Good Value | Pragmatic Value Investing

By Antipodes Partners

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... more

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FAQs about Good Value | Pragmatic Value Investing:

How many episodes does Good Value | Pragmatic Value Investing have?

The podcast currently has 62 episodes available.

Good Value | Pragmatic Value Investing episodes:

October 30, 2025 Antipodes Magnified | Q3 2025 Market Update (Audio Version)
A bonus audio version of our Q3 2025 market and portfolio positioning update.
...more
20min
October 30, 2025Two-speed America: fiscal tailwinds, AI boom and market implications
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
They also discuss where Antipodes is finding value in today's market.
Can the good times keep rolling in the US: 1:00
How critical is fiscal stimulus to US exceptionalism: 5:20
Can AI capex offset any weakness in consumption: 8:50
A stock that could be one of the largest gainers in incremental AI spend: 12:50
Daikin Industries (6367.T) - both cyclical and structural opportunities: 16:40
How we would respond if the US starts to deteriorate: 19:15
...more
23min
October 02, 2025Ian Harnett: A period of transition for global equities?
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research.
Key times:
Breaking down US job market data: 1:10
Do Tariffs matter? 6:30
How enduring can the current market resilience be? 10:30
Is the AI trade in a bubble? 12:00
Emerging Markets, Europe and valuations outside the US: 21:00
Risks in markets heading in 2026: 24:10
What could surprise on the upside in 2026: 25:50
Ian’s biggest investing lessons: 28:00
...more
26min
August 28, 2025The active vs passive investing debate (and how should your kids invest?)
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle.
Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive.
Key times:
Active vs passive investing: 1:00
Current asset allocation trends: 6:40
How behavioural biases can set investors back: 10:00
Building resilience and diversification into protfolios: 12:00
Defining value: 18:00
Avoid market traps 22:30
How should your teenagers invest? 27:50
Content in this podcast should not be considered to be investment advice. It is general information only which doesn't consider your personal financial situation, objectives, or needs. Stock commentary should not be considered as recommedations to buy, hold, or sell any security. Seek professional advice before making investing decisions.
...more
35min
August 01, 2025 Antipodes Magnified | Q2 2025 Market Update (Audio Version)
A bonus audio version of our Q2 2025 market and portfolio positioning update.
...more
17min
July 24, 2025 Why the macro could be getting riskier for stock market investors
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape.
...more
16min
June 26, 2025 The market's best kept secret? Investing in global small and mid caps (SMIDs)
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities.

A must-listen for anyone considering allocating to global SMIDs.

Key times:

Why Antipodes launched a global SMIDs Fund: 0:45
Why investors should consider an allocation to global SMIDs: 3:00
The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00
Antipodes gobal SMID Fund performance: 18:00
Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50

Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.

...more
31min
May 28, 2025 China Market Lens: Stocks and Sectors to Watch
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipodes team's best investment ideas.
...more
21min
April 28, 2025 How Antipodes is investing amid the Tariff War
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot.
Key times:
Thoughts on Trump's '90-day pause': 1:00
How damaging could big China tariffs be? 2:20
Tariff implications for inflation and economic growth: 5:00
Is the market adequately pricing tariff implications? 8:20
Can Europe and China stocks benefit from US tariffs? 10:00
Latin American markets to watch: 10:50
Is the current stock market broadening sustainable? 11:30
...more
14min
March 30, 2025 AI at an inflection point, but has the US mega cap tech sell-off got further to go?
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.

...more
26min

FAQs about Good Value | Pragmatic Value Investing:

How many episodes does Good Value | Pragmatic Value Investing have?

The podcast currently has 62 episodes available.

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