Magic Markets
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Magic Markets #267: Oil and Toil - a Bruising Q1
25 mins; April 01, 2026
Magic Markets #266: Dire Straits of Hormuz
22 mins; March 25, 2026
Magic Markets #265: Iran and JSE Earnings Season Themes
23 mins; March 18, 2026
Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)
28 mins; March 11, 2026
Magic Markets #263: The Oil Trade
22 mins; March 04, 2026
Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)
30 mins; February 25, 2026
Magic Markets #261: The AI Effect on Free Cash Flow
25 mins; February 18, 2026
Magic Markets #260: Grocery Giants and the Value Retail Rotation
27 mins; February 11, 2026
Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs
26 mins; February 04, 2026
Magic Markets #258: Stock Picking in Emerging Markets
23 mins; January 28, 2026
Magic Markets #257: Investing in Copper with Mesh.Trade
29 mins; January 21, 2026
Magic Markets #256: Geopolitics and Banana Republics
25 mins; January 14, 2026
Magic Markets #255: Setting the Scene for 2026
29 mins; January 07, 2026
Magic Markets #254: 2025 Scorecard – The Good, The Bad and The Macro
31 mins; December 10, 2025
Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery
19 mins; December 03, 2025
Magic Markets #252: G20 and AI Temperature Check
22 mins; November 26, 2025
Magic Markets #251: How Sports Brands Win (And Lose)
22 mins; November 19, 2025
Magic Markets #250: Specialty Retail - When Niche Works Nicely
23 mins; November 12, 2025
Magic Markets #249: How Westbrooke Deploys Capital
31 mins; November 05, 2025
Magic Markets #248: Stream Wars
24 mins; October 29, 2025
Magic Markets #247: Investing in Property with Mesh.Trade and 27four
33 mins; October 23, 2025
Magic Markets #246: To Hedge or Live on the Edge?
21 mins; October 15, 2025
Magic Markets #245: How Big Deals Create Big Problems
20 mins; October 08, 2025
Magic Markets #244: Buying Shovels in the X-Rush
18 mins; October 01, 2025
Magic Markets #243: Hallucinations and Hype: AI Bubble Risks
22 mins; September 24, 2025
Magic Markets #242: Defending quarterly reporting
21 mins; September 17, 2025
Magic Markets #241: Catalysts and Meme Stocks
20 mins; September 10, 2025
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
22 mins; September 03, 2025
Magic Markets #239: Analysing Retailers
24 mins; August 27, 2025
Magic Markets #238: Stablecoins with Mesh.Trade
31 mins; August 20, 2025
Magic Markets #237: Buying Market Leaders
21 mins; August 12, 2025
Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?
23 mins; August 06, 2025
Magic Markets #235: Can Fast Food Stocks Keep Growing?
31 mins; July 30, 2025
Magic Markets #234: How Do Banks Manage Their Balance Sheets?
22 mins; July 23, 2025
Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers
21 mins; July 16, 2025
Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)
29 mins; July 09, 2025
Magic Markets #231: Platinum and the cheese spread
20 mins; July 02, 2025
Magic Markets #230: Insights from five global companies
28 mins; June 25, 2025
Magic Markets #229: Macro World Tour
28 mins; June 18, 2025
Magic Markets #228: Mesh.Trade and the Titans
32 mins; June 11, 2025
Magic Markets #227: Saudi Aramco and Ferrari
27 mins; June 04, 2025
Magic Markets #226: From Analyst to Entrepreneur
22 mins; May 28, 2025
Magic Markets #225: US Downgrade and JPMorgan Views
25 mins; May 21, 2025
Magic Markets #224: REITs Taking a Breather
23 mins; May 14, 2025
Magic Markets #223: Nuggets from Omaha
34 mins; May 07, 2025
Magic Markets #222: The Long and the Short of Day Trading
29 mins; April 30, 2025
Magic Markets #221: Mesh.Trade - Unlocking Private Markets
35 mins; April 23, 2025
Magic Markets #220: The Global Asset Ownership Web
24 mins; April 16, 2025
Magic Markets #219: Trade Wars and Trading
27 mins; April 09, 2025
Magic Markets #218: Consumer Conundrum
19 mins; April 02, 2025
Magic Markets #217: Time for Africa?
