Parhaat Good Investing Podcastit (2025)

1
How did you grow Compounding Quality to 440,000 followers in 2 years, Pieter Slegers? 1:09:53

26d ago1:09:53

1:09:53

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you: 00:00 Podcast preview 01:14 Introducing Pieter Slegers 02:20 The start of Compounding Quality 06:50 Growing on Warren Buffett’s shoulders 09:45 Growing through engagem…

1
The Oldest Green Fund in the World 41:34

28d ago41:34

41:34

For this impact investment of the month, we’re looking at the oldest green fund in the world! When it launched in 1991, the AGF Global Sustainable Growth Equity Fund was known as the Acuity Clean Environment Equity Fund. Today, it is managed by Martin Grosskompf, VP and portfolio manager at AGF Investments. This is a continuation of our last episod…

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

1M 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
Next Steps for Green Investors 35:59

2M ago35:59

35:59

The election results are in. But what does this mean for the green economy? We'll unpack the latest developments as the USA and other countries around the world meet in Baku, Azerbaijan, for the UN Climate Change Conference (COP 29). Joining Tim is special guest Martin Grosskopf, VP and portfolio manager at AGF Investments. Martin manages the AGF G…

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

2M 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
Buying a Social Enterprise Franchise 29:55

2M ago29:55

29:55

IMPACT INVESTMENT OF THE MONTH The Afro-Caribbean Business Network (ACBN) is acquiring a "Just Like Family" franchise to provide localized, community-driven home care services for Toronto's aging population. Support their work here: https://www.goparity.ca/project/just-like-family-7 New to Goparity? Use this link to redeem your free $50 voucher: ht…

1
Banks vs Credit Unions 35:42

2M ago35:42

35:42

There are lots of reasons to be angry at Canadian banks. They are complicit in everything, from climate change to war crimes. Is anyone in Canada really happy with their bank? Lucky for us, there's a choice. Canada is blessed with a great cooperative banking system with our credit unions! Use Coupon Code FIREBANK for a 25% discount to Tim's Classro…

1
Introducing Good Investing with Tim Nash 1:06

3M ago1:06

1:06

My name is Tim Nash, and I’m the founder of Good Investing. Over the last 15 years, I’ve helped thousands of people just like you build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There…

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

3M 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
What can I learn from "On the Hunt for Great Companies"? 44:53

3M ago44:53

44:53

Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book https://amzn.to/4dMEl7q Learn more about Simon https://www.simonkold.com…

1
EP 12 - United Way - Brett Martin 1:04:21

3M ago1:04:21

1:04:21

It's our longest podcast yet this month as we talk with Brett Martin of the United Way. About 30 minutes in, Brett offers his thoughts and lots of information about Topeka's efforts to combat homelessness. A timely and thoughtful discussion.Kirjoittanut Clint Patty

1
Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital? 49:16

3M ago49:16

49:16

We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market. We have discussed the following: 00:00 Highlights 00:51 Introducing Will Kim 02:38 Stepping away from the corporate world to play the investing game 04:49 Learnings from the early career 06:19 The goal…

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

4M 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
EP 11 - Just Food's Aundrea Walker 32:02

4M ago32:02

32:02

Join us this week as Investing in Good shines a spotlight on the work of Just Food in reducing food insecurity throughout Douglas County.Kirjoittanut Clint Patty

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

5M 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
Ep 10 - Community Children's Center - Kim Polson 31:15

5M ago31:15

31:15

Kirjoittanut Clint Patty

1
Australian banks vs US & European banks 29:19

6M 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
Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)? 1:02:30

6M ago1:02:30

1:02:30

Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast! We have discussed the following: 00:00 Preview 00:52 Introducing Xin 01:27 Investing in China now compared to the past years 02:15 Why China is par…

9M ago34:47

34:47

1
Is Korea the new Japan, Chan H. Lee & Albert Yong (Petra Capital)? 49:57

9M ago49:57

49:57

Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following: 00:00 Podcast preview 00:58 Introducing Petra Capital 02:34 Is South Korea the winner of the U…

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

10M 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
Ep 6 - Topeka Symphony Kevin Burton 29:23

10M ago29:23

29:23

This week Investing in Good features Topeka Symphony Executive Director Kevin Burton as he discusses opportunities for community involvement in the symphony, the upcoming season and the continued development of the youth orchestra.Kirjoittanut Clint Patty

1
Tom Gayner on the Markel Brunch and the Reunion 2024 10:02

10M ago10:02

10:02

In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-mee…

1
Chris Waller, why does Plural Investing own TerraVest stock $TVK? 46:41

10M ago46:41

46:41

Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following: 00:00 Introduction to Chris Waller 01:30 Investments Chris Waller is excited about 05:20 What is his strategy? 07:30 Chris Waller’s circl…

