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USA v Emerging Markets stocks for the long haul: Antipodes' Jacob Mitchell weighs in

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Manage episode 435474687 series 2437982
Contenu fourni par Rask. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Rask ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework.

This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask.

Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/

Visit the Antipodes website: https://antipodes.com/

Talking points with Jacob Mitchell

  • Antipodes investment process
  • Emerging Markets or USA?
  • Have the Mag7 run their race?
  • Will Europe ever be as good as the USA market?
  • How Jacob thinks about governance risks in China
  • The tools Antipodes use to filter global markets
  • Jacob's most recent personal investment

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

699 episodes

Artwork
iconPartager
 
Manage episode 435474687 series 2437982
Contenu fourni par Rask. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Rask ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework.

This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask.

Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/

Visit the Antipodes website: https://antipodes.com/

Talking points with Jacob Mitchell

  • Antipodes investment process
  • Emerging Markets or USA?
  • Have the Mag7 run their race?
  • Will Europe ever be as good as the USA market?
  • How Jacob thinks about governance risks in China
  • The tools Antipodes use to filter global markets
  • Jacob's most recent personal investment

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

699 episodes

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