5 Antipodes sector specialists on the stocks and key trends to watch in 2026
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas...
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Good Value
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...
Episodes
20 of 64 episodes
Opportunities in global small and mid-cap companies
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some...
Antipodes Magnified | Q3 2025 Market Update (Audio Version)
A bonus audio version of our Q3 2025 market and portfolio positioning update.
Two-speed America: fiscal tailwinds, AI boom and market implications
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined b...
Ian Harnett: A period of transition for global equities?
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US jo...
The active vs passive investing debate (and how should your kids invest?)
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares...
Antipodes Magnified | Q2 2025 Market Update (Audio Version)
A bonus audio version of our Q2 2025 market and portfolio positioning update.
Why the macro could be getting riskier for stock market investors
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are sig...
The market's best kept secret? Investing in global small and mid caps (SMIDs)
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stoc...
China Market Lens: Stocks and Sectors to Watch
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of t...
How Antipodes is investing amid the Tariff War
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. Key times: Thoughts on T...
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech...
Tales from the trading desk & the evolving behaviour of stock markets
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00...
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for globa...
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shar...
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election...
Policy, Politics & Potential: China insights with John Garnaut
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportu...
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of...
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture...
Australian banks vs US & European banks
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...