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Podcast: Good Value
Episode:

Ian Harnett: A period of transition for global equities?
Category: Business
Duration: 00:29:11
Publish Date: 2025-10-02 04:24:12
Description:

Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research.

Key times:

  • Breaking down US job market data: 1:10
  • Do Tariffs matter? 6:30
  • How enduring can the current market resilience be? 10:30
  • Is the AI trade in a bubble? 12:00
  • Emerging Markets, Europe and valuations outside the US: 21:00
  • Risks in markets heading in 2026: 24:10
  • What could surprise on the upside in 2026: 25:50
  • Ian’s biggest investing lessons: 28:00
Total Play: 0