Antipodes Partners

Good Value | Pragmatic Value Investing

Tune in for insights and updates from the Antipodes team, as they explore global investment opportunities, company analyses, and macroeconomic trends with industry experts.

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

E53 • 26 mins • Mar 30, 2025

Recent Episodes

Mar 30, 2025

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

E53 • 26 mins

Feb 26, 2025

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

E52 • 23 mins

Jan 30, 2025

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

E51 • 33 mins

Dec 11, 2024

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

E50 • 37 mins

Nov 26, 2024

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

E49 • 25 mins

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English
Country
United States
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