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2 episodes with finance ghost
The Finance Ghost shares his insights on JSE-listed property, with local Reits rebounding strongly in 2024. What does 2025 hold? The stocks to watch, and more … Podcast series on Moneyweb
The Finance Ghost analyses the retail sector's performance, Peter Armitage from Anchor unpacks the basics of alternative assets and why they have become one of the world's fastest-growing investment classes, and Sanan Pillay from Sanlam Investments: Multi-Manager discusses how to include alternatives in a diversified investment portfolio.
Today we speak about a controversial topic with Warren Ingram & Finance Ghost: The Dark Side of Hype ETFs: Risks and Pitfalls in a Social Media-Driven Market. Warren and Finance Ghost speak on the dangers of blindly following influencers, how consistency over hype gives better results, and how to look out for the quality of the information you get. Topics/ Questions: 1. Influencers and their role in hiking up ETFs 2. Purposefully building a controversial following & the impact on investing3. Consistency vs hype 4. Financial analysis and why to take it in your stride 5. Navigating free advice and finding the quality in the information you receive 6. Tips on how to navigate social media hype All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts SpotifyHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
Isaah Mhlanga, head of markets research at RMB on the International Monetary Fund slashing SA's growth prospects to a shocking 0.1% from 1.1% in 2023. Neale Hill, president of Ford Motoring Company Africa Region on how they are dealing with the halt of production due to Tshwane being plunged into darkness after pylons collapsed. The Finance Ghost, who is a CA by profession and anonymous by choice, was our investment school headteacher. The Ghost focuses on making market news and investment concepts accessible — he taught on how you can research stocks.See omnystudio.com/listener for privacy information.
2022 was a massive year for the Easy Does it podcast. We stripped away all the jargon and complication associated with investing, whilst encouraging ordinary South Africans to own the market. Press play as Dj @ Large rewinds back to some key guests and moments from 2022. From hosting CEO'S, investment professionals, entrepreneurs to finlit influencers. Thank you for supporting the podcast and helping us reach more than 200 000 downloads across more than 150 countries!Share the love with us on social media by letting us know what you think of this episode by tweeting @EasyEquities or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
On today's episode, Warren Ingram invites The Finance Ghost back on the show to discuss vehicle financing in terms of balloon payments and how you can own great cars, cheaply! Warren and The Finance Ghost give tips on buying cars and touch base on local vs international investments.Questions/ Topics:What are balloon payments & how does it work? How to bring your monthly payments down on vehicle finance What is second-gross and how do dealerships use this to their advantage?What is an access bond? The importance of making car decisions with your partner Tips on how to drive a great car, cheaply. Mastering the discipline of servicing your car regularly Tips before buying a carLocal vs international investments & transaction costsThe US Market: The Rand vs the Dollar How do economic events affect the Rand vs Dollar vs PoundHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
The Finance Ghost was a guest on the podcast in the very first season where we spoke about dividends, an important part of a diversified investment strategy. This season he is back to speak about his personal experience as an entrepreneur, husband and father.In this episode we cover entrepreneurship and some of the non financial benefits derived from being an entrepreneur; transitioning from a corporate employee to self employed; having no retirement savings; being liquid debt free; and how important it is not to neglect yourself as a parent and especially as an entrepreneur. Please enjoy!Join us on Twitter for real conversations about family finances:Follow the podcast on twitter: https://twitter.com/famfinanceshowFollow Diana on twitter:https://twitter.com/dianagranouxFollow The Finance Ghost on twitter:https://twitter.com/FinanceGhostWebsite: https://www.familyfinanceshow.comSubscribe on your favorite podcast platform: https://podlink.to/FamilyFinanceShow
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 do you reconcile bottom-up analysis with what the market is telling you?• How has Magic Markets Premium impacted your appetite for global vs. local stocks?• What have been your biggest learnings about running a business with someone on the other side of the world?• Based on what we’ve seen gold do recently, does it impact your long thesis? What about holding the commodity vs. holding the miners?• In Magic Markets Premium, what part of the research do you enjoy the most and what is the most tedious?• How does Canada differ to South Africa in terms of business landscape? Regular listeners will know that the Canada question is aimed at Moe. To find out who asked the others and what the answers were, listen to this insightful and entertaining episode of Magic Markets. Visit magic-markets.com for more.
