Magic Markets The Finance Ghost and Moe-Knows

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference.
In this episode, Mohammed Nalla took the lead with his views on the Democrat vs. Republican policy approaches and what they could mean for developed and emerging markets. If you ever wondered whether you need to pay attention to US politics, this show will put that thought to bed once and for all.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitical trends affecting markets, economies and businesses.
In this podcast, we touched on US jobs data and what it tells us about consumers, an investment thesis for defense stocks (like Lockheed Martin) and various tech ideas ranging from Big Tech down to the frothy stocks that are a feature of Cathie Wood's world.
Take your market knowledge to the next level with Magic Markets.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.
Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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.