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Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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How Antipodes is investing amid the Tariff War

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Manage episode 479655813 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 479655813 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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

  continue reading

54 episodes

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