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 Sep 23, 2024
Monday Sep 23, 2024
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election.
Key Times:
- The Trump vs Harris Debate - thoughts and observations: 1:00
- The battleground states: 2:00
- The composition of Congress - a clean sweep or not? 4:00
- Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
- Will Trump repeal the Inflation Reduction Act? 10:00
- Why Trump's big tariff plans could only be a threat: 12:40
- How will investment markets react to a Trump or Harris win: 18:00
- Foreign policy & implications on Europe: 20:50
- Episode summary: 22:00
More about Antipodes Partners: https://antipodes.com/
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