Best The Finance Ghost And Moe Knows Podcasts (2025)

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Magic Markets #229: Macro World Tour 28:49

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7d ago28:49

28:49

There's a lot going on in the world right now, giving us a great opportunity to let Moe wax lyrical about the key macroeconomic indicators and trends in the US, Europe, China and Japan. We also touched on markets like the UK and India as part of this world tour. Of course, there's nothing Ghost enjoys more than a share price chart when it comes to …

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Magic Markets #228: Mesh.Trade and the Titans 32:47

14d ago32:47

32:47

Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing on an equal-weighted portfolio of best-of-breed stocks across various sectors. With Titans now available on Mesh.Trade's platform alongside the other AnBro offerings, it was the p…

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Magic Markets #227: Saudi Aramco and Ferrari 27:32

21d ago27:32

27:32

After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This gave us a great opportunity to talk about both listed companies - from fossil fuels to fast cars! Our view is that Ferrari is without a doubt the better business in terms of brand strength and long-term prospect…

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Magic Markets #226: From Analyst to Entrepreneur 22:14

28d ago22:14

22:14

Muofhe Kwinda is a Magic Markets listener who reached out to us because he has an interesting story. He's made the leap from being a financial analyst in the investment space to being an entrepreneur, with business interests in mining and agriculture. We couldn't resist the temptation to tap into what he's learnt by moving from desktop analysis of …

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Magic Markets #225: US Downgrade and JPMorgan Views 25:39

1M ago25:39

25:39

The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacency in the market in response to the downgrade is interesting though, as it became the catalyst for us to talk about the dollar as the world's reserve currency. In the same week, a JPMorgan investor da…

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Magic Markets #224: REITs Taking a Breather 23:17

1M ago23:17

23:17

After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs. In this review of the sector, we talked about concepts like whether tar…

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Magic Markets #223: Nuggets from Omaha 34:18

2M ago34:18

34:18

In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before ending off with the latest chaos on tariffs - this time, Trump's comments on potential tariffs on the film industry, a sector in which the US enjoys a trade surplus! You can't make th…

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Magic Markets #222: The Long and the Short of Day Trading 29:33

2M ago29:33

29:33

Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that worked pretty well during COVID. Unlike the average Instagram influencer, we are all about authenticity here at Magic Markets - and that's why Moe bravely volunteered to dedicate a show to his learnings f…

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Magic Markets #221: Mesh.Trade - Unlocking Private Markets 35:24

2M ago35:24

35:24

As the recent trend in IPOs and delistings on public markets tells us, an increasing number of companies are looking to private markets for their capital raising needs. This means that retail investors are being shut out of these opportunities, which is particularly problematic as these early-stage opportunities usually offer the highest potential …

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Magic Markets #220: The Global Asset Ownership Web 24:24

2M ago24:24

24:24

With markets bouncing around like crazy practically every day at the moment, most of the focus among investors is usually on the equity indices. But what about the bond markets? Aren't they just as important, if not even more important? Does the carry trade play a role? What about foreign ownership of assets, both fixed income and equities? And wha…

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Magic Markets #219: Trade Wars and Trading 27:23

3M ago27:23

27:23

With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ranging from technology through to golf. Is there method in this madness? What is really going on out there? And should we be thinking more and more about China? Volatility can be wild, but it's also a …

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Magic Markets #218: Consumer Conundrum 19:50

3M ago19:50

19:50

The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing? An…

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Magic Markets #217: Time for Africa? 25:14

3M ago25:14

25:14

As we continue to look beyond the US to demonstrate the opportunities available elsewhere in the world, our gaze turns to Africa. Firmly a currencies story, it's all about whether the macroeconomics will improve in 2025. This is what some of the banking groups have predicted, so South African corporates with African exposure will be hoping that thi…

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Magic Markets #216: Europhoria - hype or the new hustle? 26:00

3M ago26:00

26:00

These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find something exciting to buy. Defence stocks seemed to be where momentum traders found their desired home, with incredible returns in those stocks. But what about the rest of Europe? Is there something there to …

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Magic Markets #215: The art of investing in art 28:05

4M ago28:05

28:05

Tristanne Farrell isn't shy to admit it: she's mildly obsessed with art. As a Senior Wealth Manager at Investec Wealth & Investment International, her day job is to help clients build diversified, successful portfolios. Thankfully, with art as one of the more interesting (and certainly most visually stimulating) alternative assets out there, she ge…

