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Good Value | Pragmatic Value Investing

Antipodes Partners
China
Chinese Stock Market
Antipodes
Evergrande
Property Sector
Renewable Energy
Consumer Confidence
US Economy
Geopolitics
Didi
Kindi
NARI
US Presidential Election
Chinese Economic Policy
AI Adoption
Tariff Wars
Streaming TV
Antipodes Global SMID Fund
Inflation
Tech Sector Trends

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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InvestingBusinessBusiness NewsNews

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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

Vahari Ross
Portfolio Manager
Antipodes
Episode: Antipodes Magnified | Q3 2025 Market Update (Audio Version)
Vihari Ross
Antipodes portfolio manager
Antipodes
Episode: Two-speed America: fiscal tailwinds, AI boom and market implications
Ian Harnett
Co-Founder and Chief Investment Strategist of Absolute Strategy Research
Absolute Strategy Research
Episode: Ian Harnett: A period of transition for global equities?
Anthony Doyle
Chief Investment Strategist at Pinnacle Investment Management, experienced in navigating global markets
Pinnacle Investment Management
Episode: The active vs passive investing debate (and how should your kids invest?)
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)

Host

Alison Savas
Host of discussions focusing on active versus passive investing and market insights.

Reviews

4.9 out of 5 stars from 25 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.

The podcast is noted for its informative content, making it appealing for those interested in value investing.
Listeners appreciate the open investment discussions that provide valuable insights into market strategies.
Audiences find the regular updates and expert discussions to be valuable resources in navigating market trends.

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Talking Points

Recent interactions between the hosts and their guests.

Ian Harnett: A period of transition for global equities?
Q: What are the biggest tail risks that the market isn't paying enough attention to?
The weaponization of trade leading to a weaponization of capital is a significant tail risk, changing the global capital access assumptions.
Ian Harnett: A period of transition for global equities?
Q: Do tariffs matter?
In the long run, tariffs will lead to higher inflation and weaker economic growth, impacting market multiples.
Ian Harnett: A period of transition for global equities?
Q: What message are you reading from the labour market data?
There is a slowdown in employment levels, and companies are hesitant to shed labor until they see a significant cash flow shock.
Opportunities in global small and mid-cap companies
Q: How does this part of the market differ from large caps in terms of both behavior and opportunity?
James explains that SMIDs have a large valuation dispersion and are currently cheaper than large caps despite comparable growth rates.
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
Q: What should investors avoid in your part of the market?
Max Shramchenko reiterates avoidance of independent power producers due to valuation bubbles and regulatory changes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Good Value

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

Focused on the principles of value investing, this podcast combines insights from the team at an active global equities investment manager with external experts. It emphasizes investment strategies and macroeconomic trends, providing listeners with a unique perspective on companies and market dynamics across the globe. Topics debated range from small and mid-cap investment opportunities to global economic disparities, giving a rounded view of current financial landscapes. What sets this podcast apart is its commitment to debating both active and passive investment strategies, incorporating numerous expert voices that bring depth and credibility to the discussions.

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Which podcasts are similar to Good Value?

These podcasts share a similar audience with Good Value:

1. Australian Investors Podcast
2. The Money Puzzle
3. Equity Mates Investing Podcast

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. Vahari Ross
2. Vihari Ross
3. Ian Harnett
4. Anthony Doyle
5. Steve Sevier
6. Rameez Sadikot
7. John Garnaut
8. Nick Nelson

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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