Latest Episodes
37
Magic Markets #37: Satrix Responds to our Criticism
In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The...
36
Magic Markets #36: Overweight Food
The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served...
35
Magic Markets #35: Sell-offs and Sell-outs
There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US. That's...
34
Magic Markets #34: Riots and Rands
Our home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening...
33
Magic Markets #33: Do Your DiDi
The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular....
32
Magic Markets #32: The ESG Enforcer
Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just...