Nov 26 2024 25 mins 4
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election.
Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch.
Key Times:
- Is the equity market ignoring the risks the bond market is pricing in? 1:00
- Tax cuts and fiscal deficits: 3:50
- Tariffs & immigration: will these policies be economically damaging? 8:30
- What impact will Trump's policies have on Fed policy & risk assets? 14:20
- Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30
- Mexican cement - the contrarian opportunity: 21:20
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
