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134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook
Episode 134
After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent mar…
3 months, 2 weeks ago
133. Why European distressed debt is back in focus
Episode 133
Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, wh…
3 months, 3 weeks ago
132. Searching for Alpha in Football
Episode 132
Why are football clubs - volatile, emotionally driven businesses - attracting billions from private equity firms, celebrities, and sovereign wealth f…
3 months, 4 weeks ago
131. Why global hedge funds are turning to South Korea
Episode 131
South Korea is having a capital markets moment.
Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s ma…
4 months ago
130. Allocators at the gates
Episode 130
This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a cris…
4 months, 1 week ago
129. How the UK plans to stand out
Episode 129
The UK has already seen a significant push of regulatory reform affecting alternative investments this year, with much more still to come.
Aniqah Rao,…
4 months, 2 weeks ago
128. What Actually Mattered (Q1 2026)
Episode 128
After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lin…
4 months, 3 weeks ago
127. Decoding quant: Why systematic strategies matter for modern investment portfolios
Episode 127
As part of our ongoing series revisiting timely and relevant conversations, we’re republishing this episode for listeners who may have missed it the …
5 months, 2 weeks ago
126. Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?
Episode 126
As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge f…
5 months, 3 weeks ago
125. Hedge funds just had their best year in decades. But, why and what's next?
Episode 125
Last year, hedge funds delivered their strongest performance since the 1990s. In this episode, Freddie Parker, Goldman Sachs’ Managing Director and C…
5 months, 4 weeks ago