All Episodes

Magic Markets #273: Beyond NVIDIA - Mapping the AI Investment Stack

Magic Markets #272: REIT Returns and Red Flags

Magic Markets #271: Record Highs, Uneven Returns

Magic Markets #270: Holding Through Highs and Lows

Magic Markets #269: SaaSpocalypse - Surviving the Shock

Magic Markets #268: No One Brakes in Cairo - Except the Central Bank

Magic Markets #267: Oil and Toil - a Bruising Q1

Magic Markets #266: Dire Straits of Hormuz

Magic Markets #265: Iran and JSE Earnings Season Themes

Magic Markets #264: Portfolio Positioning for the AI Epoch (with David Eborall of SaltLight Capital)

Magic Markets #263: The Oil Trade

Magic Markets #262: Free Cash Flow - Friend or Foe? (with Dagon Sachs of Aylett & Co.)

Magic Markets #261: The AI Effect on Free Cash Flow

Magic Markets #260: Grocery Giants and the Value Retail Rotation

Magic Markets #259: Gold, Volatility and Asymmetrical Payoffs

Magic Markets #258: Stock Picking in Emerging Markets

Magic Markets #257: Investing in Copper with Mesh.Trade

Magic Markets #256: Geopolitics and Banana Republics

Magic Markets #255: Setting the Scene for 2026

Magic Markets #254: 2025 Scorecard – The Good, The Bad and The Macro

Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery

Magic Markets #252: G20 and AI Temperature Check

Magic Markets #251: How Sports Brands Win (And Lose)

Magic Markets #250: Specialty Retail - When Niche Works Nicely

Magic Markets #249: How Westbrooke Deploys Capital

Magic Markets #248: Stream Wars

Magic Markets #247: Investing in Property with Mesh.Trade and 27four

Magic Markets #246: To Hedge or Live on the Edge?

Magic Markets #245: How Big Deals Create Big Problems

Magic Markets #244: Buying Shovels in the X-Rush

Magic Markets #243: Hallucinations and Hype: AI Bubble Risks

Magic Markets #242: Defending quarterly reporting

Magic Markets #241: Catalysts and Meme Stocks

Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail

Magic Markets #239: Analysing Retailers

Magic Markets #238: Stablecoins with Mesh.Trade

Magic Markets #237: Buying Market Leaders

Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?

Magic Markets #235: Can Fast Food Stocks Keep Growing?

Magic Markets #234: How Do Banks Manage Their Balance Sheets?

Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers

Magic Markets #232: Hybrid Capital - Best of Both Worlds (with Westbrooke)

Magic Markets #231: Platinum and the cheese spread

Magic Markets #230: Insights from five global companies

Magic Markets #229: Macro World Tour

Magic Markets #228: Mesh.Trade and the Titans

Magic Markets #227: Saudi Aramco and Ferrari

Magic Markets #226: From Analyst to Entrepreneur

Magic Markets #225: US Downgrade and JPMorgan Views

Magic Markets #224: REITs Taking a Breather

Magic Markets #223: Nuggets from Omaha

Magic Markets #222: The Long and the Short of Day Trading

Magic Markets #221: Mesh.Trade - Unlocking Private Markets

Magic Markets #220: The Global Asset Ownership Web

Magic Markets #219: Trade Wars and Trading

Magic Markets #218: Consumer Conundrum

Magic Markets #217: Time for Africa?

Magic Markets #216: Europhoria - hype or the new hustle?

Magic Markets #215: The art of investing in art

Magic Markets #214: Tradition meets tech - buying gold on the blockchain

Magic Markets #213: Can Argentina-style reforms work in South Africa?

Magic Markets #212: Expropriation, exaggeration and exports - the bull case for SA agriculture

Magic Markets #211: Private markets are a hive of activity

Magic Markets #210: Tariff Tantrum

Magic Markets #209: AI, Trump and turnarounds

Magic Markets #208: Banking on banking

Magic Markets #207: Retail turnarounds: high-risk, high reward?

Magic Markets #206: The year ahead - buckle up!

Magic Markets #205: A year of gold, bitcoin and the US

Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade)

Magic Markets #203: Year in Review - Alternatives at Westbrooke

Magic Markets #202: The automotive sector race

Magic Markets #201: Trump Trades

Magic Markets #200: Big Tech, Big Opportunies?

Magic Markets #199: Making Forex Better

Magic Markets #198: What can we learn from market sector rotations?

Magic Markets #197: GNU follow-through - are businesses changing?

Magic Markets #196: The China Effect

Magic Markets #195: How to Read a Balance Sheet

Magic Markets #194: How to Interpret Profits

Magic Markets #193: How to Build a Bear Case

Magic Markets #192: How to Build a Bull Case

Magic Markets #191: The India Opportunity

Magic Markets #190: Is Quantum Computing the Next AI?

Magic Markets #189: Portfolio Construction with AnBro

Magic Markets #188: How to Research Stocks

Magic Markets #187: How to Prepare for a Crash

Magic Markets #186: Is the Automotive Sector a Good Investment?

