eat our own cooking. When we cover stocks in Premium, it’s either because we already have a position in them or because we are interested in taking a position and want to do further research. In this episode of Magic Markets, we took advantage of a “just the two of us” situation to talk about some of the positions in our portfolios. Moe opted to talk about Visa, Disney and Simon Property Group, as well as Fedex as an example of a trade that got away. The Finance Ghost spoke about Hasbro as a mistake, [...]

Magic Markets Ep113: Portfolio Winners and LosersMagic Markets2023-02-22T19:45:49+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

Magic Markets Ep104: What’s going on inside Premium?

Magic Markets2022-11-30T20:17:27+02:00

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In doing so, we shared insights into important areas of focus for investors. Topics covered include: • Why do we present a bull case and a bear case on every company? • What do we learn by looking at insider selling? • In terms of financial analysis, what approach do we take to the numbers? • Many recognise that technical analysis is important, but few understand it – what are some of the key concepts that we use? [...]

Magic Markets Ep104: What’s going on inside Premium?Magic Markets2022-11-30T20:17:27+02:00

Magic Markets Ep103: Alternatives – The Wealth Management View

Magic Markets2022-11-23T19:41:43+02:00

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]

Magic Markets Ep103: Alternatives – The Wealth Management ViewMagic Markets2022-11-23T19:41:43+02:00

Magic Markets Ep100: Market Milestones

Magic Markets2022-11-02T23:30:17+02:00

In our centenary show of Magic Markets, it was fitting to celebrate market milestones with a fellow entrepreneur in the market. In the Intellidex Top Securities Brokers in South Africa 2022 report, Herenya Capital Advisors was awarded 1st position as broker for the 'Traditional Investor archetype'. That wasn't all. The team also achieved 2nd position in the 'People’s Choice Award' and a solid outcome of 5th Overall among 101 competitors in this space! Regular listeners have gotten to know Petri Redelinghuys and his style in building the community within Herenya. In this show, we chat through the secret sauce at Herenya and [...]

Magic Markets Ep100: Market MilestonesMagic Markets2022-11-02T23:30:17+02:00

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