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In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.

Key Times:

  • Steve reflects on trading through the mid 2000s: 2:00
  • A trader's day: 4:00
  • The evolution of stock markets - who can move markets today? 6:40
  • The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
  • What can change market momentum? 13:30
  • The big dislocations in markets in 2025: 16:00
  • Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
  • The implications of President Trump on stock markets: 20:50

More about Antipodes: https://antipodes.com/

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60 episodes