Magic Markets #185: Why the US Election Matters for Everyone

Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas

Magic Markets #183: Investing in Global BRNDZ

Magic Markets #182: A GNU Dawn

Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more

Magic Markets #180: Home Country Bias

Magic Markets #179: Demystifying US Jobs Data

Magic Markets #178: Collision Politics

Magic Markets #177: Nvidia and Intuit

Magic Markets #176: Walmart and Under Armour

Magic Markets #175: Chipotle Mexican Grill and Wingstop

Magic Markets #174: Electrifying Stocks

Magic Markets #173: Forex at Future Forex

Magic Markets #172: Goldman Sachs and United Health Group

Magic Markets #171: Foot Locker and Nike

Magic Markets #170: Crypto Arbitrage - Don't Let Your Annual Allowance Go To Waste (with Future Forex)

Magic Markets #169: Accenture and FactSet

Magic Markets #168: Lululemon and FedEx

Magic Markets #167: Hidden Growth Gems - Madrigal and Myomo

Magic Markets #166: Are Chips the New Oil? - Saudi Aramco and Broadcom

Magic Markets #165: Domino's Pizza and Monster Beverage

Magic Markets #164: Cashbuild, Italtile and Home Depot

Magic Markets #163: Airbnb and Shopify

Magic Markets #162: Momentum in Alternative Assets

Magic Markets #161: Meta and Microsoft

Magic Markets #160: Tesla and Volkswagen

Magic Markets #159: Crocs and Birkenstock

Magic Markets #158: Citigroup and Bank of America

Magic Markets #157: Pandora and Swatch

Magic Markets #156: Oracle and Adobe

Magic Markets #155: Lululemon and SA Fashion Retail

Magic Markets #154: Dis-Chem and Ulta Beauty

Magic Markets #153: MultiChoice and Comcast

Magic Markets #152: Walmart and Target

Magic Markets #151: Balwin, Calgro M3 and D.R Horton

Magic Markets #150: Revisiting Dexcom

Magic Markets #149: Amazon and Alphabet

Magic Markets #148: Tesla and Netflix

Magic Markets #147: Tips For Trading with Garth Mackenzie

Magic Markets #146: McCormick and SA Food Stocks

Magic Markets #145: Southern Sun and Carnival Corporation

Magic Markets #144: JP Morgan and Standard Bank

Magic Markets #143: Adobe and Salesforce

Magic Markets #142: Investing in the World's Biggest Brands - BRNDZ

Magic Markets #141: Lululemon and Ulta Beauty

Magic Markets #140: Crocs and Nike

Magic Markets #139: Disney and Yum! Brands

Magic Markets #138: Caterpillar and Home Depot

Magic Markets #137: BESI - Your New Semiconductor Bestie

Magic Markets #136: Retail Stock Reality

Magic Markets #135: Our Recent Trades

Magic Markets #134: Rate Hikes, Banks and Consumers

Magic Markets #133: Weather, Wheat and Wandile Sihlobo

Magic Markets #132: Activision Acquisition

Magic Markets #131: How to Do Your Own Research (DYOR)

Magic Markets #130: Capital Structure 101

Magic Markets #129: Relief Rallies and Market Emotions

Magic Markets #128: Five with Trive - Chinese Stocks

Magic Markets #127: Are You Yearning For Yield?

Magic Markets #126: Crypto Arbitrage and the Future of Forex

Magic Markets #125: AnBro Stock Focus - IFF and RWAY

Magic Markets #124: Five with Trive - Artificial Intelligence

Magic Markets #123: Growth, Value and Five-Year Fun

Magic Markets #122: Anchoring Alternative Assets

Magic Markets #121: Buybacks, Banks and Big Spenders

Magic Markets #120: Banking On Our Banks

Magic Markets #119: AnBro Stock Focus - DEX and STAA

Magic Markets #118: The Equity Layer in Solar Investing

Magic Markets #117: Macro Themes with Rachel Ziemba

Magic Markets #116: Aston Martin on Track?

Magic Markets #115: Clean and Green US Stocks

Magic Markets #114: Private Debt and Property in a Rising Rate Environment

Magic Markets #113: Portfolio Winners and Losers

Magic Markets #112: The Brokerage Engine Room

Magic Markets #111: AI - Cutting Through the Hype

Magic Markets #110: Investable Businesses for Westbrooke

Magic Markets #109: 2023 Ideas with Herenya

Magic Markets #108: The Trive Tribe

Magic Markets #107: The 2023 Outlook

Magic Markets #106: The Global View with Marko Papic

Magic Markets #105: 2022 Recap with Herenya

Magic Markets #104: What's going on inside Premium?

Magic Markets #103: Alternatives - The Wealth Management View

Magic Markets #102: Themes in Big Tech

Magic Markets #101: Dynamic Compounding

Magic Markets #100: Market milestones

Magic Markets #99: What's happening in the UK?

Magic Markets #98: Answering Listeners' Questions

Magic Markets #97: Market Mistakes we all Make

Magic Markets #96: Looking to the Future

Magic Markets #95: Money in a Bear Market

Magic Markets #94: The Westbrooke Portfolio

Magic Markets #93: Macro Markets Mayhem

Magic Markets #92: Investing in the 'LatAm Blackstone'

Magic Markets #91: Investing in Solar

Magic Markets #90: The Herenya Portfolios

Magic Markets #89: Unwrapping our Research Process

Magic Markets #88: Growth is for stock pickers

Magic Markets #87: Investing in Mobile Home Parks

Magic Markets #86: Trading DMA vs. OTC

Magic Markets #85: US Earnings Season - July '22

Magic Markets #84: A First Half to Forget

Magic Markets #83: Tales from the Crypto

Magic Markets #82: Stories from Traders

Magic Markets #81: Hybrid Capital

Magic Markets #80: Hot Stocks vs. Hot Air

Magic Markets #79: Three Burning Questions

Magic Markets #78: A sneak peak at Premium

Magic Markets #77: Surviving bear markets

Magic Markets #76: Private Equity - there's more to investing

Magic Markets #75: Investing in Biotech

Magic Markets #74: Ukraine - a view from Eastern Europe

Magic Markets #73: (Ad)Venture Capital

Magic Markets #72: Taking Stock with Petri - April 2022

Magic Markets #71: Investing in Disruptors