Podcast appearance: Talking with Traders (Nov 2021)
Garth Mackenzie of Talking with Traders has been one of my biggest supporters over the past 18 months. He knows how tough it is to forge a path into the unknown, pursuing a life in the markets beyond a corporate desk. I first appeared on Talking with Traders in December 2020. A great deal has changed in the past year, …
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Podcast appearance: Talking with Traders (Nov 2021)
Garth Mackenzie of Talking with Traders has been one of my biggest supporters over the past 18 months. He knows how tough it is to forge a path into the unknown, pursuing a life in the markets beyond a corporate desk. I first appeared on Talking with Traders in December 2020. A great deal has changed in the past year, …
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Phantom Shares: The party trade is here
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ The party trade is upon us If Covid …
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Phantom Shares: Renergen keeps the hype coming
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ Renergen keeps the hype coming The natural gas …
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Magic Markets Ep48: Crypto Arbitrage Update
With 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 …
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Phantom Shares: Construction | Property | Long4Life
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ Is Sepp Blatter president again? Back when …
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Phantom Shares: Construction | Property | Long4Life
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ Is Sepp Blatter president again? Back when …
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Magic Markets Ep47: Supply Chain Pressures
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. 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 …
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Magic Markets Ep47: Supply Chain Pressures
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. 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 …
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Magic Markets Ep46: M&A – Cash vs. Share Deals
In 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 …
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