Tag: Podcast

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

In this episode Alison Savas is joined by Portfolio Manager Graham Hay.

15 May 2024

Interview with Martin Daum, CEO of Daimler Truck

This podcast episodes takes listeners inside the world’s largest truck manufacturer.

27 Mar 2024

Winners and losers in the auto industry

Alison Savas and Andy Gibson discuss the state of play in the global auto industry.

04 Mar 2024

Has the worst case scenario for stock markets been averted?

Alison Savas is joined by Jacob Mitchell in this Q4 2023 market update.

08 Feb 2024

2024 outlooks for 5 key sectors

In our final podcast 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, along wth one stock or part of the market they believe investors should avoid.

19 Dec 2023

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.

07 Dec 2023

Global oil market dynamics amid geopolitical instability

This quarterly market update delves into how recent geopolitical instability is impacting the global oil market.

08 Nov 2023

Building a more energy efficient future

In this episode of the Good Value podcast Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO).

11 Oct 2023

Opportunities in one of the world’s most undervalued stock markets

At around 11x times forward earnings, UK equities are the cheapest in the developed world. Alison Savas and James Rodda discuss the opportunities this presents for investors.

31 Aug 2023

A stock market with no margin for error

In this quarterly update episode, Alison Savas and Rameez Sadikot discuss what the narrow performance in equities really means, along with how the macro backdrop could impact markets into the third quarter of 2023.

03 Aug 2023