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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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In this episode of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like generative AI and European defense spending, and why he believes Atalan’s long-short methodology may be especially beneficial today.
You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Chapters
1. Podcast Introduction (00:00:00)
2. Introduction of Dave Thomas (00:01:03)
3. Dave Thomas' Journey to Wall Street (00:01:46)
4. Lessons Learned on the "Long-Short" Journey (00:03:32)
5. Launching Atalan Capital Partners (00:04:27)
6. Defining Success Over the Long-term (00:05:41)
7. Embarking on a Listening Tour (00:08:46)
8. What’s With the Name — Atalan? (00:11:06)
9. Hedged Equity 101 (00:12:08)
10. What’s a Short Rebate? (00:13:56)
11. A Brutal Few Years for Hedged Equity & Active Managers, But Why? (00:15:59)
12. Market Conditions for Hedged Equity to Outperform (00:22:24)
13. Valuation-based Investing (00:24:25)
14. Fundamental Trends Atalan’s Focused On (00:26:34)
15. Advice for Those Starting a Fund Today (00:31:18)
16. Fun Facts About Dave Thomas (00:36:25)
61 episodes
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