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Bourbon in the Basement

Big Dave and Moe Moe

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Join two friends as they share a different bourbon each episode and talk about random topics. Each week, Big Dave or Moe Moe introduce a topic, unknown to the other, for discussion. Sometimes comical, sometimes serious, but always entertaining, each episode is new, raw, and thought provoking just as two friends would do over a drink. Grab a drink, join us, and jump in the conversation!
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BodegaBoxOffice

Bodega Box Office

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A podcast about movies and the rappers who make them. Hosted by Ryan and Anthony and Sean. Sometimes we cover musicians in movies also. New episodes drop every three weeks. Become a supporter of this podcast: https://www.spreaker.com/podcast/bodegaboxoffice--1441069/support.
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Magic Markets

The Finance Ghost and Moe-Knows

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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.
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Welcome to "A Convo with Moe" – where Moe Diggs' warmth, wisdom, and relatability turn every episode into a conversation, a connection, and an exploration of the beautiful chaos that defines your transformative 20s. Follow Moe Diggs on @moeediggga @aconvowithmoe to get a closer look into her world. Engage with the community, share your stories, and be part of the ongoing dialogue that transforms "A Convo with Moe" into more than just a podcast – it's a shared journey.
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Video Village

Moe Lynch

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Video Village goes behind the camera to interview the industry's best and brightest writers, directors, producers, set decorators, etc., all the way down to the set production assistant. No one is too big or too small to share their experience about what it takes to take a story from script to screen. Support this podcast: https://podcasters.spotify.com/pod/show/moe-lynch/support
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33voices

33voices

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Moe and Jenna Abdou interview a highly influential roster of founders, venture capitalists, CEO's, master thinkers, bestselling authors, academic minds, and creatives to deconstruct the hidden insights that only those who are building breakthrough ventures can reveal. For ten years now, 33voices has engaged closely with founders, senior executives and company builders to identify interesting & pressing challenges that give rise to thoughtful dialogue with contributors who not only think diff ...
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Heart + Hustle Podcast

Heart + Hustle Podcast

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Welcome to the Heart and Hustle Podcast, the ultimate destination for entrepreneurs to empower their businesses and life! Every Thursday, tune in to our weekly podcast where we dive deep into a plethora of topics ranging from branding strategies to managing stress as an entrepreneur. Join your hosts Angelica Yarde, a seasoned designer, developer, and public speaker, and Charisma O'Keefe, an accomplished social media and branding consultant, and award-winning photographer, as they share their ...
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Rebel Diaries

