Thematic Investors

Kieran Cavanna
  • 5.0 (12)
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Thematic Investors

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.

Episodes

  1. 12/05/2024

    Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

    Exploring the depths of distressed investing can occasionally uncover undeniable proof that the asset is far from lifeless, revealing a scenario much more promising than the market price once suggested. All it takes is a catalyst to turn a dead investment into an opportunity with huge asymmetric returns. In the latest episode of the Thematic … Read More Read More

    54 min

  2. 10/14/2024

    Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

    In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners is joined by Will Homan-Russell, Chief Investment Officer, WMC Capital. Will brings his expertise on global shipping investment plays and how various market forces can impact the future of this industry.  Each year, there are around … Read More Read More

    57 min

  3. 07/01/2024

    Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

    Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode … Read More Read More

    49 min

  4. 05/13/2024

    Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

    Legendary basketball coach Pat Riley was once quoted as saying, “Keep the main thing, the main thing”, which is a great tip for anyone wishing to enter the field of macro investing on the global stage. Everyone has similar data but the secret is how you interpret that intelligence in terms of risk, economic indicators, … Read More Read More

    47 min

  5. 03/20/2024

    Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

    Looking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great … Read More Read More

    46 min

  6. 01/29/2024

    Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

    When looking at European investments how will the UK, France, Germany, Spain, and Italy align on energy transition, innovative technology growth, financial services, and more? How can institutional investors capture this market when comparing them against more attractive U.S. opportunities? In our latest episode of the Thematic Investors podcast, host, Kieran Cavanna, speaks with Stuart … Read More Read More

    51 min

  7. 12/18/2023

    Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

    In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain … Read More Read More

    43 min

  8. 10/02/2023

    Thematic Investors: Why Institutional Investors Should Consider Uranium

    When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the pressing need to address high global energy demands and combat climate change, this is an energy source that should not be underestimated. However, concerns still exist in terms of supply and demand as well as … Read More Read More

    39 min

  9. 09/11/2023

    Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

    Back in 1962, President Kennedy declared that by the end of the decade the United States would have a man on the moon. Energy transition is an entirely different animal where the  technology, consumer sentiment, and politics will require further progress before we can declare victory. In this inaugural episode, Kieran Cavanna, CIO, Old Farm … Read More Read More

    32 min
  • 9 Episodes

5
out of 5
12 Ratings

About

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.

Information

  • Creator
    Kieran Cavanna
  • Years Active
    2023 - 2024
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    Copyright © 2023 Thematic Investors
  • Show Website
    Thematic Investors

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