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 Mar 04, 2024
Monday Mar 04, 2024
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e
More about Antipodes: https://antipodes.com/
Key times:
- Shifting dynamics in the auto industry over the past 3 years: 1:00
- EV demand now below previous market expectations? 3:20
- The rise of Chinese automakers: 9:30
- Are hybrid electric vehicles here to stay? 19:00
- Solid state batteries & autonomous vehicles: 22:30
- Who will be the long term winners and losers in the global auto industry? 29:30
*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.
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