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Antipodes’ approach to shorting

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Manage episode 343602458 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.

Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shifted. Portfolio protection has come back to the fore with the S&P 500 shedding around a quarter of its value so far this year, and concerns about global economic growth and central bank policy rising.

In this episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to short selling and examine the case for Snap Inc. (NYSE: SNAP).

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 343602458 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.

Through the recent decade-long bull market many have viewed short positions as simply a drag on performance. But in 2022 the regime has shifted. Portfolio protection has come back to the fore with the S&P 500 shedding around a quarter of its value so far this year, and concerns about global economic growth and central bank policy rising.

In this episode, Alison Savas and Jacob Mitchell discuss Antipodes’ approach to short selling and examine the case for Snap Inc. (NYSE: SNAP).

  continue reading

43 episodes

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