25 mins; March 26, 2025
Magic Markets #216: Europhoria - hype or the new hustle?
26 mins; March 19, 2025
Magic Markets #215: The art of investing in art
28 mins; March 12, 2025
Magic Markets #214: Tradition meets tech - buying gold on the blockchain
33 mins; March 05, 2025
Magic Markets #213: Can Argentina-style reforms work in South Africa?
23 mins; February 26, 2025
Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture
35 mins; February 19, 2025
Magic Markets #211: Private markets are a hive of activity
30 mins; February 12, 2025
Magic Markets #210: Tariff Tantrum
26 mins; February 05, 2025
Magic Markets #209: AI, Trump and turnarounds
21 mins; January 29, 2025
Magic Markets #208: Banking on banking
26 mins; January 22, 2025
Magic Markets #207: Retail turnarounds: high-risk, high reward?
23 mins; January 15, 2025
Magic Markets #206: The year ahead - buckle up!
25 mins; January 08, 2025
Magic Markets #205: A year of gold, bitcoin and the US
22 mins; December 11, 2024
Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)
30 mins; December 04, 2024
Magic Markets #203: Year in Review - Alternatives at Westbrooke
28 mins; November 27, 2024
Magic Markets #202: The automotive sector race
28 mins; November 20, 2024
Magic Markets #201: Trump Trades
26 mins; November 13, 2024
Magic Markets #200: Big Tech, Big Opportunies?
25 mins; November 06, 2024
Magic Markets #199: Making Forex Better
24 mins; October 30, 2024
Magic Markets #198: What can we learn from market sector rotations?
21 mins; October 23, 2024
Magic Markets #197: GNU follow-through - are businesses changing?
29 mins; October 16, 2024
Magic Markets #196: The China Effect
30 mins; October 09, 2024
Magic Markets #195: How to Read a Balance Sheet
20 mins; October 02, 2024
Magic Markets #194: How to Interpret Profits
20 mins; September 25, 2024
Magic Markets #193: How to Build a Bear Case
20 mins; September 18, 2024
Magic Markets #192: How to Build a Bull Case
19 mins; September 11, 2024
Magic Markets #191: The India Opportunity
21 mins; September 04, 2024
Magic Markets #190: Is Quantum Computing the Next AI?
23 mins; August 28, 2024
Magic Markets #189: Portfolio Construction with AnBro
25 mins; August 21, 2024
Magic Markets #188: How to Research Stocks
23 mins; August 14, 2024
Magic Markets #187: How to Prepare for a Crash
22 mins; August 07, 2024
Magic Markets #186: Is the Automotive Sector a Good Investment?
22 mins; July 31, 2024
Magic Markets #185: Why the US Election Matters for Everyone
24 mins; July 25, 2024
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas
29 mins; July 17, 2024
Magic Markets #183: Investing in Global BRNDZ
30 mins; July 10, 2024
Magic Markets #182: A GNU Dawn
25 mins; July 03, 2024
Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more
23 mins; June 26, 2024
Magic Markets #180: Home Country Bias
25 mins; June 19, 2024
Magic Markets #179: Demystifying US Jobs Data
19 mins; June 12, 2024
Magic Markets #178: Collision Politics
25 mins; June 05, 2024
Magic Markets #177: Nvidia and Intuit
22 mins; May 29, 2024
Magic Markets #176: Walmart and Under Armour
24 mins; May 22, 2024
Magic Markets #175: Chipotle Mexican Grill and Wingstop
23 mins; May 15, 2024
Magic Markets #174: Electrifying Stocks
33 mins; May 08, 2024
Magic Markets #173: Forex at Future Forex
20 mins; May 01, 2024
Magic Markets #172: Goldman Sachs and United Health Group
22 mins; April 24, 2024
Magic Markets #171: Foot Locker and Nike
24 mins; April 17, 2024
Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)
24 mins; April 10, 2024
Magic Markets #169: Accenture and FactSet
21 mins; April 03, 2024
Magic Markets #168: Lululemon and FedEx
20 mins; March 27, 2024