SA’s #Budget2021 is upon us. I separate my ‘wish list’ from what’s likely ahead of the speech.
Texas has no power, (not too dissimilar from SA). How should we build energy security and why do I think nuclear should be on the table?
This story is hot! Listen to the latest Episode of Magic Markest as I discuss #GameStop #WSB #shorting and what the democratization of finance means for how we approach our investments in this context.
What is the gamification of markets and what should it mean for our investment strategy?
Magic Markets – Episode 9
MMT and inflation
Join us as we unpack Modern Monetary Theory, inflation, interest rates and more!
The COVID remains front of mind as the second wave exacts its toll. I delve into the data around a vaccine and outline how I am seeing opportunity amidst chaos.
Has the value of our assets gone up or is it just the value of our money that has gone down? What’s the common denominator?
What is money? How do we measure our wealth and is it even appropriate?
Magic Markets – Episode 6
Sustainable Investing
Environmental and socially responsible investing are not mutually exclusive concepts to making money. ESG metrics are important elements of any investor toolkit. In the final Magic Markets episode for 2020, we unpack the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles.