Latest Episodes
181
Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more
With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some...
180
Magic Markets #180: Home Country Bias
Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on...
179
Magic Markets #179: Demystifying US Jobs Data
The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care?...
178
Magic Markets #178: Collision Politics
With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either...
177
Magic Markets #177: Nvidia and Intuit
Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead....
176
Magic Markets #176: Walmart and Under Armour
Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as...