Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research.Key times:Breaking down US job market data: Do Tariffs matter? How enduring can the current market resilience be? Is the AI trade in a bubble? Emerging Markets, Europe and valuations outside the US: Risks in markets heading in 2026: What could surprise on the upside in 2026: Ian’s biggest investing lessons: