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