In the second part of our conversation with podcaster and former investment banker still haunting the stock markets, the Finance Ghost, we lift the sheet to get a sneak peek at his own portfolio.While the Ghost is a major petrolhead, we gain insights on how he finds value in the stocks he has invested, and we even get honest feedback on some of his misses when investing. Both beginner and more seasoned investors will appreciate some of the fundamental metrics that the Ghost uses when choosing stocks.Listen to this episode for insights on what The Ghost foresees on the horizon for 2022 and beyond, from markets affected by supply-chain constraints, chip manufacturing to property-linked assets. Make sure to hear about what publications the Finance Ghost contributes to. We love his work, and we hope you do to!And if you're feeling inspired to get started with your own investments, check out EasyEquities today.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinanceGhost or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
Halloween came early as we invited the not-so-spooky Finance Ghost to our studio to chat about one of the scarier facets of life for too many South Africans: investing.The Cape Town-based podcaster and former investment banker gives us a sneak-peek behind his anonymity to share his personal finance story and how he created the notorious Finance Ghost persona whose insights and financially-savvy humour we love reading in his weekly newsletter.Check out this episode to hear about how the Finance Ghost missed out on opportunities in the 2020 financial crash, some of his riskier gambles, and his overall investment strategy in cooking up a delicious portfolio.This is an episode that other content creators with a passion for finance will love!Hit that play button to tune into part one of this insightful and engaging conversation with the finance world's favourite spook.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinanceGhost or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
The second-half of the head-to-head between the Magic Markets duo heats up as we pit them against each other to choose their favourite U.S-listed stocks.The Finance Ghost and Moe-Knows enchant our host, DJ @ Large, in part two of our insightful chat with the pair as they share their respective approaches to research, as well as how they cut through the noise to find relevant info or content in U.S investments and markets. Even though this episode was recorded on 14 April 2022, which means some of the price levels and market conditions in the conversation have since changed, the pair dropped steadfast and invaluable knowledge on us. From companies that are evolving to play in the realm of digital currencies, to tech and players in data, we had the Ghost and Moe explaining their decisions behind some of the stocks they're interested in – eradicating the illusion about the markets being difficult to navigate through. Did you know that ‘Active Exchange Traded Funds' are a growing trend in the markets? These are ETFs that are more responsive and actively managed by fund managers. Find out why Ghost is a massive fan of these types of investments and why Moe is a fan of property-themed ETFs by hitting the play button on this episode for a super insightful convo between these two brilliant market watchers. If you keen to get your money abroad check out the international companies you can invest in via EasyEquities USD, today.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinanceGhost @MohammedNalla or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
Are you ready to rumble!?In this episode of the Easy Does It podcast we invited the Magic Markets duo to talk about investing in American stocks.It's normal for INVSTRs to shoot for the stars and stripes, with their investments which is why we tapped up the Finance Ghost and Moe-Knows as they go back and forth to defend their stock selections.As Moe and The Ghost go head-to-head, we first lay out the foundations and general rules that make investing worthwhile.Are you ready for the Magic Markets duo to trade their stock picks against each other for two (out of four) rounds?Listen to this episode to understand what the duo thinks about international small caps, research, the global themes they think investors should beware of and find opportunities in, and a lot more.This episode was recorded on the 14 April 2022, which means some of the price levels and market conditions that the duo refer to in the conversation have since changed. Also, it is only part one of our engaging conversation with the Magic duo. Make sure to check out part two as well!If you keen to get your money abroad check out the international companies you can invest in via EasyEquities USD, today.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinanceGhost @MohammedNalla or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
In today's episode, we welcome back one of our very first guests, The Finance Ghost. Warren and The Finance Ghost speak about active, and passive investing and why it's good to dabble in both. They also touch base on single stock portfolio diversification, rebalancing, the psychology behind risk trading and give great tips and insights on how to maximize on your returns. Questions/ Topics: What does active investing mean? What does passive investing/ index-tracking mean? Should you do one or the other, or both? Where should I need to open a brokerage account? If I want to start ETF investing, how would I go about it? What is broad market exposure? MSCI World Index vs All Country World IndexSingle stock portfolios and rebalancing through portfolio managersBest guidelines for individual share investing Rebalancing tipsPortfolio diversificationThe psychology around risk trading Time horizons and buying in stock dropThe Finance Ghosts' final advice Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27) 72 934 4218 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
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 be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s the core strength of Magic Markets: hosts Mohammed Nalla and The Finance Ghost approach the world from different angles. By being part of the conversation, you benefit from a balanced view that can help you make up your own mind. Willet is the founder of Willetco Brokers, a licensed financial services provider FSP number 1287. Willetco is also the sponsor of the Five’s Alive section in Ghost Mail.
