US - Magic Markets

Magic Markets Ep93: Macro Markets Mayhem

2022-09-14T22:32:43+02:00

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock. In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe. Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn! [...]

Magic Markets Ep87: Investing in Mobile Home Parks

Magic Markets2022-08-03T22:45:47+02:00

Investing in mobile home parks is a wonderful example of how far the definition of an alternative asset can be stretched. It sounds odd, yet when you dig into this asset, you’ll find that it is simply a different way of getting exposure to residential property. Westbrooke’s investments in this asset class have delivered strong USD-based returns. As we learnt on this show, some of the biggest names in the investment industry have exposure to this market, including Warren Buffett! Get any thoughts of Jerry Springer out of your mind and prepare yourself for a great learning experience with Jonathan Loeb [...]

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