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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as th...
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas...
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some...
A bonus audio version of our Q3 2025 market and portfolio positioning update.
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined b...
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US jo...
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares...
A bonus audio version of our Q2 2025 market and portfolio positioning update.
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are sig...
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stoc...
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of t...
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. Key times: Thoughts on T...
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech...
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00...
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for globa...
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shar...
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election...
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportu...
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of...
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture...
Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the bi...
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sect...
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and comm...
Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of...
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: htt...
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market development...
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of the...
The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are...
Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the rece...
In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Sa...
At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they...
The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% off its all-time highs....
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded ind...
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities followin...
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quar...
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global fi...
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment. In this episode, S...
Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. In part 1 (1:00 - 15:00), Aliso...
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardw...
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis. They discuss wh...
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most...
Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shif...
German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time...
In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and A...
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofi...
Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ:...
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncer...
The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment t...
An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY). Norsk Hydro has been a long-t...
When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large...
Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare...