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Podcast: Good Value
Episode:

Tales from the trading desk & the evolving behaviour of stock markets
Category: Business
Duration: 00:22:58
Publish Date: 2025-02-26 22:14:55
Description:

In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. 

Key Times:

  • Steve reflects on trading through the mid 2000s: 2:00
  • A trader's day: 4:00
  • The evolution of stock markets - who can move markets today? 6:40
  • The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00
  • What can change market momentum? 13:30
  • The big dislocations in markets in 2025: 16:00
  • Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00
  • The implications of President Trump on stock markets: 20:50

More about Antipodes: https://antipodes.com/
Total Play: 0