Welcome to Behind the Wheel, where we bring you the latest industry insights and company updates straight to your ears. Join us as we explore future planning, industry news, and trends. Hear directly from David Simon and his team. Whether you're a driver on the road, working in the office or on the warehouse floor, this podcast is for you. So, sit back, relax, and get ready to learn something new. Contact Us. podcasts@simon.com.au
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Welcome to Talkin' Shop, the podcast where hosts Louis and Aaron dive deep into the world of heavy-duty vehicles! Join us as we explore the nuts and bolts of the industry, featuring insightful conversations with expert technicians, seasoned drivers, and even some social media personalities who share their unique perspectives. But it's not all business here – we get personal and peel back the layers to uncover our guests' inspiring journeys, from how they started to where they are today. So j ...
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The Future of Supply Chain: a Dynamo Ventures Podcast
The Future of Supply Chain: a Dynamo Podcast
On each episode of the Future of Supply Chain, we sit down with a different entrepreneur, investor, or industry veteran to discuss their story, views on the industry, and how we can collectively build the future of supply chain together.
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"Very unusual": US tech stocks in historic market anomaly (Interview with Ian Harnett - Part 1)
46:37
46:37
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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 da…
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Nicolle and Ben (Trucker Baddie & Fake Trucker) | Talkin' Shop Podcast EP19
1:27:06
1:27:06
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In this episode of Talkin' Shop, Louis and Aaron are joined by Nicolle and Ben aka Trucker Baddie and Fake Trucker. We talk about Nicolle’s time in the army, how she got into truck driving and how she developed her career as an online creator. We also talk to Ben about his new venture “Fake Trucker” and the reality of running this kind of business.…
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#184: Trucking Revolution: Navigating the Road Ahead with AI and Innovation with TJ England of C.R. England
48:49
48:49
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Highlights from their conversation include: C.R. England’s Journey in Trucking (0:52) TJ's Journey into the Family Business (1:58) Challenges in the Trucking Industry (3:41) Exploring AI in Trucking (6:15) Potential of AI for Network Optimization (10:06) Human in the Loop Approach (14:17) Technological Solutions for Communication (17:39) Fragmentat…
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Trucker Tim on how he built his YouTube career | Talkin' Shop Podcast EP18
2:24:58
2:24:58
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In this episode of Talkin' Shop, Louis and Aaron are joined by Trucker Tim where he shares the full story of how he built his YouTube career from starting as a driver to where he is today, how he deals with hate on social media and his recent struggles with the DVSA. Thanks to Tim for coming on the podcast! If you enjoyed it, please don’t forget to…
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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 Mana…
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#183: What's the Buzz? AI's Role in Shaping the Future of Supply Chain with Bola Adegbulu of AI Fund
29:27
29:27
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Highlights from their conversation include: AI Fund and Its Mission (0:39) Bola's Background and Journey into AI (1:56) Overview of AI and Its Evolution (3:16) Advancements in ChatGPT and Multimodal Models (6:56) Deploying AI Capability in Enterprises (8:42) Ways Startups Can Differentiate Themselves (11:47) AI Companies as a Trojan Horse (15:07) C…
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SPECIAL EPISODE - Behind the Wheel: Billy's Little Poem
5:15
5:15
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In this special episode, we take a moment to celebrate Bill Manton (Billy), a cherished member of our company and our industry, through a heartfelt poem he composed. Strum by Mark Bury. Billy is known for his annual Christmas poems that capture the essence of his time in the industry. He created this special piece that needs to live life beyond Ard…
