Dec 17, 202546 min
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...
business
Good Value | Pragmatic Value Investing
Hosted by Antipodes Partners · business · EN
About this Podcast:
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Pitch Analysis
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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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Who hosts Good Value | Pragmatic Value Investing?
Good Value | Pragmatic Value Investing is hosted by Antipodes Partners. The show has published 64 episodes to date.
What has Good Value | Pragmatic Value Investing covered recently?
Recent episodes include "5 Antipodes sector specialists on the stocks and key trends to watch in 2026" (17 December 2025, 46 minutes), "Opportunities in global small and mid-cap companies" (2 December 2025, 34 minutes), and "Antipodes Magnified | Q3 2025 Market Update (Audio Version)" (30 October 2025, 20 minutes).
How often does Good Value | Pragmatic Value Investing publish?
Good Value | Pragmatic Value Investing publishes roughly monthly, with episodes averaging 29 minutes across 64 episodes.
How hard is it to get booked on Good Value | Pragmatic Value Investing?
Booking probability for Good Value | Pragmatic Value Investing is 31%, and the host is rated Selective on guests. Good Value | Pragmatic Value Investing requires a Pod Score of 80 or higher. Good Value | Pragmatic Value Investing's contact route on record: public web form.
Who should pitch Good Value | Pragmatic Value Investing?
The strongest fits for Good Value | Pragmatic Value Investing are Investing & Wealth Management and Investment Banking & Trading. Good Value | Pragmatic Value Investing has a business audience.
About the host
Antipodes Partners hosts Good Value | Pragmatic Value Investing, a business podcast with 64 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Dec 2, 202534 minAntipodes 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)...
- Oct 30, 202520 min
A bonus audio version of our Q3 2025 market and portfolio positioning update.
Oct 30, 202523 minThe 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...
Oct 2, 202526 minAntipodes 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...
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Aug 28, 202535 minIn 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...
- Aug 1, 202516 min
A bonus audio version of our Q2 2025 market and portfolio positioning update.
- Jul 24, 202515 min
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.
Jun 26, 202531 minAlison 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...
May 28, 202521 minAntipodes 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.
Apr 28, 202514 minThis 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...
- Mar 30, 202526 min
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.
Feb 26, 202523 minIn 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...
Episode #51
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Jan 30, 202533 minAntipodes 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...
Dec 11, 202437 minIn 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...
Nov 26, 202425 minAntipodes 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...
Oct 27, 202444 minChina 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...
Sep 23, 202427 minAntipodes 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...
Episode #46
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Aug 26, 202447 minAlison 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...
Episode #45
Australian banks vs US & European banks
Jul 26, 202429 minOver 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...
Recent guests
Recent guests on Good Value | Pragmatic Value Investing. Study who booked and why before you pitch.
A
Anthony Doyle
Head of Investment Strategy, Pinnacle Investment Management Group
N
Nick Nelson
chiropractor, author, founder, Keller Williams Realty Eugene & Springfield
B
Ben Legg
former COO of Google Europe, The Portfolio Collective
A
Andrew Gibson
Taranaki Area Livestock Manager and Auctioneer, Germantown Plantation Senior Living Community
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