Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas

Episode 184 July 17, 2024 00:29:25
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas
Magic Markets
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas

Jul 17 2024 | 00:29:25

/

Show Notes

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitical trends affecting markets, economies and businesses.

In this podcast, we touched on US jobs data and what it tells us about consumers, an investment thesis for defense stocks (like Lockheed Martin) and various tech ideas ranging from Big Tech down to the frothy stocks that are a feature of Cathie Wood's world.

Take your market knowledge to the next level with Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

Other Episodes

Episode 222

April 30, 2025 00:29:33
Episode Cover

Magic Markets #222: The Long and the Short of Day Trading

Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that...

Listen

Episode 57

December 23, 2021 00:22:51
Episode Cover

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,...

Listen

Episode 154

December 06, 2023 00:24:52
Episode Cover

Magic Markets #154: Dis-Chem and Ulta Beauty

Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam...

Listen