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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…
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…
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. 
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.
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…
Отказ от ответственности: Подкаст и иллюстрации, встроенные в эту страницу, взяты из Antipodes Partners, который является собственностью его владельца и не связан или не одобрен Listen Notes, Inc.