Latest Episodes
242
Magic Markets #242: Defending quarterly reporting
In the US market, companies are required to report quarterly - for now, at least. The latest utterances by President Trump suggest that quarterly...
241
Magic Markets #241: Catalysts and Meme Stocks
What causes share prices to move? Are there always sensible reasons, or does the market sometimes dish up crazy things? There are academic arguments...
240
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
As a follow-on show from the previous week where we talked about how to analyse retailers, we decided to cover the biggest trend right...
239
Magic Markets #239: Analysing Retailers
The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major...
238
Magic Markets #238: Stablecoins with Mesh.Trade
Stablecoins are highly topical at the moment, with important new legislation in the US and many discussions taking place around the world with regulators....
237
Magic Markets #237: Buying Market Leaders
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...