Antipodes 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 the Trump presidency and three stocks to watch.

Key Times:

• Is the equity market ignoring the risks the bond market is pricing in? 1:00
• Tax cuts and fiscal deficits: 3:50
• Tariffs & immigration: will these policies be economically damaging? 8:30
• What impact will Trump's policies have on Fed policy & risk assets? 14:20
• Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30
• Mexican cement - the contrarian opportunity: 21:20

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.

China 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 leading advisory firm to select global asset managers, technology companies and government agencies.

Key times:

Analysing the shifts in investor sentiment towards China: 1:00

Has the CCP's attitude towards economic growth changed recently? 13:30

Will recent China stimulus measures have a big impact? 20:00

Why China needs to direct resources to local Government: 28:30

Reviving China's property sector: 30:00

Will Taiwan be Xi Jinping's legacy? 34:00

The markets that China's big tech stocks are poised to dominate: 38:00

More Antipodes insights: https://antipodes.com/insights/

Antipodes 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 Debate - thoughts and observations: 1:00
• The battleground states: 2:00
• The composition of Congress - a clean sweep or not? 4:00
• Key policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00
• Will Trump repeal the Inflation Reduction Act? 10:00
• Why Trump's big tariff plans could only be a threat: 12:40
• How will investment markets react to a Trump or Harris win: 18:00
• Foreign policy & implications on Europe: 20:50
• Episode summary: 22:00

More about Antipodes Partners: https://antipodes.com/