Latest Episodes
57
Magic Markets #57: Our 2021 Winners and Losers
The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets,...
56
Magic Markets #56: Themes from our Deep Dives
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming...
55
Magic Markets #55: The Supply Chain Expert
Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that...
54
Magic Markets #54: Oh-My-Cron!
In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots...
53
Magic Markets #53: Bad Balance Sheets
In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and...
52
Magic Markets #52: Q3 Revenue and Cyclicals
After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of...