Other People's Money with Max Wiethe

Måns Levin, CEO and co-founder of Ridge Capital, joins Other People’s Money, to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and insolation from tariff and trade war risks. Levin discusses the exceptional start Ridge Capital has had, both in terms of performance and asset raising, the specific features and composition of the Nordic high yield market that they find most attractive, and the flexibility in strategies required to take full advantage of the opportunities they see.Follow Ridge Capital on LinkedIn: https://www.linkedin.com/company/ridgecap/Follow Max on X: https://x.com/maxwietheFollow Other People’s Money on:Apple Podcast https://bit.ly/4e7QJ1MSpotify https://bit.ly/3YhaaziYouTube https://bit.ly/3C63VXRX https://x.com/opmpod#credit #creditmarket #fixedincome #bonds #nordic #sweden #norway #denmark #finland #stocks #economics #economy #stockmarket #investing #hedgefunds #trading #wallstreet #ridgecapital #finance

Wayne Himelsein, CIO and founder of Logica Capital Advisors, discusses innovative strategies for profiting during market volatility. He shares how his hedge fund navigates the challenges of maintaining long volatility exposure without draining resources through ineffective hedges. The conversation covers the evolution of volatility trading since 2015 and emphasizes the need for a deep understanding of market dynamics. Himelsein also highlights the importance of adaptability and continuous research in developing successful trading strategies.

Petr Pinkhasov, CIO and founder of Anthem Capital Management, dives into the world of trading strategies utilizing quantitative signals and technical analysis. He candidly shares insights on navigating the recent market turmoil of 2025, discussing risk management and the significance of backtesting. Pinkhasov emphasizes the role of AI in enhancing investment research and critiques various trading methodologies. With a blend of personal anecdotes and professional wisdom, he explores the psychological factors influencing trading decisions amidst volatility.

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmNicolás Dujovne, CIO and founder of Tenac Asset Management, joins Other People’s Money to discuss his path from Treasury Minister of Argentina and president of the G-20 to hedge fund manager. Despite more experience managing economies than trading them, Dujovne and his partners at Tenac have succeeded in building a 5+ year track record with no down years and an annualized rate of 17.18% net of fees, focusing mostly on sovereign and corporate debt of emerging market countries. In the interview we discuss how global macro feeds portfolio construction, the important factors when analyzing individual emerging markets, and how understanding large international organizations like the IMF is crucial to predicting outcomes in EM.This episode is brought to you by Fintool, a financial copilot tailored for institutional investors. Fintool leverages Large Language Models (LLMs) to discover financial insights beyond the reach of timely human analysis. From summarizing extensive annual reports to computing numbers and unearthing new insights by comparing years of filings, Fintool equips institutional investors like Janus Henderson, First Manhattan and companies like PWC. Learn more about how you can add AI to your investment process: https://fintool.com/?utm_source=the_opmFollow Other People’s Money on:Apple Podcast https://bit.ly/4e7QJ1MSpotify https://bit.ly/3YhaaziYouTube https://bit.ly/3C63VXRX https://x.com/opmpodTimestamps:00:00 Intro00:29 Fintool Front Roll02:00 Why is LATAM a Macro Hotbed?04:11 From Minister of the Treasury to Macro Trader11:36 Capital Raising in LATAM16:31 Developing & Communicating Your Investment Process20:53 Fintool Mid Roll22:01 The Growth of EM Debt Markets25:56 Dispersion and Portfolio Management30:50 Corporate/Quasi Sovereign Debt34:30 The Events That Move Markets in EM38:22 Data Integrity Issues in EM39:28 Vol and Investor Expectations43:14 Global Spotlight on Argentina44:57 Unique Requirements of Global Investing48:16 The Roll of the IMF54:27 Elections and Prediction Markets56:58 The Roll of US Financial Conditions01:01:45 Current Outlook for US Trade Policy01:03:17 Opportunity Right Now#stocks #economics #economy #recession #bonds #stockmarket #investing #hedgefunds #analyst #Alternatives #Argentina #NicolasDujovne #tenac #emergingmarkets #EMinvesting

