All content for Good Value | Pragmatic Value Investing is the property of Antipodes Partners and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Ian Harnett: A period of transition for global equities?
Good Value | Pragmatic Value Investing
25 minutes
1 month ago
Ian Harnett: A period of transition for global equities?
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 resilience be? 10:30
Is the AI trade in a bubble? 12:00
Emerging Markets, Europe and valuations outside the US: 21:00
Risks in markets heading in 2026: 24:10
What could surprise on the upside in 2026: 25:50
Ian’s biggest investing lessons: 28:00
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
