Latest Episodes
279
Magic Markets #279: The Fed - Pricing the World
The Fed doesn’t just set US interest rates - it effectively sets the price of money for the entire world. In this episode, we...
278
Magic Markets #278: Aylett & Co. on Alcohol Stocks
Aylett & Co. returns to Magic Markets for a deep dive into one of the more debated sectors in global markets: alcohol. Justin Ritchie...
277
Magic Markets #277: Pretty Ugly - lululemon and Ulta Beauty
In Episode 277 of Magic Markets, The Finance Ghost and Mohammed Nalla tackle the theme of “bad things happening to good brands” - with...
276
Magic Markets #276: SARB Rate Hate - Justified or Misplaced?
In this episode of Magic Markets, The Finance Ghost and Mohammed Nalla unpack the uncomfortable reality facing South African consumers: soaring petrol prices, rising...
275
Magic Markets #275: Platform Power - Prosus and the SaaS Shakeout
In this episode of Magic Markets, we unpack the concept of platform economics through a practical lens, using real examples from our portfolios like...
274
Magic Markets #274: Why Bond Yields Matter So Much
Bond yields are back in the spotlight, and they’re moving markets in ways that investors can’t afford to ignore. In this episode of Magic...