171 episodes

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.

Magic Markets The Finance Ghost and Moe-Knows

    • Business
    • 4.9 • 87 Ratings

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.

    Magic Markets #171: Foot Locker and Nike

    Magic Markets #171: Foot Locker and Nike

    Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are Foot Locker’s customers.
    As you can see, there’s only one way to describe the relationship status here: complicated.
    Foot Locker has been the love-to-hate stock that value investors sometimes dip into. Nike has been a growth investor favourite, yet the stock really hasn’t done well either.
    Is the balance of power in this industry shifting back in favour of wholesalers? If so, what could it mean for these companies?
    Episode 171 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.
    Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

    • 24 min
    Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)

    Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)

    Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers to clients.
    Having processed more than R22 billion on behalf of clients since inception, Future Forex has recently been approved as one of South Africa’s first CASPs (crypto asset service providers), giving further legitimacy to their crypto arbitrage investment’s exceptional track record.
    The allowance to invest capital offshore is available to all South Africans every year, yet very few take advantage of the full R11 million available. Crypto arbitrage is an incredibly helpful way to boost your portfolio returns each year, which is why Harry believes that every South African individual should strongly consider this low-risk, high-return opportunity.
    Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

    • 24 min
    Magic Markets #169: Accenture and FactSet

    Magic Markets #169: Accenture and FactSet

    Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets.
    Both companies have had a disappointing start to the year, falling victim to a market slowdown. Having covered these groups before in Magic Markets Premium, we felt that a relook based on latest numbers was appropriate.
    The Finance Ghost dealt with Accenture, a core long in his portfolio. With a strategy built around both organic and inorganic growth, the company is using a dip in client demand as a good time to ramp up bolt-on acquisitions in the market. This is building a stronger group for the next upswing.
    Mohammed Nalla covered FactSet, where the group has been transitioning towards annual subscriptions. There’s some concerning growth guidance there, although margins have at least been sustained for now. And of course, there are AI-related initiatives underway as well!
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

    • 21 min
    Magic Markets #168: Lululemon and FedEx

    Magic Markets #168: Lululemon and FedEx

    FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out.
    The Finance Ghost tackled Lululemon, one of the very best apparel stories on the market. Even the market darlings can take a knock though, with a slowdown in US sales driving a nasty drop in the share price. Is the business broken, or is this just a short-term wobbly?
    Mohammed Nalla covered FedEx, starting with how the technical indicators played out vs. what we indicated in our research. He then worked through the segmental performance to bring us up to date on company performance.
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

    • 20 min
    Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo

    Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo

    For those who have been with us since the very beginning of Magic Markets, Moe’s blue hoodie is back! Well, a blue hoodie is back, even if it’s not the same one as before.
    Justine Brophy is also back, bringing us the latest thinking from AnBro Capital Investments. As is usually the case, these are growth stocks that almost certainly aren’t on your radar. Investing in these stocks requires deep research, sensible position sizing and an appreciation of the valuation metrics used in this space.
    In this show, he took us through Madrigal (the company that has won the “MASH dash”) and Myomo, a neurological mobility company. If you enjoy learning about new companies and sectors of the market that you haven’t looked at before, then you’ll absolutely love listening to Brophy talking about these stocks with us.
    Episode 167 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
    As always, you must do your own research. This podcast is for informational purposes only.
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment. 
     

    • 29 min
    Magic Markets #166: Are Chips the New Oil? - Saudi Aramco and Broadcom

    Magic Markets #166: Are Chips the New Oil? - Saudi Aramco and Broadcom

    Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza!
    In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia.
    The Finance Ghost dealt with Saudi Aramco, which has the uninspiring stock ticker 2222. That’s where the boring stuff ends, as the company boasts a highly impressive array of vertically integrated operations that go beyond just oil. There’s no denying the fact that oil is the cash cow though, and there’s a lot of cash coming out of the desert.
    Mohammed Nalla brought Broadcom to the show, starting with what the company actually does and the core strength in the data centre industry. Broadcom is more than just a semiconductor (or chips) business. It may not pump oil out of the ground, but the business does operate at strong margins. With a diversified model though, the company has only partially benefitted from the huge growth in semiconductors. The dividend yield remains very low, so the market is pricing in a lot of growth.
    Join us in this show for an excellent overview of the recent performance and trends at these companies.
    Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment. 

     

    • 22 min

Customer Reviews

4.9 out of 5
87 Ratings

87 Ratings

ChrisVerm ,

Great listening

Well done on great content and a a great style of delivering the content. I love listening to you and have learned so much in the content you shared and spoken about with your guests. Keep it up 👍🏻

Willetjnr ,

Making it happen, 1 podcast at a time

Hey guys! Thank you for the educational content. It’s made a huge difference in my investing education in such a short space of time. Your candid and concise approach makes it easy to stay attentive. Most of all, thanks for always making an effort to respond to us listeners via Twitter and via email. It’s difficult to do what you do and still be available for peoples questions and opinions. Keep it up!

ComradeAlexander ,

Best TSLAQ podcast

Jokes aside, I appreciate the show’s funny (yet sober and critical) approach to investment topics with an actual focus on educating listeners. Keep it up!

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