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
3 days ago
3 days ago
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot.
Key times:
Thoughts on Trump's '90-day pause': 1:00
How damaging could big China tariffs be? 2:20
Tariff implications for inflation and economic growth: 5:00
Is the market adequately pricing tariff implications? 8:20
Can Europe and China stocks benefit from US tariffs? 10:00
Latin American markets to watch: 10:50
Is the current stock market broadening sustainable? 11:30
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.