The Long-Short

This week on The Long-Short, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt—an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape.

In the latest episode of The Long Short, Tom and Drew revisit the generative AI revolution and its impact on asset management. We welcome back Dr. Mohammad Rasouli, CEO of AIX2 to discuss how hedge funds are deploying generative AI, whether machines can make asset allocation decisions, and how his firm is helping investors future-proof their strategies.Dr. Rasouli first joined The Long-Short in 2023, and you can listen to episode 72 here. You can connect with Dr. Rasouli via his LinkedIn profile and email, mrasouli@aix2.ai. 

Family offices are some of the most influential yet often overlooked players in the hedge fund world. Managing the wealth of ultra-high-net-worth individuals and multi-generational dynasties, they quietly shape markets behind the scenes.In this episode of The Long-Short, co-hosts Tom and Drew sit down with AIMA Global Investor Board member Chloe Duanshi, Head of Macro & Investment Strategy at Rockefeller Capital Management—one of the most storied names in the family office space.Chloe shares an insider’s perspective on how family offices navigate alternative investments, from hedge funds to private credit and commodities. She also breaks down the growing push for regulatory clarity in digital assets and discusses the transformative role AI could play in shaping the future of U.S. economic dominance and fiscal sustainability.

The hedge fund industry has always intrigued the general public, making eye-catching headlines and inspiring bestselling books and hit TV shows. But, when it comes to media engagement, many fund managers remain hesitant. In this episode of The Long-Short, host Drew explores the complex and sometimes fraught relationship between the financial press and hedge fund managers.   Our guest is long-time hedge fund reporter Will Wainewright, founder of Alternative Fund Insight, who shares insider tips on what makes a hedge fund story newsworthy, how firms can build strong media relationships the right way, and the common pitfalls to avoid.

This week on The Long-Short, hosts Tom Kehoe and Drew Nicol are joined by Sean McGould, CEO and CIO of Lighthouse Group, for an insightful conversation on the future of multi-manager platforms. Sean unpacks the key differences between multi-manager and multi-strategy, highlighting what the model offers and how Lighthouse fits into the constellation of mega managers.Sean also gives his perspective on what we can learn from Trump's first administration as Trump 2.0 gets underway regarding how markets may behave in 2025. Plus, hear why he’s optimistic about a resurgence in equity capital markets in 2025.Disclaimer: Lighthouse Investment Partners, LLC (Lighthouse) and its wholly owned subsidiaries are collectively referred to as the “Lighthouse Group.” Any Lighthouse views presented in this podcast are for educational purposes only. Any information provided is not intended as investment advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation, or sponsorship of any company, security, advisory service or fund. Information is based on the opinions of Lighthouse which is subject to change based on the markets or other conditions. Certain information contained in this podcast constitutes “forward-looking statement” which is inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. Past results are not necessarily indicative of future outcomes. Lighthouse views and statements included in this podcast do not purport to address the financial objectives or specific investment needs of any investor or organization and should not be relied upon for investment decisions.

Amid the surge of Bitcoin ETFs and institutional adoption, 2024 was a game-changing year for digital assets. In this episode of The Long-Short, host Tom Kehoe sits down with crypto industry expert Henri Arslanian to unpack the year’s top developments, including record-breaking market performance, regulatory milestones, as well as how to tackle the issue of debanking. Plus, Henri shares his bold predictions for 2025, will this be the breakout year for tokenized real-world assets to the next wave of institutional crypto adoption.