Magic Markets #209: AI, Trump and turnarounds

As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride.

And yet, there are some turnaround stories out there that had a great January. Is the market looking for value opportunities in unusual places based on fear of how far tech has run? Nike, Walgreens and Burberry have all been researched in Magic Markets Premium this month and we highlight that basket in this show. 

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