The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Antipodes Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Antipodes Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Good Value | Pragmatic Value Investing와 비슷한 콘텐츠
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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1 Close Encounters with UFO Hot Spots: Area 51, Roswell, and the Great ET Road Trip 39:50
39:50 
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좋아요 
좋아요39:50
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좋아요The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…
Good Value | Pragmatic Value Investing
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Antipodes Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Antipodes Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
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54 에피소드
공유
모두 재생(하지 않음)으로 표시
Manage series 2973891
Antipodes Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Antipodes Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
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54 에피소드
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This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. Key times: Thoughts on Trump's '90-day pause': 1:00 How damaging could big China tariffs be? 2:20 Tariff implications for inflation and economic growth: 5:00 Is the market adequately pricing tariff implications? 8:20 Can Europe and China stocks benefit from US tariffs? 10:00 Latin American markets to watch: 10:50 Is the current stock market broadening sustainable? 11:30…
1 AI at an inflection point, but has the US mega cap tech sell-off got further to go? 25:54
25:54 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:54
나중에 재생 나중에 재생 리스트 좋아요 좋아요Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.
1 Tales from the trading desk & the evolving behaviour of stock markets 22:58
22:58 나중에 재생 나중에 재생 리스트 좋아요 좋아요22:58
나중에 재생 나중에 재생 리스트 좋아요 좋아요In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trader's day: 4:00 The evolution of stock markets - who can move markets today? 6:40 The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00 What can change market momentum? 13:30 The big dislocations in markets in 2025: 16:00 Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00 The implications of President Trump on stock markets: 20:50 More about Antipodes: https://antipodes.com/…
1 Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid) 32:37
32:37 나중에 재생 나중에 재생 리스트 좋아요 좋아요32:37
나중에 재생 나중에 재생 리스트 좋아요 좋아요Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00 Stocks vs bonds: mixed messages? 3:50 The outlook for US equities in 2025: 8:00 Are we on the cusp of a change in global fiscal impulse? 12:30 Can Europe's valuation discount narrow? 17:30 Outlook for Chinese equities: 19:50 AI inflection point and big shifts in Central Bank gold buying: 22:50 The bear case for Apple Inc (NASDAQ: AAPL): 28:30 More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.…
1 Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure) 36:45
36:45 나중에 재생 나중에 재생 리스트 좋아요 좋아요36:45
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of. Key Times: 0:35 | Graham Hay - Hardware, Industrials & Commodities Portfolio Manager Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS) Sector to avoid: Large cap technology stocks 8:45 | Nick Cameron - Healthcare Portfolio Manager Stock to watch: Alcon AG (SWX: ALC) Sector to avoid: Small to mid-cap medical device companies 16:15 | Max Shramchenko - Infrastructure Portfolio Manager Stock to watch: RWE AG (ETR: RWE) Sector to avoid: Conventional power generating assets in US 23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager Stock to watch: Alphabet Inc (NASDAQ: GOOG) Sector to avoid: Large cap technology stocks (ex Alphabet) 28:30 | John Stavliotis - Emerging Markets Portfolio Manager Stock to watch: DiDi Global Inc. (ADR: DIDIY) Sector to avoid: Indian Mid cap Universe More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.…
1 US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025? 25:07
25:07 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:07
나중에 재생 나중에 재생 리스트 좋아요 좋아요Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch. Key Times: Is the equity market ignoring the risks the bond market is pricing in? 1:00 Tax cuts and fiscal deficits: 3:50 Tariffs & immigration: will these policies be economically damaging? 8:30 What impact will Trump's policies have on Fed policy & risk assets? 14:20 Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30 Mexican cement - the contrarian opportunity: 21:20 More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.…
1 Policy, Politics & Potential: China insights with John Garnaut 44:24
44:24 나중에 재생 나중에 재생 리스트 좋아요 좋아요44:24
