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Mpact Podcasts

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Welcome to the Mpact Podcast (Formerly Rail~Volution). Mpact is a network and an annual conference focused on ways that communities leverage major transit investments (including rail, bus rapid transit, bus, as well as bicycling walking, sharing and emerging options) to connect people with employers and neighborhoods. With the Mpact Podcast, we're delving deeper into aspects of building livable communities, with special focus on equity and community participation.
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This podcast series introduces i-MPACT, a multifaceted program which aims to improve the care of patients treated with immunotherapy, while providing a better understanding of the pathophysiology associated with immune-related adverse events. Each episode features an interview with a leading expert discussing proactive, longitudinal care, as well as the potential for irAEs following treatment with immunotherapy and current toxicity management strategies.
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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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The Build on Strength Show is a podcast that inspires professionals to find their passion and do their best work. Josh Newton an assessment expert, consultant and part of the development team for the MPACT Assessment has conversations with his friends, family, and colleagues about their journey to answer two questions: Who am I? and What am I meant to do? Support this podcast: https://podcasters.spotify.com/pod/show/buildonstrengthshow/support
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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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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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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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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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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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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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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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With markets bouncing around like crazy practically every day at the moment, most of the focus among investors is usually on the equity indices. But what about the bond markets? Aren't they just as important, if not even more important? Does the carry trade play a role? What about foreign ownership of assets, both fixed income and equities? And wha…
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With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ranging from technology through to golf. Is there method in this madness? What is really going on out there? And should we be thinking more and more about China? Volatility can be wild, but it's also a …
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The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing? An…
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As we continue to look beyond the US to demonstrate the opportunities available elsewhere in the world, our gaze turns to Africa. Firmly a currencies story, it's all about whether the macroeconomics will improve in 2025. This is what some of the banking groups have predicted, so South African corporates with African exposure will be hoping that thi…
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These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find something exciting to buy. Defence stocks seemed to be where momentum traders found their desired home, with incredible returns in those stocks. But what about the rest of Europe? Is there something there to …
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Tristanne Farrell isn't shy to admit it: she's mildly obsessed with art. As a Senior Wealth Manager at Investec Wealth & Investment International, her day job is to help clients build diversified, successful portfolios. Thankfully, with art as one of the more interesting (and certainly most visually stimulating) alternative assets out there, she ge…
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If there's one thing the markets taught us recently, it's that gold remains as relevant as ever. Mesh Trade brings you a new way to invest in this store of value, giving you a perfect example of tradition combined with tech. For a limited time, Mesh investors can buy Krugerrands at the best retail price in the market and on a fractional basis using…
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Having covered MercadoLibre in Magic Markets Premium this week, we had Latin America on the brain. Combined with the mess around the South African budget speech (or complete lack thereof), this triggered the idea to consider whether the reforms seen in Argentina under Javier Milei could work in South Africa. Moe certainly took this assignment serio…
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Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa. We value his balanced views and his approach to what he does, so we invited Wandile to join us at a time when South Africans are divided rather than united. Dealing with topics like expropriation, t…
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For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer a vibrant ecosystem. Dino Zuccollo of Westbrooke Alternative Asset Management joined us to discuss activity across the capital stack and some of the key trends coming into 2025, as wel…
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Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the countries that he has been targeting. Canada, Mexico and now South Africa - is anyone safe? Of course, these issues are nuanced and the relative negotiating power of each country becomes relevant. In this show…
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As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride. And yet, there are some turnar…
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The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for? With referen…
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This month on the Mpact podcast we’re joined by Ren Yee of UN Studio at the Mpact Transit + Community conference in Philadelphia. We chat about the cognitive workload of pedestrians and creating safe opportunities for mind wandering and absorbing information. This episode of the Mpact Podcast features a conversation with architect and urban designe…
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Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, tend to grab the imagination of investors as they go through a turnaround. In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the healt…
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To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives. Get excited about t…
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In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe. And of course, we talked about the positive surprise of South Africa this year and how political change…
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Although the terms blockchain and crypto are often used interchangeably, this hides the diverse use cases for blockchain technology - even in traditional applications like financial markets. On this podcast, Connie Bloem (co-founder and managing director of Mesh.trade) joins regular Magic Markets guest Justine Brophy of AnBro Capital to explain how…
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As the year of global elections draws to a close, Dino Zuccollo of Westbrooke Alternative Asset Management joined us to look back on how global trends impacted the alternative lending space in markets where Westbrooke has a presence: South Africa, the UK and the USA. Covering important topics related to economic activities, portfolio diversificatio…
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Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies seeing better adoption than others? Where does this leave hybrids? Where does this leave manufacturers that seem to lack clear strategic direction? Along with a discussion on European vs. American…
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This month on the Mpact podcast we’re going back to the Mpact Transit + Community conference in Philadelphia to hear about proven approaches to saving naturally occurring affordable housing. From tangled title to home repair, ULI Philadelphia’s Kevin Moran leads a local panel. Moderator: Kevin Moran, Executive Director, Urban Land Institute (ULI), …
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With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the show. We talked about the possible impacts of Trump's economy and social policies on inflation, interest rates and the strength of the US economy. We also talked about a few trade ideas related to the T…
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With most of the big names in tech having just released earnings around the same time as US elections, there's so much to consider in the market. We steered clear of the politics for now, focusing on the key drivers of the Magnificent 7 (and Netflix!) and how we are positioned in these stocks. As our subscribers in Magic Markets Premium know, we do…
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Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for …
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Although there's a risk of churning your portfolio too often if you become obsessed with short-term market movements, there's a lot of value to be gained from the way Mohammed Nalla does his quarterly rotation work for institutional clients. He shares some of those insights in this episode of Magic Markets, covering recent sector performance in the…
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The GNU-phoria in South Africa is now a few months old. Loadshedding is becoming a distant (albeit still painful) memory. Sentiment has clearly turned positive, but is this making a difference in day-to-day business decisions around capital allocation decisions? Every day, the team at Westbrooke is having discussions with private business operators…
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