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Ian Harnett: A period of transition for global equities? artwork
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Ian Harnett: A period of transition for global equities?

Good Value by Antipodes Partners

Oct 2, 202525:36Business

Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US job market data: 1:10 Do Tariffs matter? 6:30 How enduring can the current market...

About This Episode

Ian Harnett: A period of transition for global equities? is an episode from Good Value by Antipodes Partners. Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking...

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Published Oct 2, 2025, 25:36 long, audio available.

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What is Ian Harnett: A period of transition for global equities? about?

Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US job market data: 1:10 Do Tariffs matter? 6:30 How enduring can the current market resilience be? 10:30 Is the AI trade in a bubble? 12:00 Emerging Markets, Europe and valuations outside the US: 21:00 Risks in markets heading in 2026: 24:10 What could surprise on the upside in 2026: 25:50 Ian’s biggest investing lessons: 28:00

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Ian Harnett: A period of transition for global equities? is an episode from Good Value by Antipodes Partners.

How long is this episode?

This episode is 25:36 long.

When was this episode published?

This episode was published on Oct 2, 2025.

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Where can I listen to Ian Harnett: A period of transition for global equities??

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Which podcast is this episode from?

Ian Harnett: A period of transition for global equities? is from Good Value by Antipodes Partners.

What are the episode details?

Published Oct 2, 2025 and 25:36 long