75 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 • 80 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 #88: Growth is for stock pickers

    Magic Markets #88: Growth is for stock pickers

    In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about in Episode 80 with the AnBro team.
    The performance of those stocks has been strong, highlighting the importance of stock picking in a volatile and difficult market. Through this process, we get insights into AnBro’s investment process and the way that the investment team looks at these opportunities.
    In a world of exciting tech companies that make big promises about the future, it’s important to only invest in business models that you understand. This has been one of the secrets of success for AnBro.
    Episode 88 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
    Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

    • 1 hr 6 min
    Magic Markets #87: Investing in Mobile Home Parks

    Magic Markets #87: Investing in Mobile Home Parks

    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 from Westbrooke Alternative Asset Management.
    For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

    • 32 min
    Magic Markets #86: Trading DMA vs. OTC

    Magic Markets #86: Trading DMA vs. OTC

    The markets are a combination of art and science. Knowing the science is important, especially when it comes to the types of trades in the market and the differences between platforms.
    In this episode of Magic Markets, trading expert Petri Redelinghuys joins us to discuss concepts like trading DMA vs. OTC, stop-losses in forex vs. equity trades and the way auctions work on the market.
    As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and follow them on Twitter.
    Herenya Capital Advisors is an authorised financial services provider, FSP number 47080.

    • 36 min
    Magic Markets #85: US Earnings Season - July '22

    Magic Markets #85: US Earnings Season - July '22

    It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomics because there’s just so much going on in that space. Inflation, interest rates and even copper are top of mind for traders and investors alike.
    This led us into a discussion about banking regulation and how capital is being sucked out of the system by putting higher equity capital requirements on banks like JPMorgan Chase & Co. We talked about capital buffers and the impact they have on risk and returns.
    We also talked about US consumers and particularly how direct-to-consumer strategies are paying off handsomely for retailers like Nike, Levi’s and Lululemon – companies we have covered before on Magic Markets Premium. For anyone interested in retail, this is a great learning opportunity.
    We finished off with a discussion on the key themes we will be watching in this round of earnings releases. Concepts like JAWS and discretionary spending came up in the discussion.
    If you enjoy Magic Markets, you’ll love Magic Markets Premium where we unpack business models and financial attributes of global stocks. We always include a technical and fundamental analysis as well, ending off with whether we would take a position in the company at the moment.
    At R99/month or R990/year, it’s one of the best investments you can make. Subscribe here.
     

    • 28 min
    Magic Markets #84: A First Half to Forget

    Magic Markets #84: A First Half to Forget

    In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you suffered. The bull and bear markets of 2020 - 2022 have been severe, driven by unprecedented levels of stimulus and macroeconomic volatility.
    In difficult times, it’s important to lift your head and (try to) shut out the noise. The team from AnBro Capital Investments has done exactly that. They have released research around the impact on different sectors of this bear market vs. the Global Financial Crisis (GFC) that marked the end of a multi-year bull market in 2007. Growth stocks have suffered the most this year. Importantly, this is a function of valuation rather than underlying performance, as multiples had simply run too hot by the end of 2021.
    In this episode, we discuss the different sector impacts as well as the differences between this bear market and the GFC. We also discuss the investment thesis that drives the thinking in the Unicorn portfolio that is managed by AnBro.
    Episode 84 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
    Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

    • 34 min
    Magic Markets #83: Tales from the Crypto

    Magic Markets #83: Tales from the Crypto

    The team from Future Forex is familiar to Magic Markets listeners. Those who have been taking advantage of crypto arbitrage have made a profit this year, something that not many people can say about their portfolios.
    By exploiting pricing differences in local and international markets, the team at Future Forex has built a powerful system that delivers attractive returns. Even in the recent chaos of crypto, the business has stood firm.
    In this episode, Harry Scherzer joins us to remind Magic Markets listeners about the crypto arbitrage opportunity and how an 80% average annual return has be achieved by their clients by cycling through the foreign investment allowance that every adult South African has each year.
    Learn more about crypto arbitrage in this episode and visit futureforex.co.za for more information. Future Forex Arbitrage Services is an authorised Financial Services Provider for currency remittance services, FSP number 51884.

    • 29 min

Customer Reviews

4.9 out of 5
80 Ratings

80 Ratings

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!

Kayls_7 ,

A gap filled

First off, Thank you.

I have absolutely loved this podcast so far and look forward to enjoying it for the rest of its life. The takeaway for me is that you manage to cover the investment and market side with economic insights which I believe is a fully painted picture.

Keep up the great work!

P.S. The new artwork is fire!!!

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