Tales from the trading desk & the evolving behaviour of stock markets

Good Value | Pragmatic Value Investing

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/