Alison Savas is joined by Rameez Sadikot, Portfolio Manager and head of Antipodes Quant, Macro and Currency. 
In part 1 (
In part 2 (
Finally, hear the investment case for Australian gold mining giant, Newcrest Mining (ASX: NCM)* (
*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

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.

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.

Dr Christian Bruch on the energy transition

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.