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

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.

In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. 

Key Times:

More about Antipodes: https://antipodes.com/

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:

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

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

8:45 | Nick Cameron - Healthcare Portfolio Manager

16:15 | Max Shramchenko - Infrastructure Portfolio Manager

23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager

28:30 | John Stavliotis - Emerging Markets Portfolio Manager

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election.

Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch. 

Key Times:

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. 

John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies.

Key times:

Analysing the shifts in investor sentiment towards China: 1:00

Has the CCP's attitude towards economic growth changed recently? 13:30 

Will recent China stimulus measures have a big impact? 20:00

Why China needs to direct resources to local Government: 28:30

Reviving China's property sector: 30:00

Will Taiwan be Xi Jinping's legacy? 34:00

The markets that China's big tech stocks are poised to dominate: 38:00

More Antipodes insights: https://antipodes.com/insights/

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. 

Key Times:

• The Trump vs Harris Debate - thoughts and observations: 1:00

More about Antipodes Partners: https://antipodes.com/

Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. 

Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. 

This is part 1 of a 2-part interview. 

Key Times:

• What Fed Governors are thinking right now: 1:40

Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher.  

 But what if the next move for policy rates is down? Should investors stick with banks?  

Antipodes Portfolio Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets. 

Key times:

• What would rate cuts mean for banks: 3:00

All stock commentary is illustrative only and not recommendations to buy, hold, or sell any security.