Magic Markets
267 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 2 ratingsThe 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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Episodes
Magic Markets #58: The Willet Show
January 12, 2022 21:48 - 29 minutes - 37.2 MBWillet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s t...
Magic Markets #58: The Willet Show
January 12, 2022 21:48 - 29 minutes - 37.2 MBWillet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s the core strength ...
Magic Markets #57: Our 2021 Winners and Losers
December 23, 2021 09:15 - 22 minutes - 30.9 MBThe final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and wor...
Magic Markets #57: Our 2021 Winners and Losers
December 23, 2021 09:15 - 22 minutes - 30.9 MBThe final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions duri...
Magic Markets #56: Themes from our Deep Dives
December 16, 2021 12:33 - 19 minutes - 25.6 MBWith eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-...
Magic Markets #56: Themes from our Deep Dives
December 16, 2021 12:33 - 19 minutes - 25.6 MBWith eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go ...
Magic Markets #55: The Supply Chain Expert
December 08, 2021 23:57 - 21 minutes - 48.7 MBAndries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain. Building on our previous discussions on Supply chain (Episode 47), we couldn’t resist the opportunity to invite on the expert to take the discussion further. In Episode 55, Andries takes us through what's happening a...
Magic Markets #55: The Supply Chain Expert
December 08, 2021 23:57 - 21 minutes - 48.7 MBAndries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain. Building on our previous discussions on Supply chain (Episode 47), we couldn’t resist the opportunity to invite on the expert to take the discussion further. In Episode 55, Andries takes us through what's happening at the coal face o...
Magic Markets #54: Oh-My-Cron!
December 01, 2021 23:23 - 24 minutes - 57.1 MBIn Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a d...
Magic Markets #54: Oh-My-Cron!
December 01, 2021 23:23 - 24 minutes - 57.1 MBIn Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lendin...
Magic Markets #53: Bad Balance Sheets
November 24, 2021 21:34 - 22 minutes - 50.6 MBIn Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the Turkish Lira, which is rather broken. We then moved from fiscal balance sheets to company balance sheets. In particular, we explored what happens when bad balance sheets happen to good people. In the aftermath of the pandemic, we’ve seen companies struggle with unsustainable debt. In some cases, this is an opportunity for large new equity invest...
Magic Markets #53: Bad Balance Sheets
November 24, 2021 21:34 - 22 minutes - 50.6 MBIn Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the Turkish Lira, which is rather broken. We then moved from fiscal balance sheets to company balance sheets. In particular, we explored what happens when bad balance sheets happen to good people. In the aftermath of the pandemic, we’ve seen companies struggle with unsustainable debt. In some cases, this is an opportunity for large ...
Magic Markets #52: Q3 Revenue and Cyclicals
November 18, 2021 01:28 - 22 minutes - 52.2 MBAfter a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors th...
Magic Markets #52: Q3 Revenue and Cyclicals
November 18, 2021 01:28 - 22 minutes - 52.2 MBAfter a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked ...
Magic Markets #51: Foreign Investment in SA
November 10, 2021 15:14 - 28 minutes - 65.7 MBNatale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which ...
Magic Markets #51: Foreign Investment in SA
November 10, 2021 15:14 - 28 minutes - 65.7 MBNatale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-...
Magic Markets Ep50: Competition Commission
November 03, 2021 23:46 - 23 minutes - 30.2 MBAfter the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more topical for investors. South Africa is a somewhat unique environment, with public interest considerations creating the risk of unpleasant outcomes in deals. Internationally, antitrust legislation and regulatory policy can make a significant difference to investment returns. Some Big Tech companies are more at risk than ot...
Magic Markets Ep50: Competition Commission
November 03, 2021 23:46 - 23 minutes - 30.2 MBAfter the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more topical for investors. South Africa is a somewhat unique environment, with public interest considerations creating the risk of unpleasant outcomes in deals. Internationally, antitrust legislation and regulatory policy can make a significant difference to investment returns. Some Big Tech companies are more at risk than others. To help ma...
