Best Antipodes Partners Podcasts (2025)

1
123: The Beauty of Aging: A Conversation with Elizabeth Barbalich from Antipodes Skincare 25:09

33m ago25:09

25:09

What if your menopause journey could be a celebration of your skin's resilience rather than a battle against it? Elizabeth Barbalich, founder and CEO of Antipodes Skincare, shares this refreshing perspective as she joins us to discuss how natural ingredients can address the unique challenges of menopausal skin. From her kitchen table to a global br…

1
China Market Lens: Stocks and Sectors to Watch 20:45

15h ago20:45

20:45

Antipodes Emerging Markets Portfolio Manager, John Stavliotis, shares insights from a recent research trip to China, and discusses some of the Antipodes team's best investment ideas.By Antipodes Partners

1
122: Hot Take with Sonya and Johanna 33:08

7d ago33:08

33:08

A captivating conversation between Sonya and Jo explores the rapidly evolving landscape of menopause healthcare, research, and politics in Australia. In this episode we begin by unpacking the viral podcast between Dr. Rachel Rubin and Dr. Peter Attia – a two-and-a-half hour deep dive into menopause, vaginal health and GSM that's being celebrated as…

1
121: Breakups in Midlife: When Menopause Reshapes Your Relationship 41:20

14d ago41:20

41:20

What happens to marriages and long-term relationships during menopause? Clinical psychologist Kirstin Bouse returns to the podcast to tackle this powerful question, revealing why 70% of midlife breakups are initiated by women. The menopause transition triggers not just hormonal changes but profound psychological shifts. Neuroplasticity during this …

1
120: Your Brain During Menopause with Dr Jen Hacker Pearson 36:59

21d ago36:59

36:59

Your brain is undergoing a massive renovation during menopause, and Neuroscientist Dr Jennifer Hacker Pearson is here to help you understand the how and why. With nearly three decades studying neuroplasticity, the brain's ability to change itself, Dr Jen offers revolutionary insights into why perimenopause affects every woman differently and how yo…

1
119: The Testosterone Access Gap No One's Talking About 10:24

28d ago10:24

10:24

We need to talk about the glaring inequity in Australian healthcare that's affecting millions of women. After 18 months on menopause hormone therapy, testosterone has transformed my life, restoring my vitality, sharpening my focus, lifting my mood, and reawakening my sexuality. Yet accessing this life-changing treatment reveals a troubling gender b…

1
How Antipodes is investing amid the Tariff War 13:35

1M ago13:35

13:35

This episode features Antipodes Investment Director, Alison Savas, and Antipodes Portfolio Manager, Rameez Sadikot. Key times: Thoughts on Trump's '90-day pause': 1:00 How damaging could big China tariffs be? 2:20 Tariff implications for inflation and economic growth: 5:00 Is the market adequately pricing tariff implications? 8:20 Can Europe and Ch…

1
118: Postmenopausal Bleeding: Causes, Concerns, and When to Seek Help 14:32

1M ago14:32

14:32

Postmenopausal bleeding can be an alarming experience, especially when you've gone years without a period. What causes this unexpected bleeding? When should you be concerned? Dr Ceri Cashell joins me to demystify this common but often distressing symptom. We dive into the definition of postmenopausal bleeding - any bleeding that occurs after 12 mon…

1
117: Weight Loss, Hormones and Metabolic Health with Dr Lucy Burns 52:27

1M ago52:27

52:27

Have you ever wondered why weight creeps on during menopause, despite your best efforts? Dr Lucy Burns pulls back the curtain on what she calls the "metabolic triad of menopause" – a perfect storm of declining estrogen, rising cortisol, and increasing insulin resistance that creates the ideal conditions for stubborn weight gain. As a GP who retrain…

1
116: ENCORE: ADHD, Autism and the Menopausal Brain 38:06

2M ago38:06

38:06

The relationship between menopause and neurodivergence remains largely unexplored territory in women's health—until now. In this groundbreaking conversation, neuropsychologist A/Professor Caroline Gurvich shares fascinating insights into why cognitive symptoms during perimenopause may signal more than just typical hormone fluctuations. For many wom…

1
115: Creatine, Blood Tests & Supplement Hype with Sarah Gray 45:51

2M ago45:51

45:51

Supplement confusion is at an all-time high, with social media feeds flooded with miracle promises targeting menopausal women. But how do you know what you actually need, what works, and what's just expensive snake oil? Pharmacist and nutritionist Sarah Gray brings her dual expertise to this conversation, offering practical guidance for navigating …

