Latest Episodes
295
Magic Markets #295: Aylett & Co. on Bidcorp
Justin Ritchie of Aylett & Co. believes that Bidcorp could be the best, most boring business they have in their portfolios. Joined by analyst...
294
Magic Markets #294: Q3 Market Scorecard – Cry, the Beloved Consumer
As the third quarter draws to a close, Mohammed Nalla looks beyond the headline market returns to unpack what was really driving performance across...
293
Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood
Moe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating,...
292
Magic Markets #292: Commodities are booming - is South Africa?
This week, Mohammed Nalla shares insights from a recent conference in Quebec on whether we're entering a commodities super-cycle and how Canada could benefit....
291
Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade
This week, Moe takes us beyond the headlines of oil’s surge back above $100 a barrel, unpacking the structural issues that could keep energy...
290
Magic Markets #290: Storm Front - Winners and Losers in an El Niño World
This week, Mohammed Nalla explores El Niño, the climate phenomenon that can have a surprisingly powerful effect on economies and markets. With forecasts pointing...