Agriculture

Magic Markets Ep190: Is Quantum Computing the Next AI?

2024-08-28T14:58:37+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?2024-08-28T14:58:37+02:00

Magic Markets Ep182: A GNU Dawn

2024-07-03T23:33:27+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 Dawn2024-07-03T23:33:27+02:00

Deere & Co: Tractors-as-a-Service

2023-09-06T22:13:26+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-Service2023-09-06T22:13:26+02:00

Magic Markets Ep133: Weather, Wheat and Wandile Sihlobo

2023-07-12T20:57:12+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 Sihlobo2023-07-12T20:57:12+02:00

Magic Markets Ep29: Investing in Agri

2021-09-07T12:09:59+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 Agri2021-09-07T12:09:59+02:00

Magic Markets Ep5: GDP – we shake the tree

2021-09-07T12:10:16+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 tree2021-09-07T12:10:16+02:00
Go to Top