After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors that are expected to benefit over the next few months, referencing various data sources in the process. Magic Markets is your invitation to be part of our discussions on global markets.
The Finance Ghost keeps his identity a secret, but his transparency around investing is no secret. In the past year, he's taken the Finance Ghost from an afterhours side hustle to a fully-fledged business with a rapidly growing audience. In this podcast, he shares his wisdom around investment themes he's tracking and the lessons he's learned from the market over the past year. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.
Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro view on the relative valuation of South African bonds and equities compared to other markets. We also talked about sectors of interest in South Africa and how international investors view our country. Magic Markets is your invitation to be part of our global conversations on the markets and investments.
There’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products. To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. We had to navigate some tricky time zones to make this episode work, but that pales in comparison to how tricky the underlying topics are. Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla on a journey of discovery in the markets.
With the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the opportunities of crypto arbitrage as well as the latest news in the crypto space. Yes, we even bravely discuss NFTs! Not for terribly long, though. Due to South African capital controls, significant price inefficiencies exist in the crypto asset space. Future Forex provides a streamlined service to help clients capitalise on these inefficiencies. For those seeking an alternative use of their offshore annual allowances every year, crypto arbitrage may be an interesting area for further due diligence and research. In Episode 48 of Magic Markets, you’ll learn about Future Forex's fully hedged arbitrage investment service as well as the latest news in crypto asset regulations. If you want to hear more from the Future Forex team, refer back to Episode 21 of Magic Markets where we discussed the crypto arbitrage space in detail. Visit the Future Forex website to learn more.
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand?In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way.There’s also a short discussion on the potential impact on property prices of an inflationary cycle.Magic Markets is your invitation to be part of our discussions on the key drivers in the markets and what they mean for investors.
In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom - Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Five9 shareholders weren't interested in receiving Zoom shares in return for selling Five9. The hosts explore the theories behind cash vs. share deals and touch on numerous practical concepts that they have seen play out in the markets. The benefit of having more than 25 years of combined financial markets experience is clear in this episode. Magic Markets is your invitation to sit in on our conversations about the markets.
Viv Govender of Randswiss on the upcoming Fed decision. The Finance Ghost talks the Burger King/ CompCom ruling and etfSA's Mike Brown unpacks ETF management during volatile times.
The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well. The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN. In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios. Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla as they discuss the markets, their portfolios and all things finance-related.
Nerina Visser is the leading ETF expert in South Africa. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk. Nerina also addresses the misconception that ETFs are purely a "passive" investment decision. With plenty of laughs along the way, Nerina also reveals what the hosts suspected to be true: (almost) all of her money is invested in ETFs! Magic Markets is your invitation into the dealing room to be part of these conversations with global market and investment experts.