Scott Fulton

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Reached #22 in the Apple Business Chart: A podcast that looks into what it takes to be successful at work in the digital age, whilst avoiding burnout and wasted effort. For people who won't accept "because we have always done it this way", that know work can be better and want to serve their customers better. Featuring interviews with thought leaders and inspiring people who have challenged the normal way of doing things and made a big impact as a result. Hosted by Scott Fulton, Entrepreneur ...
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In the final Magic Markets show of 2025, we looked back on a watershed year for geopolitics and the technology sector. With Moe focusing on the macro story and the performance of the various global asset classes, our resident ghost took a bottom-up approach and highlighted the performance of certain stocks in the portfolio. From US banks through to…
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With news breaking of Netflix joining the bidding war for Warner Bros. Discovery and looking to potentially make a huge cash offer to get their hands on the studios, this was a good opportunity to look back at the streaming wars that we've recently covered. It also gave us the perfect opportunity to discuss general M&A concepts, especially the risk…
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With the G20 in the rearview mirror in South Africa, we took the opportunity to discuss Moe's views on the geopolitical shenanigans from a North American perspective (for the benefit of new listeners: he has lived in Canada for several years). We also talked about the other big theme at the moment: AI and technology stocks, particularly in light of…
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Writer, filmmaker, critic and friend Scout Tafoya joins us to chat about AMERICATHON, a 1979 "comedy" "satire" about America going so broke it has to resort to a telethon. Stars John Ritter as the president, Harvey Korman, Fred Willard, Elvis Costello and Meat Loaf. It's a pure nightmare movie but a great conversation. Join Scout's Patreon here, da…
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On Holding might have an awkward name, but the company counts Roger Federer among its early investors and biggest endorsements. Thanks to Nike's missteps during the pandemic, ON was able to win market share in core categories like running and tennis shoes. Once that foundation is established, the opportunity is there to expand into apparel. With On…
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Specialty retail is a fascinating sector on the global stage. It includes companies like Dick's Sporting Goods and Build-A-Bear, with the latter being our latest research topic in Magic Markets Premium. But what is it about these retailers that makes them both interesting and risky? And in South Africa, what is the lay of the land with specialty re…
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When it comes to understanding the Westbrooke investment philosophy and approach, there's no better way to do it than through looking at deal case studies and seeing examples of exactly how the team deploys client capital into alternative assets. To walk us through examples of recent property deals in the UK, James Lightbody (Head of Real Estate at…
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Writer, illustrator, musician and horror encyclopedia Alicia Berbenick joined us to talk about David Johansen getting a cat stuffed down his throat in TALES FROM THE DARKSIDE: THE MOVIE. Debbie Harry from Blondie is also in the film. Follow Alicia on Instagram Check out Alicia's work on her site here. Become a supporter of this podcast: https://www…
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The content and distribution game is a hotbed of competition, with leading lights like Netflix, Disney and of course YouTube within the Alphabet (Google) stable. There are many others trying to get a piece of the action, like Amazon and Apple. And of course, there are the legacy names in entertainment that are desperately trying to cling to market …
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Property is a vibrant asset class in South Africa. From convenience retail centres through to mixed-use developments, property is a popular way to earn yield and achieve real returns in excess of inflation. 27four Investment Managers has partnered with Mesh.Trade to bring private property investment opportunities to a retail investor audience. Ther…
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There's a lot of nervousness out there at the moment around global asset prices, leading to discussions around whether the top is in. Naturally, this drives investors and traders to think about hedging strategies to mitigate the impact of a correction - or worse, a crash. In this episode, we discussed why hedging is used as a strategy instead of ju…
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The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may vary when you see companies announcing large transactions. After dedicating Magic Markets Premium this week to the proposed Keurig Dr Pepper - JDE Peet's transaction, which has all the makings of a me…
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The concept of "shovels in the gold rush" is really useful in investing, as it speaks directly to thematic opportunities where the approach is to pick a stock as far up the value chain as possible. A perfect example is Coinbase, which is really a play on the broader crypto market. A less pure-play example is Accenture, which is an attempt to get a …
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With the news of NVIDIA investing in OpenAI and with our focus this week in Magic Markets Premium on the truly wild forecasts being put out there by Oracle, we use our recent real-world experience with AI to comment on where it works and where it horribly fails to add any value at all. Or worse, where it confidently "hallucinates" and gives complet…
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In the US market, companies are required to report quarterly - for now, at least. The latest utterances by President Trump suggest that quarterly reporting is being viewed in a negative light, with the SEC noting that they will be looking at whether reporting should move to align with most of the rest of the world i.e. results every six months. We …
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What causes share prices to move? Are there always sensible reasons, or does the market sometimes dish up crazy things? There are academic arguments and practical considerations for most things, ranging from dividend signalling through to technical indicators and even the pandemic-era phenomenon that is meme stocks. In this podcast, we covered a nu…
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As a follow-on show from the previous week where we talked about how to analyse retailers, we decided to cover the biggest trend right now in the sector: the rise of omnichannel retail. Digital isn't the future, it's the present! Retailers without proper digital strategies are being left behind at an alarming rate. We touched on global statistics a…
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The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major contributor to stock indices and portfolio strategies that look for strong underpins that can give protection against inflation. Analysing retailers requires a nuanced approach that includes an understanding of margin…
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Stablecoins are highly topical at the moment, with important new legislation in the US and many discussions taking place around the world with regulators. But why do they matter so much in the world of blockchain and crypto? To explain the importance of stablecoins and to talk through critical concepts like yield-bearing stablecoins and the various…
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Take a moment to recall one of your most joyful memories. Now, close your eyes and relive it. Where were you? Who were you with? How did you feel? Focus on your senses. What did you see and hear? Smell and taste? Spend a few minutes reliving this memory. How did this mini-meditation make you feel? This is a practice called Joy Conditioning, created…
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Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These stocks are great case studies to deal with two important questions. The first relates to letting winners run. How do we think about having long-term vs. tactical positions and potentially trim…
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Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly for the export of agricultural products from South Africa like citrus. At a time when the market was expecting doom and gloom thanks to US tariffs, Mpact gave a positive outlook around agricultural act…
