Good Value | Pragmatic Value Investing

Antipodes Partners
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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.

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

    5天前

    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 investing: 1:00 Current asset allocation trends: 6:40 How behavioural biases can set investors back: 10:00 Building resilience and diversification into protfolios: 12:00 Defining value: 18:00 Avoid market traps 22:30 How should your teenagers invest? 27:50 Content in this podcast should not be considered to be investment advice. It is general information only which doesn't consider your personal financial situation, objectives, or needs. Stock commentary should not be considered as recommedations to buy, hold, or sell any security. Seek professional advice before making investing decisions.

    35 分钟

  2. 8月1日

    Antipodes Magnified | Q2 2025 Market Update (Audio Version)

    A bonus audio version of our Q2 2025 market and portfolio positioning update.

    16 分钟

  3. 7月24日

    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.

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

    6月26日

    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 investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities. A must-listen for anyone considering allocating to global SMIDs. Key times: Why Antipodes launched a global SMIDs Fund: 0:45 Why investors should consider an allocation to global SMIDs: 3:00 The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00 Antipodes gobal SMID Fund performance: 18:00 Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50 Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.

    31 分钟
  5. China Market Lens: Stocks and Sectors to Watch

    5月28日

    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.

    21 分钟
  6. How Antipodes is investing amid the Tariff War

    4月28日

    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 adequately pricing tariff implications? 8:20 Can Europe and China stocks benefit from US tariffs? 10:00 Latin American markets to watch: 10:50 Is the current stock market broadening sustainable? 11:30

    14 分钟

  7. 3月30日

    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.

    26 分钟
  8. Tales from the trading desk & the evolving behaviour of stock markets

    2月26日

    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, and shortened investment horizons: 10:00 What can change market momentum? 13:30 The big dislocations in markets in 2025: 16:00 Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00 The implications of President Trump on stock markets: 20:50 More about Antipodes: https://antipodes.com/

    23 分钟
查看全部 59 集

关于

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.

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