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Ian Harnett: A period of transition for global equities?

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Manage episode 509813010 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 509813010 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

60 episodes

All episodes

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