2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that in mind, the hosts decided to talk through some of the current themes in the market and what it means for their portfolios.
Covering a wide variety of topics ranging from Russia and Barloworld through to Bitcoin and the great Tesla vs. Ford debate, this episode of Magic Markets is your invitation to be part of a trading room-style discussion about the top-of-mind issues in the markets.
We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on...
Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on...
While global superpowers eye new territories for mineral wealth and the likes of Glencore and Rio Tinto dance around a potential merger, investors are...
