Latest Episodes
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...
263
Magic Markets #263: The Oil Trade
With the conflict in Iran still fresh in the market at time of recording, we decided to talk about the commodity that everyone is...
262
Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)
What’s the vital difference between a management team that creates value and one that destroys it? Is the concept of a "capital-light business" always...