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Thematic Investors

Kieran Cavanna
Artificial Intelligence
Energy Transition
Healthcare
Coal
Emerging Markets
Distressed Investing
Natural Resources
Data Centers
Shipping
Fossil Fuels
European Banks
Biotechnology
China
Technology Investing
Gold
Japan
LNG
Stakeholder Theory
Emergency Profits
Multi-Asset Investment

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.... more

PublishesMonthlyEpisodes16Founded2 years ago
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Artwork for Thematic Investors

Latest Episodes

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 ... more

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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 Medi... more

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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... more

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As the fiscal brakes start to come off of Europe, how can investors begin to take advantage of investment opportunities that are on the horizon? Many viewed the early days of the Trump presidency as negative, but could that view shift as pressure inc... more

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Recent Guests

Ronnie Roy
Co-founder and Portfolio Manager at RV Capital
RV Capital
Episode: Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital
Zach Kurtz
Portfolio Manager at PinnBrook Capital
PinnBrook Capital
Episode: Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital
Dr. Michael Castor
CIO and CEO of SIO Capital
SIO Capital
Episode: Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing
John Ciampaglia
CEO of Sprott Asset Management
Sprott Asset Management
Episode: Targeting Investments in Commodities with John Ciampaglia
Johnny De La Hay
Founder of Hunter's Moon Capital with extensive experience in European financial markets
Hunter's Moon Capital
Episode: Thematic Investors: Hunters Moon Capital on Investing Across Europe
Genna Lozovsky
Founder of Sandglass Capital, expert in emerging market credit investments
Sandglass Capital
Episode: Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
Val Zlatev
CIO of Analog Century and a hedge fund expert with a strong background in hard technology
Analog Century
Episode: Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
Arvind Sanger
Runs the hedge fund Geosphere
Geosphere
Episode: Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
Tommy Hill
Co-Founder of Plustic Partners, experienced in distressed investing
Plustic Partners
Episode: Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

Host

Kieran Cavanna
CIO of Old Farm Partners and host of the podcast, Kieran Cavanna brings substantial expertise in institutional investing and financial markets.

Reviews

5.0 out of 5 stars from 18 ratings
  • Themes are key

    Finally a podcast that offers in-depth conversations and analysis about key themes driving economic activity and potential presenting great investing opportunities.

    Apple Podcasts
    5
    timsoccer109
    United States2 years ago
  • Great investment podcast

    Kieran Cavanna is a brilliant investor who has an uncanny ability to identify and highlight compelling investment themes. The launch podcast with Todd Kantor on the energy space was very compelling and I look forward to future installments!

    Apple Podcasts
    5
    Dupson3
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the in-depth analyses and expert insights on key investment themes, highlighting the host's ability to engage with topics relevant to current financial trends.
The show is praised for its focus on emerging themes in investing, making it a preferred listen for finance professionals seeking new strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#200
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Targeting Investments in Commodities with John Ciampaglia
Q: How does a gold trust work?
A gold trust allows investors to buy shares backed by physical gold stored in secure vaults, offering benefits like potential tax advantages for U.S. investors.
Thematic Investors: Hunters Moon Capital on Investing Across Europe
Q: What do you think the future is for London as a financial center post-Brexit?
Johnny believes that despite Brexit, London will remain a resilient financial center due to its strong workforce and existing connections to Europe.
Thematic Investors: Hunters Moon Capital on Investing Across Europe
Q: Could you talk about your background a little bit, how you got to this point in your career?
Johnny describes starting his career on the sales side as a financial analyst, transitioning to work for Tiger Management, and eventually founding Hunter's Moon Capital.
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
Q: Where are we today? I mean, why is it a great time to do this?
Today presents opportunities in defaulted and restructured names, with the policy adjustment still ongoing and places like Argentina showing potential for improvement in their credit reputation.
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
Q: Can you just tell us what's been going on in EM Credit?
Emerging market credit has benefited from robust macroeconomic numbers despite sluggish equity returns, with a focus on identifying pockets of asymmetrical returns.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Thematic Investors

What is Thematic Investors about and what kind of topics does it cover?

Focusing on institutional investment trends, this podcast features conversations with leading investors who share their insights into various themes influencing the financial landscape. Topics frequently discussed across episodes range from energy transition and emerging markets to technology investments and diverse strategies in asset allocation. Unique guest profiles provide expert perspectives, making it a valuable resource for professionals seeking to stay ahead in the institutional investing arena. The thoughtful and analytical approach taken by the host and guests aims to equip listeners with the knowledge and strategies necessary to navigate complex financial markets.

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How many listeners does Thematic Investors get?

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What are the audience demographics for Thematic Investors?

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How many subscribers and views does Thematic Investors have?

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Which podcasts are similar to Thematic Investors?

These podcasts share a similar audience with Thematic Investors:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Macro Hive Conversations With Bilal Hafeez
3. Forward Guidance
4. Alpha Exchange
5. Hidden Forces

How many episodes of Thematic Investors are there?

Thematic Investors launched 2 years ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Thematic Investors?

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Where can I see ratings and reviews for Thematic Investors?

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What guests have appeared on Thematic Investors?

Recent guests on Thematic Investors include:

1. Ronnie Roy
2. Zach Kurtz
3. Dr. Michael Castor
4. John Ciampaglia
5. Johnny De La Hay
6. Genna Lozovsky
7. Val Zlatev
8. Arvind Sanger

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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