Thematic Investors
Kieran Cavanna
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.
Episodes
Mentioned books
May 13, 2024 • 47min
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
Global macro veteran Scott Bessent shares insights on interpreting data, global financial markets, and investment strategies. From his career journey to Soros Fund Management to navigating economic landscapes in Japan, China, and the US, Scott discusses the importance of diverse perspectives in investing. Dive into discussions on tech, finance, geopolitics, and the upcoming US election's financial implications. Plus, learn about hiring decisions and the value of hard work in the investment industry.
Mar 20, 2024 • 46min
Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
James Davolos, Portfolio Manager at Horizon Kin, talks about tackling high inflationary markets and the changing investment playbook. He discusses being a bottom-up investor using unconventional data collection techniques, the concept of 'immaculate disinflation,' and the benefits of AI for investors. Davolos also shares insights on the evolution of financial exchanges and the firm's unique investment strategies in real assets.
Jan 29, 2024 • 51min
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 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
Dec 18, 2023 • 43min
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
Alan Bezoza, telecom investor at DigitalBridge, discusses telecom sector evolution, cloud wars, AI-driven power demands, and strategic investments by tech giants like Google and Amazon. He explores the future of telecom, chips, and AI, highlighting the balance of power requirements and the advantages of residing in Denver for telecom investing.
Oct 2, 2023 • 39min
Thematic Investors: Why Institutional Investors Should Consider Uranium
Darren Heitman and Chris Gillespie from Azarias Capital Management dive into uranium as a promising investment for institutional players. They explore the pressing global energy demands and how nuclear energy can address climate concerns. The duo breaks down the intricate supply-demand dynamics and geopolitical implications affecting the uranium market. They highlight the resurgence of nuclear power and bipartisan support in the U.S., while contemplating the lessons learned from Germany's nuclear phase-out.
Sep 11, 2023 • 32min
Thematic Investors: Fueling Technological Breakthroughs in Energy Transition
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
