In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to the show.
Westbrooke’s venture capital strategies take advantage of early-stage investment opportunities with a global flavour, giving investors access to an asset class that is otherwise difficult to gain exposure to.

In this show, we discuss an overview of venture capital and the ways in which it differs from investments in listed companies. This is a fascinating space that sits at the heart of the technological advancements that have changed our lives and continue to do so.

The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment.

Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital Advisors, he spends his days actively trading the market and engaging with Herenya’s community of day traders, swing traders and investors.

In Episode 72 of Magic Markets, he joined us to discuss his energy positions, the use of ETFs in a portfolio and the ongoing ethical dilemma of climate issues vs. generating profits for clients.

Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter.

Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth creation strategy. In a modern world that is rapidly changing thanks to technology, not allocating a portion of a portfolio to disruptors is a mistake.

With Craig Antonie from AnBro Capital Investments, we use the example of Crowdstrike to discuss a disruptive business that was incredibly ahead of its time. It takes visionary entrepreneurs to spot and understand technological trends. It takes visionary investors to be willing to take a risk on them.

We also use the opportunity to congratulate the AnBro team on their latest award and to find out more about what it takes to create a boutique asset management business.

Episode 71 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

Long-standing Magic Markets listeners will know the Future Forex team. They introduced the concept of crypto arbitrage to us, a process of making profits on Bitcoin pricing differences between South Africa and offshore.

Instead of taking a view on Bitcoin itself, this allows you to generate arbitrage profits and enjoy an interesting and potentially lucrative source of income each year. You may not know this, but your annual offshore investment allowance under South African Reserve Bank rules is an asset that you can tap into every year.

The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest. Listeners should seek professional financial advice prior to making any investment.

Learn more about crypto arbitrage in this episode and visit the Future Forex website for more information. Future Forex Arbitrage Services is an authorised Financial Services Provider, FSP number 51884.
https://futureforex.co.za/

You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of months. In Episode 69 of Magic Markets, we meet more of the team members, welcoming Jonti Osher and Richard Asherson to the show to delve into the fascinating world of private debt investments.

Together with the Westbrooke team, we discussed the value of this asset class in a portfolio and how high-yield, uncorrelated returns can make a significant difference on a wealth creation journey. Westbrooke operates private debt funds in the UK and in South Africa, taking advantage of a gaping hole left by the banks in lending to certain businesses.

The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment.

Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Burgers and fairy tales. These are the things that people like to invest in. No, really.

In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting.

The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy.

We then move on to the art of storytelling, which encompasses businesses like Disney, Netflix and Hasbro. These names are familiar to Magic Markets Premium subscribers. We discuss the different strategies and the dynamics of content creators vs. platforms.

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off.

Omid Gholamifar is one such investor. Born in Iran and having spent a great deal of time in Sweden, he has dedicated himself to uncovering investment gems in his country of birth.

Through Serkland Invest, Omid is raising capital to invest in sectors like FMCG and pharmaceuticals in Iran.

With this kind of experience, there’s so much to learn from him about investing in tough places. Join us on this episode of Magic Markets to learn more about Iran, a country you probably know very little about.

Herenya is a name you’ve heard before on Magic Markets. Considering they have a strong trading community and a focus on supporting and developing traders (and investors for that matter), we love working with the team from Herenya.

Founder Petri Redelinghuys will be joining us every month to discuss the trends he’s seeing in the markets and some of the portfolio strategies being used by the team at Herenya.

In this episode, we look at the recent volatility related to the crisis in Ukraine and how the traders have tried to unemotionally position themselves.

We discussed the risks of chasing commodity spikes and how to prepare for a change in direction. We also looked at various scenarios related to Russia and what they would mean for markets in the short- to medium-term.

Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter.

Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to growth investing. In May 2021, he joined us again on Episode 27 to unpack the sell-off in growth stocks at the time and whether this changed his approach (it didn’t – which is a good thing!)

We are thrilled to welcome Craig back to Magic Markets. He will be joining us every month to discuss growth stocks and the related complexities of investing in that space.

Having been through an incredibly volatile period for growth stocks, Craig takes us through his approach once more and why it has been relatively resilient within the context of the broader sector performance. We specifically discussed the ways in which the Unicorn Global Growth Fund differs from the ARK Innovation Fund. AnBro Capital focuses on a founder-led model and keeps a buffer of cash in the portfolio to respond to volatility - a sensible approach in our view!

Episode 65 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371

Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that in mind, the hosts decided to talk through some of the current themes in the market and what it means for their portfolios.

Covering a wide variety of topics ranging from Russia and Barloworld through to Bitcoin and the great Tesla vs. Ford debate, this episode of Magic Markets is your invitation to be part of a trading room-style discussion about the top-of-mind issues in the markets.