Magic Markets Ep18: Investment Journeys
- Magic Markets, Podcasts
-
Cryptocurrency, Derivatives, Gold, Hedge, Investing, Investment, Options, Portfolio management, Short
- March 25, 2021
Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn’t work for them. …
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Magic Markets Ep18: Investment Journeys
Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn’t work for them. …
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Magic Markets Ep17: Trading the Scandals
Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE corporates are doing fewer acquisitions in exchange for shares …
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Magic Markets Ep16: SPAC Attack
The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they …
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Magic Markets Ep15: The Yield Curve-ball
In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include: The basics of bonds Corporate vs. government bonds Whether bonds are good investments The impact of the yield curve on equity valuations Impact on gold Episode 15 of …
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Magic Markets Ep14: SA the Fiscal Cockroach
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the “Fiscal Cockroach” – a term of endearment in case you aren’t sure – the hosts take a balanced approach to the opportunities and risks facing the …
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Magic Markets Ep13: Disney vs. Netflix
It’s an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there’s so much more to Disney than Disney+, like the entire …
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Magic Markets Ep12: VIX, not Vicks
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more …
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Magic Markets Ep12: VIX, not Vicks
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more …
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Magic Markets Ep11: Tech Truffles and Unicorns
In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles – tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There’s also a discussion on value vs. growth investing, …
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