Thematic Investors

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, r

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Recent Episodes

Thematic Investors: Titan Advisors on Maintaining Focus to Build Resilient Portfolios

Posted March 2, 2026 • 00:39:56

The early days of hedge funds can be described as somewhat akin to the Wild West, characterized by limited information flow, higher volatility, and...

Thematic Investors: A Front Row Macro Investing Seat to the World with Rob Citrone

Posted February 3, 2026 • 00:46:32

Many successful careers in institutional investing are forged early from a high degree of passion, curiosity, and discipline in the space. These traits...

Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing

Posted November 20, 2025 • 00:53:44

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...

Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital

Posted September 9, 2025 • 00:48:11

Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meets...

Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing

Posted June 23, 2025 • 00:55:42

Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short...