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 59 episodes available.

Good Value | Pragmatic Value Investing episodes:

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.
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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.
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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.
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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.

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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.
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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
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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.

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26min
February 26, 2025Tales from the trading desk & the evolving behaviour of stock markets
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.
Key Times:
Steve reflects on trading through the mid 2000s: 2:00
A trader's day: 4:00
The evolution of stock markets - who can move markets today? 6:40
The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
What can change market momentum? 13:30
The big dislocations in markets in 2025: 16:00
Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
The implications of President Trump on stock markets: 20:50
More about Antipodes: https://antipodes.com/
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23min
January 30, 2025Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities.
Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing.
Key Times:
The Trump inauguration: what now for markets? 1:00
Stocks vs bonds: mixed messages? 3:50
The outlook for US equities in 2025: 8:00
Are we on the cusp of a change in global fiscal impulse? 12:30
Can Europe's valuation discount narrow? 17:30
Outlook for Chinese equities: 19:50
AI inflection point and big shifts in Central Bank gold buying: 22:50
The bear case for Apple Inc (NASDAQ: AAPL): 28:30
More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
...more
33min
December 11, 2024Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of.

Key Times:

0:35 | Graham Hay - Hardware, Industrials & Commodities Portfolio Manager
Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS)
Sector to avoid: Large cap technology stocks
8:45 | Nick Cameron - Healthcare Portfolio Manager
Stock to watch: Alcon AG (SWX: ALC)
Sector to avoid: Small to mid-cap medical device companies
16:15 | Max Shramchenko - Infrastructure Portfolio Manager
Stock to watch: RWE AG (ETR: RWE)
Sector to avoid: Conventional power generating assets in US
23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
Stock to watch: Alphabet Inc (NASDAQ: GOOG)
Sector to avoid: Large cap technology stocks (ex Alphabet)
28:30 | John Stavliotis - Emerging Markets Portfolio Manager
Stock to watch: DiDi Global Inc. (ADR: DIDIY)
Sector to avoid: Indian Mid cap Universe

More about Antipodes Partners: https://antipodes.com/
Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.
...more
37min

FAQs about Good Value | Pragmatic Value Investing:

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

The podcast currently has 59 episodes available.

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