Magic Markets Ep26: The Cure for High Prices
Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the …
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Magic Markets Ep26: The Cure for High Prices
Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the …
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Magic Markets Ep25: Wood from the Trees
With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the …
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Magic Markets Ep24: FAANGs at the BEACH
- Global, Magic Markets, Podcasts
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Amazon, Apple, BEACH, Disney, FAANG, Facebook, Google, Netflix, Trip Advisor, Trip Advisor
- May 6, 2021
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
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Magic Markets Ep24: FAANGs at the BEACH
- Global, Magic Markets, Podcasts
-
Amazon, Apple, BEACH, Disney, FAANG, Facebook, Google, Netflix, Trip Advisor
- May 6, 2021
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
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Magic Markets Ep23: European Gems
European investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) and I from Copenhagen to discuss European markets and the appeal of Nordic markets that are often ignored when people think about global opportunities. Europe can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating the region, including an …
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Magic Markets Ep23: European Gems
European investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) and I from Copenhagen to discuss European markets and the appeal of Nordic markets that are often ignored when people think about global opportunities. Europe can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating the region, including an …
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Insights from The Startup Junto
Regular readers will know that I care as much about startups as I do about the market. I find startup strategy fascinating. The most depressing thing about the South African economy is the lack of successful small businesses. In developed countries like Australia, SMMEs employ a large percentage of the population. We can’t keep relying on corporates (or government!) to …
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The Startup Junto Ep4: Snapt
In a podcast packed with insights from a startup founder and VC specialist, Episode 4 of The Startup Junto is a must-listen for startup founders and VCs alike. Snapt is an application delivery startup that services an international client base from South Africa, where the company was founded. Having successfully raised VC funding early in its journey, Snapt famously managed …
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Magic Markets Ep22: Banks – Boom or Bust?
- Magic Markets, Podcasts
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Banking, Capitec, Credit Suisse, FirstRand, FNB, Goldman Sachs, Investment banking, JP Morgan, Morgan Stanley, Nedbank, Standard Bank
- April 22, 2021
In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking and investment banking in particular. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking …
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