Episode from the podcastThematic Investors

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

Released Monday, 13th May 2024

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

Monday, 13th May 2024

Good episode? Give it some love!

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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, …

From The Podcast

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.

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