Magic Markets

Jan 28 2025 200 ep. 27 mins 189
Magic Markets Podcast artwork

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.

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Magic Markets #209: AI, Trump and turnarounds

Jan 28 2025 21 mins  
As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride. And yet, there are some turnaround stories out there that had a

Magic Markets #208: Banking on banking

Jan 21 2025 26 mins  
The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for? With reference to key macro points as well as

Magic Markets #207: Retail turnarounds: high-risk, high reward?

Jan 14 2025 23 mins  
Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, tend to grab the imagination of investors as they go through a turnaround. In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the health of the retail industry. We then

Magic Markets #206: The year ahead - buckle up!

Jan 08 2025 25 mins  
To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives. Get excited about the markets this year in this episo

Magic Markets #205: A year of gold, bitcoin and the US

Dec 11 2024 22 mins  
In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe. And of course, we talked about the positive surprise of South Africa this year and how political change can drive investment returns. As

Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)

Dec 04 2024 30 mins  
Although the terms blockchain and crypto are often used interchangeably, this hides the diverse use cases for blockchain technology - even in traditional applications like financial markets. On this podcast, Connie Bloem (co-founder and managing director of Mesh.trade) joins regular Magic Markets guest Justine Brophy of AnBro Capital to explain how blockchain technology on Mesh.tra

Magic Markets #203: Year in Review - Alternatives at Westbrooke

Nov 27 2024 28 mins  
As the year of global elections draws to a close, Dino Zuccollo of Westbrooke Alternative Asset Management joined us to look back on how global trends impacted the alternative lending space in markets where Westbrooke has a presence: South Africa, the UK and the USA. Covering important topics related to economic activities, portfolio diversification and the impact of decreasing int

Magic Markets #202: The automotive sector race

Nov 20 2024 28 mins  
Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies seeing better adoption than others? Where does this leave hybrids? Where does this leave manufacturers that seem to lack clear strategic direction? Along with a discussion on European vs. American vs. Japanese manufacturer perform

Magic Markets #201: Trump Trades

Nov 12 2024 26 mins  
With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the show. We talked about the possible impacts of Trump's economy and social policies on inflation, interest rates and the strength of the US economy. We also talked about a few trade ideas related to the Trump victory, as well as the posit

Magic Markets #200: Big Tech, Big Opportunies?

Nov 06 2024 25 mins  
With most of the big names in tech having just released earnings around the same time as US elections, there's so much to consider in the market. We steered clear of the politics for now, focusing on the key drivers of the Magnificent 7 (and Netflix!) and how we are positioned in these stocks. As our subscribers in Magic Markets Premium know, we don't always agree on the stocks tha