Latest Episodes
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...
240
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
As a follow-on show from the previous week where we talked about how to analyse retailers, we decided to cover the biggest trend right...
239
Magic Markets #239: Analysing Retailers
The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major...