Capital Horizons - The Podcast

How did Lisa, a former actress, become a successful entrepreneur, and then a successful investor? What led her to sucess in her business? What are her investment principles? What does she expect from a founder? What have been her mistakes? How does she think about philantropy? How is she hoping to raise money to fight breast cancer (a spoiler: watch out for a podcast called "Off my chest").Host: Igor YelnikGuest Speaker: Lisa MorrisYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

As 2025 is rolling towards its end, enjoy the highlights of Capital Horizon The Podcast! Many thanks to Diana Choyleva, James Butterfill, Jason Hsu, Patrick English, Arun Muralidhar, Rishi Narang, Evgeny Gokhberg, Tom Ducrot, Jim Liew, Justin Crump, Pascal Kummert, Maryam Torshizi, Andrew Beer, Sir Tony Brenton, Michael Oliver, Dennis Rivera, Francesco Filia, Amlan Roy, Jon Danielsson, Bilal Hafeez, Brunello Rosa, Alan Dunne, Mario Unali, Michael Azlen for sharing their perspectives.Have a great holiday season and Happy New Year!Youtube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcast#CapitalHorizonsPodcast #Investing2025 #FinancePodcast #AIInvesting #GlobalMarkets #Geopolitics #MarketOutlook #FutureOfInvesting #HedgeFunds #MacroInvesting #EconomicTrendsThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Igor Yelnik interviews Evgeny Gokhberg, founder of Re7 Capital, for a candid conversation on DeFi and tokenisation. They unpack DeFi lending’s risk-reward tradeoff, why building a DeFi fund is far harder than it looks, who’s investing in this space, and why pension funds staying out might be a blessing. Plus—could 24/7 stock trading be the next big shift? Don’t miss it.Host: Igor YelnikGuest Speaker: Evgeny GokhbergYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcastThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

In the latest episode of Capital Horizons The Podcast Igor Yelnik speaks with Maryam Torshizi, founder of DeepSearch Labs about AI. How to avoid halluciantions? How is AI used in asset management? Why is data important? Can LLM's be used for critical taks? Can AI predict wars?Host: Igor YelnikGuest Speaker: Maryam TorshiziYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcastThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

In conversation with Igor Yelnik, Andrew Beer shares his view on portfolio construction, the role of managed futures in investment portfolios, agency problems in the industry. He spices it up with multiple examples and explains why investors do not always choose what is best for them.Host: Igor YelnikGuest Speaker: Andrew BeerYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

How do carbon markets works? How do the help to reduce emissions? What are geopolitical aspects of energy transition? Who is free-riding emission reduction and what's being done about it? What are unintended consequences of reducing emissions? And finally, how to profit from carbon markets?Host: Igor YelnikGuest Speaker: Michael AzlenYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcastThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

How are hedge funds using AI? How do institutional investors adopt it? Is "AI powered" always good? Do hedge fund managers think differently? How far are we from super-intelligence? As the role of AI in asset management grows, what will be the role of a human?Host: Igor YelnikGuest Speaker: Jim LiewYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcastThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Prof. Brunello Rosa and Igor Yelnik discuss the geopolitics of central banks' digital currencies. How does digital yuan help China extend its influence over other countries? What is the ECB aiming to and capable of doing? Why is the US lagging behind? How serious are privacy issues? This and much more in the latest episode of Capital Horizons the Podcast. Tune in!Host: Igor YelnikGuest Speaker: Brunello RosaYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcastThe information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast. No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.