Latest Episodes
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...
276
Magic Markets #276: SARB Rate Hate - Justified or Misplaced?
In this episode of Magic Markets, The Finance Ghost and Mohammed Nalla unpack the uncomfortable reality facing South African consumers: soaring petrol prices, rising...
275
Magic Markets #275: Platform Power - Prosus and the SaaS Shakeout
In this episode of Magic Markets, we unpack the concept of platform economics through a practical lens, using real examples from our portfolios like...
274
Magic Markets #274: Why Bond Yields Matter So Much
Bond yields are back in the spotlight, and they’re moving markets in ways that investors can’t afford to ignore. In this episode of Magic...
273
Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack
The AI trade is evolving fast - and Nvidia is no longer the whole story. In this episode of Magic Markets, we unpack how...
272
Magic Markets #272: REIT Returns and Red Flags
With South Africa finally emerging from its April “December-lite”, the hosts dive into property - an asset class that looks simple on the surface...