Latest Episodes
265
Magic Markets #265: Iran and JSE Earnings Season Themes
From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla...
264
Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)
With lightning-fast developments in AI on everyone's lips, figuring out where to play in this value chain is no mean feat. Will the hyperscalers...
263
Magic Markets #263: The Oil Trade
With the conflict in Iran still fresh in the market at time of recording, we decided to talk about the commodity that everyone is...
262
Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)
What’s the vital difference between a management team that creates value and one that destroys it? Is the concept of a "capital-light business" always...
261
Magic Markets #261: The AI Effect on Free Cash Flow
2026 has seen US tech giants throwing enough capex at AI infrastructure to fund a small country. Amazon has guided capex that is roughly...
260
Magic Markets #260: Grocery Giants and the Value Retail Rotation
While the world’s athletes compete for Winter Olympic Gold, Walmart has secured a podium finish of its own – becoming the first retailer to...