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmJohn Bowman, CEO of CAIA Association, the Association of Chartered Alternative Investment Analysts, joins Jack Farley on a special crossover episode of Monetary Matters and Other People’s Money to discuss the biggest trends in alternative investments. Bowman explains how Tariff uncertainty and other geopolitical factors might be the #1 factor that led to last year’s drop in PE assets, why he believes there is still another shoe to drop in private credit, and that hedge funds are coming back into vogue with alternatives investors.This episode is brought to you by Fintool, a financial copilot tailored for institutional investors. Fintool leverages Large Language Models (LLMs) to discover financial insights beyond the reach of timely human analysis. From summarizing extensive annual reports to computing numbers and unearthing new insights by comparing years of filings, Fintool equips institutional investors like Janus Henderson, First Manhattan and companies like PWC. Learn more about how you can add AI to your investment process: https://fintool.com/?utm_source=the_opmFollow John Bowman on X: https://x.com/BowmanJohnLFollow CAIA on X: https://x.com/CAIAAssociationFollow Fintool on Twitter https://x.com/fintoolxFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Other People’s Money on:Apple Podcast https://bit.ly/4e7QJ1MSpotify https://bit.ly/3YhaaziYouTube https://bit.ly/3C63VXRX https://x.com/opmpod

This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opmToronto may be the financial capital of Canada but compared to NYC or London it does not quite have the same cachet for top hedge fund managers. This might be why Moez Kassam, CIO and Founder of Anson Funds, has flown under the radar of many keeping track of the industry’s titans while growing Anson Funds to over $2b in assets under management and putting together a track record of 15% annualized returns since inception in 2007. Known as a short selling specialist, Kassam shares his views on the art of shorting, dives into some of the other differentiated strategies Anson employs and explains how he attracts top talent to Toronto.This episode is brought to you by Fintool, a financial copilot tailored for institutional investors. Fintool leverages Large Language Models (LLMs) to discover financial insights beyond the reach of timely human analysis. From summarizing extensive annual reports to computing numbers and unearthing new insights by comparing years of filings, Fintool equips institutional investors like Janus Henderson, First Manhattan and companies like PWC. Learn more about how you can add AI to your investment process: https://fintool.com/?utm_source=the_opmFollow Moez Kassam on X: https://x.com/MunchingMoezFollow Anson Funds on X: https://x.com/AnsonGroupFundsFollow Max Wiethe on X: https://x.com/maxwietheFollow Other People’s Money on:Apple Podcast https://bit.ly/4e7QJ1MSpotify https://bit.ly/3YhaaziYouTube https://bit.ly/3C63VXRX https://x.com/opmpod

Alan Strauss, Senior Partner at Crystal Capital Partners, sheds light on the booming alternative investment landscape. He emphasizes the growing role of platforms that lower barriers for individual investors, allowing access to hedge funds, private equity, and more. The discussion covers the evolution from traditional fund structures to customized investment models, driven by advisor education and client needs. Strauss also highlights the challenges faced by smaller fund managers and the critical need for thorough due diligence in this changing market.

Ken Heinz, President of HFR Index LLC, shares insights on the hedge fund industry, which has surged to a record $4.5 trillion in assets. He discusses the rise of multi-manager funds and the booming interest in crypto strategies, highlighting new firms alongside established players. The conversation delves into trends in fund formations and closures, emphasizing the challenges smaller funds face. Heinz also touches on investor dynamics and the evolving landscape toward greater accessibility and regulation in hedge fund investments.

Brett Caughran, founder and lead trainer at Fundamental Edge, shares his insights on succeeding in the competitive hedge fund world. He emphasizes the importance of mastering practical skills and building trust with portfolio managers over time. The discussion also covers the gap between academic knowledge and real-world application, as well as the evolving role of AI in investment analysis. Caughran highlights the need for continuous education and the diverse paths available for aspiring analysts aiming for portfolio management.

Ilya Zaides, Founder and CIO of 14B Capital Management, dives into the team dynamics that underpin hedge fund success. He emphasizes that investor trust hinges on relationship stability, not just historical performance. The conversation highlights how proper alignment of team incentives boosts collaboration and decision-making. Zaides also discusses the necessity of continuous research in adapting to evolving market landscapes and the challenges of communicating complex strategies effectively to institutional investors.