Tales from the trading desk & the evolving behaviour of stock markets

In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier.  Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trader's day: 4:00 The evolution of stock markets - who can move markets today? 6:40 The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00 What can change market momentum? 13:30 The big dislocations in markets in 2025: 16:00 Are investors on the cusp of a rotation away from US stock market exceptionalism? 20:00 The implications of President Trump on stock markets: 20:50 More about Antipodes: https://antipodes.com/