Good Value
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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 offsh...

37 downloads Mar 07, 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 in th...

119 downloads Feb 05, 2023
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...

105 downloads Dec 20, 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 ec...

126 downloads Dec 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 quarte...

215 downloads Nov 04, 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 of its value so...

172 downloads Oct 10, 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 Chief Fina...

264 downloads Aug 26, 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.

253 downloads Aug 02, 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 amid these sell of...

334 downloads Jun 26, 2022
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