![Good Value | Pragmatic Value Investing](https://pbcdn1.podbean.com/imglogo/image-logo/8928996/GVP_DESIGNa0q95.png)
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
![Meta & the battle for digital advertising supremacy](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/20220531_EpisodeArtwork_1400x1400px86r1f_300x300.jpg)
Wednesday Jun 01, 2022
Meta & the battle for digital advertising supremacy
Wednesday Jun 01, 2022
Wednesday Jun 01, 2022
Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is positioned following the recent fall in its stock price.
Key discussion points include:
- 4:00: Overview of how online advertise works today.
- 7:30: The digital advertising landscape and why digital advertising as a percentage of GDP is expected to grow.
- 10:50: The rise of Tik Tok
- 12:00: Meta's advertising technology and why it’s seen as being superior
- 21:10: How Facebook is moving to maintain user engagement
- 28.30: Can Instagram become the world’s biggest fashion retailer?
![Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/2022_05_02_EpisodeArtwork_1400x1400px_3chzdj_300x300.jpg)
Monday May 02, 2022
Monday May 02, 2022
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech complex in the US has now faded into April.
In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss:
- 01:30: Why Stagflation has become Antipodes’ ‘base case’
- 04:40: The risk of Central Bank policy error
- 07:50: Antipodes’ portfolio positioning
- 10:30: Why Antipodes in holding the line on Chinese stocks
- 26:00: Antipodes’ China exposures
![Energy and commodities: strengthening portfolios today, but what about the future?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/20220324_EpisodeArtwork_TEMPLATE_1400x1400px9tl0u_300x300.jpg)
Wednesday Mar 30, 2022
Energy and commodities: strengthening portfolios today, but what about the future?
Wednesday Mar 30, 2022
Wednesday Mar 30, 2022
The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia and the longer-term outlook for the sectors.
In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends.
Part 1 (1:00)
- Why Antipodes' global portfolios have been overweight energy.
- The impacts of the war in Ukraine on the energy and commodity sectors.
- Decarbonisation and the longer-term outlook for energy and commodities.
Part 2 (14:30)
- Technip Energies (EPA: TE) & Siemens Energy (ETR: ENR).
- Nutrien (TSE: NTR).
- Exposure to gold stocks - Newcrest Mining (ASX: NCM) & Barrick Gold (NYSE: GOLD).
For more investment insights visit antipodes.com
![Norsk Hydro: An aluminium giant for the new world](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/2022_02_28_EpisodeArtwork_TEMPLATE_1400x1400px_ywgg2u_300x300.jpg)
Monday Feb 28, 2022
Norsk Hydro: An aluminium giant for the new world
Monday Feb 28, 2022
Monday Feb 28, 2022
An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY).
Norsk Hydro has been a long-term holding in Antipodes' global portfolios. While it is one of the largest producers of aluminium globally, it is also has one of the lowest carbon footprints with its operations predominately powered using hydro electricity.
Disclaimer:
All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Asia Fund (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
The information provided is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Funds, you should consider the current product disclosure statement (PDS) and Target Market Determination (‘TMD’) of the Funds and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.
Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Funds. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this content. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.
![Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/2022_02_01_EpisodeArtwork_1400x1400px_6snqab_300x300.jpg)
Tuesday Feb 01, 2022
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
Tuesday Feb 01, 2022
Tuesday Feb 01, 2022
When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his views on the recent stock market moves and discusses 3 key themes to watch in 2022.
1:15 - Market commentary & the January 2022 big tech sell off
6:30 - Top theme to watch: Rising yields
8:55 - Top theme to watch: China's loosening monetary policy
12:50 - Top theme to watch: Europe in a "sweet spot"
17:20 - Stock to watch: Seagate Technology Holdings (NASDAQ: STX)
![Omicron: Key considerations for investors & the investment case for two global healthcare stocks](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/2021_12_13_EpisodeArtwork_1400x1400px_zk6tu8_300x300.jpg)
Monday Dec 13, 2021
Monday Dec 13, 2021
Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment case for Antipodes' key healthcare holdings, Sanofi (EPA: SAN) and Walgreens (NASDAQ: WBA).
![Europe‘s energy crisis](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/EECpodcast_pquti8_300x300.jpg)
Monday Nov 29, 2021
Europe‘s energy crisis
Monday Nov 29, 2021
Monday Nov 29, 2021
As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global energy markets?
Alison Savas and Max Shramchenko discuss Europe's energy crisis and examine three companies exposed to the natural gas sector - Coterra Energy (NYSE: CTRA), Exxon Mobil (NYSE: XOM) & Technip Energies (EPA: TE).
![Quarterly update: Inflation, energy & China‘s economy (Q3 2021)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/20211025_EpisodeArtwork_QuarterlyUpdate_1400x1400pxassdf_300x300.jpg)
Wednesday Oct 27, 2021
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
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).
![Uncovering ESG investing opportunities](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/20210823_ValueBigTech_1400x1400px_copy89u5a_300x300.jpg)
Monday Sep 20, 2021
Uncovering ESG investing opportunities
Monday Sep 20, 2021
Monday Sep 20, 2021
This episode focusses on how investors can generate alpha through an ESG lens. Topics discussed include decarbonisation and the transition to green energy, corporate governance and identifying companies misunderstood from an ESG perspective.
![Finding value in big tech](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog8928996/20210823_ValueBigTech_1400x1400px_copybiapn_300x300.jpg)
Monday Aug 23, 2021
Finding value in big tech
Monday Aug 23, 2021
Monday Aug 23, 2021
Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world.
1.12: Why a pragmatic approach to value investing is required in a new world of disruption
2.36: Microsoft
8.10: Facebook
16.00: Oracle Corporation
21:50 Amazon, Tesco and the new retail landscape
29:40: Growth taps (Zoom Video Communications)