Trading

Magic Markets #219: Trade Wars and Trading

Magic Markets2025-04-09T19:42:34+02:00

With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ranging from technology through to golf. Is there method in this madness? What is really going on out there? And should we be thinking more and more about China? Volatility can be wild, but it's also a key feature of the markets and a very exciting time for those who like to see action on the screens. In this episode, our passion for the markets really shines through. We invite you to join us.

Magic Markets #219: Trade Wars and TradingMagic Markets2025-04-09T19:42:34+02:00

Magic Markets Ep188: How to Research Stocks

Magic Markets2024-08-15T09:22:18+02:00

Investing in stocks is exciting, but also dangerous unless you know how to research them. In this episode, we talk through some of the approaches we take to research, ranging from top-down analysis (finding stocks that fit a macro thesis) through to bottoms-up approaches that include valuation multiples and the power of good ol' common sense. Join The Finance Ghost and Mohammed Nalla in this show and benefit from their extensive knowledge of the markets and experience in making investments - including ones that didn't work out!

Magic Markets Ep188: How to Research StocksMagic Markets2024-08-15T09:22:18+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 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 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 Ep136: Retail Stock Reality

Magic Markets2023-08-02T22:19:24+02:00

In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics ranging from global to SA retailers, through to real estate, E-commerce, the rise of shrinkage (theft) in global retailers and SO much more! Listen in NOW!

Magic Markets Ep136: Retail Stock RealityMagic Markets2023-08-02T22:19:24+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 Ep131: How to DYOR

Magic Markets2023-06-28T07:49:16+02:00

You want to Do Your Own Research, but you aren't sure how? In this episode, we touch on important fundamental and technical metrics and strategies.

Magic Markets Ep131: How to DYORMagic Markets2023-06-28T07:49:16+02:00

Magic Markets Ep129: Relief Rallies and Market Emotions

Magic Markets2023-06-14T03:15:48+02:00

With a local relief rally putting many stocks in the green after a horrible few months, we unpack some of the differences between the North American and local markets. We touch on behavioural finance and how sentiment drives market performance over different time horizons. This is a perfect example of the conversations that happen in dealing rooms and professional institutions. At Magic Markets, we give you a ticket to the dealing room to engage with us and learn from our views on the markets.

Magic Markets Ep129: Relief Rallies and Market EmotionsMagic Markets2023-06-14T03:15:48+02:00

Magic Markets Ep121: Buybacks, Banks and Big Spenders

Magic Markets2023-04-19T18:29:36+02:00

In Episode 121 of Magic Markets, we reflect on some of the recent insights uncovered in our research for Magic Markets Premium. These include how the poor use of share buybacks by US companies, the divergence in performance between national and regional banks in the US, why we look for optionality in a business model, how to view cylical companies in a portfolio and the recent popularity of the luxury sector, why investors are buying these companies and the risk of chasing the hype.

Magic Markets Ep121: Buybacks, Banks and Big SpendersMagic Markets2023-04-19T18:29:36+02:00

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