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
Friday Jan 31, 2025
Friday Jan 31, 2025
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities.
Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing.
Key Times:
- The Trump inauguration: what now for markets? 1:00
- Stocks vs bonds: mixed messages? 3:50
- The outlook for US equities in 2025: 8:00
- Are we on the cusp of a change in global fiscal impulse? 12:30
- Can Europe's valuation discount narrow? 17:30
- Outlook for Chinese equities: 19:50
- AI inflection point and big shifts in Central Bank gold buying: 22:50
- The bear case for Apple Inc (NASDAQ: AAPL): 28:30
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
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