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
Sunday Apr 02, 2023
Sunday Apr 02, 2023
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge.
The episode also covers potential investment opportunities given the dislocation in US and European financials, including insights into our portfolio holdings UniCredit (BIT: UCG) and ING Group (AMS: INGA).
Key times:
- The unravelling of Silicon Valley Bank: 02:25
- The consequences of the SIVB crisis & longer term impacts on the banking system: 06:30
- The winners a losers in the global banking system moving forward: 14:00
- Credit Suisse and the European banking system: 17:50
- Looking for buying opportunities in global financials: 22:30
- What all this means for the Fed's next move: 25:40
More about Antipodes: https://antipodes.com/
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Stock commentary you hear in this episode is illustrative only and not a recommendation to buy, hold, or sell any security.
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