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 Antipodes: https://antipodes.com/

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 vehicles here to stay? 19:00
• Solid state batteries & autonomous vehicles: 22:30
• Who will be the long term winners and losers in the global auto industry? 29:30

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.

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 Fed pulled off a soft landing? 1:00
• The potential for a deterioration in liquidity & headwinds for US equities at the index level: 6:00
• Antipodes current portfolio positioning: 12:00 
• Valuation discipline case study - exiting SAP & holding Oracle*: 16:00
• Stock in focus - Oracle Corp (NYSE: ORCL)*: 20:00

*Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.