Tag: Podcast
Policy, Politics & Potential: China insights with John Garnaut
Alison Savas in conversation with China expert, John Garnaut.
Trump vs Harris: How markets will respond to the US Presidential election outcome
The investment implications of the 2024 United States Presidential Election.
Ian Harnett: Very unusual earnings concentration in US markets
Macro and market views with Ian Harnett from Absolute Strategy Research.
If the next move for rates is down should investors bother with banks?
In this podcast episode, Alison Savas is joined by Portfolio Manager James Rodda to discuss investing in global financials.
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
In this podcast episode, Alison Savas is joined by Portfolio Manager John Stavliotis.
Investing in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Portfolio Manager Graham Hay.
Interview with Martin Daum, CEO of Daimler Truck
This podcast episodes takes listeners inside the world’s largest truck manufacturer.
Winners and losers in the auto industry
Alison Savas and Andy Gibson discuss the state of play in the global auto industry.
Has the worst case scenario for stock markets been averted?
Alison Savas is joined by Jacob Mitchell in this Q4 2023 market update.
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.