1
AI at an inflection point, but has the US mega cap tech sell-off got further to go? 25:54

2M ago25:54

25:54

Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.By Antipodes Partners

1
114: ENCORE | Heavy Periods: The Silent Epidemic with Dr Talat Uppal 29:13

2M ago29:13

29:13

In this popular episode, Dr. Talat Uppal, an obstetrician-gynecologist specialising in heavy menstrual bleeding, shares her expertise on a condition affecting one in four women yet rarely discussed openly. This eye-opening conversation sheds light on how women often normalise suffering through periods that drastically impact their quality of life. …

1
113: Hot Take with Sonya and Johanna 41:36

2M ago41:36

41:36

Updates on the rapidly changing landscape of menopause care in Australia and globally, focusing on revolutionary PBS changes making hormone therapy more affordable and the growing momentum around women's health initiatives. • Pharmaceutical Benefits Scheme (PBS) now includes Estrogel, Prometrium, and Estrogel Pro (as of March 1st), with Slinder joi…

1
112: Sex Doesn't End at Menopause with Laura Lee 40:58

3M ago40:58

40:58

What happens to our sexuality during menopause? Far from signalling an end to pleasure and intimacy, this transition offers an unexpected opportunity for sexual rediscovery and deeper connection. Psychologist and sexologist Laura Lee joins me in this episode to masterfully unpack the evolution of desire through midlife, challenging our cultural fix…

1
111: Cancer Recovery Isn’t a Straight Line: A Conversation on Expectations with Shari Todd 36:11

3M ago36:11

36:11

How do you navigate life after cancer when everything feels different? Join me for a raw discussion that dives deep into the emotional and physical realities of cancer recovery. In this episode, Shari Todd and I share similarities in our vulnerable journeys through cancer diagnosis, treatment, and what life looks like on the other side. And what it…

1
110: Ged Kearney on Investing in Women's Health 26:28

3M ago26:28

26:28

Delve into an exciting new era for women's health in Australia, highlighted by a $573.3 million investment. Join my conversation with Ged Kearney, the Assistant Minister for Health and Aged Care, who passionately shares insights from her extensive background in nursing and women's health advocacy. As we explore the various components of this fundin…

1
Tales from the trading desk & the evolving behaviour of stock markets 22:58

3M ago22:58

22:58

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 chang…

1
109: Dr Louise Newson on Menopause Advocacy and Education 25:21

3M ago25:21

25:21

Enjoy this captivating conversation with Dr. Louise Newson, a renowned Uk based expert in the field of menopause. With her extensive background in evidence-based medicine and a passion for translating complex medical data into practical insights, Dr. Newson sheds light on the evolving landscape of menopause awareness, specifically in Australia. You…

1
108: Dr. Kelly Casperson on Female Sexual Health 33:04

3M ago33:04

33:04

Join me today to dive into the intricacies of vaginal and sexual health with Dr. Kelly Casperson, a leading figure in female sexual health and hormones. We unpack everything you need to know about Genitourinary Syndrome of Menopause (GSM), highlighting the critical need for understanding and treating these symptoms beyond conventional methods like …

1
107: BONUS Hot Take | $573.3M Gov Investment in Women's Health 27:06

4M ago27:06

27:06

Could a $573.3 million investment revolutionise menopause health in Australia? Tune in to discover how this historic commitment from the Albanese government is set to transform menopause and perimenopause care across the nation. With bipartisan support ensuring the longevity of these initiatives, we explore the Senate Inquiries and Budget Submissio…

1
106: Psychological Support During Menopause with Leanne Mulheron 36:16

4M ago36:16

36:16

Leanne Mulheron takes us on an incredible journey from her life on super yachts to becoming a menopause and PMDD specialist therapist. Her personal experience with perimenopause symptoms, like hot flushes and mood swings, became the catalyst for a career pivot aimed at supporting women in similar situations. Throughout, we highlight the societal ne…

1
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid) 32:37

4M ago32:37

32:37

Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00…

1
105: Stress Management and Aging Gracefully with Despina Kamper 30:35

4M ago30:35

30:35

Join me for a fun and insightful conversation with Despina Kamper, a respected naturopath and nutritionist, as she shares her journey of addressing stress management for women over 40. Discover how stress, rather than just diet, plays a pivotal role in overall health, as Despina highlights the critical brain-gut connection. Learn from her experienc…

1
104: Hot Take with Sonya and Johanna 39:36

4M ago39:36

39:36

In our first Hot Take of 2025, Sonya and Jo share updates from Australia's Pharmaceutical Benefits Advisory Committee and how consumer advocacy was pivotal in the PBAC's decision to recommend Estrogel, Prometrium and Estrogel Pro for the Pharmaceutical Benefits Scheme. With a personal milestone, Sonya shares her new role as the ambassador for Menop…

