A turning point for Brazilian stocks?
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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 ...
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 no...
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 ...
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 the market they believe inv...
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 Sav...
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...
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 macro ...
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 equities ...
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 t...