Magic Markets

Magic Markets #209: AI, Trump and turnarounds


Listen Later

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 the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride.

And yet, there are some turnaround stories out there that had a great January. Is the market looking for value opportunities in unusual places based on fear of how far tech has run? Nike, Walgreens and Burberry have all been researched in Magic Markets Premium this month and we highlight that basket in this show. 

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

...more
View all episodesView all episodes
Download on the App Store

Magic MarketsBy The Finance Ghost and Moe-Knows

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Magic Markets

View all
The Knowledge Project by Shane Parrish

The Knowledge Project

2,674 Listeners

WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

20 Listeners

The Money Show by Radio 702

The Money Show

37 Listeners

BizNews Radio by BizNews

BizNews Radio

18 Listeners

Shapiroworld by Strictly Business by Strictly Business

Shapiroworld by Strictly Business

0 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

8 Listeners

The Asset Class by Strictly Business by Strictly Business

The Asset Class by Strictly Business

0 Listeners

Honest Money by Warren Ingram

Honest Money

10 Listeners

Talking with Traders by Echocast Radio

Talking with Traders

8 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

11 Listeners

Ideas That Matter Podcast by Vusi Thembekwayo by Vusi Thembekwayo

Ideas That Matter Podcast by Vusi Thembekwayo

133 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

354 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

992 Listeners

Ghost Wrap by The Finance Ghost

Ghost Wrap

1 Listeners

Ghost Stories by The Finance Ghost

Ghost Stories

0 Listeners