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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

28:51

Quarterly update: The time for a contrarian mindset...

Good Value | Pragmatic Value Investing ·

2022/08/02

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.

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30:48

Seagate Technology : Uncovering value amid the Nasdaq...

Good Value | Pragmatic Value Investing ·

2022/06/26

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 offs, there can be category leaders that fall to attractive valuations, relative to their long-term growth profile. Antipodes thinks Seagate Technology (NASDAQ: STX) is one of those leaders, and it's priced at just 8x next year’s earnings. In part one

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39:35

Meta & the battle for digital advertising supremacy

Good Value | Pragmatic Value Investing ·

2022/05/31

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 of how online advertise works today. 7:30: The digital advertising landscape and why digital advertising as a percentage of GDP is expected to grow. 10:50: The rise of Tik Tok 12:00: Meta's advertising technology and why it’s seen as being

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30:04

Quarterly update: Stagflation, policy error & holding...

Good Value | Pragmatic Value Investing ·

2022/05/02

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 1928. But the move back into the growthier tech complex in the US has now faded into April. In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss: 01:30: Why Stagflation has become Antipodes’ ‘base case’ 04:40: The risk of Central Bank

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27:34

Energy and commodities: strengthening portfolios...

Good Value | Pragmatic Value Investing ·

2022/03/30

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 Russia and the longer-term outlook for the sectors. In part two, hear a discussion about some of Antipodes' best investment ideas for exposure to longer-term energy and commodity trends. Part 1 (1:00) Why Antipodes' global portfolios have been overweight

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32:20

Norsk Hydro: An aluminium giant for the new world

Good Value | Pragmatic Value Investing ·

2022/02/27

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, it is also has one of the lowest carbon footprints with its operations predominately powered using hydro electricity. Disclaimer: All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund

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20:45

Quarterly update: 3 key investment themes to watch in...

Good Value | Pragmatic Value Investing ·

2022/02/01

When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his views on the recent stock market moves and discusses 3 key themes to watch in 2022. 1:15 - Market commentary & the January 2022 big tech sell off 6:30 - Top theme to watch: Rising yields 8:55 - Top theme to

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32:37

Omicron: Key considerations for investors & the...

Good Value | Pragmatic Value Investing ·

2021/12/12

Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment case for Antipodes' key healthcare holdings, Sanofi (EPA: SAN) and Walgreens (NASDAQ: WBA).

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20:44

Europe‘s energy crisis

Good Value | Pragmatic Value Investing ·

2021/11/29

As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global energy markets? Alison Savas and Max Shramchenko discuss Europe's energy crisis and examine three companies exposed to the natural gas sector - Coterra Energy (NYSE: CTRA), Exxon Mobil (NYSE: XOM) & Technip Energies (EPA: TE).

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25:11

Quarterly update: Inflation, energy & China‘s economy...

Good Value | Pragmatic Value Investing ·

2021/10/26

Alison Savas and James Rodda discuss the three big topics that dominated market news in Q3 2021 - inflation, energy shortages and China's economy. They also discuss the investment case for new portfolio holding, Frontier Communications (NASDAQ: FYBR).

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19:37

Uncovering ESG investing opportunities

Good Value | Pragmatic Value Investing ·

2021/09/19

This episode focusses on how investors can generate alpha through an ESG lens. Topics discussed include decarbonisation and the transition to green energy, corporate governance and identifying companies misunderstood from an ESG perspective.

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33:49

Finding value in big tech

Good Value | Pragmatic Value Investing ·

2021/08/23

Portfolio Managers Alison Savas and James Rodda explain how Antipodes' approach to value investing uncovers attractively priced opportunities amongst some of the biggest tech stocks in world. 1.12: Why a pragmatic approach to value investing is required in a new world of disruption 2.36: Microsoft 8.10: Facebook 16.00: Oracle Corporation 21:50 Amazon, Tesco and the new retail landscape 29:40: Growth taps (Zoom Video Communications)

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35:09

Quarterly update: Outlook for global equities (Q2 2021)

Good Value | Pragmatic Value Investing ·

2021/07/23

Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead. 0.40: Examining growth outperformance in Q2 and the rotation in market leadership 5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond 9.55: Is the premium being paid for US equities sustainable? 13:45: The key risks for equity investors today 19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent,

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30:00

Antipodes' approach to investing in China

Good Value | Pragmatic Value Investing ·

2021/06/22

For some time investors looking to get exposure to the rise of China looked to popular western-owned global brands such as Nike or Starbucks. But the dynamics are shifting and are continuing to evolve. A breed of Chinese domestic brands are on the rise and are likely to take market share. Hear from Antipodes Portfolio Managers Sunny Bangia and Alison Savas as they discuss the equities at forefront of China's rapidly evolving economy.

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23:27

Challenging the inflation consensus

Good Value | Pragmatic Value Investing ·

2021/05/24

Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation.

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21:28

Quarterly update: The emergence of new market leaders...

Good Value | Pragmatic Value Investing ·

2021/04/26

Antipodes CIO, Jacob Mitchell and Portfolio Manager, Alison Savas, provide a market update and review of Q1 2021. Economic stimulus, vaccine rollouts, bond yields and the ongoing market rotation (from growth to value) are discussed.

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22:45

Tesla, Volkswagen and the race for EV domination

Good Value | Pragmatic Value Investing ·

2021/03/29

As the auto industry embarks on the biggest transition in its history, a global race to dominate EVs is underway. Tesla, the first-mover, is being challenged by Volkswagen, a German giant on a mission to reinvent itself. Antipodes Portfolio Managers, Alison Savas and Andrew Gibson, discuss what has become a case of unwarranted multiple dispersion and a major pragmatic value investing opportunity.

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19:50

The tech behind big tech - why semiconductors are...

Good Value | Pragmatic Value Investing ·

2021/02/24

Investing in next generation technology doesn't necessarily require taking a bet on the disruption winners or relying on aspirational valuations. By investing in semiconductor manufacturing, investors can achieve robust exposure to the ongoing digitisation of modern economies. Alison Savas and Graham Hay discuss Antipodes' key semiconductor holdings; Taiwan Semiconductor Manufacturing Company and Samsung.

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21:33

Why investors can't ignore decarbonisation

Good Value | Pragmatic Value Investing ·

2020/12/16

A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during the next decade. In this episode, Antipodes Portfolio Managers Alison Savas and Graham Hay discuss the decarbonisation supercycle - why it can't be ignored and how investors can gain exposure.

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24:19

Investing in the reopening

Good Value | Pragmatic Value Investing ·

2020/11/25

In recent weeks the wheels have been turning on a market rotation as positive news continues to be released regarding the progress of COVID-19 vaccine developments. We now enter 2021 with confidence that it will be a year in which we see a continuing rebound in global economic activity with vaccine adoption acting as the accelerant. So, with this in mind, Antipodes Portfolio Managers Alison Savas and Andrew Baud discuss "reopening beneficiaries" within the beaten-down financials, retail and travel

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62 results

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