Thematic Investors
Kieran CavannaWelcome 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
| Publishes | Infrequently | Episodes | 17 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
What fuels the curiosity and drive to become a great investor? Could it be early teenage stock market experiments that return 20% or simply being bored in the UK’s equivalent of Iowa, allowing you to take deeper dives into company annual reports duri... more
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
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
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
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
- 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 Podcasts5timsoccer109
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 Podcasts5Dupson3United States2 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #240 |  United Kingdom/Business/Investing |
Apple Podcasts | #190 |  Switzerland/Business/Investing |
Apple Podcasts | #243 |  Russia/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About Thematic Investors
What is Thematic Investors about and what kind of topics does it cover?
This podcast offers a wealth of insights on institutional investment trends and strategies, engaging listeners with a diverse array of topics centered on themes like energy transition, technology, and emerging markets. Each episode features deep discussions with accomplished investors who share their perspectives on navigating the complexities of investment landscapes, with a focus on both quantitative and discretionary approaches. The format provides timely and relevant content for professionals seeking to enhance their understanding of current investment strategies and opportunities in the market. Overall, the show is tailored for anyone interested in the dynamics of institutional investing and looking to glean wisdom from top-tier invest... more
Where can I find podcast stats for Thematic Investors?
Rephonic provides a wide range of podcast stats for Thematic Investors. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Thematic Investors and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Thematic Investors get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Thematic Investors, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Thematic Investors?
Rephonic provides comprehensive predictive audience data for Thematic Investors, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Thematic Investors have?
To see how many followers or subscribers Thematic Investors has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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. Value Investing with Legends
3. BG2Pod with Brad Gerstner and Bill Gurley
4. Forward Guidance
5. Dwarkesh Podcast
How many episodes of Thematic Investors are there?
Thematic Investors launched 2 years ago and published 17 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Thematic Investors?
Rephonic pulls ratings and reviews for Thematic Investors from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Thematic Investors?
Rephonic provides full transcripts for episodes of Thematic Investors. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
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.