Latest Episodes
106
Magic Markets #106: The Global View with Marko Papic
If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can...
105
Magic Markets #105: 2022 Recap with Herenya
In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes...
104
Magic Markets #104: What's going on inside Premium?
In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In...
103
Magic Markets #103: Alternatives - The Wealth Management View
Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners...
102
Magic Markets #102: Themes in Big Tech
As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in...
101
Magic Markets #101: Dynamic Compounding
Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show...