1
The Complete Financial History of Berkshire Hathaway (Adam Mead) 18:01

10M ago18:01

18:01

In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus communit…

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

11M 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
What are ABO Wind's best markets, CEO Karsten Schlageter? 45:20

11M ago45:20

45:20

In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following: 00:00 Intro 00:35 Welcome to part 2 of the ABO Wind video 01:00 From ABO Wind to ABO Energy 02:00 Becoming a global player in renewables 05:25 Understan…

1
Why is ABO Wind becoming a KGaA, CEO Karsten Schlageter? 38:04

11M ago38:04

38:04

ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:…

1
Ep 5 - The Bridge of Topeka - Chris Stewart 35:13

11M ago35:13

35:13

Join us on a episode taped just before the Super Bowl with Chris Stewart, Executive Director of the Bridge of Topeka. Through his ministry, Chris has taken his vision of empowering area children to become servant leaders through long-term mentoring relationships with the Bridge's Lunch Buddies and Life Buddies programs. Learn more at bridgeoftopeka…

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

11M 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
Why do you own so much stock of HomeToGo, Steffen Schneider? 56:29

11M ago56:29

56:29

Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following: 00:00 Recap 00:40 Introduction to part 2. Please check out part 1: 01:06 HomeToGo competitors 02:40 Smoobu competitors 06:27 The complexity of problem-solving wit…

1
Why is Gruppo Mutui Online so different today, Marco Pescarmona? 1:26:49

12M ago1:26:49

1:26:49

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following: 00:00 Teaser 00:32 Intro 00:51 The biggest challenge in the last two years 01:31 Biggest challenge at the moment 04:03 Acquiring new busin…

1
Ep 4 - Omni Circle - Michael Odupitan 36:06

12M ago36:06

36:06

This month's podcast covers everything from Plato to Kobe to Henry Kissinger as Investing in Good features Omni Circle's Michael Odupitan and the great work Omni Circle is doing in empowering individals in our community.Kirjoittanut Clint Patty

1
Can HomeToGo win in booking & SaaS, Steffen Schneider? 48:01

12M ago48:01

48:01

I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following: 00:00 Intro 00:47 Introducing Steffen Schneider of HomeToGo 01:13 Reasons for considering HomeToGo in a competitive market 02:26 Customer persona A – the renter 08:06 Customer persona B – the sma…

1
2024 sector-specific stock market ideas (and what to avoid) 34:26

1y ago34:26

34:26

In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid. 1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager. Stock…

1
Ep 3 - Library Foundation - Ashley Charest 33:19

1y ago33:19

33:19

Library Foundation Executive Director Ashley Charest joins us this month to talk all things Topeka Shawnee County Public Library.

1
What are VNV global's chances after the Babylon fail, Per Brilioth? 1:08:47

1y ago1:08:47

1:08:47

We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following: 00:00 Welcoming Per Brilioth 01:19 Getting through volatile periods 03:49 What went wrong with Babylon? 05:40 Learnings from Babylon bankruptcy 11:05 Portfolio…

1
A turning point for Brazilian stocks? 28:08

1y ago28:08

28:08

The backdrop for investing in Brazil is changing - fundamentals are improving, inflation is falling, rates are falling and policy makers are embarking on fiscal repair. On top of this stock market valuations are attractive. So, in this episode, Alison Savas (Antipodes Investment Director) and John Stavliotis (Antipodes Emerging Markets PM) discuss …

1
Matthew Brown, why have you built an awesome research management system for free? 26:04

1y ago26:04

26:04

Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following: 00:00 Welcoming Matthew Brown to the podcast 00:45 The Beginning of Matthew’s investing career 04:57 The Investment Research Management System 07:39 Reasons for using Notion 1…

1
Ep 2 - Stormont Vail Foundation President, Amy Burns 32:12

1y ago32:12

32:12

This week in Investing in Good, we talk with the President of Stormont-Vail Foundation Amy Burns about the impact the Foundation is making on health care in North-East Kansas.

1
Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023) 32:14

1y ago32:14

32:14

Along with a discussion about the state of the markets in Q3 2023 and Antipodes' current portfolio positioning, this episode covers the recent developments in the global oil market amid the escalation of conflict between Israel and Hamas. Alison Savas (Antipodes Investment Director) is joined by Graham Hay (Antipodes Portfolio Manager Industrial, H…

1
Ep 1 - Family Service and Guidance Center of Topeka, Pam Evans 40:45

1y ago40:45

40:45

This week's guest (our first) is Pam Evans, Director of Marketing and Development for Family Service and Guidance Center of Topeka.

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