Shows
Thematic InvestorsThematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare InvestingInvesting 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 Medicare Service pressure, policy regulation, and other factors are impacting healthcare investment targets and potentially derailing performance returns?
In our latest episode of the Thematic Investors podcast, we sit down with one of the great under-the-radar investors who has taken $3MM in AUM and has built it into a $1 BN firm. Join us in welcoming Dr. Michael Castor, CIO and Portfolio Ma...
2025-06-2355 minThematic InvestorsTargeting Investments in Commodities with John CiampagliaWith 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, but will it continue?
In this latest entry for the Thematic Investors podcast, hosted by Kieran Cavanna, we welcome the CEO of Sprott Asset Management, John Ciampaglia. John has been a part of the asset management industry for thirty years, having spent the...
2025-05-2052 minThematic InvestorsThematic Investors: Hunters Moon Capital on Investing Across EuropeAs 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 union of capital markets and banking, which could result in the breaking of financial barriers that have frozen Europe’s growth in recent years.
In this episode, Kieran Cavanna, CIO, Old Farm Partners and host of the Thematic Investors podcast we...
2025-04-2952 minThematic InvestorsThematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunitiesWhen 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 in the latest episode of the Thematic Investors podcast.
Kieran Cavanna, host of the Thematic Investors Podcast and CIO of Old Farm Partners, sits down with Genna Lozovsky, Founder & Managing Partner at Sandglass Capital Management. See where the passion for emerging ma...
2025-04-0952 minThematic InvestorsThematic Investors: Analog Century Management a Billion Dollar Perspective on Hard TechnologyIn 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 he saw enthusiasm and energy that he imagined could be larger and more exciting than the amount of energy in physics for the last 500 years. He was hooked.
In this latest episode of the Thematic Investors podcast, Val Zlatev, Portfolio Ma...
2025-03-121h 00Thematic InvestorsThematic Investors: Arvind Sanger on Long-Short Energy Transition InvestingLong-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 this dynamic market.
Join host Kieran Cavanna as he sits down with Arvind Sanger, founder and managing partner, Geosphere Capital Management. Arvind explores his background, how he became interested in alternative energy sources, and where there are real demo...
2025-02-2649 minThematic InvestorsThematic Investors: Plus Tick Management Exploring Old School Hedge Fund ReturnsExploring 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 Investors podcast, host, Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners sits down with the ‘dynamic duo’ of PlusTick Management LLC – Tommy Hill, Managing Partner and Portfolio Manager, and Adrian Keevil, Managi...
2024-12-0553 minThematic InvestorsThematic Investors: Will Homan-Russell on Asset Allocation Strategies in ShippingIn 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 70,000 vessels carrying 12.5 billion tons of goods by sea. These staggering numbers are broken down into carrying containers (between 15-20%) filled with cars and finished products, while the remaining transports carry commodities (80-85%) to keep the world running. These s...
2024-10-1456 minThematic InvestorsThematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing SuccessMichael 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 of the Thematic Investors podcast, Kieran Cavanna is joined by Gavin Baker, CIO & Managing Partner, Atreides Management, LP. Gavin shares how his love of history and games of chance ignited his enthusiasm for technology investing.
Additional key points d...
2024-07-0148 minThematic InvestorsThematic Investors: Scott Bessent a Global Macro Veteran on the Path AheadLegendary basketball coach Pat Riley was once quoted as saying, “Keep the main thing, the main thing”, which is a great tip for anyone wishing to enter the field of macro investing on the global stage. Everyone has similar data but the secret is how you interpret that intelligence in terms of risk, economic indicators, and even a bit of financial market history.
In this latest installment of the Thematic Investors podcast, host Kieran Cavanna welcomes a guest who has successfully blended those aspects into becoming one of the great macro thinkers in the hedge fund...
2024-05-1346 minThematic InvestorsThematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investingLooking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great … Read More Read More
2024-03-2045 minThematic InvestorsThematic Investors: Stuart Mitchell on the Investment Sale Across EuropeWhen looking at European investments how will the UK, France, Germany, Spain, and Italy align on energy transition, innovative technology growth, financial services, and more? How can institutional investors capture this market when comparing them against more attractive U.S. opportunities? In our latest episode of the Thematic Investors podcast, host, Kieran Cavanna, speaks with Stuart … Read More Read More
2024-01-2951 minThematic InvestorsThematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investingIn the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain … Read More Read More
2023-12-1842 min
The Clockwork CIOIn conversation with Kieran Cavanna, Co-Founder & CIO, Old Farm PartnersEpisode 6 features Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm Partners, a New York-based investment firm that uses a hybrid platform to invest in hedge fund managers and co-investments.
Kieran began his career as a senior analyst at KPMG before moving on to Titan Advisors where he learned to cut his teeth under co-founders George Fox and Tom Holliday, becoming Head of Research. In 2013, Kieran moved to Soros Fund Management,
where he worked with Scott Bessent as Head of the External Manager Selection Team. It was here that Kieran met Nishi Shah, with whom he...
2023-11-091h 06Thematic InvestorsThematic Investors: Why Institutional Investors Should Consider UraniumWhen it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the pressing need to address high global energy demands and combat climate change, this is an energy source that should not be underestimated. However, concerns still exist in terms of supply and demand as well as … Read More Read More
2023-10-0238 minThematic InvestorsThematic Investors: Fueling Technological Breakthroughs in Energy TransitionBack in 1962, President Kennedy declared that by the end of the decade the United States would have a man on the moon. Energy transition is an entirely different animal where the technology, consumer sentiment, and politics will require further progress before we can declare victory. In this inaugural episode, Kieran Cavanna, CIO, Old Farm … Read More Read More
2023-09-1131 min
Fieldpoints of View with Cameron Dawson and Johnny GibsonEpisode 7 (5/27/21): Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm PartnersCameron and Johnny speak to Kieran Cavanna, Chief Investment Officer and Co-Founder of Old Farm Partners. Kieran shares his views on equity markets, hedge funds, leading edge technologies, and more. Kieran Cavanna is the Chief Investment Officer and Co-Founder of Old Farm Partners. Prior thereto, Mr. Cavanna worked at Soros Fund Management (“SFM”) from 2013 to 2015 where he served as the Head of the External Manager Selection Team.Mr. Cavanna and his team performed due diligence on and allocated to a select group of hedge funds that deployed a wide variety of strategies. Within this p...
2021-05-2753 min