『Thematic Investors』のカバーアート

Thematic Investors

Thematic Investors

著者： Kieran Cavanna
無料で聴く

このコンテンツについて

 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.Copyright © 2023 Thematic Investors 個人ファイナンス 経済学
エピソード
  • Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital

    Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital
    2025/09/09
    Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meets West. Given today’s trade and tariff environment, we wanted to expand the debate with two leading macro investors, pulling their insights on tariffs, U.S. exceptionalism, capital expenditures in areas like AI, …

    Read More Read More
    続きを読む 一部表示
    48 分
  • Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing

    Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing
    2025/06/23
    Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short selling. In today’s market, how can investors capitalize on short opportunities when AI, external Medicare Service pressure, policy regulation, and other factors are impacting healthcare investment targets and potentially derailing performance returns? In our …

    Read More Read More
    続きを読む 一部表示
    56 分
  • Targeting Investments in Commodities with John Ciampaglia

    Targeting Investments in Commodities with John Ciampaglia
    2025/05/20
    With the ongoing volatility of tariffs and trade wars, many institutional investors are looking towards the safe havens of precious metals and critical materials. These include gold, silver, palladium, uranium, and more. However, in many cases, these metals are not designed for rapid price increases. In 2025, we’re already seeing gold having a huge run, …

    Read More Read More
    続きを読む 一部表示
    53 分
まだレビューはありません