Tag: Podcast
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.
Omicron: The facts that matter for global investors
Just as the global economy started hitting its reopening stride, Omicron has seen uncertainty return. In this new Good Value podcast episode Dr Nick Cameron and Alison Savas discuss the Omicron threat and two key healthcare positions in Antipodes’ global portfolios.
Why we’re adding exposure to the natural gas sector
As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber.
Equity Mates: What is pragmatic value?
Hear insights into the Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1) portfolio and how the Antipodes investment team identifies pragmatic value opportunities across global equity markets.