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

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

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About this episode

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

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