Good Value | Pragmatic Value Investing
Ein Podcast von Antipodes Partners
52 Folgen
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3 Chinese stocks to watch amid the rocky recovery
Vom: 14.6.2023 -
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Vom: 3.5.2023 -
Life after SIVB and CS: Winners and losers in global financials
Vom: 2.4.2023 -
Dr Christian Bruch on the energy transition
Vom: 7.3.2023 -
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Vom: 5.2.2023 -
Antipodes’ sector-specific investment outlooks for 2023
Vom: 20.12.2022 -
Investing in Emerging Markets
Vom: 4.12.2022 -
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Vom: 4.11.2022 -
Antipodes’ approach to shorting
Vom: 10.10.2022 -
RWE’s Michael Muller on Europe’s power crunch
Vom: 26.8.2022 -
Quarterly update: The time for a contrarian mindset (Q2 2022)
Vom: 2.8.2022 -
Seagate Technology : Uncovering value amid the Nasdaq bear market
Vom: 26.6.2022 -
Meta & the battle for digital advertising supremacy
Vom: 31.5.2022 -
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Vom: 2.5.2022 -
Energy and commodities: strengthening portfolios today, but what about the future?
Vom: 30.3.2022 -
Norsk Hydro: An aluminium giant for the new world
Vom: 27.2.2022 -
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
Vom: 1.2.2022 -
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
Vom: 12.12.2021 -
Europe‘s energy crisis
Vom: 29.11.2021 -
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
Vom: 26.10.2021
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.