Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, tend to grab the imagination of investors as they go through a turnaround.

In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the health of the retail industry. We then go into the process of a typical turnaround, along with the milestones that are usually seen.

Turnarounds in the retail sector are highly speculative and therefore offer strong rewards for those who get them right. This podcast will increase your understanding of how these turnarounds work.

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

To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives.

Get excited about the markets this year in this episode of Magic Markets, with a fast-paced overview of the big stuff that you should be following.

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

In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe.

And of course, we talked about the positive surprise of South Africa this year and how political change can drive investment returns.

As we look forward to another exciting year in the markets in 2025, this is the perfect way to cap off the Year of Elections worldwide.

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