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
  • Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology

    Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
    Mar 12 2025
    In the world of institutional investing, many trailblazers didn’t start in finance. This field boasts talents from backgrounds, including musicians, philosophers, and even physicists. Take Val Zlatev, for instance. Originally a physicist, his journey took a thrilling turn during a Chicago event when he visited the commodities exchange. Upon looking down at the trading floor …

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    1 hr and 1 min
  • Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing

    Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
    Feb 26 2025
    Long-short investors seriously targeting the energy sector need to adjust their nets and focus on placing bets on everything from coal, oil, natural gas, uranium, and other relevant sectors. This investment style isn’t about making massive directional wagers like a CTA fund; instead, it’s about leveraging macro trends to balance risks and seize opportunities in …

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    49 mins
  • Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

    Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
    Dec 5 2024
    Exploring the depths of distressed investing can occasionally uncover undeniable proof that the asset is far from lifeless, revealing a scenario much more promising than the market price once suggested. All it takes is a catalyst to turn a dead investment into an opportunity with huge asymmetric returns. In the latest episode of the Thematic …

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    54 mins
  • Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

    Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping
    Oct 14 2024
    In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners is joined by Will Homan-Russell, Chief Investment Officer, WMC Capital. Will brings his expertise on global shipping investment plays and how various market forces can impact the future of this industry. Each year, there are around …

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    57 mins
  • Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

    Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
    Jul 1 2024
    Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode …

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    49 mins