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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot.
Key times:
Thoughts on Trump's '90-day pause': 1:00How damaging could big China tariffs be? 2:20Tariff implications for inflation and economic growth: 5:00Is the market adequately pricing tariff implications? 8:20Can Europe and China stocks benefit from US tariffs? 10:00Latin American markets to watch: 10:50Is the current stock market broadening sustainable? 11:30
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
