Latest Episodes
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...
293
Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood
Moe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating,...
292
Magic Markets #292: Commodities are booming - is South Africa?
This week, Mohammed Nalla shares insights from a recent conference in Quebec on whether we're entering a commodities super-cycle and how Canada could benefit....
291
Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade
This week, Moe takes us beyond the headlines of oil’s surge back above $100 a barrel, unpacking the structural issues that could keep energy...