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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

  • The market's best kept secret? Investing in global small and mid caps (SMIDs)

    4 weeks ago

  • China Market Lens: Stocks and Sectors to Watch

    2 months ago

  • How Antipodes is investing amid the Tariff War

    3 months ago

  • AI at an inflection point, but has the US mega cap tech sell-off got further to go?

    4 months ago

  • Tales from the trading desk & the evolving behaviour of stock markets

    5 months ago

  • Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

    6 months ago

  • Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)

    7 months ago

  • US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?

    8 months ago

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

    9 months ago

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

    10 months ago