The Hedge Fund Podcast with Fexingo: Alternative Investments, Strategies, and Institutional Investing

The hedge fund industry manages trillions in assets, yet its inner workings remain opaque to most. Lucas and Luna cut through the secrecy, examining alternative investments, fund strategies, and institutional capital allocation with the rigor of industry insiders. Each episode starts with a real number—a fund's AUM, a fee structure, a performance metric—then builds outward. Lucas, a former analyst, presses for specifics on risk models and liquidity terms. Luna, a former allocator, challenges assumptions about manager selection and benchmarking. Together, they dissect recent 13F filings, analyze activist campaigns, and debate the role of private credit in a rising-rate environment. They look at how pension funds and endowments construct portfolios, what drives hedge fund fees, and whether alternative beta is a mirage. The listener is someone who reads letters from CIOs, not just headlines—someone who wants to understand not just what a fund did, but why. By the end, you won't get a hot take; you'll get a framework to evaluate any alternative investment on its own terms. Can a 2-and-20 fee structure survive another decade of low dispersion? #HedgeFunds #AlternativeInvestments #InstitutionalInvesting #PrivateEquity #VentureCapital #FundOfFunds #RiskManagement #FeeStructures #13F #ManagerSelection #ActivistInvesting #PrivateCredit #PensionFunds #Endowments #Finance #FexingoBusiness #BusinessPodcast #FinancePodcast Keep every episode free: buymeacoffee.com/fexingo