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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
Good Value | Pragmatic Value Investing
25 minutes 7 seconds
12 months ago
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?
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
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
