Good Value | Pragmatic Value Investing

By Antipodes Partners

What's Good Value | Pragmatic Value Investing about?

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.

Download our free app to listen on your phone

Good Value | Pragmatic Value Investing episodes:

06.19.2024
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning....
05.15.2024
Investing in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US...
03.26.2024
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star,...
03.04.2024
State of play for EV stocks & the auto industry winners and losers
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid...
02.06.2024
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also...
12.19.2023
2024 sector-specific stock market ideas (and what to avoid)
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of...
12.07.2023
A turning point for Brazilian stocks?
The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes...
11.07.2023
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes...
10.11.2023
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building...
08.30.2023
3 stock ideas in one of the world’s most undervalued markets
At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world. In this episode, Alison Savas and James Rodda discuss the UK...
08.02.2023
Quarterly Update: A stock market with no margin for error (Q2 2023)
The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% off its all-time highs. But it’s the seven largest US tech stocks which have contributed half of the performance in global...
07.13.2023
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms. In this conversation with Alison Savas, Ian discusses why he believes the west has...
06.14.2023
3 Chinese stocks to watch amid the rocky recovery
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded. The domestic recovery has been slower than expected and exports continue to be weighed...
05.03.2023
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the...
04.02.2023
Life after SIVB and CS: Winners and losers in global financials
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge. The episode also covers potential investment opportunities given...
03.07.2023
Dr Christian Bruch on the energy transition
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment. In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offshore wind), the role...
02.05.2023
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. In part 1 (1:00 - 15:00), Alison and Rameez discuss the state of global equities - including Antipodes' views on markets and the macro...
12.20.2022
Antipodes’ sector-specific investment outlooks for 2023
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardware, Industrials and Commodities Healthcare Domestic Asia and EM Domestic Developed Markets. This is our final episode for the year. We thank you all for listening...
12.04.2022
Investing in Emerging Markets
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis. They discuss why investors should consider Emerging Markets now, along with some of the key opportunities across emerging economies - including Mexico, Indonesia and...
11.04.2022
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most significant issues dominating the macroeconomic backdrop for global investors as we move into the final quarter of the calendar...
10.10.2022
Antipodes’ approach to shorting
Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shifted. Portfolio protection has come back to the fore with the S&P; 500 shedding around a quarter...
08.26.2022
RWE’s Michael Muller on Europe’s power crunch
German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time working towards ambitious decarbonisation targets. In this episode, Alison Savas, talks to RWE's...
08.02.2022
Quarterly update: The time for a contrarian mindset (Q2 2022)
In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and Antipodes bigger picture views on global investing and portfolio positioning.
06.26.2022
Seagate Technology : Uncovering value amid the Nasdaq bear market
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable tech stocks that have been hit the hardest - down almost 60% this year. But...
05.31.2022
Meta & the battle for digital advertising supremacy
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...
05.02.2022
Quarterly update: Stagflation, policy error & holding the line on China (Q1 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...
03.30.2022
Energy and commodities: strengthening portfolios today, but what about the future?
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...
02.27.2022
Norsk Hydro: An aluminium giant for the new world
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...
02.01.2022
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
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...
12.12.2021
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
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...
11.29.2021
Europe‘s energy crisis
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...
10.26.2021
Quarterly update: Inflation, energy & China‘s economy (Q3 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).
09.19.2021
Uncovering ESG investing opportunities
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.
08.23.2021
Finding value in big tech
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...
07.23.2021
Quarterly update: Outlook for global equities (Q2 2021)
Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead. 0.40: Examining growth outperformance in Q2 and the rotation in market leadership 5.45: How the market rotation can gather momentum in the...
06.22.2021
Antipodes' approach to investing in China
For some time investors looking to get exposure to the rise of China looked to popular western-owned global brands such as Nike or Starbucks. But the dynamics are shifting and are continuing to evolve. A breed of Chinese domestic brands...
05.24.2021
Challenging the inflation consensus
Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global...
04.26.2021
Quarterly update: The emergence of new market leaders (Q1 2021)
Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts, bond yields and the ongoing market rotation (from growth to value) are discussed.
03.29.2021
Tesla, Volkswagen and the race for EV domination
As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers,...
02.24.2021
The tech behind big tech - why semiconductors are like shovels in a gold rush
Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and...
12.16.2020
Why investors can't ignore decarbonisation
A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during the next decade. In this episode, Antipodes Portfolio Managers Alison Savas and Graham Hay discuss the decarbonisation supercycle - why it can't be ignored and how investors can gain...
11.25.2020
Investing in the reopening
In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound...
10.27.2020
US election: Two pathways, one destination for markets
In this special US Election episode Antipodes Chief Investment Officer, Jacob Mitchell, shares his views on the US election and the potential investment implications, both immediate and long-term.
10.21.2020
The pathway to COVID-19 vaccination
A COVID-19 vaccine breakthrough would have a material impact on global stock markets, so will we see a vaccine in 2021? One of the world's leading experts in vaccine development believes it's more than likely. Dr Michael Farzan, Professor and Chair of the...

What's Good Value | Pragmatic Value Investing about?

Download our free app to listen on your phone

Good Value | Pragmatic Value Investing episodes:

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Investing in a higher for longer world: tech, commodities, or both?

Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer

State of play for EV stocks & the auto industry winners and losers

Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)

2024 sector-specific stock market ideas (and what to avoid)

A turning point for Brazilian stocks?

Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)

Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)

3 stock ideas in one of the world’s most undervalued markets

Quarterly Update: A stock market with no margin for error (Q2 2023)

Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about

3 Chinese stocks to watch amid the rocky recovery

Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)

Life after SIVB and CS: Winners and losers in global financials

Dr Christian Bruch on the energy transition

Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)

Antipodes’ sector-specific investment outlooks for 2023

Investing in Emerging Markets

Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)

Antipodes’ approach to shorting

RWE’s Michael Muller on Europe’s power crunch

Quarterly update: The time for a contrarian mindset (Q2 2022)

Seagate Technology : Uncovering value amid the Nasdaq bear market

Meta & the battle for digital advertising supremacy

Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

Energy and commodities: strengthening portfolios today, but what about the future?

Norsk Hydro: An aluminium giant for the new world

Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Europe‘s energy crisis

Quarterly update: Inflation, energy & China‘s economy (Q3 2021)

Uncovering ESG investing opportunities

Finding value in big tech

Quarterly update: Outlook for global equities (Q2 2021)

Antipodes' approach to investing in China

Challenging the inflation consensus

Quarterly update: The emergence of new market leaders (Q1 2021)

Tesla, Volkswagen and the race for EV domination

The tech behind big tech - why semiconductors are like shovels in a gold rush

Why investors can't ignore decarbonisation

Investing in the reopening

US election: Two pathways, one destination for markets

The pathway to COVID-19 vaccination

Other shows like Good Value | Pragmatic Value Investing: