Latest Episodes
214
Magic Markets #214: Tradition meets tech - buying gold on the blockchain
If there's one thing the markets taught us recently, it's that gold remains as relevant as ever. Mesh Trade brings you a new way...
213
Magic Markets #213: Can Argentina-style reforms work in South Africa?
Having covered MercadoLibre in Magic Markets Premium this week, we had Latin America on the brain. Combined with the mess around the South African...
212
Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture
Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa....
211
Magic Markets #211: Private markets are a hive of activity
For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer...
210
Magic Markets #210: Tariff Tantrum
Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the...
209
Magic Markets #209: AI, Trump and turnarounds
As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into...