Magic Markets #78: A sneak peak at Premium

Episode 78 June 01, 2022 00:25:26
Magic Markets #78: A sneak peak at Premium
Magic Markets
Magic Markets #78: A sneak peak at Premium

Jun 01 2022 | 00:25:26

/

Show Notes

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.
For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently.

In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022.
Simon Property Group is the kind of business that many would choose as a defensive stock, but is there more to worry about? How about US yields?

Finally, with a nod to Top Gun and Moe’s fantasy career as a jet pilot, we give an update on Lockheed Martin.

Join us in Episode 78 of Magic Markets for a sneak peak at the type of insights that our subscribers in Magic Markets Premium enjoy.

Other Episodes

Episode 248

October 29, 2025 00:24:04
Episode Cover

Magic Markets #248: Stream Wars

The content and distribution game is a hotbed of competition, with leading lights like Netflix, Disney and of course YouTube within the Alphabet (Google)...

Listen

Episode 256

January 14, 2026 00:25:30
Episode Cover

Magic Markets #256: Geopolitics and Banana Republics

The world order is shifting – the US is playing a global-scale game of Risk, the rand is getting stronger, and AI can’t count...

Listen

Episode 189

August 21, 2024 00:25:33
Episode Cover

Magic Markets #189: Portfolio Construction with AnBro

Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return...

Listen