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After Lindsay Dahl graduated from college, she was seeking a job in the environmental non-profit space. Despite being passionate about climate change, she landed a role in consumer safety. Soon after, she was invited to meet with one of the top environmental organizations in Minnesota. They hoped she'd support their advocacy efforts to remove toxic…
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Scott is the host of the Rebel Diaries podcast. He helps teams and leaders focus on what really matters and stop wasting time on what doesn't through training and coaching with his Do Less Deliver More brand. NEW SHOW ANNOUNCEMENT! This message is announcing the new co-hosted show, Work Unravelled - check it out here! Listen to Work Unravelled on: …
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Ryan's been on a Kylie kick which means its Anthony's problem to deal with. We didnt watch STREET FIGHTER, nor BIO DOME, no. We went big. French. HOLY MOTORS by Leos Carax, a film we're completely under-equipped to discuss but really loved anyway. Join our supporters club here for access to our first 100 episodes, plus bonus content. https://www.sp…
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Are consumers still having fries with that, or have changes in consumer preferences (like more awareness of health and nutrition) given fast food stocks a knock? Quick-service restaurants are businesses that can scale quickly, usually through a franchise model, which is why they've historically done well. They don't all take this route though, as e…
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After covering the financials sector on the JSE last week and with our latest Premium research being on Goldman Sachs, we decided to talk about bank balance sheets and some of the key concepts. This includes elements like capital adequacy, non-performing loans and portfolio tilts across various products. If you've ever wondered why mortgage origina…
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The financials sector on the JSE is a substantial contributor to the overall index. Although banks make up the bulk of the sector, there are also major businesses in areas like insurance and wealth management. With South Africa's difficult macro backdrop, there isn't a rising tide that lifts all boats in this sector. Instead, it tends to reward sto…
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The "capital stack" refers to the mix of debt and equity that provides the funding for a business. With so many options on the spectrum from senior debt to pure equity, companies and investors come together in search of optimal solutions for all involved. Westbrooke's approach makes use of various funding mechanisms, with hybrid capital as a partic…
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Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even if you don't trade commodities, there are useful things to learn. And of course, when we get to the hard commodities that are actively traded every day, we move from jokes about the cheese spr…
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When Sharon Salzberg was teaching at a meditation retreat, a student asked her: Has anyone ever died of restlessness in meditation? Sharon said: Not from one moment at a time of it. "We have physical pain, disappointment, restlessness, and anxiety," Sharon shared. "Whatever it is, we tend to compound it, not only: This is what I'm feeling right now…
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In this episode of Magic Markets, Mohammed Nalla and The Finance Ghost decided to each choose three companies from the recent research in Magic Market Premium, with the goal being to discuss some of the most interesting insights that came out of each one. Both chose Berkshire Hathaway (predictably), so there were actually only five companies to dis…
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We watched CHINA STRIKE FORCE, a multinational hong kong action movie starring Coolio as a guy named Coolio. Its not just a cameo though. He's the big bad and he literally does Kung Fu in it. Alex (aka @steadybloggn ) came through to help us decode the film. Join our supporters club and listen to our classic episodes plus bonus content. Just five d…
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There's a lot going on in the world right now, giving us a great opportunity to let Moe wax lyrical about the key macroeconomic indicators and trends in the US, Europe, China and Japan. We also touched on markets like the UK and India as part of this world tour. Of course, there's nothing Ghost enjoys more than a share price chart when it comes to …
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Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing on an equal-weighted portfolio of best-of-breed stocks across various sectors. With Titans now available on Mesh.Trade's platform alongside the other AnBro offerings, it was the p…
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While preparing for my interview with Dr.Thema Bryant, I was struck by an exercise she shared. During a podcast, she invited listeners to fill out the prompt: "I miss me who…" I was surprised by how quickly a simple prompt awakened dormant longings; And, eager to learn how to rediscover the lost parts of ourselves. In reflecting on her journey, she…
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After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This gave us a great opportunity to talk about both listed companies - from fossil fuels to fast cars! Our view is that Ferrari is without a doubt the better business in terms of brand strength and long-term prospect…
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Muofhe Kwinda is a Magic Markets listener who reached out to us because he has an interesting story. He's made the leap from being a financial analyst in the investment space to being an entrepreneur, with business interests in mining and agriculture. We couldn't resist the temptation to tap into what he's learnt by moving from desktop analysis of …
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The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacency in the market in response to the downgrade is interesting though, as it became the catalyst for us to talk about the dollar as the world's reserve currency. In the same week, a JPMorgan investor da…
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After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs. In this review of the sector, we talked about concepts like whether tar…
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In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before ending off with the latest chaos on tariffs - this time, Trump's comments on potential tariffs on the film industry, a sector in which the US enjoys a trade surplus! You can't make th…
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Colin Sharp, professional comedian, joins us to try and understand a movie that Anthony's Dad could only excitedly describe to Anthony as a kid. Now we had to watch it. It stars Judd Nelson, Bill Paxton, Lara Flynn Boyle, James Caan and Wayne Newton. Find Colin on X here! https://x.com/colin_sharp and on IG here! https://www.instagram.com/colin_sha…
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Welcome to the two-hundred and forty-third episode of the Heart + Hustle Podcast!Today, we’re joined by Sharon D. Brown, founder of Self-Care You Academy, to explore how self-care is a vital foundation for sustainable success. Sharon shares her powerful journey "From Heartbreak to Breakthrough," unpacks common misconceptions about wellness for fema…
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Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that worked pretty well during COVID. Unlike the average Instagram influencer, we are all about authenticity here at Magic Markets - and that's why Moe bravely volunteered to dedicate a show to his learnings f…
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As the recent trend in IPOs and delistings on public markets tells us, an increasing number of companies are looking to private markets for their capital raising needs. This means that retail investors are being shut out of these opportunities, which is particularly problematic as these early-stage opportunities usually offer the highest potential …
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Welcome to the two-hundred and forty-second episode of the Heart + Hustle Podcast!Today, we're chatting with social media strategist and Mindful Marketing Podcast host Andréa Jones about creating a mindful social media strategy. With over a decade of experience, Andréa shares how success metrics have shifted over the years, what to watch for when y…
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