Magic Markets

Dec 11 2024 200 ep. 27 mins 186
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 #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

Magic Markets #199: Making Forex Better

Oct 30 2024 24 mins  
Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertil

Magic Markets #198: What can we learn from market sector rotations?

Oct 23 2024 21 mins  
Although there's a risk of churning your portfolio too often if you become obsessed with short-term market movements, there's a lot of value to be gained from the way Mohammed Nalla does his quarterly rotation work for institutional clients. He shares some of those insights in this episode of Magic Markets, covering recent sector performance in the US market and where some of the f

Magic Markets #197: GNU follow-through - are businesses changing?

Oct 16 2024 29 mins  
The GNU-phoria in South Africa is now a few months old. Loadshedding is becoming a distant (albeit still painful) memory. Sentiment has clearly turned positive, but is this making a difference in day-to-day business decisions around capital allocation decisions? Every day, the team at Westbrooke is having discussions with private business operators and investors. This puts them in

Magic Markets #196: The China Effect

Oct 09 2024 30 mins  
News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the market started to question the speed of execution on the proposed initiatives. Of course, this presented a perfect opportunity to talk about the impact of China on portfolios. Justine Brophy of AnBro Capital joined us to do exactly that. For more inf