Magic Markets

The Finance Ghost and Moe-Knows
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Magic Markets Podcast

The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.

  1. Magic Markets #193: How to Build a Bear Case

    6 DAYS AGO

    Magic Markets #193: How to Build a Bear Case

    After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the bear case. This requires you to think creatively and dig deeper, as management won't dish out these nuggets and make it easy for you. After all, they are incentivised to drive the bull case. This episode will help you learn where to look for some of the really important points in a bear case. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    20 min
  2. Magic Markets #192: How to Build a Bull Case

    11 SEPT

    Magic Markets #192: How to Build a Bull Case

    When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis. The world is grey, not black and white. Nothing is ever fully good or fully bad. By thinking critically about the positives and negatives, you'll improve your investing skills. In this episode, we cover the type of thinking that goes into our Bull Box in Magic Markets Premium. In sharing our insights on how we develop a bull case for a stock, we hope that it assists in your process and exposes you to the thinking enjoyed by our Premium subscribers. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    20 min
  3. Magic Markets #191: The India Opportunity

    4 SEPT

    Magic Markets #191: The India Opportunity

    As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains an interesting topic. For South African investors, the strategy of a group like Sanlam is worth considering, as India offers an immense demographic dividend and a democratic environment in which to invest. Other than a look at the reasons why India has performed well recently (especially relative to China), this show delves into the services nature of the Indian economy and the opportunities that this brings. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    21 min
  4. Magic Markets #190: Is Quantum Computing the Next AI?

    28 AUG

    Magic Markets #190: Is Quantum Computing the Next AI?

    Artificial Intelligence (AI) has been all the rage in recent times. Coming up just as quickly is quantum computing, an exciting new technology that has some potentially incredible use cases. To lift the lid on this trend and to identify how to consider investing in it, international geopolitical strategist Dimitri Zabelin joined us on this show. If you enjoy Dimitri's work, and we strongly suspect that you will, you can check out Pantheon Insights on Substack. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    24 min
  5. Magic Markets #189: Portfolio Construction with AnBro

    21 AUG

    Magic Markets #189: Portfolio Construction with AnBro

    Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return objectives? Portfolio construction is like the architecture of a house. Even with the best furniture inside that house, it doesn’t matter if the whole thing isn’t coherent and built to the right specifications for the owner. To discuss portfolio construction, Craig Antonie of AnBro joined us on this show. Craig has built portfolios with growth, yield and quality themes, so his insights into this process are invaluable. For more information, visit the AnBro website. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    26 min
  6. Magic Markets #188: How to Research Stocks

    14 AUG

    Magic Markets #188: How to Research Stocks

    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!   This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    23 min
  7. Magic Markets #187: How to Prepare for a Crash

    7 AUG

    Magic Markets #187: How to Prepare for a Crash

    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" - or is that just a correction? - including an explanation of the yen carry trade. We also worked through how to prepare for the opportunities that a major sell-down presents. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    23 min
  8. Magic Markets #186: Is the Automotive Sector a Good Investment?

    31 JUL

    Magic Markets #186: Is the Automotive Sector a Good Investment?

    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.

    23 min
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About

The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.

Information

  • Creator
    The Finance Ghost and Moe-Knows
  • Years Active
    2020 - 2024
  • Episodes
    193
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Magic Markets

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