Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities.

Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing.

Key Times:

The Trump inauguration: what now for markets? 1:00

Stocks vs bonds: mixed messages? 3:50

The outlook for US equities in 2025: 8:00

Are we on the cusp of a change in global fiscal impulse? 12:30

Can Europe's valuation discount narrow? 17:30

Outlook for Chinese equities: 19:50

AI inflection point and big shifts in Central Bank gold buying: 22:50

The bear case for Apple Inc (NASDAQ: AAPL): 28:30

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

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.

Episode ID: 1000687283902

GUID: antipodespartners.podbean.com/46fb5d19-9cd4-3137-95ae-7aea9a3062eb

Release Date: 31/01/2025, 04:00:01