Magic Markets
By The Finance Ghost and Moe-Knows
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Category: Investing
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Episodes: 200
Description
The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.
| Episode | Date |
|---|---|
|
Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack
|
May 13, 2026 |
|
Magic Markets #272: REIT Returns and Red Flags
|
May 06, 2026 |
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Magic Markets #271: Record Highs, Uneven Returns
|
Apr 29, 2026 |
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Magic Markets #270: Holding Through Highs and Lows
|
Apr 22, 2026 |
|
Magic Markets #269: SaaSpocalypse - Surviving the Shock
|
Apr 15, 2026 |
|
Magic Markets #268: No One Brakes in Cairo - Except the Central Bank
|
Apr 08, 2026 |
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Magic Markets #267: Oil and Toil - a Bruising Q1
|
Apr 01, 2026 |
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Magic Markets #266: Dire Straits of Hormuz
|
Mar 25, 2026 |
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Magic Markets #265: Iran and JSE Earnings Season Themes
|
Mar 18, 2026 |
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Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)
|
Mar 11, 2026 |
|
Magic Markets #263: The Oil Trade
|
Mar 04, 2026 |
|
Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)
|
Feb 25, 2026 |
|
Magic Markets #261: The AI Effect on Free Cash Flow
|
Feb 18, 2026 |
|
Magic Markets #260: Grocery Giants and the Value Retail Rotation
|
Feb 11, 2026 |
|
Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs
|
Feb 04, 2026 |
|
Magic Markets #258: Stock Picking in Emerging Markets
|
Jan 28, 2026 |
|
Magic Markets #257: Investing in Copper with Mesh.Trade
|
Jan 21, 2026 |
|
Magic Markets #256: Geopolitics and Banana Republics
|
Jan 14, 2026 |
|
Magic Markets #255: Setting the Scene for 2026
|
Jan 07, 2026 |
|
Magic Markets #254: 2025 Scorecard – The Good, The Bad and The Macro
|
Dec 10, 2025 |
|
Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery
|
Dec 03, 2025 |
|
Magic Markets #252: G20 and AI Temperature Check
|
Nov 26, 2025 |
|
Magic Markets #251: How Sports Brands Win (And Lose)
|
Nov 19, 2025 |
|
Magic Markets #250: Specialty Retail - When Niche Works Nicely
|
Nov 12, 2025 |
|
Magic Markets #249: How Westbrooke Deploys Capital
|
Nov 05, 2025 |
|
Magic Markets #248: Stream Wars
|
Oct 29, 2025 |
|
Magic Markets #247: Investing in Property with Mesh.Trade and 27four
|
Oct 23, 2025 |
|
Magic Markets #246: To Hedge or Live on the Edge?
|
Oct 15, 2025 |
|
Magic Markets #245: How Big Deals Create Big Problems
|
Oct 08, 2025 |
|
Magic Markets #244: Buying Shovels in the X-Rush
|
Oct 01, 2025 |
|
Magic Markets #243: Hallucinations and Hype: AI Bubble Risks
|
Sep 24, 2025 |
|
Magic Markets #242: Defending quarterly reporting
|
Sep 17, 2025 |
|
Magic Markets #241: Catalysts and Meme Stocks
|
Sep 10, 2025 |
|
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
|
Sep 03, 2025 |
|
Magic Markets #239: Analysing Retailers
|
Aug 27, 2025 |
|
Magic Markets #238: Stablecoins with Mesh.Trade
|
Aug 20, 2025 |
|
Magic Markets #237: Buying Market Leaders
|
Aug 12, 2025 |
|
Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?
|
Aug 06, 2025 |
|
Magic Markets #235: Can Fast Food Stocks Keep Growing?
|
Jul 30, 2025 |
|
Magic Markets #234: How Do Banks Manage Their Balance Sheets?
|
Jul 23, 2025 |
|
Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers
|
Jul 16, 2025 |
|
Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)
|
Jul 09, 2025 |
|
Magic Markets #231: Platinum and the cheese spread
|
Jul 02, 2025 |
|
Magic Markets #230: Insights from five global companies
|
Jun 25, 2025 |
|
Magic Markets #229: Macro World Tour
|
Jun 18, 2025 |
|
Magic Markets #228: Mesh.Trade and the Titans
|
Jun 11, 2025 |
|
Magic Markets #227: Saudi Aramco and Ferrari
|
Jun 04, 2025 |
|
Magic Markets #226: From Analyst to Entrepreneur
|
May 28, 2025 |
|
Magic Markets #225: US Downgrade and JPMorgan Views
|
May 21, 2025 |
|
Magic Markets #224: REITs Taking a Breather
|
May 14, 2025 |
|
Magic Markets #223: Nuggets from Omaha
|
May 07, 2025 |
|
Magic Markets #222: The Long and the Short of Day Trading
|
Apr 30, 2025 |
|
Magic Markets #221: Mesh.Trade - Unlocking Private Markets
|
Apr 23, 2025 |
|
Magic Markets #220: The Global Asset Ownership Web
|
Apr 16, 2025 |
|
Magic Markets #219: Trade Wars and Trading
|
Apr 09, 2025 |
|
Magic Markets #218: Consumer Conundrum
|
Apr 02, 2025 |
|
Magic Markets #217: Time for Africa?
