Tag: Podcast
Antipodes’ approach to shorting
In this podcast episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to shorting and examine a recent short position in the Antipodes Global Fund.
RWE & Europe’s energy crunch
In this podcast episode, Alison Savas is joined by Dr Michael Müller, Chief Financial Officer of RWE (ETR:RWE) to discuss Europe’s energy crisis, decarbonisation and RWE’s operations.
The time for a contrarian mindset
In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.
The time for a contrarian mindset
In this quarterly market update on the Good Value Podcast, Jacob Mitchell and Alison Savas discuss the state of equity markets in Q2 2022 and Antipodes’ portfolio positioning.
Uncovering value amid the market sell off
In this podcast episode, Alison Savas is joined by Gianluca Romano, Executive Vice President and CFO of Seagate Technology (NASDAQ: STX).
Meta & the battle for digital advertising supremacy
In this podcast episode, Alison Savas is joined by one of the world’s leading authorities on digital advertising to discuss Meta and the online advertising landscape.
Quarterly market update: Stagflation, policy error risk & holding the line on China
Alison Savas discusses the key issues impacting markets in Q1 2022 along with how Antipodes has been positioning its portfolios.
Energy and commodity stocks: strengthening portfolios today, but what about the future?
In this podcast episode, Alison Savas and Graham Hay discuss Antipodes’ energy and commodity exposures and examine how the sectors are positioned, now and into the future.
Norsk Hydro: In discussion with Pål Kildemo
In this Good Value podcast episode, Alison Savas is joined by the Executive Vice President and CFO of Norsk Hydro. Norsk Hydro is a long-term holding in Antipodes’ global portfolios.
Global equities in 2022: Three key themes to watch
In this Good Value podcast episode, Jacob Mitchell and Alison Savas discuss three key themes for investors to watch in 2022 and share insights into the recent moves in global stock markets.