Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.

Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.

AI at an inflection point, but has the US mega cap tech sell-off got further to go?

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.

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AI at an inflection point, but has the US mega cap tech sell-off got further to go?

AI at an inflection point, but has the US mega cap tech sell-off got further to go?

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