
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Dec 18, 2025 - 45:44
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The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fis...
Two-speed America: fiscal tailwinds, AI boom and market implications is an episode from Good Value by Antipodes Partners. The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Al...
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Published Oct 30, 2025, 22:44 long, audio available.