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
Publishes | Monthly | Episodes | 16 | Founded | 2 years ago |
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Number of Listeners | Categories | BusinessInvesting |
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
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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Finally a podcast that offers in-depth conversations and analysis about key themes driving economic activity and potential presenting great investing opportunities.
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!
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Apple Podcasts | #200 |
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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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3. Forward Guidance
4. Alpha Exchange
5. Hidden Forces
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.
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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
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