Is this your podcast?
Sign up
to track ranks and reviews from Spotify, Apple Podcasts and more
Kieran Cavanna
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...
Listen now
Ratings & Reviews
☆
☆
☆
☆
☆
5.0 stars from 12 ratings
Themes are key
☆
☆
☆
☆
☆
“Finally a podcast that offers in-depth conversations and analysis about key themes driving economic activity and potential presenting great investing opportunities.”
timsoccer109 via Apple Podcasts ·
United States of America ·
11/10/23
Great investment podcast
☆
☆
☆
☆
☆
“Kieran Cavanna is a brilliant investor who has an uncanny ability to identify and highlight compelling investment themes. The launch podcast with Todd Kantor on the energy space was very compelling and I look forward to future installments!”
Dupson3 via Apple Podcasts ·
United States of America ·
09/21/23
Recent Episodes
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...
Published 10/14/24
Published 10/14/24
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...
Published 07/01/24
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
