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
Targeting Investments in Commodities with John Ciampaglia
With the ongoing volatility of tariffs and trade wars, many institutional investors are looking towards the safe havens of precious metals and critical...
Thematic Investors: Hunters Moon Capital on Investing Across Europe
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...
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offering...
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
In the world of institutional investing, many trailblazers didn’t start in finance. This field boasts talents from backgrounds, including musicians,...
Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
Long-short investors seriously targeting the energy sector need to adjust their nets and focus on placing bets on everything from coal, oil, natural...
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