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 47

October 13, 2021 00:23:43
Episode Cover

Magic Markets #47: Supply Chain Pressures

With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and...

Listen

Episode 191

September 04, 2024 00:21:20
Episode Cover

Magic Markets #191: The India Opportunity

As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains...

Listen

Episode 194

September 25, 2024 00:20:01
Episode Cover

Magic Markets #194: How to Interpret Profits

The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As...

Listen