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Good Value by Antipodes Partners

Good Value by Antipodes Partners

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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.

Recent Episodes

  • Policy, Politics & Potential: China insights with John Garnaut

    3 weeks ago

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  • Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

    2 months ago

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  • "Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

    3 months ago

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  • Australian banks vs US & European banks

    4 months ago

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  • Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

    5 months ago

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  • Investing in a higher for longer world: tech, commodities, or both?

    6 months ago

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  • Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer

    8 months ago

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  • State of play for EV stocks & the auto industry winners and losers

    9 months ago

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  • Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)

    9 months ago

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  • 2024 sector-specific stock market ideas (and what to avoid)

    11 months ago

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