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Recent Episodes
Magic Markets #277: Pretty Ugly - lululemon and Ulta Beauty
In Episode 277 of Magic Markets, The Finance Ghost and Mohammed Nalla tackle the theme of “bad things happening to good brands” - with lululemon and Ulta Beauty under the microscope. From margin…
Magic Markets #276: SARB Rate Hate - Justified or Misplaced?
In this episode of Magic Markets, The Finance Ghost and Mohammed Nalla unpack the uncomfortable reality facing South African consumers: soaring petrol prices, rising inflation, and a SARB rate hike…
Magic Markets #275: Platform Power - Prosus and the SaaS Shakeout
In this episode of Magic Markets, we unpack the concept of platform economics through a practical lens, using real examples from our portfolios like Uber and Prosus. What separates a true platform…
Magic Markets #274: Why Bond Yields Matter So Much
Bond yields are back in the spotlight, and they’re moving markets in ways that investors can’t afford to ignore. In this episode of Magic Markets, The Finance Ghost and Mohammed Nalla unpack what’s…
Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack
The AI trade is evolving fast - and Nvidia is no longer the whole story. In this episode of Magic Markets, we unpack how the market is shifting beyond the obvious winner and into the broader AI…
Magic Markets #272: REIT Returns and Red Flags
With South Africa finally emerging from its April “December-lite”, the hosts dive into property - an asset class that looks simple on the surface (yield + hard assets), but quickly reveals layers of…
Magic Markets #271: Record Highs, Uneven Returns
In this episode, The Finance Ghost and Mohammed Nalla unpack why US equity markets are refusing to take a break. With the S&P 500 at all‑time highs despite geopolitical risk and rising energy…
Magic Markets #270: Holding Through Highs and Lows
In this episode of Magic Markets, Ghost and Moe balance life’s milestones with market realities. Fresh off Ghost’s wedding celebrations, the duo dive into the resilience required both in personal…
Magic Markets #269: SaaSpocalypse - Surviving the Shock
AI is eating software, with the market response being nothing short of brutal. The once-loved Software-as-a-Service (SaaS) stocks have been crushed, with valuation multiples back to levels seen…
Magic Markets #268: No One Brakes in Cairo - Except the Central Bank
Fresh off a honeymoon in Egypt, The Finance Ghost brings on‑the‑ground perspective to one of Africa’s largest and most misunderstood economies. From Cairo’s adrenaline‑fuelled traffic to the sheer…
Magic Markets #267: Oil and Toil - a Bruising Q1
The first quarter of 2026 was a reality check for global markets. If you had oil, you made money. If you had almost anything else, you didn't. With pressure across asset classes, this was a risk-off…
Magic Markets #266: Dire Straits of Hormuz
Four weeks into the war in Iran, the numbers tell a stark story around the risks for equity plays in regions like the UAE. Dubai-listed property and bank stocks have tumbled, while the government…
Magic Markets #265: Iran and JSE Earnings Season Themes
From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla takes us through what we've…
Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)
With lightning-fast developments in AI on everyone's lips, figuring out where to play in this value chain is no mean feat. Will the hyperscalers achieve return on investment, or is it better to sit…
Magic Markets #263: The Oil Trade
With the conflict in Iran still fresh in the market at time of recording, we decided to talk about the commodity that everyone is looking at: oil. And for South African investors, that means that…
Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)
What’s the vital difference between a management team that creates value and one that destroys it? Is the concept of a "capital-light business" always positive? And what about management alignment…
Magic Markets #261: The AI Effect on Free Cash Flow
2026 has seen US tech giants throwing enough capex at AI infrastructure to fund a small country. Amazon has guided capex that is roughly half of South Africa's entire GDP! But with fracture lines…
Magic Markets #260: Grocery Giants and the Value Retail Rotation
While the world’s athletes compete for Winter Olympic Gold, Walmart has secured a podium finish of its own – becoming the first retailer to skate past the $1 trillion market cap milestone. But is…
Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs
Can one hawkish Fed Chair nomination melt a golden bull’s wings? In this episode of Magic Markets, The Finance Ghost and Moe-Knows look at volatility, market overreactions, and how to hunt for…
Magic Markets #258: Stock Picking in Emerging Markets
In a week where the gold price soared to new heights and the rand flexed impressively against the dollar, The Finance Ghost and Moe-Knows have turned their focus to the high-stakes world of emerging…
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Magic Markets has published 200 episodes since June 2022, covering topics in Business, Investing.
Magic Markets is currently highly active with new episodes weekly. Average episode length is 26m.
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