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

Listen to latest episode

Recent Episodes

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

Posted December 5, 2024 • 00:53:36

Exploring the depths of distressed investing can occasionally uncover undeniable proof that the asset is far from lifeless, revealing a scenario much...

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

Posted October 14, 2024 • 00:56:43

In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners...

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

Posted July 1, 2024 • 00:48:51

Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge...

Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

Posted May 13, 2024 • 00:46:53

Legendary 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...

Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

Posted March 20, 2024 • 00:45:36

Looking 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...