Latest Episodes
288
Magic Markets #288: Treasury Troubles and Walmart Wobbles
Mohammed Nalla unpacks the US Treasury's decision to increase buybacks at the long end of the bond market, explaining why soaring long-term yields matter...
287
Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching
Federal Reserve Chair Kevin Warsh faces a tricky backdrop of cooling inflation, a softer labour market and growing speculation around the Fed's next move....
286
Magic Markets #286: Banks, Bancassurance and Balancing Exposure
This week, we're diving into the banking sector, from the investment banking giants of Wall Street to the retail and commercial banking powerhouses of...
285
Magic Markets #285: Leopold, Leverage and Losses
Leopold Aschenbrenner was widely seen as one of the brightest minds riding the AI wave, building Situational Awareness into a hedge fund that reportedly...
284
Magic Markets #284: Cashbuild, Mr Price and Consumer Fragility
South African consumers have spent the past few years battling higher interest rates, rising administered prices and persistent pressure on household budgets. Although the...
Magic Markets #283: Saying Yes to Yield - Exploring Property Markets
Property is a unique asset class that sits somewhere between equities and bonds, offering investors a combination of income, growth and exposure to macroeconomic...