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
Thursday Feb 27, 2025
Thursday Feb 27, 2025
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.
Key Times:
- Steve reflects on trading through the mid 2000s: 2:00
- A trader's day: 4:00
- The evolution of stock markets - who can move markets today? 6:40
- The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
- What can change market momentum? 13:30
- The big dislocations in markets in 2025: 16:00
- Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
- The implications of President Trump on stock markets: 20:50
More about Antipodes: https://antipodes.com/
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