Good Value | Pragmatic Value Investing

52 Episodes

1. 3 Chinese stocks to watch amid the rocky recovery

   Published: 6/14/2023
2. Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)

   Published: 5/3/2023
3. Life after SIVB and CS: Winners and losers in global financials

   Published: 4/2/2023
4. Dr Christian Bruch on the energy transition

   Published: 3/7/2023
5. Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)

   Published: 2/5/2023
6. Antipodes’ sector-specific investment outlooks for 2023

   Published: 12/20/2022
7. Investing in Emerging Markets

   Published: 12/4/2022
8. Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)

   Published: 11/4/2022
9. Antipodes’ approach to shorting

   Published: 10/10/2022
10. RWE’s Michael Muller on Europe’s power crunch

    Published: 8/26/2022
11. Quarterly update: The time for a contrarian mindset (Q2 2022)

    Published: 8/2/2022
12. Seagate Technology : Uncovering value amid the Nasdaq bear market

    Published: 6/26/2022
13. Meta & the battle for digital advertising supremacy

    Published: 5/31/2022
14. Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

    Published: 5/2/2022
15. Energy and commodities: strengthening portfolios today, but what about the future?

    Published: 3/30/2022
16. Norsk Hydro: An aluminium giant for the new world

    Published: 2/27/2022
17. Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

    Published: 2/1/2022
18. Omicron: Key considerations for investors & the investment case for two global healthcare stocks

    Published: 12/12/2021
19. Europe‘s energy crisis

    Published: 11/29/2021
20. Quarterly update: Inflation, energy & China‘s economy (Q3 2021)

    Published: 10/26/2021