From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners

About this episode

Kieran Cavanna discusses his approach to thematic investing and how to identify market risks for better returns.

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Kieran Cavanna, the founder and CIO of Old Farm Partners and former head of external managers at Soros Fund Management joins Other People’s Money to break down his high-conviction approach to thematic investing, explaining why "making the main thing the main thing" is the secret to capturing outsized returns in the public markets. From his time working under legendary macro investor Scott Bessent to his current focus at Old Farm Partners, Kieran shares how he identifies "asymmetric" opportunities where the upside is massive and the downside is protected. If you've ever wondered how the world’s most sophisticated allocators source managers and structure co-investments to beat the market, this is an interview you can't miss. Listen to the Thematic Investors Podcast: https://www.youtube.com/playlist?list=PLTSvmgAOiFVttgxmUaO4hSgMxutOwyS9T Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M…

People in this episode

Host: Max Wiethe

Guest: Kieran Cavanna

Topics covered

• thematic investing
• market risks
• investment strategies
• manager selection
• asymmetric opportunities

Keywords

• thematic investing
• Soros Fund Management
• asymmetric opportunities
• investment strategies
• manager selection

Sponsors

CAIA.nxt

Mentioned in this episode

Organizations: Old Farm Partners, Soros Fund Management, Other People’s Money

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