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TRUCK TECH UK reflects on his first year of business | Talkin' Shop Podcast EP17
1:15:16
1:15:16
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In this episode of Talkin' Shop, Louis and Aaron are joined by our first-ever Talkin' Shop guest, Russell aka TRUCK TECH UK, where we catch up one year later to reflect on what his first year has been like starting his own business after having left the DAF main dealer as a master tech. We also discuss how he makes YouTube videos, his plans for the…
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#182: How Can AI Revolutionize Freight Brokerage? Featuring Santosh Sankar and Madelyn O'Farrell of Dynamo
27:06
27:06
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Highlights from their conversation include: Madelyn’s Background and Journey to Join Dynamo (0:40) The Intersection of AI and Freight Brokerage (2:29) Discussion on AI and technology in freight brokerage (5:19) Challenges in adopting AI and technology (17:06) Differentiation and data advantage (20:12) User interface and AI use cases (24:02) Final t…
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Sandy Flat Out Flat Broke | Talkin' Shop Podcast EP16
2:16:05
2:16:05
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In this episode of Talkin' Shop, Louis and Aaron are joined by Sandy Flat Out Flat Broke to talk all things trucking, running a business and how he got to where he is today! Thanks to Sandy for coming on the podcast! If you enjoyed it, please don’t forget to like and subscribe for more! Sandy Flat Out Flat Broke: https://www.instagram.com/flat_out_…
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#181: The Evolution of Quality Control: From Manual Inspections to Technology-Driven Solutions with Prince Ghosh of Factored Quality
41:23
41:23
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Highlights from their conversation include: The Origin Story of Factored Quality (0:41) Prince’s Background and Inspiration for Factored Quality (3:16) Understanding the Supply Chain Process (6:36) Challenges in Quality Assurance (10:26) Role of Technology in Quality Assurance (14:21) Limitations of Automated Quality Assurance (18:01) Emergence of …
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Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
34:02
34:02
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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…
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#180: Navigating the Complexities of Global Trade and Logistics: A Deep Dive into Supply Chain Management with Dr. Tom Goldsby of the University of Tennessee
29:00
29:00
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Highlights from their conversation include: Tom’s Background in Supply Chain and Logistics (1:22) The Impact of Nearshoring (6:41) Geopolitical Considerations (9:38) Agility in Supply Chain (13:04) Adapting to Pandemic Challenges (16:16) Parcel Logistics Evolution (19:49) USPS incentives and parcel network changes (23:25) Walmart's last mile and re…
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Pete White | Talkin' Shop Podcast EP15
2:38:03
2:38:03
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In this episode of Talkin' Shop, Louis and Aaron are joined by Pete White of Whites Transport Services and SellMyTruck, where he shares what it's like to run a haulage firm and the challenges new business owners face, what it's like driving in Europe and why he started his business, SellMyTruck. Thanks to Pete for coming on the podcast! If you enjo…
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Cranebrain | Talkin' Shop Podcast EP14
1:39:40
1:39:40
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In this episode of Talkin' Shop, Louis and Aaron are joined by Cranebrain (Connor) to talk about all these things cranes including how he got into the industry and his advice to youngsters. Thanks to Connor for coming on the podcast! If you enjoyed it, please don’t forget to like and subscribe for more! Cranebrain: https://www.instagram.com/cranebr…
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Investing in a higher for longer world: tech, commodities, or both?
