Latest Episodes
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...
Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth
This week, Mohammed Nalla unpacks the key takeaways from Jackson Hole, where new Fed Chair Kevin Warsh reminded markets that “down is not the...
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...