Good Value | Pragmatic Value Investing
Ein Podcast von Antipodes Partners
52 Folgen
-
Tales from the trading desk & the evolving behaviour of stock markets
Vom: 26.2.2025 -
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Vom: 30.1.2025 -
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
Vom: 11.12.2024 -
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
Vom: 26.11.2024 -
Policy, Politics & Potential: China insights with John Garnaut
Vom: 27.10.2024 -
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
Vom: 23.9.2024 -
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Vom: 26.8.2024 -
Australian banks vs US & European banks
Vom: 26.7.2024 -
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Vom: 19.6.2024 -
Investing in a higher for longer world: tech, commodities, or both?
Vom: 15.5.2024 -
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
Vom: 26.3.2024 -
State of play for EV stocks & the auto industry winners and losers
Vom: 4.3.2024 -
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
Vom: 6.2.2024 -
2024 sector-specific stock market ideas (and what to avoid)
Vom: 19.12.2023 -
A turning point for Brazilian stocks?
Vom: 7.12.2023 -
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Vom: 7.11.2023 -
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
Vom: 11.10.2023 -
3 stock ideas in one of the world’s most undervalued markets
Vom: 30.8.2023 -
Quarterly Update: A stock market with no margin for error (Q2 2023)
Vom: 2.8.2023 -
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
Vom: 13.7.2023
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
