Latest Episodes
135
Magic Markets #135: Our Recent Trades
We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on...
134
Magic Markets #134: Rate Hikes, Banks and Consumers
In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about...
133
Magic Markets #133: Weather, Wheat and Wandile Sihlobo
Ar Lecturer Extraordinary at the department of Agricultural Economics at Stellenbosch University and a visiting research fellow at the Wits School of Governance. Suffice...
132
Magic Markets #132: Activision Acquisition
In Episode 132 of Magic Markets, we dealt with cats and water sprayers alongside Call of Duty characters and their strange names. It was...
131
Magic Markets #131: How to Do Your Own Research (DYOR)
You want to Do Your Own Research (DYOR), but how does that actually work in practice? Do you need to look at both technical...
130
Magic Markets #130: Capital Structure 101
In this episode of Magic Markets, we talked about the “capital stack” in corporates and how they blend debt and equity into a capital...