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, …

    Read More Read More
    Show More Show Less
    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 …

    Read More Read More
    Show More Show Less
    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 …

    Read More Read More
    Show More Show Less
    51 mins
  • Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

    Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
    Dec 18 2023
    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
    Show More Show Less
    43 mins
  • Thematic Investors: Why Institutional Investors Should Consider Uranium

    Thematic Investors: Why Institutional Investors Should Consider Uranium
    Oct 2 2023
    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
    Show More Show Less
    39 mins
  • Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

    Thematic Investors: Fueling Technological Breakthroughs in Energy Transition
    Sep 11 2023
    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
    Show More Show Less
    32 mins