Magic Markets #49: Heroes and Net Zeroes
October 28, 2021 10:00 - 26 minutes - 60.8 MBThere’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products. To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. We had to navigate...
Magic Markets #49: Heroes and Net Zeroes
October 28, 2021 10:00 - 26 minutes - 60.8 MBThere’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products. To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. W...
Magic Markets #48: Crypto Arbitrage Update
October 21, 2021 12:45 - 26 minutes - 31.6 MBWith the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the opportunities of crypto arbitrage as well as the latest news in the crypto space. Yes, we even bravely discuss NFTs! Not for terribly long, though. Due to South African capital controls, significant price inefficiencies exist in the crypto asset space. Future Forex provides a streamlined service to help clients capitalise on these inefficiencies. For those seeking an alterna...
Magic Markets #48: Crypto Arbitrage Update
October 21, 2021 12:45 - 26 minutes - 31.6 MBWith the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the opportunities of crypto arbitrage as well as the latest news in the crypto space. Yes, we even bravely discuss NFTs! Not for terribly long, though. Due to South African capital controls, significant price inefficiencies exist in the crypto asset space. Future Forex provides a streamlined service to help clients capitalise on these inefficiencies. For those s...
Magic Markets #47: Supply Chain Pressures
October 13, 2021 21:48 - 23 minutes - 54.3 MBWith supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way. Ther...
Magic Markets #47: Supply Chain Pressures
October 13, 2021 21:48 - 23 minutes - 54.3 MBWith supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples alo...
Magic Markets #46: M&A - Cash vs. Share Deals
October 06, 2021 20:56 - 25 minutes - 57.8 MBIn Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom - Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Five9 shareholders weren't interested in receiving Zoom shares in return for selling Five9. The hosts explore the theories behind...
Magic Markets #46: M&A - Cash vs. Share Deals
October 06, 2021 20:56 - 25 minutes - 57.8 MBIn Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom - Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Five9 shareholders weren't interested in receiving Zoom shares in return for selling Five9. The hosts explore the theories behind cash vs. share d...
Magic Markets #45: Dare to Day Trade
September 30, 2021 17:33 - 26 minutes - 29.7 MBIn the final episode of #HerenyaSeptember, Petri Redelinghuys invites fellow Herenya trader Jonathan onto the show to answer questions about the mystical art of day trading. Does he go to the bathroom? Does he make money? Can anyone do it? We unpack this and more in Episode 45 of Magic Markets. This podcast is brought to you by Herenya Capital Advisors, registered FSP no. 47080. Herenya is setting the new standard for stockbroking services. Herenya – by traders, for trad...
Magic Markets #45: Dare to Day Trade
September 30, 2021 17:33 - 26 minutes - 29.7 MBIn the final episode of #HerenyaSeptember, Petri Redelinghuys invites fellow Herenya trader Jonathan onto the show to answer questions about the mystical art of day trading. Does he go to the bathroom? Does he make money? Can anyone do it? We unpack this and more in Episode 45 of Magic Markets. This podcast is brought to you by Herenya Capital Advisors, registered FSP no. 47080. Herenya is setting the new standard for stockbroking services. Herenya – by traders, for traders.
Magic Markets #44: Ask Herenya Part 2
September 23, 2021 14:10 - 31 minutes - 43.3 MBThis is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the past few weeks. We deal with questions like: What does he consider to be his best and worst trades? What is his trading and investment track record? Can South Africans trade stock options? Which ...
Magic Markets #44: Ask Herenya Part 2
September 23, 2021 14:10 - 31 minutes - 43.3 MBThis is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the past few weeks. We deal with questions like: What does he consider to be his best and worst trades? What is his trading and investment track record? Can South Africans trade stock options? Which macro indicators ...
Magic Markets #43: Ask Herenya Part 1
September 16, 2021 17:31 - 26 minutes - 60.5 MBThis is the second episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the week. We deal with questions like: What are the characteristics of a great trader? How do you stay motivated after taking a loss? Are technicals or fundamentals more important and what should a beginner focus on?...
