Latest Episodes
255
Magic Markets #255: Setting the Scene for 2026
With a new calendar on the wall, there's a lot to consider this year. The world doesn’t behave the same way that our calendars...
254
Magic Markets #254: 2025 Scorecard – The Good, The Bad and The Macro
In the final Magic Markets show of 2025, we looked back on a watershed year for geopolitics and the technology sector. With Moe focusing...
253
Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery
With news breaking of Netflix joining the bidding war for Warner Bros. Discovery and looking to potentially make a huge cash offer to get...
252
Magic Markets #252: G20 and AI Temperature Check
With the G20 in the rearview mirror in South Africa, we took the opportunity to discuss Moe's views on the geopolitical shenanigans from a...
251
Magic Markets #251: How Sports Brands Win (And Lose)
On Holding might have an awkward name, but the company counts Roger Federer among its early investors and biggest endorsements. Thanks to Nike's missteps...
250
Magic Markets #250: Specialty Retail - When Niche Works Nicely
Specialty retail is a fascinating sector on the global stage. It includes companies like Dick's Sporting Goods and Build-A-Bear, with the latter being our...