Investing in Good is a podcast sponsored by Clayton Wealth Partners featuring nonprofit and charitable organizations seeking to make a difference in Northeast Kansas.
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Connecting Investors & Understanding Businesses
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My name is Tim Nash, and I’m on a mission to help a million people put their money where their values are. Over the last 15 years, I’ve helped thousands of people build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There’s a whole amazing world of social finance and cooperative banking that puts people and planet above profit and I ...
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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.
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Money isn't a straightforward topic - it comes with taboo, pressure, and all of the lessons and traumas you grew up with. How do you break free of all that and start controlling your money instead of letting it control you? In 2025, I'm calling for courage with your money. Joining Tim is special guest Jessica Moorhouse, accredited financial counsel…
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Ep 13 - Nurses Topeka - Thaina Dos Santos-Jensen
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This week, Investing in Good welcomes Thaina Dos Santos-Jensen, founder of Nurses Topeka. Nurses Topeka is a group of local nurses dedicated to supporting each other and the profession.
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Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
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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…
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How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers?
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Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you: 00:00 Podcast preview 01:14 Introducing Pieter Slegers 02:20 The start of Compounding Quality 06:50 Growing on Warren Buffett’s shoulders 09:45 Growing through engagem…
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For this impact investment of the month, we’re looking at the oldest green fund in the world! When it launched in 1991, the AGF Global Sustainable Growth Equity Fund was known as the Acuity Clean Environment Equity Fund. Today, it is managed by Martin Grosskompf, VP and portfolio manager at AGF Investments. This is a continuation of our last episod…
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Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
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In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of. Key Times: 0:35 | Graham Hay - Hardware, Ind…
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The election results are in. But what does this mean for the green economy? We'll unpack the latest developments as the USA and other countries around the world meet in Baku, Azerbaijan, for the UN Climate Change Conference (COP 29). Joining Tim is special guest Martin Grosskopf, VP and portfolio manager at AGF Investments. Martin manages the AGF G…
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US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
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Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch. Key Times: Is the equity market ignoring the risks the bond market is pricing in? 1…
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Buying a Social Enterprise Franchise
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IMPACT INVESTMENT OF THE MONTH The Afro-Caribbean Business Network (ACBN) is acquiring a "Just Like Family" franchise to provide localized, community-driven home care services for Toronto's aging population. Support their work here: https://www.goparity.ca/project/just-like-family-7 New to Goparity? Use this link to redeem your free $50 voucher: ht…
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There are lots of reasons to be angry at Canadian banks. They are complicit in everything, from climate change to war crimes. Is anyone in Canada really happy with their bank? Lucky for us, there's a choice. Canada is blessed with a great cooperative banking system with our credit unions! Use Coupon Code FIREBANK for a 25% discount to Tim's Classro…
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Introducing Good Investing with Tim Nash
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My name is Tim Nash, and I’m the founder of Good Investing. Over the last 15 years, I’ve helped thousands of people just like you build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There…
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Policy, Politics & Potential: China insights with John Garnaut
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China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies. Key times: Analysing the shifts i…
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What can I learn from "On the Hunt for Great Companies"?
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Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book https://amzn.to/4dMEl7q Learn more about Simon https://www.simonkold.com…
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EP 12 - United Way - Brett Martin
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It's our longest podcast yet this month as we talk with Brett Martin of the United Way. About 30 minutes in, Brett offers his thoughts and lots of information about Topeka's efforts to combat homelessness. A timely and thoughtful discussion.بقلم Clint Patty
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Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?
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We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market. We have discussed the following: 00:00 Highlights 00:51 Introducing Will Kim 02:38 Stepping away from the corporate world to play the investing game 04:49 Learnings from the early career 06:19 The goal…
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Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)
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Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The composition of Congress - a clean sweep or not? 4:00 Key p…
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Join us this week as Investing in Good shines a spotlight on the work of Just Food in reducing food insecurity throughout Douglas County.بقلم Clint Patty
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"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)
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Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. This is part 1 of a 2-part interview. Key Times: What Fed Governors are thinking right now: 1:40 US macro + takes on recent economic da…
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Ep 10 - Community Children's Center - Kim Polson
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بقلم Clint Patty
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Australian banks vs US & European banks
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Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher. But what if the next move for policy rates is down? Should investors stick with banks? Antipodes Portfolio Mana…
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Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)?
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Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast! We have discussed the following: 00:00 Preview 00:52 Introducing Xin 01:27 Investing in China now compared to the past years 02:15 Why China is par…
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Ep 9 - Elina Alterman - Lawrence Humane Society
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Why do you like Haier D shares, Dan Rupp of Parkway Capital?
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It was great to welcome Dan Rupp of Parkway Capital (https://www.parkwayasia.com/) as a first-time guest on the podcast! We have discussed the following: 00:00 Podcast Preview 01:30 Introducing Dan Rupp 01:51 Why invest in Asia now? 05:36 Defining „Asia“‘s geography 07:37 Why go active instead of passively investing Asia 13:17 Where are the best op…
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Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
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Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations…
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Why do you like Alpha Group International PLC, Dede Eyesan?
