Hosted by Kieran Cavanna · 🇺🇸 US · EN-US · 19 episodes
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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.
Kieran Cavanna hosts Thematic Investors, a business show with 19 episodes published.
The world is changing rapidly as it searches for new energy alternatives to meet the growing demand of data centers, electric vehicles and to reduce carbon emissions. Add in geopolitics around Ukraine and Iran, and the i
The early days of hedge funds can be described as somewhat akin to the Wild West, characterized by limited information flow, higher volatility, and the risk of losing focus that could easily derail any performance gains
Many successful careers in institutional investing are forged early from a high degree of passion, curiosity, and discipline in the space. These traits accelerate your learning curve and help you build a network that kee
What fuels the curiosity and drive to become a great investor? Could it be early teenage stock market experiments that return 20% or simply being bored in the UK’s equivalent of Iowa, allowing you to take deeper dives in
Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meets West. Given today’s trade and tariff environment, we wanted to expan
Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short selling. In today’s market, how can investors capitalize on short
With the ongoing volatility of tariffs and trade wars, many institutional investors are looking towards the safe havens of precious metals and critical materials. These include gold, silver, palladium, uranium, and more.
As the fiscal brakes start to come off of Europe, how can investors begin to take advantage of investment opportunities that are on the horizon? Many viewed the early days of the Trump presidency as negative, but could t
When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offering investors 150-200 basis points in real growth. The story on emergi
In the world of institutional investing, many trailblazers didn’t start in finance. This field boasts talents from backgrounds, including musicians, philosophers, and even physicists. Take Val Zlatev, for instance.
Long-short investors seriously targeting the energy sector need to adjust their nets and focus on placing bets on everything from coal, oil, natural gas, uranium, and other relevant sectors. This investment style isnR
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
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 h
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
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 simil
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 marke
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
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
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
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 polit
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Thematic Investors is hosted by Kieran Cavanna. The show is categorised under business (investing) and has published 19 episodes.
Thematic Investors has published 19 episodes.
Thematic Investors regularly covers business, investing. It sits in the business category, with a investing focus.
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