Magic Markets

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

  In the final Magic Markets show of 2025, we looked back on a watershed year for geopolitics and the technology sector. With Moe focusing on the macro story and the performance of the various global asset classes, our resident ghost took a bottom-up approach and highlighted the performance of certain stocks in the portfolio. From US banks through to energy counters and FMCG stocks that threw us a lemon (ahem), there’s much to reflect on. Join us as we bid goodbye to a wild year in the markets and prepare for 2026. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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

  With news breaking of Netflix joining the bidding war for Warner Bros. Discovery and looking to potentially make a huge cash offer to get their hands on the studios, this was a good opportunity to look back at the streaming wars that we've recently covered. It also gave us the perfect opportunity to discuss general M&A concepts, especially the risks that come with the opportunities. This is topical given our work in Magic Markets Premium this week where we focused on Dick's Sporting Goods now that the Foot Locker deal has closed. M&A always captures the imagination of investors, but caution is warranted. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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• Magic Markets #252: G20 and AI Temperature Check

  With the G20 in the rearview mirror in South Africa, we took the opportunity to discuss Moe's views on the geopolitical shenanigans from a North American perspective (for the benefit of new listeners: he has lived in Canada for several years). We also talked about the other big theme at the moment: AI and technology stocks, particularly in light of some pretty nasty sell-offs. Having just covered NVIDIA in Magic Markets Premium, this was a good opportunity to take a look at how some of the big names have performed this year. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.  

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

  On Holding might have an awkward name, but the company counts Roger Federer among its early investors and biggest endorsements. Thanks to Nike's missteps during the pandemic, ON was able to win market share in core categories like running and tennis shoes. Once that foundation is established, the opportunity is there to expand into apparel. With On Holding as our research topic in Magic Markets Premium this week, we decided to dedicate Ep251 of Magic Markets to discussing how its story compares to the likes of Nike and Lululemon - and what we can learn from those names about the risks of this sector. Names like Dick's Sporting Goods also made an appearance in this show. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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

  Specialty retail is a fascinating sector on the global stage. It includes companies like Dick's Sporting Goods and Build-A-Bear, with the latter being our latest research topic in Magic Markets Premium. But what is it about these retailers that makes them both interesting and risky? And in South Africa, what is the lay of the land with specialty retailers and why don't we see more of them on the JSE? As we celebrate 250 episodes of Magic Markets, join us for a fun discussion on retailers that focus on doing just a few things really well - with varying results. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

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