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Magic Markets

by The Finance Ghost and Moe-Knows

Chart positions today · United States

Not on the United States charts we track today.

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Latest episodes

  • Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars

    October 28, 2026 · 17 min

    PepsiCo 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 to Coca-Cola is generating far more attention than a simple…

  • Magic Markets #296: US Banks: Wall Street vs. Main Street

    October 21, 2026 · 19 min

    Get 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. JPMorgan had a rare earnings miss this quarter, while Bank of…

  • Magic Markets #295: Aylett & Co. on Bidcorp

    October 14, 2026 · 20 min

    Justin 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 investment case for Bidcorp to this episode of Magic Markets. With a…

  • Magic Markets #294: Q3 Market Scorecard – Cry, the Beloved Consumer

    October 7, 2026 · 17 min

    As 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 equity indices ended the quarter near record highs, the…

  • Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood

    September 30, 2026 · 16 min

    Moe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating, employment remaining resilient and retail sales still growing…

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About the show

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.