Magic Markets
by The Finance Ghost and Moe-Knows
Latest episode
Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars
Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars
About this podcast
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.
Episodes
The newest 20 of 200 episodes
- Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars · 17 min · Episode 297PepsiCo and Yum! Brands share a history stretching back decades, with Yum! having been spun out of PepsiCo in 1997. That's why the decision by KFC in the US to switch from Pepsi…
- Magic Markets #296: US Banks: Wall Street vs. Main Street · 19 min · Episode 296Get ready for an overview of the US banking earnings, with Mohammed Nalla identifying three key themes to watch. The battle between Wall Street and Main Street is fascinating…
- Magic Markets #295: Aylett & Co. on Bidcorp · 20 min · Episode 295Justin Ritchie of Aylett & Co. believes that Bidcorp could be the best, most boring business they have in their portfolios. Joined by analyst Jan Nel, the duo bring the…
- Magic Markets #294: Q3 Market Scorecard – Cry, the Beloved Consumer · 17 min · Episode 294As the third quarter draws to a close, Mohammed Nalla looks beyond the headline market returns to unpack what was really driving performance across global markets. While major…
- Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood · 16 min · Episode 293Moe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating…
- Magic Markets #292: Commodities are booming - is South Africa? · 19 min · Episode 292This week, Mohammed Nalla shares insights from a recent conference in Quebec on whether we're entering a commodities super-cycle and how Canada could benefit. With…
- Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade · 16 min · Episode 291This week, Moe takes us beyond the headlines of oil’s surge back above $100 a barrel, unpacking the structural issues that could keep energy markets volatile long after the…
- Magic Markets #290: Storm Front - Winners and Losers in an El Niño World · 16 min · Episode 290This week, Mohammed Nalla explores El Niño, the climate phenomenon that can have a surprisingly powerful effect on economies and markets. With forecasts pointing to a…
- Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth · 13 minThis week, Mohammed Nalla unpacks the key takeaways from Jackson Hole, where new Fed Chair Kevin Warsh reminded markets that “down is not the same as done” when it comes to…
- Magic Markets #288: Treasury Troubles and Walmart Wobbles · 14 min · Episode 288Mohammed Nalla unpacks the US Treasury's decision to increase buybacks at the long end of the bond market, explaining why soaring long-term yields matter for everything from…
- Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching · 16 min · Episode 287Federal Reserve Chair Kevin Warsh faces a tricky backdrop of cooling inflation, a softer labour market and growing speculation around the Fed's next move. Mohammed Nalla breaks…
- Magic Markets #286: Banks, Bancassurance and Balancing Exposure · 15 min · Episode 286This week, we're diving into the banking sector, from the investment banking giants of Wall Street to the retail and commercial banking powerhouses of South Africa. Mohammed…
- Magic Markets #285: Leopold, Leverage and Losses · 16 min · Episode 285Leopold Aschenbrenner was widely seen as one of the brightest minds riding the AI wave, building Situational Awareness into a hedge fund that reportedly managed around $45…
- Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility · 13 min · Episode 284South African consumers have spent the past few years battling higher interest rates, rising administered prices and persistent pressure on household budgets. Although the South…
- Magic Markets #283: Saying Yes to Yield - Exploring Property Markets · 18 minProperty is a unique asset class that sits somewhere between equities and bonds, offering investors a combination of income, growth and exposure to macroeconomic trends. It is…
- Magic Markets #282: Checking In - Global Tourism Stocks · 19 min · Episode 282Tourism is one of the most important sectors in the global economy, generating employment, driving consumer spending and creating opportunities across a wide range of businesses…
- Magic Markets #281: Market Scorecard - Q2 Global Review, YTD JSE Winners & Losers · 20 min · Episode 281The second quarter of 2026 is in the books, and it was anything but boring. In this episode of Magic Markets, The Finance Ghost and Mohamed Nalla take stock of a remarkable…
- Magic Markets #280: Portfolio Housekeeping - New Positions and Hard Lessons · 19 min · Episode 280This week on Magic Markets, we're opening up the portfolios and discussing some of our most recent investment decisions. From beaten-down SA Inc. names to Chinese tech, Latin…
- Magic Markets #279: The Fed - Pricing the World · 17 min · Episode 279The Fed doesn’t just set US interest rates - it effectively sets the price of money for the entire world. In this episode, we unpack why that matters, from how US Treasury yields…
- Magic Markets #278: Aylett & Co. on Alcohol Stocks · 26 min · Episode 278Aylett & Co. returns to Magic Markets for a deep dive into one of the more debated sectors in global markets: alcohol. Justin Ritchie and Ryann Dean unpack the big question…
