Good Value | Pragmatic Value Investing

Good Value | Pragmatic Value Investing

Por: Antipodes Partners
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.
60 episodios disponibles

Latest episodes of the podcast Good Value | Pragmatic Value Investing

Ian Harnett: A period of transition for global equities? 02/10/2025
The active vs passive investing debate (and how should your kids invest?) 28/08/2025
Antipodes Magnified | Q2 2025 Market Update (Audio Version) 01/08/2025
Why the macro could be getting riskier for stock market investors 24/07/2025
The market's best kept secret? Investing in global small and mid caps (SMIDs) 26/06/2025
China Market Lens: Stocks and Sectors to Watch 29/05/2025
How Antipodes is investing amid the Tariff War 29/04/2025
AI at an inflection point, but has the US mega cap tech sell-off got further to go? 30/03/2025
Tales from the trading desk & the evolving behaviour of stock markets 27/02/2025
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid) 31/01/2025
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure) 11/12/2024
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025? 27/11/2024
Policy, Politics & Potential: China insights with John Garnaut 28/10/2024
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2) 23/09/2024
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1) 27/08/2024
Australian banks vs US & European banks 26/07/2024
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch) 19/06/2024
Investing in a higher for longer world: tech, commodities, or both? 15/05/2024
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer 26/03/2024
State of play for EV stocks & the auto industry winners and losers 04/03/2024
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