Thematic Investors

Thematic Investors

Por: Kieran Cavanna
Welcome to Thematic Investors, powered by Vidrio Financial. The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and CIO of Old Farm Partners. This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.
17 episodios disponibles

Latest episodes of the podcast Thematic Investors

Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing 20/11/2025
Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital 09/09/2025
Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing 23/06/2025
Targeting Investments in Commodities with John Ciampaglia 20/05/2025
Thematic Investors: Hunters Moon Capital on Investing Across Europe 29/04/2025
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities 09/04/2025
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology 12/03/2025
Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing 26/02/2025
Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns 05/12/2024
Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping 14/10/2024
Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success 01/07/2024
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead 13/05/2024
Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing 20/03/2024
Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe 29/01/2024
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing 18/12/2023
Thematic Investors: Why Institutional Investors Should Consider Uranium 02/10/2023
Thematic Investors: Fueling Technological Breakthroughs in Energy Transition 11/09/2023
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