Vihari Ross

Join Ally Selby as she chats with Vihari Ross, Portfolio Manager at Antipodes, a seasoned pro in value investing and global equities. They dive deep into market bubbles and the potential for a crash, unraveling risks tied to concentration and valuations. Vihari shares insights on AI earnings, specifically why he favors AMD over NVIDIA, and highlights companies like Tencent leveraging AI. He also discusses value opportunities in China, his preference for mid/small caps, and even reveals an unconventional pick with strong growth potential!