Latest Episodes
246
Magic Markets #246: To Hedge or Live on the Edge?
There's a lot of nervousness out there at the moment around global asset prices, leading to discussions around whether the top is in. Naturally,...
245
Magic Markets #245: How Big Deals Create Big Problems
The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may...
245
Magic Markets #244: Buying Shovels in the X-Rush
The concept of "shovels in the gold rush" is really useful in investing, as it speaks directly to thematic opportunities where the approach is...
243
Magic Markets #243: Hallucinations and Hype: AI Bubble Risks
With the news of NVIDIA investing in OpenAI and with our focus this week in Magic Markets Premium on the truly wild forecasts being...
242
Magic Markets #242: Defending quarterly reporting
In the US market, companies are required to report quarterly - for now, at least. The latest utterances by President Trump suggest that quarterly...
241
Magic Markets #241: Catalysts and Meme Stocks
What causes share prices to move? Are there always sensible reasons, or does the market sometimes dish up crazy things? There are academic arguments...