Tag: Podcast
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.
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.
Global oil market dynamics amid geopolitical instability
This quarterly market update delves into how recent geopolitical instability is impacting the global oil market.
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).
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.
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.
In conversation with Ian Harnett | Can the west sidestep recession?
In this podcast episode, Alison Savas is joined by Ian Harnett, the founder and chief investment strategist of Absolute Strategy Research.