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Thematic Investors

Written by: Kieran Cavanna
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  • Summary

  • 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.
    Copyright © 2023 Thematic Investors
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Episodes
  • Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

    Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
    May 13 2024
    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, …

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

    Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
    Mar 20 2024
    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 …

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    46 mins
  • Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

    Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe
    Jan 29 2024
    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 …

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    51 mins
Personal Finance Economics
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