In the final Magic Markets show of 2025, we looked back on a watershed year for geopolitics and the technology sector. With Moe focusing on the macro story and the performance of the various global asset classes, our resident ghost took a bottom-up approach and highlighted the performance of certain stocks in the portfolio.

From US banks through to energy counters and FMCG stocks that threw us a lemon (ahem), there’s much to reflect on. Join us as we bid goodbye to a wild year in the markets and prepare for 2026.

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