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Magic Markets #214: Tradition meets tech - buying gold on the blockchain 33:44

4M ago33:44

33:44

If there's one thing the markets taught us recently, it's that gold remains as relevant as ever. Mesh Trade brings you a new way to invest in this store of value, giving you a perfect example of tradition combined with tech. For a limited time, Mesh investors can buy Krugerrands at the best retail price in the market and on a fractional basis using…

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Magic Markets #213: Can Argentina-style reforms work in South Africa? 23:19

4M ago23:19

23:19

Having covered MercadoLibre in Magic Markets Premium this week, we had Latin America on the brain. Combined with the mess around the South African budget speech (or complete lack thereof), this triggered the idea to consider whether the reforms seen in Argentina under Javier Milei could work in South Africa. Moe certainly took this assignment serio…

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Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture 35:48

4M ago35:48

35:48

Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa. We value his balanced views and his approach to what he does, so we invited Wandile to join us at a time when South Africans are divided rather than united. Dealing with topics like expropriation, t…

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Magic Markets #211: Private markets are a hive of activity 30:20

4M ago30:20

30:20

For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer a vibrant ecosystem. Dino Zuccollo of Westbrooke Alternative Asset Management joined us to discuss activity across the capital stack and some of the key trends coming into 2025, as wel…

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Magic Markets #210: Tariff Tantrum 26:59

5M ago26:59

26:59

Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the countries that he has been targeting. Canada, Mexico and now South Africa - is anyone safe? Of course, these issues are nuanced and the relative negotiating power of each country becomes relevant. In this show…

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Magic Markets #209: AI, Trump and turnarounds 21:19

5M ago21:19

21:19

As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride. And yet, there are some turnar…

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Magic Markets #208: Banking on banking 26:12

5M ago26:12

26:12

The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for? With referen…

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Magic Markets #207: Retail turnarounds: high-risk, high reward? 23:01

5M ago23:01

23:01

Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, tend to grab the imagination of investors as they go through a turnaround. In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the healt…

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Magic Markets #206: The year ahead - buckle up! 25:21

6M ago25:21

25:21

To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives. Get excited about t…

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Magic Markets #205: A year of gold, bitcoin and the US 22:42

7M ago22:42

22:42

In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe. And of course, we talked about the positive surprise of South Africa this year and how political change…

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Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade) 30:01

7M ago30:01

30:01

Although the terms blockchain and crypto are often used interchangeably, this hides the diverse use cases for blockchain technology - even in traditional applications like financial markets. On this podcast, Connie Bloem (co-founder and managing director of Mesh.trade) joins regular Magic Markets guest Justine Brophy of AnBro Capital to explain how…

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Magic Markets #203: Year in Review - Alternatives at Westbrooke 28:14

7M ago28:14

28:14

As the year of global elections draws to a close, Dino Zuccollo of Westbrooke Alternative Asset Management joined us to look back on how global trends impacted the alternative lending space in markets where Westbrooke has a presence: South Africa, the UK and the USA. Covering important topics related to economic activities, portfolio diversificatio…

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Magic Markets #202: The automotive sector race 28:12

7M ago28:12

28:12

Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies seeing better adoption than others? Where does this leave hybrids? Where does this leave manufacturers that seem to lack clear strategic direction? Along with a discussion on European vs. American…

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Magic Markets #201: Trump Trades 26:27

7M ago26:27

26:27

With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the show. We talked about the possible impacts of Trump's economy and social policies on inflation, interest rates and the strength of the US economy. We also talked about a few trade ideas related to the T…

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Magic Markets #200: Big Tech, Big Opportunies? 25:27

8M ago25:27

25:27

With most of the big names in tech having just released earnings around the same time as US elections, there's so much to consider in the market. We steered clear of the politics for now, focusing on the key drivers of the Magnificent 7 (and Netflix!) and how we are positioned in these stocks. As our subscribers in Magic Markets Premium know, we do…

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Magic Markets #199: Making Forex Better 24:00

8M ago24:00

24:00

Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for …

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Magic Markets #198: What can we learn from market sector rotations? 21:49

8M ago21:49

21:49

Although there's a risk of churning your portfolio too often if you become obsessed with short-term market movements, there's a lot of value to be gained from the way Mohammed Nalla does his quarterly rotation work for institutional clients. He shares some of those insights in this episode of Magic Markets, covering recent sector performance in the…

