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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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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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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Magic Markets Ep10: Losing their Shorts
In Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the most exciting few days in the market that we’ve ever seen. Everyone is talking about the short squeeze strategy, WallStreetBets and GameStop, but what is actually going on here? What is short selling? How does it work? Is this a regulatory …
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Magic Markets Ep10: Losing their Shorts
In Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the most exciting few days in the market that we’ve ever seen. Everyone is talking about the short squeeze strategy, WallStreetBets and GameStop, but what is actually going on here? What is short selling? How does it work? Is this a regulatory …
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Magic Markets Ep7: 2021 Preview
The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what worked and didn’t work in our respective portfolios in 2020. We also talk about changes we’ve made for 2021 to position ourselves for latest market conditions, especially against a backdrop of second wave lockdowns. http:// the_ad id=”3223″ the_ad id=”3235″ the_ad id=”3234″ …
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