Latest Episodes
299
Magic Markets #299: Right sector, Huang time
The Jensen Huang scandal has set hares running throughout the AI sector. To see NVIDIA go red on an overall green day for the...
298
Magic Markets #298: Did Google break Reddit (and the internet)?
The internet has changed. A lot. Those AI citations? They aren't leading to clicks, at least not according to Reddit CEO Steven Huffman. For...
297
Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars
PepsiCo and Yum! Brands share a history stretching back decades, with Yum! having been spun out of PepsiCo in 1997. That's why the decision...
296
Magic Markets #296: US Banks: Wall Street vs. Main Street
Get ready for an overview of the US banking earnings, with Mohammed Nalla identifying three key themes to watch. The battle between Wall Street...
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...