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Good Value | Pragmatic Value Investing

Antipodes Partners
China
Chinese Stock Market
Property Sector
Evergrande
Antipodes
Renewable Energy
Consumer Confidence
US Economy
Geopolitics
NARI
Kindi
US Presidential Election
Chinese Economic Policy
AI Adoption
Tariff Wars
Inflation
Tech Sector Trends
Australian Banks
US Banks
European Banks

A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.

PublishesMonthlyEpisodes64Founded5 years ago
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Latest Episodes

In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.

Key times:

1:00 | Graham Hay - Industrials (Honeywell International Inc)

8:30 | Nick Ca... more

YouTube

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs).

Stock commentary is illustrativ... more

YouTube

A bonus audio version of our Q3 2025 market and portfolio positioning update.

YouTube

The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting con... more

YouTube

Key Facts

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Recent Guests

Steve Sevier
Head trader at Antipodes, with over 20 years of experience trading US and Asian equities.
Antipodes
Episode: Tales from the trading desk & the evolving behaviour of stock markets
Rameez Sadikot
Antipodes Portfolio Manager and Head of Quant and Macro
Antipodes
Episode: US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
John Garnaut
Founder of Garnaut Global, with a background analyzing Chinese politics and policy directions.
Garnaut Global
Episode: Policy, Politics & Potential: China insights with John Garnaut
Nick Nelson
Head of Global Equity Strategy at ASR
ASR
Episode: Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
John Stavliotis
Antipodes Portfolio Manager
Antipodes
Episode: Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Graham Hay
Portfolio Manager
Antipodes
Episode: Investing in a higher for longer world: tech, commodities, or both?

Host

Alison
Host of the podcast, discussing value investing strategies and insights from various perspectives.

Reviews

4.9 out of 5 stars from 24 ratings
  • Valueable

    Really like these guys and the open investment discussions.

    Apple Podcasts
    5
    pjmartin1
    Australia5 years ago
  • Great insights!

    Looking forward to the next update.

    Apple Podcasts
    5
    Danielle FDS
    Australia5 years ago
  • Value investing

    Good listening for anyone interested in how value investors are investing in the markets.

    Apple Podcasts
    5
    Johnn In
    Australia5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Reviewers highlight the engaging format and the valuable perspectives shared, especially from expert guests.
Many express interest in the topics of value investing and the overall market analysis presented.
Listeners appreciate the informative discussions that bring accessible insights into investing strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Q: Is it possible that policy may actually be appropriately set or even potentially too low?
The challenge is that creating excess capacity can lead to systemic risks in the economy.
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Q: Can you see a situation where Europe is more sensitive to the loosening cycle?
The challenge lies in the competitiveness of Eurozone economies, particularly with Germany's central role.
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Q: Do you think the market is pricing in a soft landing?
Valuations reflect a lot of good news, and the current economic indicators suggest that the US economy is healthy enough to avoid a recession.
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Q: Do you think cyclical risks are building? Or is this a blip?
A weakening global economy historically tends to favor the US relative to the rest of the world, signaling ongoing US exceptionalism.
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
Q: What were your key observations and conclusions from that trip?
The economy appears robust, with discussions indicating that the terminal rate on interest rates would be higher than previously thought.

Audience Metrics

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Frequently Asked Questions About Good Value

What is Good Value about and what kind of topics does it cover?

This podcast focuses on value investing, offering insights from investment professionals at an active global equities management firm. Episodes regularly discuss macroeconomic trends, investment updates, and company analyses, providing listeners with a wealth of knowledge about investment strategies and market dynamics. Unique features include interviews with external thought leaders, who share diverse perspectives on the evolving landscape of global investment opportunities. The discussions cover pressing topics such as economic policies, market volatility, and sector-specific forecasts, making it a valuable resource for both novice and seasoned investors looking to stay informed.

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How many subscribers and views does Good Value have?

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Which podcasts are similar to Good Value?

These podcasts share a similar audience with Good Value:

1. The Rules of Investing
2. Your Wealth
3. Buy Hold Sell, by Livewire Markets
4. NAB Morning Call
5. Chanticleer

How many episodes of Good Value are there?

Good Value launched 5 years ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Good Value?

Recent guests on Good Value include:

1. Steve Sevier
2. Rameez Sadikot
3. John Garnaut
4. Nick Nelson
5. John Stavliotis
6. Graham Hay

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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