25:41
25:41
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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 s…
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#179: Strategies for Talent Success in the Supply Chain Industry with Radu Palamariu of Alcott Global
35:44
35:44
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Highlights from their conversation include: Alcott Global’s Mission (1:00) Radu’s Background in Search and Talent (3:27) State of the Supply Chain Industry (6:46) Skills in Demand in Supply Chain (8:54) Investment and Innovation in Supply Chain (15:18) Attracting Talent to Supply Chain (19:52) Contributing to the Greater Good (22:22) Transitioning …
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EP6: Behind The Wheel: Peeling back the Senko News & 39 Years with Billy (Bill Manton)
23:40
23:40
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In this episode of Behind The Wheel, Ardy Almassi, Bill Manton, Mick West, David Simon, and Mark Bury discuss the recent business news surrounding Senko. Get some insight into why and what’s next. We talk to industry stalwart Bill Manton and of course that means Car Talk had to be with Billy also. Sit back, relax, and enjoy.…
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Bignath & Truckershaun | Talkin' Shop Podcast EP13
2:24:46
2:24:46
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In this chaotic episode of Talkin' Shop, Louis and Aaron are joined by Bignath and Truckershaun! Filled with constant laughs, the pair share with us some crazy stories of life on the road, how they met and... the future of trucking (or maybe not)! 😂 Thanks to Nath and Shaun for coming on the podcast! If you enjoyed it, please don’t forget to like a…
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#178: Revolutionizing the Mexican Trucking Industry with Innovative Financial Infrastructure with Jaime Tabachnik of Solvento
38:10
38:10
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Highlights from their conversation include: Solvento and Logistics Payment Automation (0:41) Jaime’s background in Supply Chain and Logistics (1:51) Solvento's Infrastructure for Freight Industry (9:46 Lending Facility and Quick Pay Solutions (15:49) Mexican Trucking Industry Insights (22:34) Nearshoring and the Mexican Supply Chain (25:53) Lending…
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Professional Struggler on why young people aren't becoming technicians | Talkin' Shop Podcast EP12
1:43:07
1:43:07
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In this episode of Talkin' Shop, Louis and Aaron are joined by Professional Struggler - Chris Allen to talk about how he started making videos, why he shows the real-life struggles of being a mechanic and making a living from YouTube. Thanks to Chris for coming on the podcast! If you enjoyed it, please don’t forget to like and subscribe for more! C…
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#177: Going “All-In” on Supply Chain Innovation for 2024
42:13
42:13
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Highlights from their conversation include: Discussion about recent supply chain conferences (0:41) Cautious optimism and conference reflections (3:21) Venture side of funding (8:35) Outlook on the market and funding (12:15) Discussion on downstream capital and themes (16:13) Series A and B funding perspective (19:09) Freight market challenges and …
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Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
33:44
33:44
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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 Antipode…
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What it's really like working on a gold mine as a heavy diesel mechanic | Talkin' Shop Podcast EP11
1:33:30
1:33:30
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In this episode of Talkin' Shop, Louis and Aaron are joined by Ben Towers who shares with us what it's really like working as a heavy diesel mechanic on a gold mine in West Africa, and having to fix gigantic mining machinery. Along with some crazy stories about what life is like out there and how he envisages the future of machinery using hydrogen …
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State of play for EV stocks & the auto industry winners and losers
34:40
34:40
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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 …
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David Crossley (DC European) | Talkin' Shop Podcast EP10
2:38:47
2:38:47
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In this episode of Talkin' Shop, Louis and Aaron are joined by HGV driver, content creator and business owner, David Crossley. David has us in stitches through the entire thing, talking about his life and what it was like growing up in France as a child, while sharing some stories of driving in Europe and now where he's at with his business, DC Eur…
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Jodi (pinktrucker90) & Captain Jack Spanners | Talkin' Shop EP9
2:31:54
2:31:54
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In this episode of Talkin' Shop, Louis and Aaron are joined by industry power couple and social media influencer duo, Jodi (Pinktrucker90) and Jack (Captain Jack Spanners) to talk about how they maintain such a strong relationship, working together and their plans for the future. Jodi shares with us the story of why she left her job and much-loved …
