In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down with Global Macro legend Scott Bessent to discuss investing, data analytics and AI, the current political environment, and much more. Listen...
5 min read
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
May 13, 2024 12:54:34 PM
4 min read
Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
Mar 20, 2024 12:21:46 PM
What does it take to become a rising star in the value investing arena and how can you maximize inefficiencies in the volatile markets that we see today? In our latest Thematic Investors podcast we speak to James Davolos on...
5 min read
Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe
Jan 29, 2024 11:14:29 AM
Are European investments a bargain in energy, infrastructure, defense, and other themes? Join us on our newest episode of the Thematic Investors podcast as we welcome Stuart Mitchell to share his insights on Europe, and...
4 min read
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
Dec 18, 2023 9:21:32 AM
Discover how the world of telecommunication investing is evolving and whether we have the necessary power to tackle the upcoming wave of innovation. Immerse yourself in the latest podcast episode of Thematic Investors, hosted by...