The Unphiltered Take

Philip Bahoshy
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Everyone tells you what the markets did. Almost no one tells you what it means, or what the consensus is about to get wrong. Every Monday, The Unphiltered Take gives you one unfiltered read on the week that moved global markets, the private capital moving quietly through the Middle East and emerging markets, and the geopolitics tying them together. Hosted by Philip Bahoshy, founder of MAGNiTT: markets, money, and geopolitics from an operator inside the market, not an observer on the sidelines. Strong views, backed by data. New episodes every Monday. Follow now.

Episodes

  1. 3d ago

    Oil +6%, MENA late-stage: $0. Why the two are connected

    Something happened this weekend that almost nobody in regional venture is watching. The 60-day free-transit clause in the June 17th US-Iran MOU quietly expired. There is no successor deal. Iran is signalling transit fees. The White House says fees are unacceptable. And in 15 days, September arrives and the international community is expected back in the Gulf. This is not a headline that moves the S&P. It is a headline that decides where regional private capital sits for the rest of the year. In episode 2, Philip walks through why sustained high oil is a two-sided compression on MENA private capital, unpacks the five pressure points from the new MAGNiTT Impact of Regional Conflict on VC report, and lands on what regional GPs, founders, and international LPs can actually do in the next 60 days. In this episode Why last week was the quietest of the year on the tape, and why that is not the storyThe June 17th MOU, the 60-day clock, and what expired this weekendTwo-sided compression: why the sovereign oil windfall is not reaching ventureThe five pressure points from the new MAGNiTT report, five months inMGTI at 95.2 while the S&P sets records: the decoupling made visible (report here)Three concrete moves for GPs, founders, and international LPs before September Companion piece to this week's #unphiltered insights newsletter. Subscribe on LinkedIn Send your questions and views to philip@magnitt.com. The best ones get read on next week's show.

  2. Aug 10

    Record highs on a jobs shock. MENA deals −41%: what the headlines miss

    Summer is supposed to be the quiet season. It was anything but... In this first episode: the two weeks where the market broke, got a head-fake on oil, then round-tripped all the way to record highs on the back of a weak jobs report. My read on rates and oil. And the part almost nobody translates, what all of it actually means for MENA. In this episode: - The round trip: the worst Dow day since April 2025, then six straight sessions to records - Why a jobs print of minus 23,000 sent stocks higher, not lower - My call on rates (no hike this year) and the one risk I'm actually watching: oil - MENA's very different market: the MAGNiTT Tech Index down 4.6% in July, with no AI names to ride the trade - H1 venture: funding down 22%, deal count down 41% to a multi-year low, and why the money masks the real story - Regional capital stepped up as international pulled back, and why the UAE's headline number hides real concentration - Three questions I'm carrying into the second half By the numbers: - S&P 500 +3.58% on the week, a record close; Nasdaq +5.19% - Brent crude −7.29% - MENA H1: $1.35B funding (−22% YoY), 214 deals (−41% YoY) - Two mega-deals took 36% of all H1 capital Got a question on markets, venture, or the region? Send it to philip@magnitt.com. I pick two or three every week and answer them on the show. Read the full written edition in the #unphiltered newsletter, and follow the show so it lands in your feed every Monday. Markets, money, and geopolitics. Unphiltered. Venture and index data via MAGNiTT.

  3. Trailer

    Trailer: Global markets, Middle East money, unphiltered

    The trailer for The Unphiltered Take with Philip Bahoshy. Everyone tells you what the markets did. Almost no one tells you what it means for MENA markets. Every Monday, one unfiltered read on global markets, the private capital moving through the Middle East and emerging markets, and the geopolitics tying them together. From an operator inside the market, not an observer on the sidelines. Hit Follow so you don't miss episode one. You can find all MAGNiTT research on our website.

Trailer

About

Everyone tells you what the markets did. Almost no one tells you what it means, or what the consensus is about to get wrong. Every Monday, The Unphiltered Take gives you one unfiltered read on the week that moved global markets, the private capital moving quietly through the Middle East and emerging markets, and the geopolitics tying them together. Hosted by Philip Bahoshy, founder of MAGNiTT: markets, money, and geopolitics from an operator inside the market, not an observer on the sidelines. Strong views, backed by data. New episodes every Monday. Follow now.

Information

  • Creator
    Philip Bahoshy
  • Years Active
    2026
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Philip Bahoshy
  • Show Website
    The Unphiltered Take