ETFs are thought of as passive investment tools, although this isn't always the case. In Episode 39, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack more exotic examples of ETFs, which can include swaps and other mechanisms to achieve interesting outcomes. The hosts also debate how they use ETFs in their own portfolios, adding general market exposure at a low cost. Magic Markets is your weekly invitation to be part of our portfolio brainstorming sessions.
In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution giant McKesson ($MCK) and pharmaceuticals business Moderna ($MRNA), which has become a household name thanks to the Covid vaccines. The show offers institutional-level thinking in an easily digestible format. Magic Markets is your invitation to be part of our conversations about the markets. Follow The Finance Ghost and Mohammed Nalla on Twitter for more insights.
The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about this important market.
The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure. There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a risky play that has nothing to do with China. If nothing else, DiDi is a reminder that investors must always do their DD (due diligence) when investing in any company. You can't always see the risks, but the process is important to go through.
Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities. In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more. The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with equity valuations creates a yield masterclass that you don't want to miss.
Mohammed Nalla took a break this week to deal with a tragic loss in his family, while The Finance Ghost ensured that the show goes on. Mark Tobin is the guest this week, an Irishman who writes about Australian stocks while living in Stellenbosch! He may struggle to choose who to support in the Rugby World Cup and he certainly struggles with Afrikaans pronunciations, but his international perspectives are invaluable. The show includes discussions on the key sectors in Australia, the spread of companies on the ASX, the extent of the small-cap universe vs. South Africa and the type of return metrics that can typically be expected on that market. If you want to expand your portfolio universe to include Australian stocks, this is a must-listen. For more from Mark, follow Coffee Microcaps on Twitter.
Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak to about the agriculture sector in South Africa. The Finance Ghost and Mohammed Nalla (Moe-Knows) discussed the investment opportunity in this sector in South Africa with Sihlobo and unpacked important topics like the strength of the rand and the levels in the value chain that are most attractive to investors. This episode of Magic Markets is brought to you by Olive Venture Capital Company, a s12J-compliant investment vehicle that is welcoming new investors until the s12J window closes at the end of June 2021. Listen to Ep 28 of Magic Markets for more information or visit the Olive VCC website. Olive VCC is an authorised financial services provider.
The s12J tax benefit is coming to an end in South Africa. Investors only have until the end of June 2021 to invest in these opportunities. To find out more, The Finance Ghost and Mohammed Nalla welcomed Haroon Jeena to the show, the founding director of Olive Venture Capital Company. We discussed the way s12J funds work and what kind of assets Olive invests in. Interested investors can visit the Olive website to find out more about the fund and to view the prospectus.
Inflation: the word on everyone's lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) explain how inflation affects valuations and some of the techniques available to help mitigate the impact.
With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the importance of valuations and taking a sensible approach in frothy markets. They discuss Cathie Wood and ARK Invest, including the risks of illiquid stocks and what investors need to consider before investing in such companies.
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic. In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them.
In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios. Claim your seat for the trading floor banter with the hosts of Magic Markets.
With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the risks and opportunities of crypto arbitrage. Due to pricing differences in Bitcoin between foreign and local markets, there are profits that can be made. Future Forex helps people execute the arbitrage and unlock those profits. For those seeking an alternative use of their offshore annual allowances every year, crypto arbitrage may be an interesting area for further due diligence and research. In Episode 21 of Magic Markets, you'll learn the basics of crypto arbitrage and the questions that you should be asking when considering this trade.
