Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)

Good Value | Pragmatic Value Investing

Antipodes Partners द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Antipodes Partners या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1+ y ago 30:25

MP3•एपिसोड होम

Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency.

In part 1 (1:00 - 15:00), Alison and Rameez discuss the state of global equities - including Antipodes' views on markets and the macro in the US, Europe and China.

In part 2 (15:00 - 27:00), the discussion turns to gold. After a lacklustre performance through most of 2022, investors are once again beginning to pay attention to gold. Alison and Rameez share Antipodes' views and due diligence.

Finally, hear the investment case for Australian gold mining giant, Newcrest Mining (ASX: NCM)* (27:00 - 30:00).

*Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.

Antipodes website: antipodes.com

Antipodes on Linkedin: Antipodes Partners

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