Magic Markets

Magic Markets #172: Goldman Sachs and United Health Group

24 Apr 2024

Contributed by Lukas

Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips? In this episo...

Magic Markets #171: Foot Locker and Nike

17 Apr 2024

Contributed by Lukas

Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s...

Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)

10 Apr 2024

Contributed by Lukas

Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers...

Magic Markets #169: Accenture and FactSet

03 Apr 2024

Contributed by Lukas

Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client...

Magic Markets #168: Lululemon and FedEx

27 Mar 2024

Contributed by Lukas

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve r...

Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo

20 Mar 2024

Contributed by Lukas

For those who have been with us since the very beginning of Magic Markets, Moe’s blue hoodie is back! Well, a blue hoodie is back, even if it’s no...

Magic Markets #166: Are Chips the New Oil? - Saudi Aramco and Broadcom

13 Mar 2024

Contributed by Lukas

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’...

Magic Markets #165: Domino's Pizza and Monster Beverage

06 Mar 2024

Contributed by Lukas

With pizza and energy drinks on the menu, this isn’t the healthiest episode of Magic Markets – at least not for your body. As for your portfolio, ...

Magic Markets #164: Cashbuild, Italtile and Home Depot

28 Feb 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #163: Airbnb and Shopify

21 Feb 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #162: Momentum in Alternative Assets

14 Feb 2024

Contributed by Lukas

In a world where investors are seeking alpha in their portfolios, alternative assets are resonating with clients looking for private market investment...

Magic Markets #161: Meta and Microsoft

07 Feb 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #160: Tesla and Volkswagen

31 Jan 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #159: Crocs and Birkenstock

24 Jan 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #158: Citigroup and Bank of America

17 Jan 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have...

Magic Markets #157: Pandora and Swatch

10 Jan 2024

Contributed by Lukas

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have ...

Magic Markets #156: Oracle and Adobe

20 Dec 2023

Contributed by Lukas

In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to s...

Magic Markets #155: Lululemon and SA Fashion Retail

13 Dec 2023

Contributed by Lukas

Welcome to another insightful episode of Magic Markets. This week, we’re talking about fashion retail. Moe is representing the global north with his...

Magic Markets #154: Dis-Chem and Ulta Beauty

06 Dec 2023

Contributed by Lukas

Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam to the market...

Magic Markets #153: MultiChoice and Comcast

29 Nov 2023

Contributed by Lukas

Welcome to Magic Markets Episode 153, brought to you by B2IT. In this episode, we're dipping our toes into the dynamic world of media and streaming as...

Magic Markets #152: Walmart and Target

22 Nov 2023

Contributed by Lukas

In episode 152 of Magic Markets, we’ve lined up a battle of the retail giants – Target vs. Walmart. Although we haven’t covered the former yet i...

Magic Markets #151: Balwin, Calgro M3 and D.R Horton

15 Nov 2023

Contributed by Lukas

Welcome to episode 151 of Magic Markets! This week, we’ve got property on our minds – buying it, renting it and even building it from the ground u...

Magic Markets #150: Revisiting Dexcom

08 Nov 2023

Contributed by Lukas

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dex...

Magic Markets #149: Amazon and Alphabet

01 Nov 2023

Contributed by Lukas

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. T...

Magic Markets #148: Tesla and Netflix

25 Oct 2023

Contributed by Lukas

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 y...

Magic Markets #147: Tips For Trading with Garth Mackenzie

18 Oct 2023

Contributed by Lukas

Brought to you by B2IT, special guest Garth Mackenzie of the Talking with Traders podcast and Traders Corner platform joined us to discuss whether tra...

Magic Markets #146: McCormick and SA Food Stocks

11 Oct 2023

Contributed by Lukas

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 heightene...

Magic Markets #145: Southern Sun and Carnival Corporation

04 Oct 2023

Contributed by Lukas

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 ...

Magic Markets #144: JP Morgan and Standard Bank

27 Sep 2023

Contributed by Lukas

In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two ...