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#176: The Impact of Emerging Technologies on Traditional European Freight Brokerage Business Models with David Nothacker of sennder
35:28
35:28
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Highlights from their conversation include: David’s background and journey in co-founding sennder (0:41) European Freight Market Dynamics (2:39) The State of the European Freight Industry (4:47) Diversification and Business Strategy (6:14) Influence of Market Dynamics on Strategy (8:40) Outlook for 2024 and Managed Transportation Capability (10:47)…
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Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
30:34
30:34
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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 F…
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Lewis Turner (Tiewraps & Tape) | Talkin' Shop Podcast EP8
44:04
44:04
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In this episode of Talkin' Shop, Louis and Aaron are joined by Lewis Turner AKA Tiewraps and Tape, a well-known HGV technician and social media content creator, to talk about his career, how he got started, and what it's like being a young technician. Thanks to Lewis for coming on the podcast! Tiewraps and Tape: https://www.instagram.com/tiewraps_a…
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#175: Exploring the Impact of Technology and Venture Capital on the Evolution of Freight Brokerage with Barry Large
23:48
23:48
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Highlights from their conversation include: Barry’s journey in Co-Founding Access America (0:53) Venture Capital and Technology in the Freight Industry (4:39) Challenges and Strategies in the Industry (8:26) Future Outlook and Business Optimization (14:02) Role of Technology in Freight Brokerage (15:54) The Impact of AI and Future Trends (19:18) Op…
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Jaimie T (ont.trucks) | Talkin' Shop EP7
1:03:46
1:03:46
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In this episode of Talkin' Shop, Louis and Aaron sit down with HGV driver and content creator, Jaimie T, to discuss her journey into driving trucks (from previously driving buses) and what it's like being a woman in the industry. Thanks to Jaimie for coming on the podcast! To watch the video version of this podcast, visit our YouTube channel: https…
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#174: Why Global Supply Chain Continues to Thrive with Ryan Petersen of Flexport
1:02:57
1:02:57
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Highlights from their conversation include: The transition back to CEO and managing company changes (1:23 Acquisition of Shopify Logistics and Convoy (3:41) Focus on profitability and going public (10:15) The culture of velocity (11:13) Building trust and transparency (12:10) Focus, quality, and cost discipline (14:02) User experience for importers…
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2024 sector-specific stock market ideas (and what to avoid)
34:26
34:26
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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…
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Truckergirl850 (Shannon Pettinger) | Talkin' Shop EP6
1:33:13
1:33:13
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In this episode of Talkin' Shop, Louis and Aaron sit down with content creator and female HGV driver, Shannon Pettinger, also known as Truckergirl to talk about her journey into trucking, starting a haulage business and dealing with internet trolls. Thanks to Shannon for coming on the podcast! Donate to Ethan's Journey: https://www.gofundme.com/f/k…
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#173: Convoy’s Ripple Effect on Digital Freight Brokerage with Craig Fuller of FreightWaves
51:19
51:19
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Highlights from their conversation include: The failure of Convoy and its impact on the industry (1:25) Were Convoy’s margins a factor in failure (5:18) The role of investors and understanding the industry (9:31) The failure of Convoy's board and understanding of the freight market (11:45) Challenges of venture capital in the freight brokerage indu…
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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 …
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#172: Bridging the Digital Divide for Freight Brokers with Rick Zullo of Equal Ventures
32:44
32:44
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Highlights from their conversation include: The origin story of Equal Ventures (0:41) The challenges of the new brokerage concept (5:16) Impacts of market dynamics on brokerage business models (8:16) The Entrepreneur's Agency (11:11) Rolling Over Equity (12:13) Platform Solution for Freight Forwarders (15:27) The freight cycle and the future of sta…
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#171: Executing on the Digital Freight Brokerage Opportunity with Felipe Capella of Loadsmart
33:15
33:15
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Highlights from their conversation include: The rise of Loadsmart (0:58) Shift in Loadsmart's focus (2:28) Comparison of Loadsmart and Convoy (7:39) The challenges of scaling a digital freight brokerage model (13:18) The lean business model of brokerage and different misconceptions (14:32) Adoption of cloud-based solutions in the supply chain indus…
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Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
