Thematic Investors

Latest Episodes
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
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
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
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
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
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
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
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
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
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
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