Thematic Investors
Episodes
Thematic Investors: Titan Advisors on Maintaining Focus to Build Resilient Portfolios
02 Mar 2026
Contributed by Lukas
The early days of hedge funds can be described as somewhat akin to the Wild West, characterized by limited information flow, higher volatility, and th...
Thematic Investors: A Front Row Macro Investing Seat to the World with Rob Citrone
03 Feb 2026
Contributed by Lukas
Many successful careers in institutional investing are forged early from a high degree of passion, curiosity, and discipline in the space. These trait...
Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing
20 Nov 2025
Contributed by Lukas
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 bore...
Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital
09 Sep 2025
Contributed by Lukas
Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meet...
Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing
23 Jun 2025
Contributed by Lukas
Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short se...
Targeting Investments in Commodities with John Ciampaglia
20 May 2025
Contributed by Lukas
With the ongoing volatility of tariffs and trade wars, many institutional investors are looking towards the safe havens of precious metals and critica...
Thematic Investors: Hunters Moon Capital on Investing Across Europe
29 Apr 2025
Contributed by Lukas
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
09 Apr 2025
Contributed by Lukas
When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offer...
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
12 Mar 2025
Contributed by Lukas
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
26 Feb 2025
Contributed by Lukas
Long-short investors seriously targeting the energy sector need to adjust their nets and focus on placing bets on everything from coal, oil, natural g...
Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
05 Dec 2024
Contributed by Lukas
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
14 Oct 2024
Contributed by Lukas
In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners is joined by Wil...
Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
01 Jul 2024
Contributed by Lukas
Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge m...
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
13 May 2024
Contributed by Lukas
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
20 Mar 2024
Contributed by Lukas
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, thi...
Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe
29 Jan 2024
Contributed by Lukas
When looking at European investments how will the UK, France, Germany, Spain, and Italy align on energy transition, innovative technology growth, fina...
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
18 Dec 2023
Contributed by Lukas
In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunicatio...
Thematic Investors: Why Institutional Investors Should Consider Uranium
02 Oct 2023
Contributed by Lukas
When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the p...
Thematic Investors: Fueling Technological Breakthroughs in Energy Transition
11 Sep 2023
Contributed by Lukas
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 entirel...