Latest Episodes
248
Magic Markets #248: Stream Wars
The content and distribution game is a hotbed of competition, with leading lights like Netflix, Disney and of course YouTube within the Alphabet (Google)...
247
Magic Markets #247: Investing in Property with Mesh.Trade and 27four
Property is a vibrant asset class in South Africa. From convenience retail centres through to mixed-use developments, property is a popular way to earn...
246
Magic Markets #246: To Hedge or Live on the Edge?
There's a lot of nervousness out there at the moment around global asset prices, leading to discussions around whether the top is in. Naturally,...
245
Magic Markets #245: How Big Deals Create Big Problems
The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may...
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...