Latest Episodes
282
Magic Markets #282: Checking In - Global Tourism Stocks
Tourism is one of the most important sectors in the global economy, generating employment, driving consumer spending and creating opportunities across a wide range...
281
Magic Markets #281: Market Scorecard - Q2 Global Review, YTD JSE Winners & Losers
The second quarter of 2026 is in the books, and it was anything but boring. In this episode of Magic Markets, The Finance Ghost...
280
Magic Markets #280: Portfolio Housekeeping - New Positions and Hard Lessons
This week on Magic Markets, we're opening up the portfolios and discussing some of our most recent investment decisions. From beaten-down SA Inc. names...
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...