Magic Markets #36: Overweight Food

Episode 36 • July 29, 2021 • 00:25:29
Magic Markets #36: Overweight Food
Magic Markets
Magic Markets #36: Overweight Food

Jul 29 2021 | 00:25:29

/

Show Notes

The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant.

Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled.

In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about this important market.

Other Episodes

Episode 37

August 05, 2021 • 00:35:24
Episode Cover

Magic Markets #37: Satrix Responds to our Criticism

In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The...

Listen

Episode 96

October 05, 2022 • 00:34:02
Episode Cover

Magic Markets #96: Looking to the Future

One of the greatest challenges in the market is to maintain a cool head and a consistent strategy even when it feels like everything...

Listen

Episode 231

July 02, 2025 • 00:20:59
Episode Cover

Magic Markets #231: Platinum and the cheese spread

Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even...

Listen