Good Value | Pragmatic Value Investing

52 Episodes

1. Tales from the trading desk & the evolving behaviour of stock markets

   Published: 2/26/2025
2. Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

   Published: 1/30/2025
3. Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)

   Published: 12/11/2024
4. US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025?

   Published: 11/26/2024
5. Policy, Politics & Potential: China insights with John Garnaut

   Published: 10/27/2024
6. Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2)

   Published: 9/23/2024
7. "Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

   Published: 8/26/2024
8. Australian banks vs US & European banks

   Published: 7/26/2024
9. Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

   Published: 6/19/2024
10. Investing in a higher for longer world: tech, commodities, or both?

    Published: 5/15/2024
11. Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer

    Published: 3/26/2024
12. State of play for EV stocks & the auto industry winners and losers

    Published: 3/4/2024
13. Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)

    Published: 2/6/2024
14. 2024 sector-specific stock market ideas (and what to avoid)

    Published: 12/19/2023
15. A turning point for Brazilian stocks?

    Published: 12/7/2023
16. Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)

    Published: 11/7/2023
17. Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)

    Published: 10/11/2023
18. 3 stock ideas in one of the world’s most undervalued markets

    Published: 8/30/2023
19. Quarterly Update: A stock market with no margin for error (Q2 2023)

    Published: 8/2/2023
20. Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about

    Published: 7/13/2023