Magic Markets
Episodes
Magic Markets #72: Taking Stock with Petri - April 2022
20 Apr 2022
Contributed by Lukas
Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital Advisors, he spends his days actively trading...
Magic Markets #71: Investing in Disruptors
13 Apr 2022
Contributed by Lukas
Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth cr...
Magic Markets #70: Crypto Arbitrage Update
06 Apr 2022
Contributed by Lukas
Long-standing Magic Markets listeners will know the Future Forex team. They introduced the concept of crypto arbitrage to us, a process of making prof...
Magic Markets #69: Investing in private debt
30 Mar 2022
Contributed by Lukas
You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of months. In Episode 69 of Magic Markets, we ...
Magic Markets #68: Burgers and fairy tales
23 Mar 2022
Contributed by Lukas
Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of Magic Markets, we take a step back and dis...
Magic Markets #67: Investing in tough places with Omid Gholamifar
16 Mar 2022
Contributed by Lukas
Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off. Omid Gholamifar is one such investor....
Magic Markets #66: Strong opinions, loosely held
09 Mar 2022
Contributed by Lukas
Herenya is a name you’ve heard before on Magic Markets. Considering they have a strong trading community and a focus on supporting and developing tr...
Magic Markets #65: There's value in growth
02 Mar 2022
Contributed by Lukas
Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to growt...
Magic Markets #64: It's a stock picker's market
23 Feb 2022
Contributed by Lukas
2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that in mind, the hosts decided to talk thr...
Magic Markets #63: Balancing balance sheets
16 Feb 2022
Contributed by Lukas
We are thrilled to have Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management a...
Magic Markets #62: Afrimat - a track record as Hotazel
09 Feb 2022
Contributed by Lukas
With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital allocat...
Magic Markets #61: The Fed flip-flop
02 Feb 2022
Contributed by Lukas
Stock-picking is a fun game that we all like to play. Here’s the thing: if you don’t keep an eye on the macro environment, then you don’t know w...
Magic Markets #60: Performance of our Premium Picks and Puts
26 Jan 2022
Contributed by Lukas
Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global stocks...
Magic Markets #59: The Westbrooke Alternative
19 Jan 2022
Contributed by Lukas
We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under managemen...
Magic Markets #58: The Willet Show
12 Jan 2022
Contributed by Lukas
Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and...
Magic Markets #57: Our 2021 Winners and Losers
23 Dec 2021
Contributed by Lukas
The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency ...
Magic Markets #56: Themes from our Deep Dives
16 Dec 2021
Contributed by Lukas
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from ...
Magic Markets #55: The Supply Chain Expert
08 Dec 2021
Contributed by Lukas
Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impecc...
Magic Markets #54: Oh-My-Cron!
01 Dec 2021
Contributed by Lukas
In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger....
Magic Markets #53: Bad Balance Sheets
24 Nov 2021
Contributed by Lukas
In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the...