Thematic Investors

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, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.

Episodes

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

September 9, 2025 • 48 mins
Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meets West. Given today’s trade and tariff environment, we wanted to expand the debate with two leading macro investors, pulling their insights on tariffs, U.S. exceptionalism, capital expenditures in areas like AI, …

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

June 23, 2025 • 55 mins
Investing 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 …

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Targeting Investments in Commodities with John Ciampaglia

May 20, 2025 • 52 mins
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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Thematic Investors: Hunters Moon Capital on Investing Across Europe

April 29, 2025 • 52 mins
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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Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities

April 9, 2025 • 52 mins
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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Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology

March 12, 2025 • 60 mins
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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Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing

February 26, 2025 • 49 mins
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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Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

December 5, 2024 • 53 mins
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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Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

October 14, 2024 • 56 mins
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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Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

July 1, 2024 • 48 mins
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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Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

May 13, 2024 • 46 mins
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 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, …

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

March 20, 2024 • 45 mins
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 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 …

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Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

January 29, 2024 • 51 mins
When 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 …

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Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

December 18, 2023 • 42 mins
In 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 …

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Thematic Investors: Why Institutional Investors Should Consider Uranium

October 2, 2023 • 38 mins
When 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 …

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Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

September 11, 2023 • 31 mins
Back 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 …

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