With the dust barely settled on the US election, Dimitri Zabelin of Pantheon Insights joined us to bring his international geopolitical lens to the show. We talked about the possible impacts of Trump's economy and social policies on inflation, interest rates and the strength of the US economy. We also talked about a few trade ideas related to the Trump victory, as well as the positioning of Elon Musk in all this.
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.
With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently. In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022. Simon Property Group is the kind of business that many would choose as a defensive stock, [...]
Use the podcast player below to listen to our discussion on Lockheed Martin and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 March 2022) The jets fly off the radar, thanks to cutting-edge stealth technology. For investors, Lockheed Martin is firmly on the radar. We live in a very disturbing time, where WWIII is trending on Twitter and our social media feeds are full of painful and heartbreaking images. The reality is that humans suck, have sucked for a long time and continue to suck. Whether we fight each other with swords or jets, this seems [...]
Get notified about updates and be the first to get early access to new episodes.
© Copyright 2025 | Magic Markets | All Rights Reserved
