Good Value | Pragmatic Value Investing
Good Value | Pragmatic Value Investing
Antipodes Partners
Tales from the trading desk & the evolving behaviour of stock markets
22 minutes Posted Feb 26, 2025 at 10:14 pm.
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Show notes
In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. 
Key Times:
Steve reflects on trading through the mid 2000s:
A trader's day:
The evolution of stock markets - who can move markets today?
The implications of trend chasing, increased retail participation, and shortened investment horizons:
What can change market momentum?
The big dislocations in markets in 2025: 
Are investors on the cusp of a rotation away from US stock market exceptionalism? 
The implications of President Trump on stock markets:
More about Antipodes: https://antipodes.com/