Magic Markets

The Finance Ghost and Moe-Knows
  • 4.9 (91)
  • INVESTING
  • UPDATED WEEKLY
Magic Markets

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 #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)

    3 HR AGO

    Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)

    The "capital stack" refers to the mix of debt and equity that provides the funding for a business. With so many options on the spectrum from senior debt to pure equity, companies and investors come together in search of optimal solutions for all involved. Westbrooke's approach makes use of various funding mechanisms, with hybrid capital as a particular favourite. This aims for debt-like risk and equity-like returns, while providing capital for lower- to mid-market deals in markets like the UK. Dino Zuccollo, Head of Investor Solutions at Westbrooke Alternative Asset Management, joined us on this episode to update us on the alternative asset market, recent deal trends across markets and the exciting news of the R3.8 billion WDO UK Fund II, raised by Westbrooke in partnership with RMB. To learn more about Westbrooke and to connect with the team, visit their website here. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    29 min
  2. Magic Markets #231: Platinum and the cheese spread

    2 JUL

    Magic Markets #231: Platinum and the cheese spread

    Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even if you don't trade commodities, there are useful things to learn. And of course, when we get to the hard commodities that are actively traded every day, we move from jokes about the cheese spread to very real analysis around the drivers of the platinum price and what this is doing for stocks like Sibanye-Stillwater, where our resident Ghost is looking forward to finally breaking even after a long and painful period in the PGM cycle. Join us for a fun show that is ultimately an ode to commodities and the sheer breadth of opportunities available on the market.  This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    21 min
  3. Magic Markets #230: Insights from five global companies

    25 JUN

    Magic Markets #230: Insights from five global companies

    In this episode of Magic Markets, Mohammed Nalla and The Finance Ghost decided to each choose three companies from the recent research in Magic Market Premium, with the goal being to discuss some of the most interesting insights that came out of each one. Both chose Berkshire Hathaway (predictably), so there were actually only five companies to discuss. Luckily, this left more than enough meat on the table. This podcast highlights some of the best insights from research into Berkshire Hathaway, BAE Systems, 3M, Waste Management and Alibaba. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    28 min
  4. Magic Markets #229: Macro World Tour

    18 JUN

    Magic Markets #229: Macro World Tour

    There's a lot going on in the world right now, giving us a great opportunity to let Moe wax lyrical about the key macroeconomic indicators and trends in the US, Europe, China and Japan. We also touched on markets like the UK and India as part of this world tour. Of course, there's nothing Ghost enjoys more than a share price chart when it comes to the markets, or in this case an index chart going back many years. Looking at the relative returns of these markets over the past 25 years tells quite the story, with some major winners - and losers. This is a great reminder that where you invest is just as important as what you invest in - and in fact, it might be even more important!   This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    29 min
  5. Magic Markets #228: Mesh.Trade and the Titans

    11 JUN

    Magic Markets #228: Mesh.Trade and the Titans

    Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing on an equal-weighted portfolio of best-of-breed stocks across various sectors. With Titans now available on Mesh.Trade's platform alongside the other AnBro offerings, it was the perfect opportunity for Craig Antonie of AnBro to join us to talk about the fund strategy, accompanied by Connie Bloem of Mesh.Trade to talk about the platform offering. Mesh Trade (Pty) is a licensed Financial Services Provider, FSP number 53710. AnBro Capital Investments (Pty) Ltd is an authorized financial service provider in South Africa, FSP number 48371. Please do your own research and remember that nothing you hear on Magic Markets is advice, nor should you treat this as an endorsement. Visit the AnBro website and the Mesh.trade website.

    33 min
  6. Magic Markets #227: Saudi Aramco and Ferrari

    4 JUN

    Magic Markets #227: Saudi Aramco and Ferrari

    After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This gave us a great opportunity to talk about both listed companies - from fossil fuels to fast cars! Our view is that Ferrari is without a doubt the better business in terms of brand strength and long-term prospects, but why is that? And just how much does Formula One actually matter to them anyway? This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    28 min
  7. Magic Markets #226: From Analyst to Entrepreneur

    28 MAY

    Magic Markets #226: From Analyst to Entrepreneur

    Muofhe Kwinda is a Magic Markets listener who reached out to us because he has an interesting story. He's made the leap from being a financial analyst in the investment space to being an entrepreneur, with business interests in mining and agriculture. We couldn't resist the temptation to tap into what he's learnt by moving from desktop analysis of companies into the "real world" where you can actually taste the effect of working capital pressure. There's a big difference between thinking of a bear case and experiencing the day-to-day operational risks of doing business. This is a highly insightful discussion that helps bridge the gap between financial and operational roles in business. You can connect with Muofhe on LinkedIn. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    22 min
  8. Magic Markets #225: US Downgrade and JPMorgan Views

    21 MAY

    Magic Markets #225: US Downgrade and JPMorgan Views

    The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacency in the market in response to the downgrade is interesting though, as it became the catalyst for us to talk about the dollar as the world's reserve currency. In the same week, a JPMorgan investor day provided an excellent opportunity to dig into the wisdom of not just Jamie Dimon, but CFO Jeremy Barnum as well. Aside from some insights into JPMorgan's view on the economic outlook, Barnum delivered an absolute masterclass in capital allocation. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

    26 min
See All (200)

4.9
out of 5
91 Ratings

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 - 2025
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Magic Markets

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada