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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
Good Value | Pragmatic Value Investing
25 minutes 54 seconds
7 months ago
AI at an inflection point, but has the US mega cap tech sell-off got further to go?
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.
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
