Magic Markets The Finance Ghost and Moe-Knows

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play.
And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story.
To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion.
And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen the level of adoption in Europe first-hand and experienced such cars, have the in-house views on EVs changed?
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America.
In this episode, Mohammed Nalla and The Finance Ghost take advantage of recent travels to discuss how the South African market differs from global markets like the UK and America. For any investor serious about global wealth creation, this is a valuable discussion.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care? And of course, what do all the acronyms mean?
In demystifying the markets and bringing these concepts to the fore, Mohammed Nalla and The Finance Ghost talked through the jobs data and how it impacts central banks around the world. They also discussed the impact on equities in different sectors and how great jobs data isn’t always good news for shares.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either way, "the market" matters and will continue to matter, punishing poor policy decisions and any related uncertainty.
In this show, Mohammed Nalla and The Finance Ghost discuss concepts like GDP growth, bond yields, the rand and the situation on the ground for South African consumers.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
 

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector.
The Finance Ghost tackled Intuit, covering the growth in revenue across the product range and the importance of integration strategies within the ecosystem. Although this is a powerful SaaS business, the risk of a double top in the share price chart cannot be ignored.
Episode 177 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns. In Episode 173, you can learn about how Future Forex is disrupting the mainstream banks by making international money transfers simpler and more affordable for forex clients.