|
Mar 26, 2025 |
|
Magic Markets #216: Europhoria - hype or the new hustle?
|
Mar 19, 2025 |
|
Magic Markets #215: The art of investing in art
|
Mar 12, 2025 |
|
Magic Markets #214: Tradition meets tech - buying gold on the blockchain
|
Mar 05, 2025 |
|
Magic Markets #213: Can Argentina-style reforms work in South Africa?
|
Feb 26, 2025 |
|
Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture
|
Feb 19, 2025 |
|
Magic Markets #211: Private markets are a hive of activity
|
Feb 12, 2025 |
|
Magic Markets #210: Tariff Tantrum
|
Feb 05, 2025 |
|
Magic Markets #209: AI, Trump and turnarounds
|
Jan 29, 2025 |
|
Magic Markets #208: Banking on banking
|
Jan 22, 2025 |
|
Magic Markets #207: Retail turnarounds: high-risk, high reward?
|
Jan 15, 2025 |
|
Magic Markets #206: The year ahead - buckle up!
|
Jan 08, 2025 |
|
Magic Markets #205: A year of gold, bitcoin and the US
|
Dec 11, 2024 |
|
Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)
|
Dec 04, 2024 |
|
Magic Markets #203: Year in Review - Alternatives at Westbrooke
|
Nov 27, 2024 |
|
Magic Markets #202: The automotive sector race
|
Nov 20, 2024 |
|
Magic Markets #201: Trump Trades
|
Nov 13, 2024 |
|
Magic Markets #200: Big Tech, Big Opportunies?
|
Nov 06, 2024 |
|
Magic Markets #199: Making Forex Better
|
Oct 30, 2024 |
|
Magic Markets #198: What can we learn from market sector rotations?
|
Oct 23, 2024 |
|
Magic Markets #197: GNU follow-through - are businesses changing?
|
Oct 16, 2024 |
|
Magic Markets #196: The China Effect
|
Oct 09, 2024 |
|
Magic Markets #195: How to Read a Balance Sheet
|
Oct 02, 2024 |
|
Magic Markets #194: How to Interpret Profits
|
Sep 25, 2024 |
|
Magic Markets #193: How to Build a Bear Case
|
Sep 18, 2024 |
|
Magic Markets #192: How to Build a Bull Case
|
Sep 11, 2024 |
|
Magic Markets #191: The India Opportunity
|
Sep 04, 2024 |
|
Magic Markets #190: Is Quantum Computing the Next AI?
|
Aug 28, 2024 |
|
Magic Markets #189: Portfolio Construction with AnBro
|
Aug 21, 2024 |
|
Magic Markets #188: How to Research Stocks
|
Aug 14, 2024 |
|
Magic Markets #187: How to Prepare for a Crash
|
Aug 07, 2024 |
|
Magic Markets #186: Is the Automotive Sector a Good Investment?
