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
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
Alison Savas and James Rodda discuss the three big topics that dominated market news in Q3 2021 - inflation, energy shortages and China's economy. They also discuss the investment case for new portfolio holding, Frontier Communications (NASDAQ: FYBR).
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