Latest Episodes
261
Magic Markets #261: The AI Effect on Free Cash Flow
2026 has seen US tech giants throwing enough capex at AI infrastructure to fund a small country. Amazon has guided capex that is roughly...
260
Magic Markets #260: Grocery Giants and the Value Retail Rotation
While the world’s athletes compete for Winter Olympic Gold, Walmart has secured a podium finish of its own – becoming the first retailer to...
259
Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs
Can one hawkish Fed Chair nomination melt a golden bull’s wings? In this episode of Magic Markets, The Finance Ghost and Moe-Knows look at...
258
Magic Markets #258: Stock Picking in Emerging Markets
In a week where the gold price soared to new heights and the rand flexed impressively against the dollar, The Finance Ghost and Moe-Knows...
257
Magic Markets #257: Investing in Copper with Mesh.Trade
While global superpowers eye new territories for mineral wealth and the likes of Glencore and Rio Tinto dance around a potential merger, investors are...
256
Magic Markets #256: Geopolitics and Banana Republics
The world order is shifting – the US is playing a global-scale game of Risk, the rand is getting stronger, and AI can’t count...