Latest Episodes
212
Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture
Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa....
211
Magic Markets #211: Private markets are a hive of activity
For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer...
210
Magic Markets #210: Tariff Tantrum
Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the...
209
Magic Markets #209: AI, Trump and turnarounds
As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into...
208
Magic Markets #208: Banking on banking
The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends...
207
Magic Markets #207: Retail turnarounds: high-risk, high reward?
Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South...