Agriculture

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

Magic Markets2025-02-19T17:32:34+02:00

Listen to the show here: Description: Wandile Sihlobo is an agricultural economist, an advisor to President Ramaphosa and one of the leading voices in the agriculture space in South Africa. We value his balanced views and his approach to what he does, so we invited Wandile to join us at a time when South Africans are divided rather than united. Dealing with topics like expropriation, the view of Afrikaans commercial farmers in response to the US approrach to offering refugee status, the rate of transformation in land ownership as well as common misconceptions around AGOA, this is a hard-hitting discussion that [...]

Magic Markets #212: Expropriation, exaggeration and exports – the bull case for SA agricultureMagic Markets2025-02-19T17:32:34+02:00

Magic Markets Ep190: Is Quantum Computing the Next AI?

Magic Markets2024-08-28T14:58:37+02:00

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.

Magic Markets Ep190: Is Quantum Computing the Next AI?Magic Markets2024-08-28T14:58:37+02:00

Magic Markets Ep182: A GNU Dawn

Magic Markets2024-07-03T23:33:27+02:00

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.

Magic Markets Ep182: A GNU DawnMagic Markets2024-07-03T23:33:27+02:00

Deere & Co: Tractors-as-a-Service

Magic Markets2023-09-06T22:13:26+02:00

Deere & Co is like the Apple of tractors, with technologically advanced products and a recognition of the value of building an as-a-service business with recurring income. Historical financial performance is strong to say the least, with this industrial stalwart making a strong case as a buy-and-forget stock. But what does the near-term view suggest?

Deere & Co: Tractors-as-a-ServiceMagic Markets2023-09-06T22:13:26+02:00

Magic Markets Ep133: Weather, Wheat and Wandile Sihlobo

Magic Markets2023-07-12T20:57:12+02:00

With snow in Johannesburg, we found this a good time to get into a discussion with Wandile Sihlobo to unpack the changing weather patterns and what it means for the different agricultural sectors. We also discuss the investment case for South African agriculture as a whole.

Magic Markets Ep133: Weather, Wheat and Wandile SihloboMagic Markets2023-07-12T20:57:12+02:00

Magic Markets Ep29: Investing in Agri

Magic Markets2021-09-07T12:09:59+02:00

We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak [...]

Magic Markets Ep29: Investing in AgriMagic Markets2021-09-07T12:09:59+02:00

Magic Markets Ep5: GDP – we shake the tree

Magic Markets2021-09-07T12:10:16+02:00

All great startups must evolve with time and Magic Markets is no different. We've decided to do two shows per week, because there's so much to talk about and we are having a lot of fun This also means that each episode will be shorter, which means you'll find it easier to find a gap in your day to listen to our discussions on interesting market concepts, themes and movements. In Episode 5, we discuss GDP: What is it? Why is it important? How is South Africa doing? What should you be careful of when interpreting it? This episode is sponsored [...]

Magic Markets Ep5: GDP – we shake the treeMagic Markets2021-09-07T12:10:16+02:00

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