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PODCAST

Good Value | Pragmatic Value Investing

Antipodes Partners

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.

business investing

All Episodes

33:44

Martin Daum, CEO of Daimler Truck (ETR: DTG) - the...

Good Value | Pragmatic Value Investing ·

2024/03/26

Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. More about Antipodes: https://antipodes.com/

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34:40

State of play for EV stocks & the auto industry...

Good Value | Pragmatic Value Investing ·

2024/03/04

Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7eMore about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid electric vehicles here to stay? 19:00 Solid state batteries & autonomous vehicles: 22:30 Who will be the long term winners and losers in the global auto

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30:34

Quarterly Update: Has the worst case scenario for...

Good Value | Pragmatic Value Investing ·

2024/02/06

In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell.They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL). Key times: Has the Fed pulled off a soft landing? 1:00 The potential for a deterioration in liquidity & headwinds for US equities at the index level: 6:00 Antipodes

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34:26

2024 sector-specific stock market ideas (and what to...

Good Value | Pragmatic Value Investing ·

2023/12/19

In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager. Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330) 6:20: Nick Cameron - Healthcare Portfolio Manager Sector to watch: Small to mid-cap

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28:08

A turning point for Brazilian stocks?

Good Value | Pragmatic Value Investing ·

2023/12/07

The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes Investment Director) and John Stavliotis (Antipodes Emerging Markets PM) discuss the case for increasing exposure to Brazilian equities. Key times: Elevator pitch - why investors should consider Brazil: 1:00 Inflation, rate cuts and

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32:14

Quarterly Update: How the world’s oil supply chain...

Good Value | Pragmatic Value Investing ·

2023/11/07

Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes Investment Director) is joined by Graham Hay (Antipodes Portfolio Manager Industrial, Hardware & Commodities) for this episode. Key times: Current oil market dynamics & the implications of lower capital expenditure in recent years:

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41:12

Building a more energy efficient future (Interview...

Good Value | Pragmatic Value Investing ·

2023/10/11

In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries more sustainable. It might surprise you that the construction and building industries account for 40% of global carbon emissions - that’s more than the global transportation sector. Key Times: Overview of

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29:50

3 stock ideas in one of the world’s most undervalued...

Good Value | Pragmatic Value Investing ·

2023/08/30

At around 11x times forward earnings, UK equities are the cheapest they’ve been since the 2008 financial crisis (apart from COVID), and they are the cheapest in the developed world. In this episode, Alison Savas and James Rodda discuss the UK macro environment and Antipodes' three largest UK-listed holdings; Diageo, Tesco, and NatWest. Key Times: Inflation in the UK & macro outlook: 1:30 Diageo (LON: DGE): 6:30 Tesco (LON: TSCO): 13:40 NatWest Group (LON: NWG): 21:20 Stock commentary is

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31:57

Quarterly Update: A stock market with no margin for...

Good Value | Pragmatic Value Investing ·

2023/08/02

The recent stock market rally has become increasingly unbalanced. The NASDAQ is up almost 40% this year and just 10% off its all-time highs. But it’s the seven largest US tech stocks which have contributed half of the performance in global equities this quarter and calendar year. In this quarterly update episode, Alison Savas (Investment Director) and Rameez Sadikot (Portfolio Manager) discuss what this narrow performance in equities really means, along with how the macro backdrop could impact

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33:55

Ian Harnett: Can the US sidestep recession? And the...

Good Value | Pragmatic Value Investing ·

2023/07/13

Ian Harnett is a co-founder and chief investment strategist of Absolute Strategy Research (ASR) one of only a handful of highly regarded independent global macro research firms. In this conversation with Alison Savas, Ian discusses why he believes the west has a "vanishingly small" chance of avoiding recession, but explains how a new source of liquidity in global markets could be a game changer. He also shares his views on stock market valuations and one big risk factor he believes most are

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34:09

3 Chinese stocks to watch amid the rocky recovery

Good Value | Pragmatic Value Investing ·

2023/06/14

It was the reopening many investors thought could bring a spectacular stock market resurgence. But the interest in Chinese equities following the end of COVID lockdowns has faded. The domestic recovery has been slower than expected and exports continue to be weighed down by economic deterioration in the West. But John Stavliotis (Lead PM of Antipodes' Emerging Markets strategy) and Alison Savas (Investment Director) explain why investors should hold the line on China, and discuss three Chinese

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41:26

Quarterly Update: Investors bet big on the Fed pivot...

Good Value | Pragmatic Value Investing ·

2023/05/03

Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities were on the up in the first quarter of 2023, with index performance saved by mega-cap tech as the market bets we are on the cusp of the closely-watched Fed pivot. But will the pivot come as quickly as the market expects and will the outcomes be as the market expects? In this quarterly market update, Alison Savas and Antipodes CIO, Jacob Mitchell, review the key events of Q1 2023 and provide

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31:30

Life after SIVB and CS: Winners and losers in global...

Good Value | Pragmatic Value Investing ·

2023/04/02

Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge. The episode also covers potential investment opportunities given the dislocation in US and European financials, including insights into our portfolio holdings UniCredit (BIT: UCG) and ING Group (AMS: INGA). Key times: The unravelling of Silicon Valley Bank: 02:25 The consequences of the SIVB

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40:42

Dr Christian Bruch on the energy transition

Good Value | Pragmatic Value Investing ·

2023/03/07

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 offshore wind), the role of gas, and shares perspectives on the challenges the world faces in the transition to net zero along with the enormous scale of investment that's required. Key times: The net zero ‘trilemma’ & are the targets achievable? – 02:40 The

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30:25

Quarterly update: Why US stocks could fall further +...

Good Value | Pragmatic Value Investing ·

2023/02/05

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 the US, Europe and China. In part 2 (15:00 - 27:00), the discussion turns to gold. After a lacklustre performance through most of 2022, investors are once again beginning to pay attention to gold. Alison and Rameez share Antipodes' views and due

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31:36

Antipodes’ sector-specific investment outlooks for 2023

Good Value | Pragmatic Value Investing ·

2022/12/20

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 episode for the year. We thank you all for listening and wish you a safe and happy holiday period. Remember to follow us on LinkedIn or Twitter to stay up to date with our insights.

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31:54

Investing in Emerging Markets

Good Value | Pragmatic Value Investing ·

2022/12/04

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 economies - including Mexico, Indonesia and Brazil.

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26:14

Quarterly update: Outlook for global stocks amid...

Good Value | Pragmatic Value Investing ·

2022/11/04

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 quarter of the calendar year. In Part 1 (00:30) of this new podcast episode, Alison Savas and Sunny Bangia provide listeners an insight into the way Antipodes is approaching these global affairs and the anticipated consequences for investors. In Part 2

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23:36

Antipodes’ approach to shorting

Good Value | Pragmatic Value Investing ·

2022/10/10

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 far this year, and concerns about global economic growth and central bank policy rising. In this episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to short selling and examine the case for Snap Inc. (NYSE: SNAP).

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28:01

RWE’s Michael Muller on Europe’s power crunch

Good Value | Pragmatic Value Investing ·

2022/08/26

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 Financial Officer, Michael Muller on the energy crisis, decarbonisation and RWE's operations.

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62 results

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