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Thematic Investors

Thematic Investors

By: Kieran Cavanna
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 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 Economics Personal Finance
Episodes
  • Targeting Investments in Commodities with John Ciampaglia

    Targeting Investments in Commodities with John Ciampaglia
    May 20 2025
    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, …

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    53 mins
  • Thematic Investors: Hunters Moon Capital on Investing Across Europe

    Thematic Investors: Hunters Moon Capital on Investing Across Europe
    Apr 29 2025
    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 increases to move Europe closer together? Early movements are pointing towards a …

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    53 mins
  • Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities

    Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
    Apr 9 2025
    When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offering investors 150-200 basis points in real growth. The story on emerging market credit investments remains robust, but how does that growth translate across different regional markets? This is what we’re going to find out …

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    53 mins

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