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
6 days ago
6 days ago
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election.
Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch.
Key Times:
- Is the equity market ignoring the risks the bond market is pricing in? 1:00
- Tax cuts and fiscal deficits: 3:50
- Tariffs & immigration: will these policies be economically damaging? 8:30
- What impact will Trump's policies have on Fed policy & risk assets? 14:20
- Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30
- Mexican cement - the contrarian opportunity: 21:20
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
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