Thematic Investors

Thematic Investors


Latest Episodes

Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
March 12, 2025

In the world of institutional investing, many trailblazers didnt start in finance. This field boasts talents from backgrounds, including musicians, philosophers, and even physicists. Take Val Zlatev,

Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
February 26, 2025

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 inve

Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
December 05, 2024

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 suggeste

Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping
October 14, 2024

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 Cap

Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
July 01, 2024

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

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

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

Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe
January 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 in

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

Thematic Investors: Why Institutional Investors Should Consider Uranium
October 02, 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