Resonanz Spotlight cover art

Resonanz Spotlight

Resonanz Spotlight

Written by: Vincent Weber
Listen for free

About this listen

This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

© 2026 Resonanz Spotlight
Economics Personal Finance
Episodes
  • The Great Quant Convergence: When Prop Shops Meet Pod Shops
    Jan 5 2026

    Send us a text

    High-frequency trading firms and quantitative hedge funds once operated in completely different worlds. Now they're competing head-to-head for the same alpha.

    Vincent and Saâd explore why ultra-high-frequency strategies hit a hard capacity ceiling, how the passive investing revolution is forcing these firms into direct competition, and what happens when Jane Street and Millennium's pods fish in the same pond. The old manager categories no longer apply, and allocators need to ask completely different questions.

    This isn't convergence through imitation. It's convergence through necessity.

    Show More Show Less
    12 mins
  • The Center Book: The Quiet Heart of Multi-Manager Hedge Funds
    Dec 22 2025

    Send us a text

    Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book?

    In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, balancing exposures, and making the difference between a coordinated strategy and a collection of bets. They explore what it is, why it exists, and the critical questions allocators should ask during diligence.

    If the pods are the soloists, the Center Book is the conductor — unseen by the audience, but essential to the harmony.


    Show More Show Less
    9 mins
  • Two Games, One Field: Why SRT and CLO Investors Play by Different Rules
    Dec 8 2025

    Send us a text

    In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down why SRTs and CLOs, often grouped under “structured credit”, are actually two very different games. They explore how banks, regulators, and investors each approach these structures, why incentives diverge, and what allocators must understand before deploying capital. In under ten minutes, this conversation demystifies the mechanics, motivations, and market dynamics that separate synthetic risk transfer from traditional CLO investing.

    Show More Show Less
    9 mins
No reviews yet