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 15

March 04, 2021 00:23:28
Episode Cover

Magic Markets #15: The Yield Curve-ball

In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries...

Listen

Episode 227

June 04, 2025 00:27:32
Episode Cover

Magic Markets #227: Saudi Aramco and Ferrari

After a few weeks of Formula One races every weekend, many sports fans have been bombarded with two brands: Saudi Aramco and Ferrari. This...

Listen

Episode 1

November 14, 2020 00:22:28
Episode Cover

Magic Markets #1: Rollin' with the Rand

The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off their new podcast series Magic Markets with a discussion on the complexities of the Rand....

Listen