Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Manage episode 327190080 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech complex in the US has now faded into April.
In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss:
- 01:30: Why Stagflation has become Antipodes’ ‘base case’
- 04:40: The risk of Central Bank policy error
- 07:50: Antipodes’ portfolio positioning
- 10:30: Why Antipodes in holding the line on Chinese stocks
- 26:00: Antipodes’ China exposures
46 episodes
Share
Manage episode 327190080 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech complex in the US has now faded into April.
In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss:
- 01:30: Why Stagflation has become Antipodes’ ‘base case’
- 04:40: The risk of Central Bank policy error
- 07:50: Antipodes’ portfolio positioning
- 10:30: Why Antipodes in holding the line on Chinese stocks
- 26:00: Antipodes’ China exposures
46 episodes
All episodes
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Similar to Good Value | Pragmatic Value Investing
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
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Go offline with the Player FM app!
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