Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

Good Value | Pragmatic Value Investing

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TechSurge: Deep Tech VC Podcast

1
Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

منذ 10 أيام1:14:43

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قوائم

إعجاب

احب

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

منذ عام واحد 32:37

MP3•منزل الحلقة

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.

52 حلقات

#Trading #Business News #Business #News #Australia #Antipodes Partners #Portfolio Managers

Good Value | Pragmatic Value Investing

Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

Good Value | Pragmatic Value Investing

published منذ عام واحد

MP3•منزل الحلقة

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.

52 حلقات

#Trading #Business News #Business #News #Australia #Antipodes Partners #Portfolio Managers

كل الحلقات

Good Value | Pragmatic Value Investing

1
Tales from the trading desk & the evolving behaviour of stock markets 22:58

منذ 10 أيام22:58

22:58

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/…

Good Value | Pragmatic Value Investing

1
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid) 32:37

منذ 5 weeks32:37

32:37

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.…

Good Value | Pragmatic Value Investing

1
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure) 36:45

منذ 13 weeks36:45

36:45

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, Industrials & Commodities Portfolio Manager Stock to watch: Keysight Technologies, Inc. (NYSE: KEYS) Sector to avoid: Large cap technology stocks 8:45 | Nick Cameron - Healthcare Portfolio Manager Stock to watch: Alcon AG (SWX: ALC) Sector to avoid: Small to mid-cap medical device companies 16:15 | Max Shramchenko - Infrastructure Portfolio Manager Stock to watch: RWE AG (ETR: RWE) Sector to avoid: Conventional power generating assets in US 23:15 | James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager Stock to watch: Alphabet Inc (NASDAQ: GOOG) Sector to avoid: Large cap technology stocks (ex Alphabet) 28:30 | John Stavliotis - Emerging Markets Portfolio Manager Stock to watch: DiDi Global Inc. (ADR: DIDIY) Sector to avoid: Indian Mid cap Universe More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025? 25:07

منذ 15 weeks25:07

25:07

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? 1:00 Tax cuts and fiscal deficits: 3:50 Tariffs & immigration: will these policies be economically damaging? 8:30 What impact will Trump's policies have on Fed policy & risk assets? 14:20 Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30 Mexican cement - the contrarian opportunity: 21:20 More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
Policy, Politics & Potential: China insights with John Garnaut 44:24

منذ 19 weeks44:24

44:24

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 in investor sentiment towards China: 1:00 Has the CCP's attitude towards economic growth changed recently? 13:30 Will recent China stimulus measures have a big impact? 20:00 Why China needs to direct resources to local Government: 28:30 Reviving China's property sector: 30:00 Will Taiwan be Xi Jinping's legacy? 34:00 The markets that China's big tech stocks are poised to dominate: 38:00 More Antipodes insights: https://antipodes.com/insights/…

Good Value | Pragmatic Value Investing

1
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2) 27:25

منذ 24 weeks27:25

27:25

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 policy areas relevant for stock market investors (taxation, climate, trade, immigration): 7:00 Will Trump repeal the Inflation Reduction Act? 10:00 Why Trump's big tariff plans could only be a threat: 12:40 How will investment markets react to a Trump or Harris win: 18:00 Foreign policy & implications on Europe: 20:50 Episode summary: 22:00 More about Antipodes Partners: https://antipodes.com/…

Good Value | Pragmatic Value Investing

1
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1) 46:37

منذ 28 weeks46:37

46:37

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 data: 5:00 Is the good news all priced in? 10:00 Narrow earnings growth in the US: 14:00 Growth outside the US: 16:00 The energy capex cycle: 27:00 AI: 30:45 Overweighting the USD: 36:00 Ian's rate cut call: 45:00…

Good Value | Pragmatic Value Investing

1
Australian banks vs US & European banks 29:19

منذ 32 weeks29:19

29:19

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 Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets. Key times: What would rate cuts mean for banks: 3:00 The outlook for Australian banks: 10:30 NatWest Group: 11:20 Wells Fargo & Co: 17:17 Commonwealth Bank of Australia (CBA): 20:30 Comparing Natwest, Wells Fargo & CBA: 25:20 All stock commentary is illustrative only and not recommendations to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch) 34:02

منذ 38 weeks34:02

34:02

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 from a recent research trip to China, along with Antipodes' exposure to the world's second-largest economy. Key times: Surprising observations and key takeaways from a China research trip: 00:50 China's property sector woes: 3:20 Time for exposure to China's property sector? (Ke Holdings Inc) 10:30 Investing in China's 'emerging multinationals' (Kingdee International Software Group Co) 13:20 The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30 Key takeouts - can Chinese stocks thrive again? 31:00 Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security. More about Antipodes: antipodes.com…

Good Value | Pragmatic Value Investing

1
Investing in a higher for longer world: tech, commodities, or both? 25:41

منذ 43 weeks25:41

25:41

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 stocks: 5:00 Nvidia (NASDAQ:NVDA): 6:30 Tech opportunities in the current market cycle: 11:00 TSMC (NYSE:TSM): 11:30 Qualcomm (NASDAQ:QCOM): 13:30 Commodities performance and outlook: 14:50 Teck Resources (NYSE:TECK): 20:00 Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer 33:44

منذ 50 weeks33:44

33:44

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 Antipodes: https://antipodes.com/…

Good Value | Pragmatic Value Investing

1
State of play for EV stocks & the auto industry winners and losers 34:40

منذ 1 year34:40

34:40

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 vehicles here to stay? 19:00 Solid state batteries & autonomous vehicles: 22:30 Who will be the long term winners and losers in the global auto industry? 29:30 *Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023) 30:34

منذ 1 year30:34

30:34

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 Fed pulled off a soft landing? 1:00 The potential for a deterioration in liquidity & headwinds for US equities at the index level: 6:00 Antipodes current portfolio positioning: 12:00 Valuation discipline case study - exiting SAP & holding Oracle*: 16:00 Stock in focus - Oracle Corp (NYSE: ORCL)*: 20:00 *Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.…

Good Value | Pragmatic Value Investing

1
2024 sector-specific stock market ideas (and what to avoid) 34:26

منذ 1 year34:26

34:26

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 to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330) 6:20: Nick Cameron - Healthcare Portfolio Manager Sector to watch: Small to mid-cap medical device companies Stock to watch: Alcon AG (SWX: ALC) 15:00: Max Shramchenko - Infrastructure Portfolio Manager Sector to watch: Regulated utilities Stock to watch: American Electric Power Company (NASDAQ: AEP) 21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager Stock to watch: Oracle Corp (NYSE: ORCL) 27:00: John Stavliotis - Emerging Markets Portfolio Manager Sector to watch: Brazilian stocks Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)…

Good Value | Pragmatic Value Investing

1
A turning point for Brazilian stocks? 28:08

منذ 1 year28:08

28:08

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 the case for increasing exposure to Brazilian equities. Key times: Elevator pitch - why investors should consider Brazil: 1:00 Inflation, rate cuts and Brazil's cyclical setting : 2:20 Structural opportunities in Brazil - commodities and agriculture: 7:30 Brazil's economic links with China: 11:30 Brazilian politics and regulation: 13:30 Stock in focus - Itaú Unibanco (NYSE: ITUB)* 16:30 Stock in focus - Nu Holdings (NYSE: NU)*: 21:00 Stock in focus - Sendas Distribuidora (NYSE: ASAI)*: 22:30 *Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.…

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Good Value | Pragmatic Value Investing « » Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

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Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)