The “other” exchanges

Recently, I co-hosted a Twitter Space with Mark Tobin. We invited Kevin Brady, one of the co-founders of A2X, to join us. Unfortunately, the sessions can’t be recorded. Perhaps that’s a feature Twitter will incorporate in future but for now, it’s a case of listen live or lose out unfortunately! I learnt a lot from the discussion, which inspired me …

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Magic Markets Ep41: Commodity Economy

The 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 …

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Magic Markets Ep40: The ETF Expert

The leading ETF expert in South Africa is Nerina Visser. 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 …

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Magic Markets Ep40: The ETF Expert

The leading ETF expert in South Africa is Nerina Visser. 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 …

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Nike vs. Foot Locker

I love Twitter. If you are serious about growing your investing knowledge and skills base, you would be nuts not to be on Twitter. The FinTwit community is outstanding and the amount of information and analysis available is incredible. It also gives me a great platform to really engage with my readers and followers. For example, I enjoyed this question …

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Nike vs. Foot Locker

I love Twitter. If you are serious about growing your investing knowledge and skills base, you would be nuts not to be on Twitter. The FinTwit community is outstanding and the amount of information and analysis available is incredible. It also gives me a great platform to really engage with my readers and followers. For example, I enjoyed this question …

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Magic Markets Ep39: How we use ETFs

Exchange Traded Funds (ETFs) 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 …

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Solving Sino: China Goes Long

This conversation, from Ernest Hemingway’s novel ‘The Sun Also Rises’, is the perfect analogy for how the pace of Chinese regulation has increased in the past year: “How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly.” At first, Ant Group’s halted IPO and restructuring raised eyebrows. Alibaba’s $2.8bn fine definitely had many sitting up in …

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Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna

In 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 …

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Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna

In 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 …

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