32:14
32:14
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32:14
Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes Investment Director) is joined by Graham Hay (Antipodes Portfolio Manager Industrial, H…
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#170: AI in Supply Chain: Closing the Gap Between Data and Results with Pawan Joshi of E2open
28:28
28:28
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Highlights from their conversation include: Pawan’s background and journey in supply chain (0:58) The core concepts of AI and its impact on supply chain (4:02) The role of AI in supply chain operations (10:28) Framework for adopting AI in organizations (11:38) Considerations for implementing AI in supply chain (12:51) The closed loop solution (21:2…
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Dave The Angry Trucker | Talkin' Shop EP5
2:12:32
2:12:32
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In this episode of Talkin' Shop, Louis and Aaron sit down with comedian, trucker and content creator, Dave the Angry Trucker. Thanks to Dave for coming on the podcast! If you enjoyed it, please don’t forget to like and subscribe for more! Dave The Angry Trucker: https://www.instagram.com/davetheangrytrucker/ https://youtube.com/@Davetheangrytrucker…
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EP4 : Behind The Wheel: Special Guest Peter Tennison PT 2: Sustainable Growth and Car Talk
28:01
28:01
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In this episode, our special guest Peter Tennison shares his experience of being away from Simon National Carriers and how it changed his perspective on other transport companies. He discusses the importance of the personal touch and easy communication in a family business. We also touch on the growth of the company and the importance of selecting …
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#169: Can AI and Transformers Revolutionize the Supply Chain? Featuring Nisarg Mehta of Raft AI
27:24
27:24
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Highlights from their conversation include: Nisarg’s background and journey in founding Raft AI (1:20) The use of transformers in Raft (3:02) Delivering customer value with transformers (5:01) The impacts of AI and language models on supply chain (8:48) The movement of goods, money, and information (14:12) Revolutionizing supply chain with technolo…
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Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
41:12
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In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries more sustainable. It might surprise you that the con…
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#168: Exploring Investment and Impact of AI in the Supply Chain Sector with Steve Sloane of Menlo Ventures
24:00
24:00
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Highlights from their conversation include: Steve’s journey into supply chain investment (1:27) The Intersection of AI and Supply Chain (3:28) Applicability of Generative AI in Supply Chain (11:23) Capital efficiency and scaling challenges (12:36) AI's role in improving efficiency (14:02) Use of generative AI for internal operations (15:57) AI’s ap…
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EP5 : Behind The Wheel: Special Guest Peter Tennison PT 3: 50+ Years of Challenges and Successes
23:43
23:43
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23:43
In this episode of Behind the Wheel, the team discusses the logistics industry and offers advice for new staff. They urge newcomers to research the industry and the various roles within the company. David Simon focused on integrity and the company's commitment to core values. We also share anecdotes from the past and reminisce about good times and …
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Tattooed Tech (Ash Swain) | Talkin' Shop EP4
1:47:47
1:47:47
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1:47:47
In this episode of Talkin' Shop, Louis and Aaron sit down with Ash Swain, better known as "Tattooed Tech" by his social media audience, to talk about his career as an HGV technician, his fitness journey and his advice to young people getting into the industry. Thanks to Ash for coming on the podcast! If you enjoyed it, please don’t forget to like a…
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EP3 : Behind The Wheel: Special Guest Peter Tennison: Company Updates, and a NEW Segment Car Talk
25:51
25:51
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25:51
This podcast features a conversation with Peter Tennison, his 33-year career with the company, starting in 1990 as a fleet controller. He shares funny anecdotes from his early days, including encounters with CEO David Simon and being surprised by Morgan Simon's unconventional attire. We delve into the aftermath of the pandemic and provide insights …
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#167: The Use of AI in Automating the Middle Mile with Apeksha Kumavat of Gatik
28:53
28:53
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28:53
Highlights from their conversation include: The story behind Gatik (1:00) Gatik’s growth and impact in recent years (6:46) Understanding AI and Machine Learning (10:43) Navigating the hype of AI and ChatGPT (13:38) The architecture of transformers and its impact (14:38) ML techniques in delivering the autonomous experience (20:11) The functionality…
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