Latest Episodes
285
Magic Markets #285: Leopold, Leverage and Losses
Leopold Aschenbrenner was widely seen as one of the brightest minds riding the AI wave, building Situational Awareness into a hedge fund that reportedly...
284
Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility
South African consumers have spent the past few years battling higher interest rates, rising administered prices and persistent pressure on household budgets. Although the...
Magic Markets #283: Saying Yes to Yield - Exploring Property Markets
Property is a unique asset class that sits somewhere between equities and bonds, offering investors a combination of income, growth and exposure to macroeconomic...
282
Magic Markets #282: Checking In - Global Tourism Stocks
Tourism is one of the most important sectors in the global economy, generating employment, driving consumer spending and creating opportunities across a wide range...
281
Magic Markets #281: Market Scorecard - Q2 Global Review, YTD JSE Winners & Losers
The second quarter of 2026 is in the books, and it was anything but boring. In this episode of Magic Markets, The Finance Ghost...
280
Magic Markets #280: Portfolio Housekeeping - New Positions and Hard Lessons
This week on Magic Markets, we're opening up the portfolios and discussing some of our most recent investment decisions. From beaten-down SA Inc. names...