The Signal: A Third Bridge Podcast for Investment Professionals

Episode 7: Kevin Kang of BKCoin Capital - an institutional approach to digital assets

As one of the first institutional investors in digital assets, Kevin Kang, founding principal of BKCoin Capital, talks about the genesis of his firm, debunks the myths surrounding this asset class, and tells us why allocators and managers should believe the future is bright for digital assets.

Episode 6: Where do Visa and Mastercard go from here?

Third Bridge’s VP, US, Peter Hobson, and Eric Grover, Principal of Intrepid Ventures, discuss the future of card payment networks, their potential for further growth plus the intensifying regulatory environment.

Episode 5: How gaming is fuelling the early Metaverse

Third Bridge’s Global Sector Lead for TMT, Scott Kessler, and Chris Collins, former Development Director at EA’s DICE Studio and owner of global video game consulting firm 16bit, discuss how the nature of gaming has changed, gaming as a precursor for the metaverse, and the sector’s biggest challenges and opportunities.

Episode 4: Mark Mobius of Mobius Capital - a life in emerging markets

With over 30 years of experience investing in emerging markets, Mark Mobius of Mobius Capital Partners LLP talks to Third Bridge about his investment philosophy, career highlights and thoughts on current market conditions.

Episode 3: A healthcare crisis in the making: Medicare and Medicaid

This episode digs deep into the factors driving a US healthcare crisis with Third Bridge’s Global Sector Lead for Healthcare, Lee Brown, and Safa Elshanshory, a strategist at a private healthcare services company. They discuss the potential impact of Medicare and Medicaid’s projected insolvency, how a recession will worsen the situation, and where that could leave those most in need of care.

Episode 2: Feeling the squeeze: how grocers and suppliers are dealing with inflation

Third Bridge’s Global Sector Lead for Consumer, Alex Smith, and Alex Brown, CEO at Baleigh Investments, discuss the many pressures facing retailers and suppliers amid today’s cost of living crisis. We also cover how the competitive landscape is evolving, and the contrasts between emerging and developed grocery markets. 

Episode 1: Shifting power: what’s next for global energy?

Peter McNally, Third Bridge’s Global Sector Lead for IME, and Neil Atkinson, an independent oil expert, shine a light on the unprecedented challenges facing the global energy sector, the evolving energy mix, and some of the most innovative solutions on the horizon. 

Trailer

If you’re a professional investor looking for a unique new source of unbiased insights - and a distinctive signal in the noise - tune in!
As a market-leading global investment research firm, Third Bridge interviews hundreds of specialists every day.  These specialists cover investment targets as diverse as US vegan food manufacturers and European gene therapy to Chinese solar energy and Israeli cyber security.
Catherine Ford, a journalist with a 20-year track record of reporting on a wide range of financial topics, including capital markets developments and M&A, introduces 'The Signal'.  In each episode, she'll take a deep dive with some of Third Bridge’s most remarkable specialists and clients - to uncover what investors need to know.