On this week's episode of Business and Beers, we are joined by the Finance Ghost. In simple terms, the Finance Ghost takes complicated finance stuff like investing, corporate finance, what companies are doing on the JSE and how to invest in them and repackages it in a way that simple people will understand. We dive into detail on side hustles and how Finance Ghost started his journey from a corporate career and moved into having a successful side hustle while still managing to keep Mrs. Ghost and baby ghost happy. Finance Ghost drops some golden nuggets for anyone looking to start a side hustle or considering the idea of a side hustle and we hope that you find the episode useful in figuring out the next step of your journey to side hustles. You can follow the Finance Ghost on any of the below channels: o Twitter Handle https://twitter.com/FinanceGhost o Website https://thefinanceghost.com/ o Ghost Mail https://thefinanceghost.com/ghost-mail/ o The Finance Ghost Podcast https://thefinanceghost.com/category/podcasts/ If you enjoyed this episode, subscribe to the Business and Beers Podcast on your favourite platform to get some more great episodes and insights from our guests Till next time. Cheers B&B Team
In Episode 20 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss property investing and their respective views on whether buy-to-let is a good idea. The Finance Ghost likes to call it buy-toi-let instead, which gives you a clue into what he thinks about the idea. With fascinating real world insights into the property market in developed countries vs. South Africa, Episode 20 focuses on an area of interest for many investors: property investment. Of course, there are a few references to listed companies too. The hosts can't help themselves.
It's an April Fools' show, yet we only discuss things that have actually happened. It says a lot for the character of the markets that many of the current topics could probably double up as pranks. Other than Cathie Wood's ARK investing in John Deere in a space fund (?!?), the really interesting story in the markets has been the Archegos Capital Management blowup. A few banks have found themselves severely on the wrong end of this hedge fund disaster. Some retail investors would've been hurt as well. In Episode 19 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss how hedge funds work and how this has happened. There's also a discussion around investing in IPOs, with a dad joke thrown in along the way for good measure.
Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn't work for them. As always, they share real-world experiences in the hope of helping listeners make better decisions with their portfolios. Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies.
Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE corporates are doing fewer acquisitions in exchange for shares these days? Mr Price just bought Yuppiechef for over R400m in cold, hard cash. Before the Steinhoff era, entrepreneurs were more inclined to accept shares in listed companies in exchange for their businesses. Those days are gone. What impact do the likes of Greensill and Wirecard have on their respective industries? How can investors and traders spot scandals and take advantage of them? Tongaat Hulett. EOH. This episode is packed with commentary by hosts The Finance Ghost and Moe-Knows on the companies that previously dominated the headlines for all the wrong reasons. Episode 17 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies.
The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they good investments or do the risks outweigh the rewards? Episode 16 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies.
In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include the basics of bonds, corporate vs. government bonds, whether bonds are good investments, the impact of the yield curve on equity valuations and the effect on the gold price. Episode 15 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies.
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the "Fiscal Cockroach" - a term of endearment in case you aren't sure - the hosts take a balanced approach to the opportunities and risks facing the country. Listen to Episode 14 of Magic Markets for the budget insights that you won't hear anywhere else.
It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire Parks business and arguably the most impressive back catalogue in the world. "Netflix creates shows, but Disney creates worlds." In Episode 13 of highly rated podcast Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss their views on which business is the better investment. They also throw out a third idea as a curveball. This episode is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised Financial Services Provider.
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more effectively. The hosts also touch on the recent earnings boom among South African mining companies and the feel-good news of increased toy sales in the past year. Episode 12 of Magic Markets is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised Financial Services Provider.
The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack insights into finding the winners of tomorrow - the Tech Truffles that are hard to find but incredibly rewarding when you get them right. With Craig Antonie as their guest, a stock-picking expert with a brilliant track record, this episode of Magic Markets puts forward a simple and practical framework for identifying attractive long-term investments. Episode 11 of Magic Markets is brought to you in association with AnBro Capital Investments. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised financial services provider.
The Finance Ghost and Mohammed Nalla (Moe-Knows) have been enthralled by the markets this week, with the Main Street vs. Wall Street battle playing out through an obscure gaming company (GameStop). Suddenly, everyone is talking about short squeezes! The hosts unpack the concept of a short squeeze and the trading strategies around this. This high-energy show is a must for those who want to understand more about the current market craziness. This episode of Magic Markets is brought to you by AnBro Capital Investments. Invest in the Future, Invest in Growth, Invest in Unicorns. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised financial services provider.