나중에 재생 나중에 재생 리스트 좋아요 좋아요China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies. Key times: Analysing the shifts in investor sentiment towards China: 1:00 Has the CCP's attitude towards economic growth changed recently? 13:30 Will recent China stimulus measures have a big impact? 20:00 Why China needs to direct resources to local Government: 28:30 Reviving China's property sector: 30:00 Will Taiwan be Xi Jinping's legacy? 34:00 The markets that China's big tech stocks are poised to dominate: 38:00 More Antipodes insights: https://antipodes.com/insights/…
1 Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2) 27:25
27:25 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:25
나중에 재생 나중에 재생 리스트 좋아요 좋아요Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The composition of Congress - a clean sweep or not? 4:00 Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00 Will Trump repeal the Inflation Reduction Act? 10:00 Why Trump's big tariff plans could only be a threat: 12:40 How will investment markets react to a Trump or Harris win: 18:00 Foreign policy & implications on Europe: 20:50 Episode summary: 22:00 More about Antipodes Partners: https://antipodes.com/…
1 "Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1) 46:37
46:37 나중에 재생 나중에 재생 리스트 좋아요 좋아요46:37
나중에 재생 나중에 재생 리스트 좋아요 좋아요Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. This is part 1 of a 2-part interview. Key Times: What Fed Governors are thinking right now: 1:40 US macro + takes on recent economic data: 5:00 Is the good news all priced in? 10:00 Narrow earnings growth in the US: 14:00 Growth outside the US: 16:00 The energy capex cycle: 27:00 AI: 30:45 Overweighting the USD: 36:00 Ian's rate cut call: 45:00…
Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher. But what if the next move for policy rates is down? Should investors stick with banks? Antipodes Portfolio Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets. Key times: What would rate cuts mean for banks: 3:00 The outlook for Australian banks: 10:30 NatWest Group: 11:20 Wells Fargo & Co: 17:17 Commonwealth Bank of Australia (CBA): 20:30 Comparing Natwest, Wells Fargo & CBA: 25:20 All stock commentary is illustrative only and not recommendations to buy, hold, or sell any security.…
1 Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch) 34:02
34:02 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:02
나중에 재생 나중에 재생 리스트 좋아요 좋아요Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations from a recent research trip to China, along with Antipodes' exposure to the world's second-largest economy. Key times: Surprising observations and key takeaways from a China research trip: 00:50 China's property sector woes: 3:20 Time for exposure to China's property sector? (Ke Holdings Inc) 10:30 Investing in China's 'emerging multinationals' (Kingdee International Software Group Co) 13:20 The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30 Key takeouts - can Chinese stocks thrive again? 31:00 Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security. More about Antipodes: antipodes.com…
1 Investing in a higher for longer world: tech, commodities, or both? 25:41
25:41 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:41
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it keep powering ahead? 1:00 Meaningful moves in tech stocks: 5:00 Nvidia (NASDAQ:NVDA): 6:30 Tech opportunities in the current market cycle: 11:00 TSMC (NYSE:TSM): 11:30 Qualcomm (NASDAQ:QCOM): 13:30 Commodities performance and outlook: 14:50 Teck Resources (NYSE:TECK): 20:00 Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.…
1 Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer 33:44
33:44 나중에 재생 나중에 재생 리스트 좋아요 좋아요33:44
나중에 재생 나중에 재생 리스트 좋아요 좋아요Alison 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/…
1 State of play for EV stocks & the auto industry winners and losers 34:40
34:40 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:40
나중에 재생 나중에 재생 리스트 좋아요 좋아요Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More 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 industry? 29:30 *Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.…
1 Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023) 30:34
30:34 나중에 재생 나중에 재생 리스트 좋아요 좋아요30:34
나중에 재생 나중에 재생 리스트 좋아요 좋아요In 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 current portfolio positioning: 12:00 Valuation discipline case study - exiting SAP & holding Oracle*: 16:00 Stock in focus - Oracle Corp (NYSE: ORCL)*: 20:00 *Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.…
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Daily Deals
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Good Value | Pragmatic Value Investing와 비슷한 콘텐츠
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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