EP81: 2026 and beyond: Investing in a hype driven market - Antipodes

In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Jacob Mitchell, CIO and founder of Antipodes, to explore how pragmatic value investing can cut through market hype. Tune in to learn: What pragmatic value really looks like in today's market and how to use industry‑level insights to help avoid value and growth traps Why AI adopters, not AI hype stocks, can offer more sustainable long‑term opportunties and how to tell the difference Why Europe stands out, with resilient industrial companies and banks growing their margins at attractive valuations Why gold has strengthened, supported by tighter industry discipline, better operations and rising demand as countries diversify away from US‑dollar reserves Why relying on a handful of large, highly priced companies increases benchmark risk, and how active strategies can help navigate uncertainty