|
Jul 31, 2024 |
|
Magic Markets #185: Why the US Election Matters for Everyone
|
Jul 25, 2024 |
|
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas
|
Jul 17, 2024 |
|
Magic Markets #183: Investing in Global BRNDZ
|
Jul 10, 2024 |
|
Magic Markets #182: A GNU Dawn
|
Jul 03, 2024 |
|
Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more
|
Jun 26, 2024 |
|
Magic Markets #180: Home Country Bias
|
Jun 19, 2024 |
|
Magic Markets #179: Demystifying US Jobs Data
|
Jun 12, 2024 |
|
Magic Markets #178: Collision Politics
|
Jun 05, 2024 |
|
Magic Markets #177: Nvidia and Intuit
|
May 29, 2024 |
|
Magic Markets #176: Walmart and Under Armour
|
May 22, 2024 |
|
Magic Markets #175: Chipotle Mexican Grill and Wingstop
|
May 15, 2024 |
|
Magic Markets #174: Electrifying Stocks
|
May 08, 2024 |
|
Magic Markets #173: Forex at Future Forex
|
May 01, 2024 |
|
Magic Markets #172: Goldman Sachs and United Health Group
|
Apr 24, 2024 |
|
Magic Markets #171: Foot Locker and Nike
|
Apr 17, 2024 |
|
Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)
|
Apr 10, 2024 |
|
Magic Markets #169: Accenture and FactSet
|
Apr 03, 2024 |
|
Magic Markets #168: Lululemon and FedEx
|
Mar 27, 2024 |
|
Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo
|
Mar 20, 2024 |
|
Magic Markets #166: Are Chips the New Oil? - Saudi Aramco and Broadcom
|
Mar 13, 2024 |
|
Magic Markets #165: Domino's Pizza and Monster Beverage
|
Mar 06, 2024 |
|
Magic Markets #164: Cashbuild, Italtile and Home Depot
|
Feb 28, 2024 |
|
Magic Markets #163: Airbnb and Shopify
|
Feb 21, 2024 |
|
Magic Markets #162: Momentum in Alternative Assets
|
Feb 14, 2024 |
|
Magic Markets #161: Meta and Microsoft
|
Feb 07, 2024 |
|
Magic Markets #160: Tesla and Volkswagen
|
Jan 31, 2024 |
|
Magic Markets #159: Crocs and Birkenstock
|
Jan 24, 2024 |
|
Magic Markets #158: Citigroup and Bank of America
|
Jan 17, 2024 |
|
Magic Markets #157: Pandora and Swatch
|
Jan 10, 2024 |
|
Magic Markets #156: Oracle and Adobe
|
Dec 20, 2023 |
|
Magic Markets #155: Lululemon and SA Fashion Retail
|
Dec 13, 2023 |
|
Magic Markets #154: Dis-Chem and Ulta Beauty
|
Dec 06, 2023 |
|
Magic Markets #153: MultiChoice and Comcast
|
Nov 29, 2023 |
|
Magic Markets #152: Walmart and Target
|
Nov 22, 2023 |
|
Magic Markets #151: Balwin, Calgro M3 and D.R Horton
|
Nov 15, 2023 |
|
Magic Markets #150: Revisiting Dexcom
|
Nov 08, 2023 |
|
Magic Markets #149: Amazon and Alphabet
|
Nov 01, 2023 |
|
Magic Markets #148: Tesla and Netflix
|
Oct 25, 2023 |
|
Magic Markets #147: Tips For Trading with Garth Mackenzie
|
Oct 18, 2023 |
|
Magic Markets #146: McCormick and SA Food Stocks
|
Oct 11, 2023 |
|
Magic Markets #145: Southern Sun and Carnival Corporation
|
Oct 04, 2023 |
|
Magic Markets #144: JP Morgan and Standard Bank
|
Sep 27, 2023 |
|
Magic Markets #143: Adobe and Salesforce
|
Sep 20, 2023 |
|
Magic Markets #142: Investing in the World's Biggest Brands - BRNDZ
|
Sep 13, 2023 |
|
Magic Markets #141: Lululemon and Ulta Beauty
|
Sep 06, 2023 |
|
Magic Markets #140: Crocs and Nike
|
Aug 30, 2023 |
|
Magic Markets #139: Disney and Yum! Brands
|
Aug 23, 2023 |
|
Magic Markets #138: Caterpillar and Home Depot
|
Aug 16, 2023 |
|
Magic Markets #137: BESI - Your New Semiconductor Bestie
|
Aug 09, 2023 |
|
Magic Markets #136: Retail Stock Reality
|
Aug 02, 2023 |
|
Magic Markets #135: Our Recent Trades
|
Jul 26, 2023 |
|
Magic Markets #134: Rate Hikes, Banks and Consumers
|
Jul 19, 2023 |
|
Magic Markets #133: Weather, Wheat and Wandile Sihlobo
|
Jul 12, 2023 |
|
Magic Markets #132: Activision Acquisition
|
Jul 05, 2023 |
|
Magic Markets #131: How to Do Your Own Research (DYOR)
|
Jun 28, 2023 |
|
Magic Markets #130: Capital Structure 101
|
Jun 21, 2023 |
|
Magic Markets #129: Relief Rallies and Market Emotions
|
Jun 14, 2023 |
|
Magic Markets #128: Five with Trive - Chinese Stocks
|
Jun 07, 2023 |
|
Magic Markets #127: Are You Yearning For Yield?
