The Finance Ghost and Moe-Knows
Magic MarketsEpisodes
Episodes of Magic Markets
Mark All
Search Episodes...
The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care? And of course, what do all the acronyms mean?In demystifying the markets and bringing these concepts to the fore, Moha
With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either way, "the market" matters and will continue to matter, punishing poor policy decisions and any
Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other
Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as a return to the company’s roots. This is seen favourable against a backdrop of improved performance at Walmar
When quick-service restaurant groups get things right, they really get it right. Fast-growing companies in this sector can achieve rapid expansion because of the franchise model and the oldest trick in the book: using other people's money.Chip
The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.People are
You already know about the crypto arbitrage offerings at Future Forex. If you don’t, refer back to Episode 170 for full details on how to avoid your annual offshore investment allowances going to waste, while generating returns which have consi
Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips?In this episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their
Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are Foot Locker’s customers.As you can see, there’s only one way to describe the relations
Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers to clients.Having processed more than R22 billion on behalf of clients since inception, Futu
Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those w
FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis pla
For those who have been with us since the very beginning of Magic Markets, Moe’s blue hoodie is back! Well, a blue hoodie is back, even if it’s not the same one as before.Justine Brophy is also back, bringing us the latest thinking from AnBro
Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza!In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious
With pizza and energy drinks on the menu, this isn’t the healthiest episode of Magic Markets – at least not for your body. As for your portfolio, there’s a lot to sink your teeth into here.The Finance Ghost covered Domino’s Pizza, starting wit
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.In Episode 164 of Magic
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.Platform businesses are
In a world where investors are seeking alpha in their portfolios, alternative assets are resonating with clients looking for private market investment opportunities. Westbrooke Alternative Asset Management is focused on what they call “South Af
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.Zuck you money. In Satya
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.From shoes to cars – thi
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.In this episode of Magic
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.With US earnings season
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.To kick off 2024, we tak
In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to some of the more talked about names.Moe covered Oracle, giving an overview of the business (as
Welcome to another insightful episode of Magic Markets. This week, we’re talking about fashion retail. Moe is representing the global north with his choice of athleisure brand Lululemon, while Ghost is keeping things more general with a selecti
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us