1
103. An Unexpected Path to Perimenopause Advocacy with Tara Eglington 36:58

4M ago36:58

36:58

Tara Eglington generously shares her unexpected journey through perimenopause from the age of 37, highlighting its profound impact on her mental health and daily life. By discussing the challenges she faced—including anxiety, panic attacks, night sweats and an unexpected OCD diagnosis —Tara emphasises the importance of storytelling, awareness, and …

1
102: Kickstart Your New Year with My Recommended Listening 4:15

5M ago4:15

4:15

Start the new year by joining me, Sonya Lovell, in exploring essential topics that shape our midlife journey. Dive into a curated list of must-listen episodes that promise to inspire and inform as you set your goals for 2025. I spotlight influential voices in the menopause sphere, including Dr Kelly Teagle, who empowers us to build healthy habits, …

1
101: Navigating Neurodiversity and Hormonal Health with A/Prof Caroline Gurvich 38:06

5M ago38:06

38:06

Joined by Associate Professor Caroline Gurvich, a leading clinical neuropsychologist, today we explore the fascinating world of neurodiversity, menopause, and women's mental health. Caroline opens up about her work at the HER Center, where she sheds light on how understanding brain changes and behaviour is crucial in addressing women's health issue…

1
100: Hot Take with Sonya and Johanna 38:36

6M ago38:36

38:36

Join Johanna Wicks and me in today's Hot Take as we unravel the complicated process of getting treatments added to Australia's PBS, sparked by a recent breakthrough announcement about endometriosis medication. We explore the pivotal, yet often misunderstood, roles that pharmaceutical companies and the government play in this process and why modern …

1
Stocks to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure) 36:45

6M ago36:45

36:45

In this year-end episode for 2024, Alison Savas invites Antipodes' Sector Portfolio Managers to discuss their outlook for 2025. Each PM shares their insights on key sectors and stocks to watch in the new year, including a stock they believe will outperform and one they advise investors to steer clear of. Key Times: 0:35 | Graham Hay - Hardware, Ind…

1
99: Championing Hormonal Health: Julie Dutton's Inspiring Story 34:45

6M ago34:45

34:45

Ever wondered how self-advocacy can transform your healthcare journey (and even your GPs), especially during pivotal life transitions like menopause? Meet Julie Dutton, affectionately dubbed by her GP as "Patient Zero," after her strong advocacy reshaped Dr Ceri Cashell's career when it came to managing her patients' midlife hormone health. Jules' …

1
98: A Hot Take with Sonya and Johanna 44:30

6M ago44:30

44:30

In this Hot Take episode, Johanna and Sonya venture beyond the outdated "iron curtain" myth of Menopausal Hormone Therapy after age 60, revealing a new Australian research paper that could transform women's menopause care and longevity. We dive into the confusion that often surrounds vaginal estrogen because of misleading warnings on packaging. The…

1
US election aftermath: 3 under-the-radar stocks & how will the Fed react in 2025? 25:07

6M ago25:07

25:07

Antipodes Investment Director, Alison Savas speaks to Portfolio Manager Rameez Sadikot in the aftermath of the 2024 US Presidential election. Rameez discusses what the Antipodes team believes investor can expect during the Trump presidency and three stocks to watch. Key Times: Is the equity market ignoring the risks the bond market is pricing in? 1…

1
97: Progressive Menopause GP Care with Dr Ceri Cashell 32:27

6M ago32:27

32:27

Dr Ceri Cashell's journey into improving the menopause care she gave patients, as a GP, was sparked by one patient's suggestion that she learn more about testosterone. This led her to explore and become a vocal champion for the essential role of sex hormones in women's overall well-being. Join us as we talk through the complexities of menopause car…

1
96: Senator Marielle Smith on Closing the Menopause Support Gap 21:34

7M ago21:34

21:34

Join me for an enlightening conversation with Senator Marielle Smith as we explore the transformative Senate Inquiry into Perimenopause and Menopause in Australia. Over the past year, this Inquiry gathered insights from over 300 submissions, culminating in 25 key recommendations supported across political lines by the Liberal Party, Labor, and the …

1
95: Behind the Scenes of Australia's Menopause Movement with Johanna Wicks 44:10

7M ago44:10

44:10

How does an experienced women's health advocate struggle to recognise her own perimenopausal symptoms? Join me as I explore Johanna Wicks' journey from confusion to advocacy, sparked by Dr. Ginni Mansberg's enlightening book, "The M Word." Jo's story reveals a significant gap in women's health education and sets the stage for her influential role i…

