Artificial Intelligence (AI) has been all the rage in recent times. Coming up just as quickly is quantum computing, an exciting new technology that has some potentially incredible use cases. To lift the lid on this trend and to identify how to consider investing in it, international geopolitical strategist Dimitri Zabelin joined us on this show.

If you enjoy Dimitri's work, and we strongly suspect that you will, you can check out Pantheon Insights on Substack.

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

Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return objectives? Portfolio construction is like the architecture of a house. Even with the best furniture inside that house, it doesn’t matter if the whole thing isn’t coherent and built to the right specifications for the owner.

To discuss portfolio construction, Craig Antonie of AnBro joined us on this show. Craig has built portfolios with growth, yield and quality themes, so his insights into this process are invaluable. For more information, visit the AnBro website.

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

As the Nikkei had a terrible day of historical significance and the world held its breath for what might happen on the Nasdaq, those who did the research before the time and had their wishlist ready were in the perfect position to buy their favourite stocks at a sale price. This is the power of having your finger on the pulse of what you want to own and at what price. Only doing that thinking as a crash happens is far too late.

In this episode, we discussed the reasons for the "flash crash" - or is that just a correction? - including an explanation of the yen carry trade. We also worked through how to prepare for the opportunities that a major sell-down presents.

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

The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money?

To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why.

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

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference.

In this episode, Mohammed Nalla took the lead with his views on the Democrat vs. Republican policy approaches and what they could mean for developed and emerging markets. If you ever wondered whether you need to pay attention to US politics, this show will put that thought to bed once and for all.

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

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitical trends affecting markets, economies and businesses.

In this podcast, we touched on US jobs data and what it tells us about consumers, an investment thesis for defense stocks (like Lockheed Martin) and various tech ideas ranging from Big Tech down to the frothy stocks that are a feature of Cathie Wood's world.

Take your market knowledge to the next level with Magic Markets.

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

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.

Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

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

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play.

And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story.

To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.

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

With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion.

And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen the level of adoption in Europe first-hand and experienced such cars, have the in-house views on EVs changed?

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