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 134

July 19, 2023 00:21:01
Episode Cover

Magic Markets #134: Rate Hikes, Banks and Consumers

In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about...

Listen

Episode 199

October 30, 2024 00:24:00
Episode Cover

Magic Markets #199: Making Forex Better

Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering...

Listen

Episode 180

June 19, 2024 00:25:39
Episode Cover

Magic Markets #180: Home Country Bias

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on...

Listen