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 companies into the "real world" where you can actually taste the effect of working capital pressure. There's a big difference between thinking of a bear case and experiencing the day-to-day operational risks of doing business.
This is a highly insightful discussion that helps bridge the gap between financial and operational roles in business. You can connect with Muofhe on LinkedIn.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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22:14
Magic Markets #225: US Downgrade and JPMorgan Views
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 day provided an excellent opportunity to dig into the wisdom of not just Jamie Dimon, but CFO Jeremy Barnum as well. Aside from some insights into JPMorgan's view on the economic outlook, Barnum delivered an absolute masterclass in capital allocation.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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25:39
Magic Markets #224: REITs Taking a Breather
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 tariffs actually affect property, how yields work in this space and what the effect of inflation is. We looked at yields across the US and South Africa, while highlighting major trends affecting demand for property in different segments.
This podcast is an excellent way to get to grips with the listed property sector and some of the key investment principles.Â
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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23:17
Magic Markets #223: Nuggets from Omaha
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 this stuff up. Thankfully, we have Buffett's endless wisdom and excellent humour to enjoy, along with his comments on their investment strategy and their immense cash pile. Spoiler alert: if you were expecting buybacks of Berkshire shares in the latest quarter, you were disappointed.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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34:18
Magic Markets #222: The Long and the Short of Day Trading
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 from the strategy and specifically why it didn't work out as well this time around.
The markets are hard and day trading is even harder. This show is packed with insights and an honest look at just how tough it is, even for those who are experienced. As for our resident Ghost, he's only too happy to keep wearing his "investor" (and occasional swing trader) hat - especially after hearing these day trading stories!
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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.
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