Latest Episodes
228
Magic Markets #228: Mesh.Trade and the Titans
Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing...
227
Magic Markets #227: Saudi Aramco and Ferrari
After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This...
226
Magic Markets #226: From Analyst to Entrepreneur
Muofhe Kwinda is a Magic Markets listener who reached out to us because he has an interesting story. He's made the leap from being...
225
Magic Markets #225: US Downgrade and JPMorgan Views
The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The...
224
Magic Markets #224: REITs Taking a Breather
After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising...
223
Magic Markets #223: Nuggets from Omaha
In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before...