1
Policy, Politics & Potential: China insights with John Garnaut 44:24

7M ago44:24

44:24

China expert, John Garnaut joins Alison Savas to discuss the state of China's economy, policy landscape, and the potential risks and opportunities for stock market investors. John is the founder of Garnaut Global, a leading advisory firm to select global asset managers, technology companies and government agencies. Key times: Analysing the shifts i…

1
Trump vs Harris: How markets will respond to the US Presidential election outcome (ASR Interview Series - Part 2) 27:25

8M ago27:25

27:25

Antipodes Investment Director, Alison Savas speaks to Nick Nelson (ASR Head of Global Equity Strategy) about the investment implications of the 2024 United States Presidential Election. Key Times: The Trump vs Harris Debate - thoughts and observations: 1:00 The battleground states: 2:00 The composition of Congress - a clean sweep or not? 4:00 Key p…

1
"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1) 46:37

9M ago46:37

46:37

Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. This is part 1 of a 2-part interview. Key Times: What Fed Governors are thinking right now: 1:40 US macro + takes on recent economic da…

1
Australian banks vs US & European banks 29:19

10M ago29:19

29:19

Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher. But what if the next move for policy rates is down? Should investors stick with banks? Antipodes Portfolio Mana…

1
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch) 34:02

12M ago34:02

34:02

Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations…

1
Investing in a higher for longer world: tech, commodities, or both? 25:41

1y ago25:41

25:41

In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay. They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario. Key times: The US economy has been incredibly resilient - can it keep powering ahead? 1:00 Meaningful moves in tech s…

1
Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer 33:44

1y ago33:44

33:44

Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG. The German-listed company is the world's largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. More about Antipode…

1
94: Dr Kelly Teagle on Creating Healthy Habits 40:12

1y ago40:12

40:12

The question Dr Kelly Teagle has for women is what will it cost you if you don't create healthy habits and make meaningful lifestyle changes now, while you're still young enough for it to make a big impact? In 10 to 20 years, will you be functioning well and still doing all the things that give your life meaning? In this episode, Dr Kelly, a leadin…

1
State of play for EV stocks & the auto industry winners and losers 34:40

1y ago34:40

34:40

Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e More about Antipodes: https://antipodes.com/ Key times: Shifting dynamics in the auto industry over the past 3 years: 1:00 EV demand now below previous market expectations? 3:20 The rise of Chinese automakers: 9:30 Are hybrid electric …

1
93: A Short Break 2:04

1+ y ago2:04

2:04

As one of your guides through the ever-shifting landscape of menopause, I'm hitting pause on the podcast to recharge my batteries. But only for 3 short weeks!! Dear Menopause will be back with episode 94 on Friday 22nd March 2024. Make sure you're subscribed or following the podcast to ensure you are notified when the episode drops. While I'm off s…

1
92: Menopausal Skin Care: A Dermatologist's Guide 27:06

1+ y ago27:06

27:06

Menopause can leave many women feeling dry, itchy and irritated particularly when it comes to changes in skin health. Join me as Dr Shreya Andric, a leading dermatologist who also specialises in vulvar dermatology, shares her expertise on how declining estrogen and progesterone influence our skin during perimenopause and postmenopause. Dr Andric sh…

1
91: Thriving Through Perimenopause: 3 Essential Tips 13:27

1+ y ago13:27

13:27

In this episode, I share 3 essential tips for those days when perimenopause is really kicking your butt, that you can get started with today. The focus is on journaling to keep track of symptoms, how to find a supportive healthcare professional, and small mindful lifestyle changes. These steps are vital for taking back control of your health and ch…

1
Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023) 30:34

1+ y ago30:34

30:34

In this episode, Alison Savas is joined by Antipodes Chief Investment Officer, Jacob Mitchell. They discuss key macro and market developments in the fourth quarter of 2023 along with how Antipodes is positioning for the year ahead. Jacob and Alison also provide key insights into the investment case for Oracle Corp (NYSE: ORCL). Key times: Has the F…

1
90: Australia's Menopause Inquiry and the Push for Health Equity with Senator Marielle Smith 21:15

1+ y ago21:15

21:15

Senator Marielle Smith joins Sonya to discuss the Australian Senate Inquiry into Menopause and Perimenopause. Hear how this Inquiry hopes to break the silence on a topic all too often overlooked. Marielle takes us through the Inquiry's mission to recommend both legislative and societal changes and set the stage for a new era of understanding and su…

Podcasts Worth a Listen

Antipodes Partners Podcasts

Podcasts Worth a Listen