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

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Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023) 07/02/2024
2024 sector-specific stock market ideas (and what to avoid) 19/12/2023
A turning point for Brazilian stocks? 07/12/2023
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023) 07/11/2023
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin) 11/10/2023
3 stock ideas in one of the world’s most undervalued markets 31/08/2023
Quarterly Update: A stock market with no margin for error (Q2 2023) 03/08/2023
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about 13/07/2023
3 Chinese stocks to watch amid the rocky recovery 14/06/2023
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023) 04/05/2023
Life after SIVB and CS: Winners and losers in global financials 02/04/2023
Dr Christian Bruch on the energy transition 08/03/2023
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022) 05/02/2023
Antipodes’ sector-specific investment outlooks for 2023 21/12/2022
Investing in Emerging Markets 05/12/2022
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022) 04/11/2022
Antipodes’ approach to shorting 11/10/2022
RWE’s Michael Muller on Europe’s power crunch 27/08/2022
Quarterly update: The time for a contrarian mindset (Q2 2022) 02/08/2022
Seagate Technology : Uncovering value amid the Nasdaq bear market 26/06/2022
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