Good Value | Pragmatic Value Investing
Business:Investing
Following the recent bank crises in the US and Europe, Alison Savas and James Rodda discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge.
The episode also covers potential investment opportunities given the dislocation in US and European financials, including insights into our portfolio holdings UniCredit (BIT: UCG) and ING Group (AMS: INGA).
Key times:
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Stock commentary you hear in this episode is illustrative only and not a recommendation to buy, hold, or sell any security.
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
State of play for EV stocks & the auto industry winners and losers
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
2024 sector-specific stock market ideas (and what to avoid)
A turning point for Brazilian stocks?
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
3 stock ideas in one of the world’s most undervalued markets
Quarterly Update: A stock market with no margin for error (Q2 2023)
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
3 Chinese stocks to watch amid the rocky recovery
Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Dr Christian Bruch on the energy transition
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Antipodes’ sector-specific investment outlooks for 2023
Investing in Emerging Markets
Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
Antipodes’ approach to shorting
RWE’s Michael Muller on Europe’s power crunch
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