Alpha Explained

George Kailas and Aethon Fund
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Every great investor has a story behind the call that made their name, and usually a few about the ones that didn't work out. On Alpha Explained, George Kailas, founder and CEO of Aethon Fund, gets them to tell both. It's an investing podcast about how top investors actually think: what they saw early, what they almost missed, and what they'd do differently. New episodes on the first Monday of every month.

Episodes

  1. 3h ago

    N3XT Founder & Signature Bank Co-Founder Scott Shay on Seeing What Most Bankers Miss

    In the second episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Scott Shay, founder of N3XT and co-founder of Signature Bank. Scott traces his path from a working-class neighborhood in Chicago to Salomon Brothers in the Liar’s Poker era, where he worked alongside mortgage-market pioneer Lew Ranieri. He also describes the summer job that turned him into a self-described banking nerd, the thinking behind Signet, Signature Bank’s 24/7 blockchain-enabled payments system, and why he built his latest venture, N3XT, as a full-reserve bank. Along the way, he shares what an investment that returned less than the capital invested taught him about knowing your limits, why the most junior person in the room deserves to be heard before any deal closes, and how he really feels about the 2023 closure of Signature Bank. Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made. Watch every episode of Alpha Explained on YouTube and subscribe to our channel here. Subscribe to the Alpha Explained newsletter on LinkedIn here.  Aethon Fund Website: aethon.fund LinkedIn: Aethon Fund George Kailas LinkedIn: Profile X: Profile Scott Shay LinkedIn: Profile Website: N3XT Resources Mentioned: Liar’s Poker by Michael Lewis “Bitcoin: A Peer-to-Peer Electronic Cash System,” white paper by Satoshi Nakamoto I, Robot by Isaac Asimov Produced by The Podglomerate & Upland Workshop. About Aethon Fund: Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund. Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions.

  2. Oct 19

    What Driving a Cab Taught Private Equity Pioneer Les Brun About Investing

    In the first episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Les Brun, Chairman and CEO of Sarr Group and Founder of Hamilton Lane. Les traces his path from driving a cab in New York to rising through commercial and investment banking. He also shares the story behind a due diligence memo that eventually became the foundation for Hamilton Lane, a global private markets firm that now oversees more than $1 trillion in assets. He explains why credit is the best place to start an investing career, why even the most advanced AI can’t fix bad data, and what decades in corporate boardrooms have taught him about leadership, values, and getting clear on what you don’t know.   Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made.   Watch every episode of Alpha Explained on YouTube and subscribe to our channel here.   Subscribe to the Alpha Explained Newsletter on LinkedIn:   Aethon Fund Website: aethon.fund  LinkedIn: Aethon Fund   George Kailas LinkedIn: Profile  X: Profile   Les Brun LinkedIn: Profile  Les’s newsletter: Real Business   Resources Mentioned: “Etorre’s Wisdom,” memo by Howard Marks The Psychology of Money by Morgan Housel Fooled by Randomness by Nassim Nicholas Taleb Roger Federer’s 2024 Dartmouth commencement address   Produced by The Podglomerate & Upland Workshop.    About Aethon Fund: Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund.   Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions.

  3. Trailer

    Introducing Alpha Explained

    Hosted by George Kailas, founder and CEO of Aethon Fund, Alpha Explained is a new podcast about how top investors build a thesis, weigh risk, and decide when to act. This season: how you underwrite a fusion company, what makes a sports asset timeless, and when AI is ready to replace a human investment decision. The first episode drops Monday, October 19, with new episodes publishing on the first Monday of every month.

    Introducing Alpha Explained
  • 1 Trailer
    2 Episodes

Trailer

About

Every great investor has a story behind the call that made their name, and usually a few about the ones that didn't work out. On Alpha Explained, George Kailas, founder and CEO of Aethon Fund, gets them to tell both. It's an investing podcast about how top investors actually think: what they saw early, what they almost missed, and what they'd do differently. New episodes on the first Monday of every month.

Information

  • Creator
    George Kailas and Aethon Fund
  • Years Active
    2026
  • Episodes
    3
  • Rating
    Explicit
  • Copyright
    © Aethon Fund 2026
  • Show Website
    Alpha Explained