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It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (https://www.jengaip.com/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Podcast Preview 00:42 Introducing Dede Eyesan 01:27 Starting out in the fund industry 03:41 How to stay focussed on making money 05:17 What do you look for in a stoc…
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Why do you like Cake Box Holdings PLC, Sam Hollanders?
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It was our pleasure to welcome Sam Hollanders of Chess Capital (https://www.chesscapital.lu/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Podcast preview 00:53 Introducing Sam Hollanders 03:30 What does Chess Capital stand for? 06:27 Starting out in the Photoshop business 09:09 Why start a fund? 12:12 Bring…
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Why do you like Jet2Airways stock, Theron de Ris?
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It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks! We have discussed the following: 00:00 Preview for the episode 00:40 Introducing Theron de Ris 03:03 The early impressions 04:50 Understanding Eschler 07:12 What Sorengo Partners stands for 09:40 The inv…
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Ep 8 - American Red Cross Jane Blocher
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Join us this week as we discuss distater response and the increased need for volunteers and donors with the American Red Cross of Greater Kansas Executive Director Jane Blocher.بقلم Clint Patty
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Investing in a higher for longer world: tech, commodities, or both?
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In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it keep powering ahead? 1:00 Meaningful moves in tech s…
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Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)?
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Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following: 00:00 Podcast preview 00:58 Introducing Petra Capital 02:34 Is South Korea the winner of the U…
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Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
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Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. More about Antipode…
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This week Investing in Good features Topeka Symphony Executive Director Kevin Burton as he discusses opportunities for community involvement in the symphony, the upcoming season and the continued development of the youth orchestra.بقلم Clint Patty
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Tom Gayner on the Markel Brunch and the Reunion 2024
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In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-mee…
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Chris Waller, why does Plural Investing own TerraVest stock $TVK?
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Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following: 00:00 Introduction to Chris Waller 01:30 Investments Chris Waller is excited about 05:20 What is his strategy? 07:30 Chris Waller’s circl…
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The Complete Financial History of Berkshire Hathaway (Adam Mead)
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In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus communit…
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State of play for EV stocks & the auto industry winners and losers
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Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid electric …
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What are ABO Wind's best markets, CEO Karsten Schlageter?
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In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following: 00:00 Intro 00:35 Welcome to part 2 of the ABO Wind video 01:00 From ABO Wind to ABO Energy 02:00 Becoming a global player in renewables 05:25 Understan…
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Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter?
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ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:…
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Ep 5 - The Bridge of Topeka - Chris Stewart
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Join us on a episode taped just before the Super Bowl with Chris Stewart, Executive Director of the Bridge of Topeka. Through his ministry, Chris has taken his vision of empowering area children to become servant leaders through long-term mentoring relationships with the Bridge's Lunch Buddies and Life Buddies programs. Learn more at bridgeoftopeka…
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Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
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In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL). Key times: Has the F…
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Why do you own so much stock of HomeToGo, Steffen Schneider?
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Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following: 00:00 Recap 00:40 Introduction to part 2. Please check out part 1: 01:06 HomeToGo competitors 02:40 Smoobu competitors 06:27 The complexity of problem-solving wit…
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Why is Gruppo Mutui Online so different today, Marco Pescarmona?
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Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following: 00:00 Teaser 00:32 Intro 00:51 The biggest challenge in the last two years 01:31 Biggest challenge at the moment 04:03 Acquiring new busin…
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Ep 4 - Omni Circle - Michael Odupitan
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This month's podcast covers everything from Plato to Kobe to Henry Kissinger as Investing in Good features Omni Circle's Michael Odupitan and the great work Omni Circle is doing in empowering individals in our community.بقلم Clint Patty
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Can HomeToGo win in booking & SaaS, Steffen Schneider?
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I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following: 00:00 Intro 00:47 Introducing Steffen Schneider of HomeToGo 01:13 Reasons for considering HomeToGo in a competitive market 02:26 Customer persona A – the renter 08:06 Customer persona B – the sma…
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2024 sector-specific stock market ideas (and what to avoid)
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In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager. Stock…
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Ep 3 - Library Foundation - Ashley Charest
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Library Foundation Executive Director Ashley Charest joins us this month to talk all things Topeka Shawnee County Public Library.
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What are VNV global's chances after the Babylon fail, Per Brilioth?
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We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following: 00:00 Welcoming Per Brilioth 01:19 Getting through volatile periods 03:49 What went wrong with Babylon? 05:40 Learnings from Babylon bankruptcy 11:05 Portfolio…
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A turning point for Brazilian stocks?
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The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes Investment Director) and John Stavliotis (Antipodes Emerging Markets PM) discuss …
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Matthew Brown, why have you built an awesome research management system for free?
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Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following: 00:00 Welcoming Matthew Brown to the podcast 00:45 The Beginning of Matthew’s investing career 04:57 The Investment Research Management System 07:39 Reasons for using Notion 1…
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