OM DENNE EPISODE
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.
Engelsk
USA
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SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Good Value | Pragmatic Value Investing.
ANDRE EPISODE I DENNE PODKAST
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.
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 participati…
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong inve…
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.
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.
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot.
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 adequate…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Antipodes Partners, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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