Best Stock Moe Podcasts (2024)

1
Magic Markets #186: Is the Automotive Sector a Good Investment? 22:55

11h ago22:55

22:55

The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In th…

1
Prune and Plant Your Portfolio! 42:12

2h ago42:12

42:12

Join Moe and Javaid Ansari as they discuss the latest rotation in the stock market. What are the key earnings/macroeconomic data for this week? Will rates stay higher? Does this AI Boom have more room to run, or is it replicating the Tech Bubble of the early 2000's? Listen to today's podcast to get these answers and more!…

1
Magic Markets #185: Why the US Election Matters for Everyone 24:04

2h ago24:04

24:04

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference. In this episode, Mohammed Nalla took the lead with his views on the Democrat …

1
Small Cap Summer? 34:49

4h ago34:49

34:49

Join Moe and Javaid as they discuss the market action for last week and what to expect this week. Is the Magnificient 7 losing steam? Are small caps going to lead the way? What is floating rate debt and what sectors will benefit from falling interest rates?By Compak Asset Management

1
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas 29:25

10h ago29:25

29:25

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitica…

1
New Highs or Deep Sighs? 31:36

2h ago31:36

31:36

Join Moe as he discusses new market highs made last week and a notable rotation between the sectors.By Compak Asset Management

1
Magic Markets #183: Investing in Global BRNDZ 30:37

3d ago30:37

30:37

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most val…

1
How Healthy is the Jobs Market & Economy? 24:30

20d ago24:30

24:30

Join Moe to get insights on the latest economic news! Is inflation in the "higher for longer" territory or will we get some deflationary pressure? What actions will the Fed take? What should we be looking for in this week's CPI and PPI reports?By Compak Asset Management

1
Magic Markets #182: A GNU Dawn 25:23

10d ago25:23

25:23

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equ…

1
Is The Election Over? 44:36

12d ago44:36

44:36

Join Moe and Javaid as they took at look at the first day of trading for the 2nd half of the year! Is the election already decided? What does this mean for the market?By Compak Asset Management

1
Will This Summer Sizzle or Fizzle? 22:48

1M ago22:48

22:48

Join Moe Ansari for a deep dive into Summer trading! Will this year's summer market Sizzle or Fizzle?By Compak Asset Management

1
Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more 23:16

18d ago23:16

23:16

With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Na…

1
Magic Markets #180: Home Country Bias 25:39

25d ago25:39

25:39

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America. In this episode, Moha…

1
On Approach for a "Soft Landing" 36:00

1M ago36:00

36:00

By Compak Asset Management

1
Inflation Down, Markets Up! 45:32

2M ago45:32

45:32

Join Moe and Javaid Ansari as they discuss the latest action from the Fed.By Compak Asset Management

1
Magic Markets #179: Demystifying US Jobs Data 19:59

2M ago19:59

19:59

The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care? And of course, what do all the acronyms mean? In demystifying the markets and bringing these concepts to the fore, Mohammed Nalla and The Finance Ghost talked through the jobs data and how it impacts central banks around the …

1
Magic Markets #178: Collision Politics 25:11

2M ago25:11

25:11

With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either way, "the market" matters and will continue to matter, punishing poor policy decisions and any related uncertainty. In this show, Mohammed Nalla and The Finance Ghost discuss concepts like GDP growth,…

1
Magic Markets #177: Nvidia and Intuit 22:33

2M ago22:33

22:33

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector. The Finance Ghost tackled Intuit, covering the growth in revenue across the product …

1
Markets Hit Their Targets 🎯 35:57

2M ago35:57

35:57

Join Market Wrap's Moe and Javaid Ansari as they discuss the markets this week. It's a good week as the markets hit their targets and Moe and Javaid will tell you if they think this streak will hold. As always, they talk technicals and outlook for next week.By Compak Asset Management

1
Magic Markets #176: Walmart and Under Armour 24:03

2M ago24:03

24:03

Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as a return to the company’s roots. This is seen favourable against a backdrop of improved performance at Walmart. Under Armour is also going back to its roots, more out of necessity than by design. Founder Kevin Plank…

