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 they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
Episodes
Tuesday Feb 01, 2022
Tuesday Feb 01, 2022
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 falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his views on the recent stock market moves and discusses 3 key themes to watch in 2022.
1:15 - Market commentary & the January 2022 big tech sell off
6:30 - Top theme to watch: Rising yields
8:55 - Top theme to watch: China's loosening monetary policy
12:50 - Top theme to watch: Europe in a "sweet spot"
17:20 - Stock to watch: Seagate Technology Holdings (NASDAQ: STX)
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