PODCAST · business
Good Value | Pragmatic Value Investing
by Antipodes Partners
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Episodes
-
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead. Key times: 1:00 | Graham Hay - Industrials (Honeywell International Inc) 8:30 | Nick Cameron - Healthcare (Merck & Co Inc) 17:30 | Max...
-
Opportunities in global small and mid-cap companies
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). Stock commentary is illustrative only. Not a recommendation to buy, hold, or…
more -
Antipodes Magnified | Q3 2025 Market Update (Audio Version)
A bonus audio version of our Q3 2025 market and portfolio positioning update.
-
Two-speed America: fiscal tailwinds, AI boom and market implications
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping...
-
Ian Harnett: A period of transition for global equities?
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,...
-
The active vs passive investing debate (and how should your kids invest?)
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive. Key times: Active vs passive...
-
Antipodes Magnified | Q2 2025 Market Update (Audio Version)
A bonus audio version of our Q2 2025 market and portfolio positioning update.
-
Why the macro could be getting riskier for stock market investors
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape.
-
The market's best kept secret? Investing in global small and mid caps (SMIDs)
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...
-
China Market Lens: Stocks and Sectors to Watch
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.
-
How Antipodes is investing amid the Tariff War
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…
more -
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
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.
-
Tales from the trading desk & the evolving behaviour of stock markets
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 participation…
more -
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key…
more -
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer...
-
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch. Key Times: Is the equity…
more -
Policy, Politics & Potential: China insights with John Garnaut
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and...
-
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The...
-
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. This is part 1 of a 2-part interview. Key Times: What Fed Governors are thinking...
-
Australian banks vs US & European banks
Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher. But what if the next move for policy rates is down? Should...
-
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager...
-
Investing in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it...
-
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi…
more -
State of play for EV stocks & the auto industry winners and losers
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The...
-
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment…
more -
2024 sector-specific stock market ideas (and what to avoid)
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay…
more -
A turning point for Brazilian stocks?
The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes Investment Director) and…
more -
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes Investment Director) is joined by...
-
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries...
-
3 stock ideas in one of the world’s most undervalued markets
At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world. In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest…
more -
Quarterly Update: A stock market with no margin for error (Q2 2023)
The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% off its all-time highs. But it’s the seven largest US tech stocks which have contributed half of the performance in global equities this quarter and calendar year. In this…
more -
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms. In this conversation with Alison Savas, Ian discusses why he believes the west has a "vanishingly small" chance of...
-
3 Chinese stocks to watch amid the rocky recovery
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded. The domestic recovery has been slower than expected and exports continue to be weighed down by economic deterioration...
-
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the cusp of the closely-watched Fed pivot. But will the pivot come as...
-
Life after SIVB and CS: Winners and losers in global financials
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge. The episode also covers potential investment opportunities given the dislocation in…
more -
Dr Christian Bruch on the energy transition
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment. In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offshore wind), the role of gas, and shares...
-
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. In part 1 (1:00 - 15:00), Alison and Rameez discuss the state of global equities - including Antipodes' views on markets and the macro in the US, Europe and China. In part 2 (15:00…
more -
Antipodes’ sector-specific investment outlooks for 2023
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardware, Industrials and Commodities Healthcare Domestic Asia and EM Domestic Developed Markets. This is our final episode for the year. We thank you all for...
-
Investing in Emerging Markets
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis. They discuss why investors should consider Emerging Markets now, along with some of the key opportunities across emerging economies - including Mexico, Indonesia and Brazil.
-
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most significant issues dominating the macroeconomic backdrop for global investors as we move into the final quarter of the calendar year. In Part 1 (00:30) of…
more -
Antipodes’ approach to shorting
Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shifted. Portfolio protection has come back to the fore with the S&P 500 shedding around a quarter of its value so far this year, and concerns about global...
-
RWE’s Michael Muller on Europe’s power crunch
German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time working towards ambitious decarbonisation targets. In this episode, Alison Savas, talks to RWE's Chief Financial Officer, Michael Muller on the energy…
more -
Quarterly update: The time for a contrarian mindset (Q2 2022)
In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and Antipodes bigger picture views on global investing and portfolio positioning.
-
Seagate Technology : Uncovering value amid the Nasdaq bear market
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable tech stocks that have been hit the hardest - down almost 60% this year. But amid these sell offs, there can be category leaders that fall to attractive...
-
Meta & the battle for digital advertising supremacy
Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is positioned following the recent fall in its stock price. Key discussion points include: 4:00: Overview of how online advertise works today. 7:30: The...
-
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech...
-
Energy and commodities: strengthening portfolios today, but what about the future?
The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the…
more -
Norsk Hydro: An aluminium giant for the new world
An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY). Norsk Hydro has been a long-term holding in Antipodes' global portfolios. While it is one of the largest producers of aluminium globally, it is also has one of the lowest carbon…
more -
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his...
-
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment case for Antipodes' key healthcare holdings,...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Good Value | Pragmatic Value Investing have?
Good Value | Pragmatic Value Investing currently has 64 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Good Value | Pragmatic Value Investing about?
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
How often does Good Value | Pragmatic Value Investing release new episodes?
Good Value | Pragmatic Value Investing has 64 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Good Value | Pragmatic Value Investing?
You can listen to Good Value | Pragmatic Value Investing on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Good Value | Pragmatic Value Investing?
Good Value | Pragmatic Value Investing is created and hosted by Antipodes Partners.
URL copied to clipboard!