Latest Episodes
210
Magic Markets #210: Tariff Tantrum
Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the...
209
Magic Markets #209: AI, Trump and turnarounds
As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into...
208
Magic Markets #208: Banking on banking
The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends...
207
Magic Markets #207: Retail turnarounds: high-risk, high reward?
Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South...
206
Magic Markets #206: The year ahead - buckle up!
To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year....
205
Magic Markets #205: A year of gold, bitcoin and the US
In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with...