Magic Markets #143: Adobe and Salesforce

20 Sep 2023

Contributed by Lukas

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, of...

Magic Markets #142: Investing in the World's Biggest Brands - BRNDZ

13 Sep 2023

Contributed by Lukas

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 Br...

Magic Markets #141: Lululemon and Ulta Beauty

06 Sep 2023

Contributed by Lukas

Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon...

Magic Markets #140: Crocs and Nike

30 Aug 2023

Contributed by Lukas

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest finan...

Magic Markets #139: Disney and Yum! Brands

23 Aug 2023

Contributed by Lukas

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 ...

Magic Markets #138: Caterpillar and Home Depot

16 Aug 2023

Contributed by Lukas

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 ...

Magic Markets #137: BESI - Your New Semiconductor Bestie

09 Aug 2023

Contributed by Lukas

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 k...

Magic Markets #136: Retail Stock Reality

02 Aug 2023

Contributed by Lukas

In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people kno...

Magic Markets #135: Our Recent Trades

26 Jul 2023

Contributed by Lukas

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 ...

Magic Markets #134: Rate Hikes, Banks and Consumers

19 Jul 2023

Contributed by Lukas

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 im...

Magic Markets #133: Weather, Wheat and Wandile Sihlobo

12 Jul 2023

Contributed by Lukas

Ar Lecturer Extraordinary at the department of Agricultural Economics at Stellenbosch University and a visiting research fellow at the Wits School of ...

Magic Markets #132: Activision Acquisition

05 Jul 2023

Contributed by Lukas

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 ...

Magic Markets #131: How to Do Your Own Research (DYOR)

28 Jun 2023

Contributed by Lukas

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? ...

Magic Markets #130: Capital Structure 101

21 Jun 2023

Contributed by Lukas

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 th...

Magic Markets #129: Relief Rallies and Market Emotions

14 Jun 2023

Contributed by Lukas

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 behavio...

Magic Markets #128: Five with Trive - Chinese Stocks

07 Jun 2023

Contributed by Lukas

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 a...

Magic Markets #127: Are You Yearning For Yield?

31 May 2023

Contributed by Lukas

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...

Magic Markets #126: Crypto Arbitrage and the Future of Forex

24 May 2023

Contributed by Lukas

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 di...

Magic Markets #125: AnBro Stock Focus - IFF and RWAY

17 May 2023

Contributed by Lukas

Craig Antonie is certainly no stranger to Magic Markets listeners. The team at AnBro Capital Investments regularly join us to talk through stocks that...

Magic Markets #124: Five with Trive - Artificial Intelligence

11 May 2023

Contributed by Lukas

You've heard from Alexander Weiss before on Magic Markets. The impressive young market analyst at Trive South Africa has returned to the show to delve...

Magic Markets #123: Growth, Value and Five-Year Fun

03 May 2023

Contributed by Lukas

Growth vs. value is one of the most stereotypical debates in the market. This is with good reason, as these styles ebb and flow and the popularity of ...

Magic Markets #122: Anchoring Alternative Assets

25 Apr 2023

Contributed by Lukas

In Episode 122 of Magic Markets, we welcomed the familiar voice of Dino Zuccollo to the show. Dino is the Head of Product Development and Distribution...

Magic Markets #121: Buybacks, Banks and Big Spenders

19 Apr 2023

Contributed by Lukas

In Episode 121 of Magic Markets, we took the time to reflect on some of the recent insights we’ve uncovered in our research for Magic Markets Premiu...

Magic Markets #120: Banking On Our Banks

12 Apr 2023

Contributed by Lukas

With an obvious passion for the markets and the psychology behind them, Alexander Weiss from Trive South Africa joined us for a discussion on the bank...

Magic Markets #119: AnBro Stock Focus - DEX and STAA

05 Apr 2023

Contributed by Lukas

When most investors think of growth-style funds, they imagine software-as-a-service businesses and artificial intelligence. Sometimes, growth can be f...

