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Podcasts

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...

102 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...

88 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...

175 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.

167 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...

231 downloads Jun 26, 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...

380 downloads May 31, 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 market rallies since 19...

364 downloads May 02, 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 on Ru...

368 downloads Mar 30, 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, ...

284 downloads Feb 27, 2022
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