Tag: Podcast

Policy, Politics & Potential: China insights with John Garnaut

Alison Savas in conversation with China expert, John Garnaut.

28 Oct 2024

Trump vs Harris: How markets will respond to the US Presidential election outcome

The investment implications of the 2024 United States Presidential Election.

23 Sep 2024

Ian Harnett: Very unusual earnings concentration in US markets

Macro and market views with Ian Harnett from Absolute Strategy Research.

27 Aug 2024

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.

26 Jul 2024

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.

20 Jun 2024

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