All Episodes

5 Antipodes sector specialists on the stocks and key trends to watch in 2026

Opportunities in global small and mid-cap companies

Antipodes Magnified | Q3 2025 Market Update (Audio Version)

Two-speed America: fiscal tailwinds, AI boom and market implications

Ian Harnett: A period of transition for global equities?

The active vs passive investing debate (and how should your kids invest?)

Antipodes Magnified | Q2 2025 Market Update (Audio Version)

Why the macro could be getting riskier for stock market investors

The market's best kept secret? Investing in global small and mid caps (SMIDs)

China Market Lens: Stocks and Sectors to Watch

How Antipodes is investing amid the Tariff War

AI at an inflection point, but has the US mega cap tech sell-off got further to go?

Tales from the trading desk & the evolving behaviour of stock markets

Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)

US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?

Policy, Politics & Potential: China insights with John Garnaut

Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

Australian banks vs US & European banks

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Investing in a higher for longer world: tech, commodities, or both?

Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer

State of play for EV stocks & the auto industry winners and losers

Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)

2024 sector-specific stock market ideas (and what to avoid)

A turning point for Brazilian stocks?

Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)

Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)

3 stock ideas in one of the world’s most undervalued markets

Quarterly Update: A stock market with no margin for error (Q2 2023)

Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about

3 Chinese stocks to watch amid the rocky recovery

Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)

Life after SIVB and CS: Winners and losers in global financials

Dr Christian Bruch on the energy transition

Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)

Antipodes’ sector-specific investment outlooks for 2023

Investing in Emerging Markets

Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)

Antipodes’ approach to shorting

RWE’s Michael Muller on Europe’s power crunch

Quarterly update: The time for a contrarian mindset (Q2 2022)

Seagate Technology : Uncovering value amid the Nasdaq bear market

Meta & the battle for digital advertising supremacy

Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

Energy and commodities: strengthening portfolios today, but what about the future?

Norsk Hydro: An aluminium giant for the new world

Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Europe‘s energy crisis

Quarterly update: Inflation, energy & China‘s economy (Q3 2021)

Uncovering ESG investing opportunities

Finding value in big tech

Quarterly update: Outlook for global equities (Q2 2021)

Antipodes' approach to investing in China

Challenging the inflation consensus

Quarterly update: The emergence of new market leaders (Q1 2021)

Tesla, Volkswagen and the race for EV domination

The tech behind big tech - why semiconductors are like shovels in a gold rush

Why investors can't ignore decarbonisation

Investing in the reopening

US election: Two pathways, one destination for markets

The pathway to COVID-19 vaccination