Magic Markets Ep42: Herenya September

It’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 …

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Magic Markets Ep42: Herenya September

It’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 …

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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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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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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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Magic Markets Ep37: Satrix Responds to our Criticism

In 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 …

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Magic Markets Ep36: Overweight Food

The 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. The Domino’s and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this …

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