Magic Markets

Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week. This is a tale of two stocks, with one garnering a very positive reaction from the market and the other… well, not so much. Join us as we discuss Amazon and Alphabet (the holding company of Google), answering the following questions along the way: Somet...

Welcome to episode 148 of Magic Markets, made available to you by our friends at B2IT. This week, we cast our eyes beyond our local borders to bring you insights from two heavy hitters in the international market: Netflix and Tesla. These household names are making major moves and stirring up emotions as a result, with Tesla hyping up the Cybertruck while Netflix is all about ad-supported tiers. B...

Brought to you by B2IT, special guest Garth Mackenzie of the Talking with Traders podcast and Traders Corner platform joined us to discuss whether traders can still make money in a challenging market. The short answer: yes, they can. And sometimes, the answer is to be short! Topics covered include: How do you keep your head in check when the markets deliver blows and everyone seems to be winning b...

In Episode 146, Magic Markets digs into the food producer industry. This hasn’t been a great place to put your money during this period of heightened inflation, as consumer pressures tend to flow up through the value chain. We are celebrating 100 research reports and podcasts in Magic Markets Premium. Use the coupon MAGIC100EPS on checkout for an annual Magic Markets Premium subscription and save...

The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival Corporation and Southern Sun, as we ask and answer the following questions: Carnival Corporation just po...

In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This clash of financial titans promises to be a battle of financial wits, global reach versus local expertise, and a testament to...

Welcome to episode 143 of Magic Markets! Continuing with our new format, we explore two tech giants with cloud software-as-a-service models. Adobe, often called "Microsoft for creatives," has delivered strong recent returns and has some rather exciting developments in Artificial Intelligence (AI). Salesforce is also brilliantly positioned for AI, so the companies have more in common than you might...

Welcome to episode 142 of Magic Markets, where the numbers keep getting bigger, just like the world's biggest brands featured in this show. Justine Brophy from AnBro is here to talk about a groundbreaking investment opportunity. Together, we dive into a portfolio that provides exposure to the world's top 100 brands by brand value, ranging from household names like Apple and Google to global giants...

Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon and Ulta Beauty. Lululemon, the pioneer of athleisure, is known for its premium yoga pants and impressive growth. Back in April 2022, we discussed this stock when it was trading around $377, and we were concerned about lofty valuations back then. Af...

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. In this podcast, we’ll be discussing their performance and strategies with a look through to the work we’ve uncovered on both brands in the Magic Markets Premium library. So, lace up or slip into your...

As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared sinc...

In this week’s episode of Magic Markets, we are changing things up by looking at recent earnings releases in the US. Follow us as we delve into the depths of our Magic Markets Premium library to compare our wealth of research on these companies with their latest releases. Ghost had lots to say about the latest Caterpillar report, while Moe had thoughts to share on Home Depot. Some of the points up...

In episode 137 of Magic Markets, we caught up with regular guest Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. After getting AnBro’s perspective on the latest earnings season out of the US and questioning whether the run we’ve seen this year is too much too soon, we proved that Moe isn’t as lucky as he...

In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics, we talked about: Difficult conditions in South Af...

We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on global stocks in this show, with reference to Magic Markets Premium research where applicable. As we always say: we eat our own cooking with that research. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corpora...

In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about interest rates and the impact they have on the markets. We covered topics like: An update on the current rate cycle Why countries like South Africa generally follow the Fed hiking cycle The impact on banks in South Africa of the rate hikes thus far Whether any of the sectors...

Ar Lecturer Extraordinary at the department of Agricultural Economics at Stellenbosch University and a visiting research fellow at the Wits School of Governance. Suffice to say, he had a lot to teach us in this episode and we were only too keen to learn from him! We talked about: The weather – specifically, how weather patterns affect the agricultural industry Why grain and soy bean stocks are loo...

In Episode 132 of Magic Markets, we dealt with cats and water sprayers alongside Call of Duty characters and their strange names. It was entertaining to say the least, with Justine Brophy from AnBro Capital Investments joining us on this show. What we really dealt with is the role of global competition authorities in the market and how they can have such an impact on stocks, with Microsoft’s propo...

You want to Do Your Own Research (DYOR) , but how does that actually work in practice? Do you need to look at both technical and fundamental metrics? What are good examples of these? What about “insider” buying and selling? Does your particular trading and investing strategy make a difference to the metrics you need to look at? We answer these questions and many more in this episode of Magic Marke...

In this episode of Magic Markets, we talked about the “capital stack” in corporates and how they blend debt and equity into a capital structure that works for the business. After setting the scene with a short discussion on central banks, we covered topics like: • The equity to debt spectrum, with mezzanine finance in the middle • Examples of the types of spreads you can expect to see across diffe...

With a local relief rally putting many stocks in the green after a horrible few months, we decided to use a “guestless” show to talk about behaviours in the market and some of the differences between the North American and local markets. We also touched on the importance of trading vs. investing and understanding the different analysis required for different time horizons. With topics ranging from...

Alex Weiss of Trive South Africa is back with another five stocks around a central theme. In this case, the theme is China. Of course, we can't talk about Chinese tech stocks and platform businesses without Artificial Intelligence (AI) as another important theme. With ongoing mistrust between East and West, there is enormous development in AI in China that is running in parallel to development in...

Accompanied by regular guest Dino Zuccollo, the UK team of Richard Asherson and James Lightbody joined us on Magic Markets to give us an update on the latest capital raise in the Westbrooke Yield Plus fund and take our listeners through a case study of how some of these deals are structured. After an extraordinary pace of rate hikes by the Bank of England, the base rate in UK now offers genuinely...

Harry Scherzer of Future Forex is back on Magic Markets to give us an update not just on crypto arbitrage, but on the Future Forex business and the direction being taken. After a difficult period in which the arbitrage needed to be temporarily closed down to manage counterparty risk amidst uncertainty in the global banking system, the team is offering the arbitrage once more. They have also evolve...

Craig Antonie is certainly no stranger to Magic Markets listeners. The team at AnBro Capital Investments regularly join us to talk through stocks that are either in the portfolio or on the watchlist. As AnBro manages more than one type of fund, the watchlist can range from exciting growth stocks through to dividend paying compounders. This week, Craig decided to focus on strong dividend payers tha...