1
Magic Markets #175: Chipotle Mexican Grill and Wingstop 23:10

3M ago23:10

23:10

When quick-service restaurant groups get things right, they really get it right. Fast-growing companies in this sector can achieve rapid expansion because of the franchise model and the oldest trick in the book: using other people's money. Chipotle Mexican Grill and Wingstop are excellent examples of not just what success looks like in this space, …

1
Q1 Earnings Report Card - Solid A 30:32

3M ago30:32

30:32

Join Market Wrap's Moe and Javaid Ansari as they discuss the Q1 earnings report card. They're giving it a solid A! Listen to find out why and what we can expect going forward. Will there be more cuts? Are we coasting as is until the end of the year. Moe and Javaid have thoughts. Find out what they are!…

1
Magic Markets #174: Electrifying Stocks 33:34

3M ago33:34

33:34

The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think. People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opp…

1
QT Gets a Haircut 44:49

2M ago44:49

44:49

Join Market Wrap's Moe and Javaid Ansari this week as they discuss the changes in Quantitative Tightening and what it means for the market.By Compak Asset Management

1
Magic Markets #173: Forex at Future Forex 20:44

3M ago20:44

20:44

You already know about the crypto arbitrage offerings at Future Forex. If you don’t, refer back to Episode 170 for full details on how to avoid your annual offshore investment allowances going to waste, while generating returns which have consistently outperformed the market. In this show, Harry Scherzer is back on Magic Markets to discuss their Fi…

1
The Mag 7 Keep on Trucking 38:00

3M ago38:00

38:00

Join Market Wrap's Moe and Javaid Ansari as they discuss the ever soaring Magnificent 7 this week. The stock market is still going strong even though the question of interest rate cuts remains unanswered by the Fed. Listen to what Moe an Javaid have to say about this week's market.By Compak Asset Management

1
Magic Markets #172: Goldman Sachs and United Health Group 22:07

3M ago22:07

22:07

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 episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their respective industries that have delivered excellent returns to shareholders. As good examples of buy-and-…

1
It's All About Rates! 33:23

3M ago33:23

33:23

Join Market Wrap's Moe and Javaid Ansari as they tackles this week's market moves! It's all about the rates this week! How is the market reacting to the Fed's going to lower/not going to lower attitude as of late? Moe and Javaid dive deep to tell you.By Compak Asset Management

1
Magic Markets #171: Foot Locker and Nike 24:32

4M ago24:32

24:32

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 customers are Foot Locker’s customers. As you can see, there’s only one way to describe the relationship status here: complicated. Foot Locker has been the love-to-hate stock that value investors sometimes d…

1
Sell in April and Go Away??!! 35:59

3M ago35:59

35:59

Join Market Wrap's Moe and Javaid Ansari as they discuss the idea of selling in April (instead of May) and going away this year. Does the market warrant such a move? We'll see!By Compak Asset Management

1
"Some Like It Hot" CPI 37:52

3M ago37:52

37:52

Join Market Wrap's Javaid Ansari today as he discusses the hottest news of the week - the new CPI number. It's hotter than expected; so what does that do for the market? Javaid will give you his opinion and, of course, review the week's twists and turns in the market.By Compak Asset Management

1
Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex) 24:06

4M ago24:06

24:06

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 to clients. Having processed more than R22 billion on behalf of clients since inception, Future Forex has recently been approved as one of South Africa’s first CASPs (crypto asset service providers),…

1
Magic Markets #169: Accenture and FactSet 21:55

4M ago21:55

21:55

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 base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets. Both companies have had a disappointing start to the year, falling victim to …

1
Wrapping Up the First Quarter of 2024 - What's Next? 43:29

4M ago43:29

43:29

Join Market Wrap's Moe and Javaid Ansari as they discuss the first quarter of 2024 and what we can expect going forward. Will this market continue to boom or will inflation sneak in and shake it up a bit?By Compak Asset Management

Podcasts Worth a Listen

Stock Moe Podcasts

Podcasts Worth a Listen

Quick Reference Guide