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

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Manage episode 452134868 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 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? 1:00
  • Tax cuts and fiscal deficits: 3:50
  • Tariffs & immigration: will these policies be economically damaging? 8:30
  • What impact will Trump's policies have on Fed policy & risk assets? 14:20
  • Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30
  • Mexican cement - the contrarian opportunity: 21:20

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 452134868 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 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? 1:00
  • Tax cuts and fiscal deficits: 3:50
  • Tariffs & immigration: will these policies be economically damaging? 8:30
  • What impact will Trump's policies have on Fed policy & risk assets? 14:20
  • Antipodes portfolio: the election winners (Capital One & Ally Financial) 17:30
  • Mexican cement - the contrarian opportunity: 21:20

More about Antipodes Partners: https://antipodes.com/

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security.

  continue reading

54 episodes

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