Magic Markets #231: Platinum and the cheese spread
Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even if you don't trade commodities, there are useful things to learn.
And of course, when we get to the hard commodities that are actively traded every day, we move from jokes about the cheese spread to very real analysis around the drivers of the platinum price and what this is doing for stocks like Sibanye-Stillwater, where our resident Ghost is looking forward to finally breaking even after a long and painful period in the PGM cycle.
Join us for a fun show that is ultimately an ode to commodities and the sheer breadth of opportunities available on the market.
 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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Magic Markets #230: Insights from five global companies
In this episode of Magic Markets, Mohammed Nalla and The Finance Ghost decided to each choose three companies from the recent research in Magic Market Premium, with the goal being to discuss some of the most interesting insights that came out of each one.
Both chose Berkshire Hathaway (predictably), so there were actually only five companies to discuss. Luckily, this left more than enough meat on the table. This podcast highlights some of the best insights from research into Berkshire Hathaway, BAE Systems, 3M, Waste Management and Alibaba.
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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Magic Markets #229: Macro World Tour
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 the markets, or in this case an index chart going back many years. Looking at the relative returns of these markets over the past 25 years tells quite the story, with some major winners - and losers.
This is a great reminder that where you invest is just as important as what you invest in - and in fact, it might be even more important! 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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Magic Markets #228: Mesh.Trade and the Titans
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 perfect opportunity for Craig Antonie of AnBro to join us to talk about the fund strategy, accompanied by Connie Bloem of Mesh.Trade to talk about the platform offering.
Mesh Trade (Pty) is a licensed Financial Services Provider, FSP number 53710. AnBro Capital Investments (Pty) Ltd is an authorized financial service provider in South Africa, FSP number 48371. Please do your own research and remember that nothing you hear on Magic Markets is advice, nor should you treat this as an endorsement.
Visit the AnBro website and the Mesh.trade website.
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Magic Markets #227: Saudi Aramco and Ferrari
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 prospects, but why is that? And just how much does Formula One actually matter to them anyway?
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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