The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
Manage episode 464070180 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://ppacc.player.fm/legal.
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.
54 episodes
Share
Manage episode 464070180 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://ppacc.player.fm/legal.
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.
54 episodes
All episodes
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Similar to Good Value | Pragmatic Value Investing
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Kara Goldin, Founder of Hint and Author of the WSJ Best Seller Undaunted, brings listeners real, unfiltered conversations with today’s boldest entrepreneurs, leaders, disruptors, and change-makers on The Kara Goldin Show. From overcoming setbacks to building iconic brands, Kara dives deep into the stories of those who dared to do things differently. Guests like Tony Robbins (entrepreneur, author), Chip Wilson (Lululemon), Guy Kawasaki (Apple, Canva), Mindy Grossman (WW), and Amy Errett (Madi ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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