Latest Episodes
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...
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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...
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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...
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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...
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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...