Magic Markets #118: The Equity Layer in Solar Investing

29 Mar 2023

Contributed by Lukas

In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk ...

Magic Markets #117: Macro Themes with Rachel Ziemba

22 Mar 2023

Contributed by Lukas

With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a we...

Magic Markets #116: Aston Martin on Track?

15 Mar 2023

Contributed by Lukas

If there’s one thing we are learning in Formula One this year, it’s that Fernando Alonso has more resilience and staying power than many internati...

Magic Markets #115: Clean and Green US Stocks

08 Mar 2023

Contributed by Lukas

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro ...

Magic Markets #114: Private Debt and Property in a Rising Rate Environment

01 Mar 2023

Contributed by Lukas

Regular listeners of Magic Markets have learnt a great deal about alternative investments and private deals, thanks to the various professionals at We...

Magic Markets #113: Portfolio Winners and Losers

22 Feb 2023

Contributed by Lukas

In Magic Markets, we try to eat our own cooking. When we cover stocks in Premium, it’s either because we already have a position in them or because ...

Magic Markets #112: The Brokerage Engine Room

15 Feb 2023

Contributed by Lukas

A multi-asset investment platform is a complicated animal to build and operate. With considerations like getting the balance of automation and human i...

Magic Markets #111: AI - Cutting Through the Hype

08 Feb 2023

Contributed by Lukas

Guess what? The hype machine is back in the market, this time focused on the exciting new world of Artificial Intelligence (AI). Some of the intellige...

Magic Markets #110: Investable Businesses for Westbrooke

01 Feb 2023

Contributed by Lukas

For founders and executives, raising capital is always a hot topic. Cash is the lifeblood of any organisation and the “capital stack” is an import...

Magic Markets #109: 2023 Ideas with Herenya

25 Jan 2023

Contributed by Lukas

As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about the mood of the trade...

Magic Markets #108: The Trive Tribe

18 Jan 2023

Contributed by Lukas

Trive South Africa offers a gateway to the JSE and global markets. Providing an in-depth online trading experience, Trive exists to empower progressio...

Magic Markets #107: The 2023 Outlook

11 Jan 2023

Contributed by Lukas

If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The c...

Magic Markets #106: The Global View with Marko Papic

14 Dec 2022

Contributed by Lukas

If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can b...

Magic Markets #105: 2022 Recap with Herenya

07 Dec 2022

Contributed by Lukas

In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes like energy and inflatio...

Magic Markets #104: What's going on inside Premium?

30 Nov 2022

Contributed by Lukas

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In doing so, w...

Magic Markets #103: Alternatives - The Wealth Management View

23 Nov 2022

Contributed by Lukas

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Market...

Magic Markets #102: Themes in Big Tech

16 Nov 2022

Contributed by Lukas

As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Pre...

Magic Markets #101: Dynamic Compounding

09 Nov 2022

Contributed by Lukas

Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to th...

Magic Markets #100: Market milestones

02 Nov 2022

Contributed by Lukas

In our centenary show of Magic Markets, it was fitting to celebrate market milestones with a fellow entrepreneur in the market. In the Intellidex Top ...

Magic Markets #99: What's happening in the UK?

26 Oct 2022

Contributed by Lukas

In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditio...

Magic Markets #98: Answering Listeners' Questions

19 Oct 2022

Contributed by Lukas

We love engaging with our audience on Magic Markets. This week, we asked on Twitter for people to send through their questions. Other than the classic...

Magic Markets #97: Market Mistakes we all Make

12 Oct 2022

Contributed by Lukas

In this episode of Magic Markets, we decided to look at some of the common mistakes made by investors and traders in the market. We covered topics lik...

Magic Markets #96: Looking to the Future

05 Oct 2022

Contributed by Lukas

One of the greatest challenges in the market is to maintain a cool head and a consistent strategy even when it feels like everything is against you. C...

