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 i

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

Mar 20th, 2024 45m 36s

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 researc

Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

Jan 29th, 2024 51m 20s

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 t

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

Dec 18th, 2023 42m 53s

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 u

Thematic Investors: Why Institutional Investors Should Consider Uranium

Oct 2nd, 2023 38m 50s

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 energ

Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

Sep 11th, 2023 31m 32s

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 furthe

Thematic Investors with Kieran Cavanna: Coming Soon

Sep 8th, 2023 30s

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

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