The Finance Ghost and Mohammed Nalla (Moe-Knows) have a high-level discussion on Modern Monetary Theory (MMT), an economic framework that keeps getting attention on social media and in the press. They also touch on inflation, interest rates and how these concepts work together in economies.
The Finance Ghost and Mohammed Nalla (Moe-Knows) bravely venture into the great unknown: Bitcoin, cryptocurrency and the blockchain. As traditional finance experts, they see the world of crypto through a specific lens, but they are open to learning more about it and considering its potential. In Episode 8, they share some initial insights around this asset class that is starting to gain institutional acceptance.
The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in 2020. They also discuss changes made to their respective portfolios for 2021, taking into account the second wave of lockdowns and latest market movements.
In this episode, The Finance Ghost joins us to talk about dividends. Dividends are paid when a company returns profits to its shareholders in the form of cash. Any investment should experience capital growth over time, but could also earn the shareholder dividends. They can then be used as income, or you can reinvest them to accelerate the snowball effect of compound growth. In this episode, The Finance Ghost answers these questions:What are dividends?Why do companies pay dividends?What kind of companies pay high dividends?What is a dividend yield and how do you calculate it?What role should dividends play in a personal investment strategy?Should you reinvest dividends for compound growth or withdraw them as an income?How do dividends from companies listed in an ETF work?The Finance Ghost suggests you should look at a company's dividend history and dividend history when making a decision. Paying good dividends signals to the market that the company is doing well. Companies may choose to hold cash back if they are planning a big acquisition. However, during the global health pandemic, many companies chose to cut their dividends due to uncertainty over the future. Disclaimer: Old Mutual Life Assurance Company (South Africa) Limited is a Licensed Financial Service Provider. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. It does not take into account your personal financial circumstances. Your financial adviser will assess your financial situation and needs and assist you to draw up a plan to help you achieve your financial goals. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by Old Mutual (as a separate financial services provider).Join us on twitter for real conversations about family finances:@FamFinanceShow@DianaGranouxWebsite: www.familyfinanceshow.comSubscribe on your favourite podcast platform:https://podlink.to/FamilyFinanceShow
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the link between environmental sustainability, good corporate governance and successful long-term investing. ESG metrics are important elements of any investor toolkit. This episode of Magic Markets is proudly sponsored by Gray Capital, an independent wealth management company.
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the key concepts behind Gross Domestic Product (GDP) and touch on a number of critical insights from a South African perspective. They also unpack some of the important caveats when interpreting GDP. This episode of Magic Markets is sponsored by Gray Capital, an independent wealth management company in South Africa.
I'm keeping the identity of the Finance Ghost anonymous at his request. He's a young investor with an impeccable pedigree and track record in common sense investing. His perspectives are unique and insightful. Definitely somebody worth following. In this interview we dig into his perspectives on investing and life. A thoroughly enjoyable discussion to listen to.
The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest on Magic Markets, ETF and retirement fund expert Nerina Visser. They give a fresh angle on the regulatory changes to pensions. Moe thinks that markets should be free and efficient. Nerina thinks that Regulation 28 needs a rethink. The Ghost is just tired of South African management teams tapping into a trapped pool of capital and then squandering it offshore. Join these three experts as they debate how your retirement savings should be treated, sponsored by Gray Capital.
The Finance Ghost and Mohammed Nalla discuss the role of ratings agencies in the market. What do they do? Why do investors rely on them? What is a downgrade? Are there investors for junk bonds? How does South Africa elevate itself out of junk status? This episode is sponsored by Gray Capital, combining the art of financial planning with the science of investing.
The Finance Ghost and Moe-Knows give context to Chinese regulation in light of the Ant Group IPO being cancelled for now. The country's journey to carbon neutrality is also a major source of growth for Tesla and electric vehicles in general.
The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off their new podcast series Magic Markets with a discussion on the complexities of the Rand. Is it over- or under-valued? What drives price movements? What could happen long-term? How should South African investors think about moving money offshore?
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