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, r

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Recent Episodes

Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

Posted January 29, 2024 • 00:51:20

When looking at European investments how will the UK, France, Germany, Spain, and Italy align on energy transition, innovative technology growth, financial...

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

Posted December 18, 2023 • 00:42:53

In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications,...

Thematic Investors: Why Institutional Investors Should Consider Uranium

Posted October 2, 2023 • 00:38:50

When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the...

Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

Posted September 11, 2023 • 00:31:32

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...

Thematic Investors with Kieran Cavanna: Coming Soon

Posted September 8, 2023 • 00:00:30

Welcome to Thematic Investors, powered by Vidrio Financial.

The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and...