Avsnitt Ian Harnett: A period of transition for global equities? Good Value | Pragmatic Value Investing Spela Dela
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 Rss Apple Podcaster →
