Why Invest? Podcast Kepler Mini-Series
This special mini-series brings together six leading global investors and thinkers. Each 20-minute episode dives into a key area of the alternatives landscape, from private credit and long-short strategies to digital assets and global macro trends.
Episode 1: Private Credit with Christopher Joye
We speak with Christopher Joye, Chief Investment Officer at Coolabah Capital Investments, about the state of global credit markets, innovative fixed income strategies, and the persistent inefficiencies in bond trading.
Episode 2: Long-Short Investing with James Hanbury
James Hanbury, Fund Manager at Lancaster Investment Management, shares his long-short investment approach, insights into UK and European equity markets, and perspectives on risk in private credit.
Episode 3: Value Investing with Jeremy Mindich
In conversation with Jeremy Mindich, Managing Partner at Scopia, we explore the firm’s long–short market-neutral strategy, its deep-dive research process, and how valuation distortions can reveal market opportunities.
Episode 4: Private Equity with Jussi Nyrölä
Jussi Nyrölä, Founder and CIO of Talomon Capital, discusses the evolving role of private equity versus public markets and the growing appeal of evergreen fund structures.
Episode 5: Digital Assets with Ray Dillet
Ray Dillet, Head of Financial Institutions at Bitwise, explores institutional adoption of crypto, the growth of regulated digital asset products, and what this means for investors navigating the digital frontier.
Episode 6: Global Macro Trends with Yuexin Zeng
Yuexin Zeng, Head of Investor Relations and Macro Analyst at Ocean Arete Limited, offers insights into global macro shifts - from reverse globalisation to East–West economic dynamics — and the innovation driving China’s evolving economy.
