Magic Markets #220: The Global Asset Ownership Web
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 what is one really important characteristic that investors should consider when looking at buy-the-dip candidates?
All this and more in this week's episode of Magic Markets.
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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24:24
Magic Markets #219: Trade wars and Trading
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 key feature of the markets and a very exciting time for those who like to see action on the screens. In this episode, our passion for the markets really shines through. We invite you to join us.
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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27:23
Magic Markets #218: Consumer Conundrum
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?
And does it make a difference to look at discretionary vs. defensive stocks?
Find out in this episode of Magic Markets.
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19:50
Magic Markets #217: Time for Africa?
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 this comes to fruition.
But which South African listed companies are these? Which ones stand to benefit? And in line with a broader offshore theme for South African companies, what are the typical features of successful acquisitions vs. those that have failed?
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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25:14
Magic Markets #216: Europhoria - hype or the new hustle?
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 justify this Europhoria? Are there other place to look, like China?
And are you willing to allow Moe to invent the term Amexit?
All this and more in this episode of Magic Markets!Â
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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