Latest Episodes
61
Magic Markets #61: The Fed flip-flop
Stock-picking is a fun game that we all like to play. Here’s the thing: if you don’t keep an eye on the macro environment,...
60
Magic Markets #60: Performance of our Premium Picks and Puts
Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global...
59
Magic Markets #59: The Westbrooke Alternative
We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management...
58
Magic Markets #58: The Willet Show
Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the...
57
Magic Markets #57: Our 2021 Winners and Losers
The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets,...
56
Magic Markets #56: Themes from our Deep Dives
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming...