HeyJaredThematic 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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 11, 2026
Latest episodes
Thematic Investors: The Asian Investment Playbook | Highwest Global Management (opens the original)
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Accounting for roughly $45 trillion of global GDP, Asian markets offer hedge fund investors compelling opportunities shaped by US-China decoupling and regional corporate governance reforms. While AI dominates headlines, a look beneath the surface across Japan, China, South Korea, Taiwan, Vietnam, and India reveals far richer opportunities—making a disciplined regional playbook essential. In our latest Thematic Investors podcast, host Kieran Cavanna welcomes Andrew Nash-Webber, Managing Partner,
Thematic Investors: Fast-Tracking the US Grid – Policy, Power Demand, and Infrastructure (opens the original)
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The demand dynamic for US power growth is significantly accelerating, with spending on new generation assets – necessary to keep pace – nearing $350B over the next five years. This presents a tremendous opportunity for institutional investors focused on the total energy complex and its ripple effects across infrastructure, commodities, and more. From a policy standpoint, flexibility will be key to ensure build-outs, regulation reforms, and energy supply chains are all interconnected. In our late
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