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Magic Markets

The Finance Ghost and Moe-Knows

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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Odcinki

200 odcinków

  1. Magic Markets #299: Right sector, Huang time 17:09
  2. Magic Markets #298: Did Google break Reddit (and the internet)? 16:20
  3. Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars 17:17
  4. Magic Markets #296: US Banks: Wall Street vs. Main Street 19:26
  5. Magic Markets #295: Aylett & Co. on Bidcorp 19:51
  6. Magic Markets #294: Q3 Market Scorecard – Cry, the Beloved Consumer 16:41
  7. Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood 15:39
  8. Magic Markets #292: Commodities are booming - is South Africa? 18:32
  9. Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade 16:21
  10. Magic Markets #290: Storm Front - Winners and Losers in an El Niño World 15:57
  11. Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth 13:27
  12. Magic Markets #288: Treasury Troubles and Walmart Wobbles 13:31
  13. Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching 15:32
  14. Magic Markets #286: Banks, Bancassurance and Balancing Exposure 15:09
  15. Magic Markets #285: Leopold, Leverage and Losses 16:00
  16. Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility 13:18
  17. Magic Markets #283: Saying Yes to Yield - Exploring Property Markets 18:17
  18. Magic Markets #282: Checking In - Global Tourism Stocks 19:20
  19. Magic Markets #281: Market Scorecard - Q2 Global Review, YTD JSE Winners & Losers 19:32
  20. Magic Markets #280: Portfolio Housekeeping - New Positions and Hard Lessons 19:27
  21. Magic Markets #279: The Fed - Pricing the World 17:25
  22. Magic Markets #278: Aylett & Co. on Alcohol Stocks 26:07
  23. Magic Markets #277: Pretty Ugly - lululemon and Ulta Beauty 16:36
  24. Magic Markets #276: SARB Rate Hate - Justified or Misplaced? 17:30
  25. Magic Markets #275: Platform Power - Prosus and the SaaS Shakeout 17:43
  26. Magic Markets #274: Why Bond Yields Matter So Much 17:39
  27. Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack 16:35
  28. Magic Markets #272: REIT Returns and Red Flags 21:00
  29. Magic Markets #271: Record Highs, Uneven Returns 21:56
  30. Magic Markets #270: Holding Through Highs and Lows 26:11
  31. Magic Markets #269: SaaSpocalypse - Surviving the Shock 26:25
  32. Magic Markets #268: No One Brakes in Cairo - Except the Central Bank 25:29
  33. Magic Markets #267: Oil and Toil - a Bruising Q1 25:50
  34. Magic Markets #266: Dire Straits of Hormuz 22:39
  35. Magic Markets #265: Iran and JSE Earnings Season Themes 23:00
  36. Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital) 28:00
  37. Magic Markets #263: The Oil Trade 22:37
  38. Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.) 30:56
  39. Magic Markets #261: The AI Effect on Free Cash Flow 25:00
  40. Magic Markets #260: Grocery Giants and the Value Retail Rotation 27:28
  41. Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs 26:06
  42. Magic Markets #258: Stock Picking in Emerging Markets 23:39
  43. Magic Markets #257: Investing in Copper with Mesh.Trade 29:00
  44. Magic Markets #256: Geopolitics and Banana Republics 25:30
  45. Magic Markets #255: Setting the Scene for 2026 29:56
  46. Magic Markets #254: 2025 Scorecard – The Good, The Bad and The Macro 31:20
  47. Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery 19:42
  48. Magic Markets #252: G20 and AI Temperature Check 22:42
  49. Magic Markets #251: How Sports Brands Win (And Lose) 22:04
  50. Magic Markets #250: Specialty Retail - When Niche Works Nicely 23:48