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Magic Markets

by The Finance Ghost and Moe-Knows

Chart positions today · Canada

Not on the Canada charts we track today.

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Latest episodes

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  • Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth

    September 2, 2026 · 13 min

    This 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 inflation. With PCE inflation still running well above target and…

  • Magic Markets #288: Treasury Troubles and Walmart Wobbles

    August 26, 2026 · 14 min

    Mohammed 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 mortgages and property valuations to equity markets. He also…

  • Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching

    August 19, 2026 · 16 min

    Federal 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 down the latest US inflation data and what it could mean for…

  • Magic Markets #286: Banks, Bancassurance and Balancing Exposure

    August 11, 2026 · 15 min

    This 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 Nalla takes us on a global tour of the sector, unpacking strong…

  • Magic Markets #285: Leopold, Leverage and Losses

    August 5, 2026 · 16 min

    Leopold 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 billion at its peak. Then, almost overnight, the story changed. A…

  • Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility

    July 29, 2026 · 13 min

    South African consumers have spent the past few years battling higher interest rates, rising administered prices and persistent pressure on household budgets. Although the South African Reserve Bank surprised many by keeping rates on hold…

  • Magic Markets #283: Saying Yes to Yield - Exploring Property Markets

    July 21, 2026 · 18 min

    Property 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 also highly sensitive to interest rates, inflation…

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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.