HeyJaredMagic Markets
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.
- Indexed episodes, last 90 days
- 10
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- Sep 9, 2026
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- Jul 8, 2026
Latest episodes
Magic Markets #290: Storm Front - Winners and Losers in an El Niño World (opens the original)
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This 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 strengthening event, Moe unpacks the impact on inflation, growth and food security, explaining why countries like South Africa, India and Australia tend to face headwinds while others, including Argentina and parts of North America, can actually benefit. The Finance Ghost follows the investment implications through agricultural val
Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth (opens the original)
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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 labour markets showing resilience, the Fed’s hawkish tone recalibrated expectations for a September hike and reinforced the “higher for longer” narrative. Moe explains what this means for bonds, equities, currencies and commodities, and why investors should bra
Magic Markets #288: Treasury Troubles and Walmart Wobbles (opens the original)
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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 explores why this intervention may ease pressure temporarily, without addressing the deeper issues of inflation, deficits and government borrowing. The discussion then shifts to Walmart, where The Finance Ghost digs into a fascinating set of results that managed to
Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching (opens the original)
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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 global markets. The conversation then shifts to South Africa, where The Finance Ghost explores how inflation is affecting retailers, food producers and consumers in very different ways. From Woolworths and Boxer to poultry businesses and packaged foods, the host
Magic Markets #286: Banks, Bancassurance and Balancing Exposure (opens the original)
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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 results from US banks, the surprising resilience of European lenders and why Canadian banks continue to quietly outperform their peers. Along the way, we explore the key themes driving performance, including capital markets activity, buybacks, net interest margi
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