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Listen "Ian Harnett: A period of transition for global equities?"
Episode Synopsis
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
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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