Good Value | Pragmatic Value Investing

Oct 27 2024 48 ep. 30 mins 28
Good Value | Pragmatic Value Investing Podcast artwork

A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.

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Policy, Politics & Potential: China insights with John Garnaut

Oct 27 2024 44 mins  
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies. Key times: Analysing the shifts in investor sentiment towards Chin

Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

Sep 22 2024 27 mins  
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The composition of Congress - a clean sweep or not? 4:00 Key policy areas relevant for stock ma

"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

Aug 26 2024 46 mins  
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. This is part 1 of a 2-part interview. Key Times: What Fed Governors are thinking right now: 1:40 US macro + takes on recent economic data: 5:00 Is the good news all p

Australian banks vs US & European banks

Jul 25 2024 29 mins  
Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher. But what if the next move for policy rates is down? Should investors stick with banks? Antipodes Portfolio Manager James Rodda and Alison Sa

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Jun 18 2024 34 mins  
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations from a recent research trip

Investing in a higher for longer world: tech, commodities, or both?

May 14 2024 25 mins  
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it keep powering ahead? 1:00 Meaningful moves in tech stocks: 5:00 Nvidia (NASDAQ:NVD

Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer

Mar 25 2024 33 mins  
Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. More about Antipodes: https://antipodes.com/

State of play for EV stocks & the auto industry winners and losers

Mar 03 2024 34 mins  
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid electric vehicles here to stay? 19:00 Soli

Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)

Feb 06 2024 30 mins  
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL). Key times: Has the Fed pulled off a soft landing? 1:0

2024 sector-specific stock market ideas (and what to avoid)

Dec 18 2023 34 mins  
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager. Stock to watch: Taiwan Semiconduc