Good Value | Pragmatic Value Investing
Business:Investing
When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode, Antipodes CIO Jacob Mitchell shares his views on the recent stock market moves and discusses 3 key themes to watch in 2022.
1:15 - Market commentary & the January 2022 big tech sell off
6:30 - Top theme to watch: Rising yields
8:55 - Top theme to watch: China's loosening monetary policy
12:50 - Top theme to watch: Europe in a "sweet spot"
17:20 - Stock to watch: Seagate Technology Holdings (NASDAQ: STX)
Investing in a higher for longer world: tech, commodities, or both?
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)
Life after SIVB and CS: Winners and losers in global financials
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
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