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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Tales from the trading desk & the evolving behaviour of stock markets
Good Value | Pragmatic Value Investing
22 minutes 58 seconds
8 months ago
Tales from the trading desk & the evolving behaviour of stock markets
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 today? 6:40
The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
What can change market momentum? 13:30
The big dislocations in markets in 2025: 16:00
Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
The implications of President Trump on stock markets: 20:50
More about Antipodes: https://antipodes.com/
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