|
May 31, 2023 |
|
Magic Markets #126: Crypto Arbitrage and the Future of Forex
|
May 24, 2023 |
|
Magic Markets #125: AnBro Stock Focus - IFF and RWAY
|
May 17, 2023 |
|
Magic Markets #124: Five with Trive - Artificial Intelligence
|
May 11, 2023 |
|
Magic Markets #123: Growth, Value and Five-Year Fun
|
May 03, 2023 |
|
Magic Markets #122: Anchoring Alternative Assets
|
Apr 25, 2023 |
|
Magic Markets #121: Buybacks, Banks and Big Spenders
|
Apr 19, 2023 |
|
Magic Markets #120: Banking On Our Banks
|
Apr 12, 2023 |
|
Magic Markets #119: AnBro Stock Focus - DEX and STAA
|
Apr 05, 2023 |
|
Magic Markets #118: The Equity Layer in Solar Investing
|
Mar 29, 2023 |
|
Magic Markets #117: Macro Themes with Rachel Ziemba
|
Mar 22, 2023 |
|
Magic Markets #116: Aston Martin on Track?
|
Mar 15, 2023 |
|
Magic Markets #115: Clean and Green US Stocks
|
Mar 08, 2023 |
|
Magic Markets #114: Private Debt and Property in a Rising Rate Environment
|
Mar 01, 2023 |
|
Magic Markets #113: Portfolio Winners and Losers
|
Feb 22, 2023 |
|
Magic Markets #112: The Brokerage Engine Room
|
Feb 15, 2023 |
|
Magic Markets #111: AI - Cutting Through the Hype
|
Feb 08, 2023 |
|
Magic Markets #110: Investable Businesses for Westbrooke
|
Feb 01, 2023 |
|
Magic Markets #109: 2023 Ideas with Herenya
|
Jan 25, 2023 |
|
Magic Markets #108: The Trive Tribe
|
Jan 18, 2023 |
|
Magic Markets #107: The 2023 Outlook
|
Jan 11, 2023 |
|
Magic Markets #106: The Global View with Marko Papic
|
Dec 14, 2022 |
|
Magic Markets #105: 2022 Recap with Herenya
|
Dec 07, 2022 |
|
Magic Markets #104: What's going on inside Premium?
|
Nov 30, 2022 |
|
Magic Markets #103: Alternatives - The Wealth Management View
|
Nov 23, 2022 |
|
Magic Markets #102: Themes in Big Tech
|
Nov 16, 2022 |
|
Magic Markets #101: Dynamic Compounding
|
Nov 09, 2022 |
|
Magic Markets #100: Market milestones
|
Nov 02, 2022 |
|
Magic Markets #99: What's happening in the UK?
|
Oct 26, 2022 |
|
Magic Markets #98: Answering Listeners' Questions
|
Oct 19, 2022 |
|
Magic Markets #97: Market Mistakes we all Make
|
Oct 12, 2022 |
|
Magic Markets #96: Looking to the Future
|
Oct 05, 2022 |
|
Magic Markets #95: Money in a Bear Market
|
Sep 28, 2022 |
|
Magic Markets #94: The Westbrooke Portfolio
|
Sep 21, 2022 |
|
Magic Markets #93: Macro Markets Mayhem
|
Sep 14, 2022 |
|
Magic Markets #92: Investing in the 'LatAm Blackstone'
|
Sep 07, 2022 |
|
Magic Markets #91: Investing in Solar
|
Aug 31, 2022 |
|
Magic Markets #90: The Herenya Portfolios
|
Aug 25, 2022 |
|
Magic Markets #89: Unwrapping our Research Process
|
Aug 17, 2022 |
|
Magic Markets #88: Growth is for stock pickers
|
Aug 10, 2022 |
|
Magic Markets #87: Investing in Mobile Home Parks
|
Aug 03, 2022 |
|
Magic Markets #86: Trading DMA vs. OTC
|
Jul 27, 2022 |
|
Magic Markets #85: US Earnings Season - July '22
|
Jul 20, 2022 |
|
Magic Markets #84: A First Half to Forget
|
Jul 13, 2022 |
|
Magic Markets #83: Tales from the Crypto
|
Jul 06, 2022 |
|
Magic Markets #82: Stories from Traders
|
Jun 29, 2022 |
|
Magic Markets #81: Hybrid Capital
|
Jun 22, 2022 |
|
Magic Markets #80: Hot Stocks vs. Hot Air
|
Jun 15, 2022 |
|
Magic Markets #79: Three Burning Questions
|
Jun 08, 2022 |
|
Magic Markets #78: A sneak peak at Premium
|
Jun 01, 2022 |
|
Magic Markets #77: Surviving bear markets
|
May 25, 2022 |
|
Magic Markets #76: Private Equity - there's more to investing
|
May 18, 2022 |
|
Magic Markets #75: Investing in Biotech
|
May 11, 2022 |
|
Magic Markets #74: Ukraine - a view from Eastern Europe
|
May 04, 2022 |