How Antipodes is investing amid the Tariff War

This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. 

Key times:

Thoughts on Trump's '90-day pause': 1:00
How damaging could big China tariffs be? 2:20
Tariff implications for inflation and economic growth: 5:00
Is the market adequately pricing tariff implications? 8:20
Can Europe and China stocks benefit from US tariffs? 10:00
Latin American markets to watch: 10:50
Is the current stock market broadening sustainable? 11:30