Magic Markets #95: Money in a Bear Market

28 Sep 2022

Contributed by Lukas

One of the benefits of trading is that you can make money in a bear market, as long as you are either prepared to take short positions or wait for an ...

Magic Markets #94: The Westbrooke Portfolio

21 Sep 2022

Contributed by Lukas

Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as well as hedge against listed assets thr...

Magic Markets #93: Macro Markets Mayhem

14 Sep 2022

Contributed by Lukas

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal...

Magic Markets #92: Investing in the 'LatAm Blackstone'

07 Sep 2022

Contributed by Lukas

The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that has nothi...

Magic Markets #91: Investing in Solar

31 Aug 2022

Contributed by Lukas

In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar investment strategy. Clearly, this is an ass...

Magic Markets #90: The Herenya Portfolios

25 Aug 2022

Contributed by Lukas

In addition to the trading community that Herenya Capital Advisors is known for, founder Petri Redelinghuys and his team also manage portfolios on beh...

Magic Markets #89: Unwrapping our Research Process

17 Aug 2022

Contributed by Lukas

In Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global stocks. In this episode, we give you insig...

Magic Markets #88: Growth is for stock pickers

10 Aug 2022

Contributed by Lukas

In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about in Episode 80 wi...

Magic Markets #87: Investing in Mobile Home Parks

03 Aug 2022

Contributed by Lukas

Investing in mobile home parks is a wonderful example of how far the definition of an alternative asset can be stretched. It sounds odd, yet when you ...

Magic Markets #86: Trading DMA vs. OTC

27 Jul 2022

Contributed by Lukas

The markets are a combination of art and science. Knowing the science is important, especially when it comes to the types of trades in the market and ...

Magic Markets #85: US Earnings Season - July '22

20 Jul 2022

Contributed by Lukas

It’s just the two of us on Episode 85, which gave us a great opportunity to talk about all kinds of things, really. We started off with macroeconomi...

Magic Markets #84: A First Half to Forget

13 Jul 2022

Contributed by Lukas

In the past six months, the markets weren’t a happy place. Whether you were in bonds or in stocks, you suffered. The bull and bear markets of 2020 -...

Magic Markets #83: Tales from the Crypto

06 Jul 2022

Contributed by Lukas

The team from Future Forex is familiar to Magic Markets listeners. Those who have been taking advantage of crypto arbitrage have made a profit this ye...

Magic Markets #82: Stories from Traders

29 Jun 2022

Contributed by Lukas

In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that...

Magic Markets #81: Hybrid Capital

22 Jun 2022

Contributed by Lukas

The talented finance professionals at Westbrooke Alternative Asset Management have been doing a wonderful job of educating the Magic Markets audience ...

Magic Markets #80: Hot Stocks vs. Hot Air

15 Jun 2022

Contributed by Lukas

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully profitable commercial operation. Somet...

Magic Markets #79: Three Burning Questions

08 Jun 2022

Contributed by Lukas

The Finance Ghost and Mohammed Nalla decided to ask each other three burning questions on this show.To give you a taste of what we discussed:• How d...

Magic Markets #78: A sneak peak at Premium

01 Jun 2022

Contributed by Lukas

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.For example, we now know that Lululemon has an inc...

Magic Markets #77: Surviving bear markets

25 May 2022

Contributed by Lukas

Bear markets aren’t easy. Those following long-term strategies watch their portfolio values take a dive. Traders can do really well in a time of hei...

Magic Markets #76: Private Equity - there's more to investing

18 May 2022

Contributed by Lukas

On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in the middle. A...

Magic Markets #75: Investing in Biotech

11 May 2022

Contributed by Lukas

This week, we invited Anbro Capital back to pick their brains on biotech stocks. It’s an exciting space and Justiné Brophy, co-founder of Anbro, jo...

Magic Markets #74: Ukraine - a view from Eastern Europe

04 May 2022

Contributed by Lukas

Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This gives him incredible insights into the g...

Magic Markets #73: (Ad)Venture Capital

27 Apr 2022

Contributed by Lukas

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert Ja...