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.
After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising...
As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in...
What’s the vital difference between a management team that creates value and one that destroys it? Is the concept of a "capital-light business" always...
