Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipodes team's best investment ideas.Â
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20:45
How Antipodes is investing amid the Tariff War
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot.Â
Key times:
Thoughts on Trump's '90-day pause': 1:00
How damaging could big China tariffs be? 2:20
Tariff implications for inflation and economic growth: 5:00
Is the market adequately pricing tariff implications? 8:20
Can Europe and China stocks benefit from US tariffs? 10:00
Latin American markets to watch: 10:50
Is the current stock market broadening sustainable? 11:30
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13:35
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.
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25:54
Tales from the trading desk & the evolving behaviour of stock markets
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.Â
Key Times:
Steve reflects on trading through the mid 2000s: 2:00
A trader's day: 4:00
The evolution of stock markets - who can move markets today? 6:40
The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
What can change market momentum? 13:30
The big dislocations in markets in 2025:Â 16:00
Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
The implications of President Trump on stock markets: 20:50
More about Antipodes: https://antipodes.com/
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22:58
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities.
Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing.
Key Times:
The Trump inauguration: what now for markets? 1:00
Stocks vs bonds: mixed messages? 3:50
The outlook for US equities in 2025: 8:00
Are we on the cusp of a change in global fiscal impulse? 12:30
Can Europe's valuation discount narrow? 17:30
Outlook for Chinese equities: 19:50
AI inflection point and big shifts in Central Bank gold buying: 22:50
The bear case for Apple Inc (NASDAQ: AAPL): 28:30
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.Â
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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