Latest Episodes
269
Magic Markets #269: SaaSpocalypse - Surviving the Shock
AI is eating software, with the market response being nothing short of brutal. The once-loved Software-as-a-Service (SaaS) stocks have been crushed, with valuation multiples...
268
Magic Markets #268: No One Brakes in Cairo - Except the Central Bank
Fresh off a honeymoon in Egypt, The Finance Ghost brings on‑the‑ground perspective to one of Africa’s largest and most misunderstood economies. From Cairo’s adrenaline‑fuelled...
267
Magic Markets #267: Oil and Toil - a Bruising Q1
The first quarter of 2026 was a reality check for global markets. If you had oil, you made money. If you had almost anything...
Magic Markets #266: Dire Straits of Hormuz
Four weeks into the war in Iran, the numbers tell a stark story around the risks for equity plays in regions like the UAE....
265
Magic Markets #265: Iran and JSE Earnings Season Themes
From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla...
264
Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)
With lightning-fast developments in AI on everyone's lips, figuring out where to play in this value chain is no mean feat. Will the hyperscalers...