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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