Magic Markets #43: Ask Herenya Part 1
September 16, 2021 17:31 - 26 minutes - 60.5 MBThis is the second episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the week. We deal with questions like: What are the characteristics of a great trader? How do you stay motivated after taking a loss? Are technicals or fundamentals more important and what should a b...
Magic Markets #42: Herenya September
September 09, 2021 16:28 - 34 minutes - 49.1 MBIt's time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus is on helping people learn and trade safely, while understanding the risks and the hard work requi...
Magic Markets #42: Herenya September
September 09, 2021 16:28 - 34 minutes - 49.1 MBIt's time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus is on helping people learn and trade safely, while understanding the risks and the hard work required to be a truly...
Magic Markets #41: Commodity Economy
September 01, 2021 19:14 - 23 minutes - 53.8 MBThe commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well. The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN. In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios. M...
Magic Markets #41: Commodity Economy
September 01, 2021 19:14 - 23 minutes - 53.8 MBThe commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well. The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN. In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in o...
Magic Markets #40: The ETF Expert
August 26, 2021 06:11 - 29 minutes - 34.8 MBNerina Visser is the leading ETF expert in South Africa. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk. Nerina also addresses the misconception th...
Magic Markets #40: The ETF Expert
August 26, 2021 06:11 - 29 minutes - 34.8 MBNerina Visser is the leading ETF expert in South Africa. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk. Nerina also addresses the misconception that ETFs are purel...
Magic Markets #39: How we use ETFs
August 19, 2021 05:48 - 28 minutes - 42.2 MBETFs are thought of as passive investment tools, although this isn't always the case. In Episode 39, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack more exotic examples of ETFs, which can include swaps and other mechanisms to achieve interesting outcomes. The hosts also debate how they use ETFs in their own portfolios, adding general market exposure at a low cost. Magic Markets is your weekly invitation to be part of our portfolio brainstorming sessions.
Magic Markets #39: How we use ETFs
August 19, 2021 05:48 - 28 minutes - 42.2 MBETFs are thought of as passive investment tools, although this isn't always the case. In Episode 39, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack more exotic examples of ETFs, which can include swaps and other mechanisms to achieve interesting outcomes. The hosts also debate how they use ETFs in their own portfolios, adding general market exposure at a low cost. Magic Markets is your weekly invitation to be part of our portfolio brainstorming sessions. ...
Magic Markets #38: Corsair, Callaway, McKesson and Moderna
August 12, 2021 10:20 - 33 minutes - 49.8 MBIn Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution giant McKesson ($MCK) and pharmaceuticals business Moderna ($MRNA), which has beco...
Magic Markets #38: Corsair, Callaway, McKesson and Moderna
August 12, 2021 10:20 - 33 minutes - 49.8 MBIn Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution giant McKesson ($MCK) and pharmaceuticals business Moderna ($MRNA...
Magic Markets #37: Satrix Responds to our Criticism
August 05, 2021 13:41 - 35 minutes - 52.5 MBIn Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series of tough questions. This episode was not paid for by Satrix and we did not send our questions beforehand. We are gr...
Magic Markets #37: Satrix Responds to our Criticism
August 05, 2021 13:41 - 35 minutes - 52.5 MBIn Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series of tough questions. This episode was not paid for by Satrix and we did not send our questions befo...
Magic Markets #36: Overweight Food
July 29, 2021 08:19 - 25 minutes - 37.4 MBThe quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost ...
Magic Markets #36: Overweight Food
July 29, 2021 08:19 - 25 minutes - 37.4 MBThe quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nall...
Magic Markets #35: Sell-offs and Sell-outs
July 22, 2021 13:17 - 27 minutes - 38.7 MBThere were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US. That's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, whi...
Magic Markets #35: Sell-offs and Sell-outs
July 22, 2021 13:17 - 27 minutes - 38.7 MBThere were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US. That's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, which supposedly loo...
Magic Markets #34: Riots and Rands
July 14, 2021 20:53 - 30 minutes - 42.5 MBOur home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. Hosts The Finance...
Magic Markets #34: Riots and Rands
July 14, 2021 20:53 - 30 minutes - 42.5 MBOur home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. Hosts The Finance Ghost and Mohamm...