Dec 17, 2025
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
45 minutes
Podcast · Inglés
Good Value
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.
Episodes
Ordered by publication date.
Dec 2, 2025
Opportunities in global small and mid-cap companies
34 minutes
Oct 30, 2025
Antipodes Magnified | Q3 2025 Market Update (Audio Version)
19 minutes
Oct 30, 2025
Two-speed America: fiscal tailwinds, AI boom and market implications
22 minutes
Oct 2, 2025
Ian Harnett: A period of transition for global equities?
29 minutes
Aug 28, 2025
The active vs passive investing debate (and how should your kids invest?)
34 minutes
Aug 1, 2025
Antipodes Magnified | Q2 2025 Market Update (Audio Version)
16 minutes
Jul 24, 2025
Why the macro could be getting riskier for stock market investors
15 minutes
Jun 26, 2025
The market's best kept secret? Investing in global small and mid caps (SMIDs)
30 minutes
May 28, 2025
China Market Lens: Stocks and Sectors to Watch
20 minutes
Apr 28, 2025
How Antipodes is investing amid the Tariff War
13 minutes
Mar 30, 2025
The real trends to watch in the tech sector amid the Mag 7 sell-off
25 minutes
Feb 26, 2025
Tales from the trading desk & the evolving behaviour of stock markets
22 minutes
Jan 30, 2025
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
32 minutes
Dec 11, 2024
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
36 minutes
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