Hosted by Antipodes Partners · 🇺🇸 US · EN · 64 episodes
Established thought leaders with verified media credentials.
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Antipodes Partners hosts Good Value | Pragmatic Value Investing, a business show with 64 episodes published.
In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead. Key times: 1:00 | Graham Hay - Industrials (Honeywell Intern
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). St
A bonus audio version of our Q3 2025 market and portfolio positioning update.
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fis
Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US job market data: 1:10 Do Tariffs matter? 6:30 How enduring can the current market
In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares perspectives on asset allocation, and they delve into one of the biggest debate
A bonus audio version of our Q2 2025 market and portfolio positioning update.
Investment Director Alison Savas and Portfolio Manager Graham Hay discuss US fiscal sustainability, what the equity and bond markets are signalling, and how Antipodes is positioning portfolios in the current landscape.
Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities. They unpack
Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipodes team's best investment ideas.
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
Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.
In 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 toda
Antipodes 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,
In 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
Antipodes 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 t
China 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 lead
Antipodes 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 Deb
Alison 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
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
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
To pitch Good Value | Pragmatic Value Investing, visit https://antipodespartners.podbean.com for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
Good Value | Pragmatic Value Investing is hosted by Antipodes Partners. The show is categorised under business (investing) and has published 64 episodes.
Good Value | Pragmatic Value Investing has published 64 episodes.
Good Value | Pragmatic Value Investing regularly covers business, investing, news. It sits in the business category, with a investing focus.
Good Value | Pragmatic Value Investing is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Good Value | Pragmatic Value Investing hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Good Value | Pragmatic Value Investing average 29 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Good Value | Pragmatic Value Investing's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched today.