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Magic Markets #197: GNU follow-through - are businesses changing? 29:43

8M ago29:43

29:43

The GNU-phoria in South Africa is now a few months old. Loadshedding is becoming a distant (albeit still painful) memory. Sentiment has clearly turned positive, but is this making a difference in day-to-day business decisions around capital allocation decisions? Every day, the team at Westbrooke is having discussions with private business operators…

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Magic Markets #196: The China Effect 30:25

9M ago30:25

30:25

News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the market started to question the speed of execution on the proposed initiatives. Of course, this presented a perfect opportunity to talk about the impact of China on portfolios. Justine Brophy of AnBro Capital joined u…

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Magic Markets #195: How to Read a Balance Sheet 20:37

9M ago20:37

20:37

The balance sheet is often the difference between success and failure for a corporate. A strong balance sheet can carry a company through the worst of times. A weak balance sheet is vulnerable to even a minor deterioration in conditions. Reading a balance sheet is a key step in equity analysis, but what are the most important things to look out for…

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Magic Markets #194: How to Interpret Profits 20:01

9M ago20:01

20:01

The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As is usually the case, there are a few tricks you can use to identify the key areas of focus and the stuff that really matters. Doing your own research isn't about spending endless hours on a set of financials. It…

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Magic Markets #193: How to Build a Bear Case 20:26

9M ago20:26

20:26

After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the bear case. This requires you to think creatively and dig deeper, as management won't dish out these nuggets and make it easy for you. After all, they are incentivised to drive the bull case. This episode will help you learn where t…

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Magic Markets #192: How to Build a Bull Case 19:54

10M ago19:54

19:54

When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis. The world is grey, not black and white. Nothing is ever fully good or fully bad. By thinking critically about the positives and negatives, you'll improve your investing skills. In this episode, we cover the type of thi…

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Magic Markets #191: The India Opportunity 21:20

10M ago21:20

21:20

As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains an interesting topic. For South African investors, the strategy of a group like Sanlam is worth considering, as India offers an immense demographic dividend and a democratic environment in which to in…

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Magic Markets #190: Is Quantum Computing the Next AI? 23:40

10M ago23:40

23:40

Artificial Intelligence (AI) has been all the rage in recent times. Coming up just as quickly is quantum computing, an exciting new technology that has some potentially incredible use cases. To lift the lid on this trend and to identify how to consider investing in it, international geopolitical strategist Dimitri Zabelin joined us on this show. If…

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Magic Markets #189: Portfolio Construction with AnBro 25:33

10M ago25:33

25:33

Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return objectives? Portfolio construction is like the architecture of a house. Even with the best furniture inside that house, it doesn’t matter if the whole thing isn’t coherent and built to the right specifications for the …

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Magic Markets #188: How to Research Stocks 23:24

10M ago23:24

23:24

Investing in stocks is exciting, but also dangerous unless you know how to research them. In this episode, we talk through some of the approaches we take to research, ranging from top-down analysis (finding stocks that fit a macro thesis) through to bottoms-up approaches that include valuation multiples and the power of good ol' common sense. Join …

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Magic Markets #187: How to Prepare for a Crash 22:46

11M ago22:46

22:46

As the Nikkei had a terrible day of historical significance and the world held its breath for what might happen on the Nasdaq, those who did the research before the time and had their wishlist ready were in the perfect position to buy their favourite stocks at a sale price. This is the power of having your finger on the pulse of what you want to ow…

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Magic Markets #186: Is the Automotive Sector a Good Investment? 22:55

11M ago22:55

22:55

The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In th…

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Magic Markets #185: Why the US Election Matters for Everyone 24:04

11M ago24:04

24:04

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference. In this episode, Mohammed Nalla took the lead with his views on the Democrat …

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Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas 29:25

11M ago29:25

29:25

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitica…

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Magic Markets #183: Investing in Global BRNDZ 30:37

12M ago30:37

30:37

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most val…

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Magic Markets #182: A GNU Dawn 25:23

12M ago25:23

25:23

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equ…

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Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more 23:16

12M ago23:16

23:16

With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Na…

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Magic Markets #180: Home Country Bias 25:39

1y ago25:39

25:39

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America. In this episode, Moha…