Two-speed America: fiscal tailwinds, AI boom and market implications
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
They also discuss where Antipodes is finding value in today's market.
Can the good times keep rolling in the US: 1:00
How critical is fiscal stimulus to US exceptionalism: 5:20
Can AI capex offset any weakness in consumption: 8:50
A stock that could be one of the largest gainers in incremental AI spend: 12:50
Daikin Industries (6367.T) - both cyclical and structural opportunities: 16:40
How we would respond if the US starts to deteriorate: 19:15
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22:44
Ian Harnett: A period of transition for global equities?
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research.
Key times:
Breaking down US job market data: 1:10
Do Tariffs matter? 6:30
How enduring can the current market resilience be? 10:30
Is the AI trade in a bubble? 12:00
Emerging Markets, Europe and valuations outside the US: 21:00
Risks in markets heading in 2026: 24:10
What could surprise on the upside in 2026: 25:50
Ian’s biggest investing lessons: 28:00
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25:36
The active vs passive investing debate (and how should your kids invest?)
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle.
Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive.
Key times:
Active vs passive investing: 1:00
Current asset allocation trends: 6:40
How behavioural biases can set investors back: 10:00
Building resilience and diversification into protfolios: 12:00
Defining value: 18:00
Avoid market traps 22:30
How should your teenagers invest? 27:50
Content in this podcast should not be considered to be investment advice. It is general information only which doesn't consider your personal financial situation, objectives, or needs. Stock commentary should not be considered as recommedations to buy, hold, or sell any security. Seek professional advice before making investing decisions.
A bonus audio version of our Q2 2025 market and portfolio positioning update.
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Why the macro could be getting riskier for stock market investors
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape.
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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