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
Monday Nov 29, 2021
Monday Nov 29, 2021
As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global energy markets?
Alison Savas and Max Shramchenko discuss Europe's energy crisis and examine three companies exposed to the natural gas sector - Coterra Energy (NYSE: CTRA), Exxon Mobil (NYSE: XOM) & Technip Energies (EPA: TE).
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