Good Value | Pragmatic Value Investing
Episodes
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
17 Dec 2025
Contributed by Lukas
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the ye...
Opportunities in global small and mid-cap companies
02 Dec 2025
Contributed by Lukas
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key...
Antipodes Magnified | Q3 2025 Market Update (Audio Version)
30 Oct 2025
Contributed by Lukas
A bonus audio version of our Q3 2025 market and portfolio positioning update.
Two-speed America: fiscal tailwinds, AI boom and market implications
30 Oct 2025
Contributed by Lukas
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfo...
Ian Harnett: A period of transition for global equities?
02 Oct 2025
Contributed by Lukas
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US job market ...
The active vs passive investing debate (and how should your kids invest?)
28 Aug 2025
Contributed by Lukas
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares perspec...
Antipodes Magnified | Q2 2025 Market Update (Audio Version)
01 Aug 2025
Contributed by Lukas
A bonus audio version of our Q2 2025 market and portfolio positioning update.
Why the macro could be getting riskier for stock market investors
24 Jul 2025
Contributed by Lukas
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, a...
The market's best kept secret? Investing in global small and mid caps (SMIDs)
26 Jun 2025
Contributed by Lukas
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs)...
China Market Lens: Stocks and Sectors to Watch
28 May 2025
Contributed by Lukas
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipod...
How Antipodes is investing amid the Tariff War
28 Apr 2025
Contributed by Lukas
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. Key times: Thoughts on Trump's '...
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
30 Mar 2025
Contributed by Lukas
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media an...
Tales from the trading desk & the evolving behaviour of stock markets
26 Feb 2025
Contributed by Lukas
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trad...
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
30 Jan 2025
Contributed by Lukas
Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities...
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
11 Dec 2024
Contributed by Lukas
In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their i...
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
26 Nov 2024
Contributed by Lukas
Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez ...
Policy, Politics & Potential: China insights with John Garnaut
27 Oct 2024
Contributed by Lukas
China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for...
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
23 Sep 2024
Contributed by Lukas
Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 U...
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
26 Aug 2024
Contributed by Lukas
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeco...
Australian banks vs US & European banks
26 Jul 2024
Contributed by Lukas
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 ...
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
19 Jun 2024
Contributed by Lukas
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and...
Investing in a higher for longer world: tech, commodities, or both?
15 May 2024
Contributed by Lukas
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities ...
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
26 Mar 2024
Contributed by Lukas
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 commerc...
State of play for EV stocks & the auto industry winners and losers
04 Mar 2024
Contributed by Lukas
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antip...
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
06 Feb 2024
Contributed by Lukas
In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the...
2024 sector-specific stock market ideas (and what to avoid)
19 Dec 2023
Contributed by Lukas
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 coverag...
A turning point for Brazilian stocks?
07 Dec 2023
Contributed by Lukas
The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking...
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
07 Nov 2023
Contributed by Lukas
Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent develop...
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
11 Oct 2023
Contributed by Lukas
In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Goba...
3 stock ideas in one of the world’s most undervalued markets
30 Aug 2023
Contributed by Lukas
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...
Quarterly Update: A stock market with no margin for error (Q2 2023)
02 Aug 2023
Contributed by Lukas
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’...
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
13 Jul 2023
Contributed by Lukas
Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent g...
3 Chinese stocks to watch amid the rocky recovery
14 Jun 2023
Contributed by Lukas
It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end ...
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
03 May 2023
Contributed by Lukas
Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 202...
Life after SIVB and CS: Winners and losers in global financials
02 Apr 2023
Contributed by Lukas
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, ...
Dr Christian Bruch on the energy transition
07 Mar 2023
Contributed by Lukas
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment. In this episode, Siemens E...
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
05 Feb 2023
Contributed by Lukas
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 Ra...
Antipodes’ sector-specific investment outlooks for 2023
20 Dec 2022
Contributed by Lukas
Four members of the Antipodes investment team join this episode to discuss sector-specific outlooks for 2023. Sectors covered include: Hardware, Indus...
Investing in Emerging Markets
04 Dec 2022
Contributed by Lukas
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis. They discuss why invest...
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
04 Nov 2022
Contributed by Lukas
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most si...
Antipodes’ approach to shorting
10 Oct 2022
Contributed by Lukas
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. Portf...
RWE’s Michael Muller on Europe’s power crunch
26 Aug 2022
Contributed by Lukas
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 t...
Quarterly update: The time for a contrarian mindset (Q2 2022)
02 Aug 2022
Contributed by Lukas
In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and Antipodes b...
Seagate Technology : Uncovering value amid the Nasdaq bear market
26 Jun 2022
Contributed by Lukas
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 unprofit...
Meta & the battle for digital advertising supremacy
31 May 2022
Contributed by Lukas
Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is pos...
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
02 May 2022
Contributed by Lukas
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...
Energy and commodities: strengthening portfolios today, but what about the future?
30 Mar 2022
Contributed by Lukas
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 be...
Norsk Hydro: An aluminium giant for the new world
27 Feb 2022
Contributed by Lukas
An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY). Norsk Hydro has been a long-term hol...
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
01 Feb 2022
Contributed by Lukas
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 ...
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
12 Dec 2021
Contributed by Lukas
Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector he...
Europe‘s energy crisis
29 Nov 2021
Contributed by Lukas
As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global e...
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
26 Oct 2021
Contributed by Lukas
Alison Savas and James Rodda discuss the three big topics that dominated market news in Q3 2021 - inflation, energy shortages and China's economy. The...
Uncovering ESG investing opportunities
19 Sep 2021
Contributed by Lukas
This episode focusses on how investors can generate alpha through an ESG lens. Topics discussed include decarbonisation and the transition to green en...
Finding value in big tech
23 Aug 2021
Contributed by Lukas
Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst ...
Quarterly update: Outlook for global equities (Q2 2021)
23 Jul 2021
Contributed by Lukas
Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead. 0.40: Examining growth ou...
Antipodes' approach to investing in China
22 Jun 2021
Contributed by Lukas
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 ...
Challenging the inflation consensus
24 May 2021
Contributed by Lukas
Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team be...
Quarterly update: The emergence of new market leaders (Q1 2021)
26 Apr 2021
Contributed by Lukas
Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts,...
Tesla, Volkswagen and the race for EV domination
29 Mar 2021
Contributed by Lukas
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 cha...
The tech behind big tech - why semiconductors are like shovels in a gold rush
24 Feb 2021
Contributed by Lukas
Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By i...
Why investors can't ignore decarbonisation
16 Dec 2020
Contributed by Lukas
A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during the next decade. In this...
Investing in the reopening
25 Nov 2020
Contributed by Lukas
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 vaccin...
US election: Two pathways, one destination for markets
27 Oct 2020
Contributed by Lukas
In this special US Election episode Antipodes Chief Investment Officer, Jacob Mitchell, shares his views on the US election and the potential investme...
The pathway to COVID-19 vaccination
21 Oct 2020
Contributed by Lukas
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 ex...