Latest Episodes
93
Magic Markets #93: Macro Markets Mayhem
The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off...
92
Magic Markets #92: Investing in the 'LatAm Blackstone'
The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that...
91
Magic Markets #91: Investing in Solar
In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar investment strategy. Clearly, this is an...
90
Magic Markets #90: The Herenya Portfolios
In addition to the trading community that Herenya Capital Advisors is known for, founder Petri Redelinghuys and his team also manage portfolios on behalf...
89
Magic Markets #89: Unwrapping our Research Process
In Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global stocks. In this episode, we give you...
88
Magic Markets #88: Growth is for stock pickers
In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about...