Capital Horizons - The Podcast

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May 2026

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About the show

Capital Horizons is a podcast where investors and experts explore the ideas and forces shaping investment opportunities over the medium to long term. Hosted by Igor Yelnik, founder and CIO of Alphidence Capital Ltd, each episode features special guests discussing the topics that matter most to investors, including geopolitics, energy, cryptocurrency, demographics, monetary policy, and much more. Tune in every month for a new episode of Capital Horizons — the podcast where markets meet insight. Hosted on Acast. See acast.com/privacy for more information.

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31 recent

May 14, 202644 min

Jason Hsu - How To Trade Emerging Markets

In this episode of Capital Horizons, Igor Yelnik and Jason Hsu engage in a lively and insightful conversation on investing in emerging markets.They explore a wide range of critical topics, including navigating geopolitical risks, dealing with poor data quality, balancing short-term versus long-term forecasting, the demographic challenges shaping China’s future, investing in AI despite bubble concerns, and the importance of rule of law and operational costs in emerging market decisions.Host: Igor YelnikGuest Speaker: Jason HsuYoutube: @capitalHorizonsPodcastX: @CHthepodcastInstagram: @capitalhorizonspodcastFacebook: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Amazon Music: capital-horizons---the-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. Hosted on Acast. See acast.com/privacy for more information.

April 24, 202652 min

Capital Horizons - Rob Carver

Rob Carver shares his expertise on trading futures strategies, joining Igor Yelnik to dive into both high-level concepts and technical execution. They explore various signal types, portfolio construction, and backtesting methodologies, while offering practical insights into managing trading costs and more.Host: Igor YelnikGuest Speaker: Robert CarverYoutube: @capitalHorizonsPodcastX: @CHthepodcastInstagram: @capitalhorizonspodcastFacebook: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Amazon Music: capital-horizons---the-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. Hosted on Acast. See acast.com/privacy for more information.

March 13, 202651 min

Capital Horizons - Richard Tomlinson

How do you invest when you’re responsible for billions?Richard Tomlinson, CIO of LPPI, sits down with Igor Yelnik to explore the key questions shaping institutional investing today: active vs passive, in-house vs outsourced, private vs public assets, defining risk, and building portfolios that can survive anything.A thoughtful conversation on how big money is actually managed.Host: Igor YelnikGuest Speaker: Richard TomlinsonYoutube: @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. Hosted on Acast. See acast.com/privacy for more information.

February 12, 202642 min

Capital Horizons - Tomasz Nadrowski and Stuart Macliver

In this episode of Capital Horizons: The Podcast, Igor Yelnik dives into the world of critical minerals and how to trade them with Tomasz Nadrowski and Stuart Macliver of Amvest Capital.They explore whether Greenland could become a major mining hub, how China came to dominate the market, why human capital in the West is declining, and why Europe’s situation is increasingly concerning. They also examine the reality behind Ukraine’s mineral resources - and, of course, how investors can profit from assets linked to critical minerals.Host: Igor YelnikGuest Speaker: Tomasz Nadrowski and Stuart MacliverMembership: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcast Hosted on Acast. See acast.com/privacy for more information.

January 22, 202637 min

Capital Horizons - Lisa Morris

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. Hosted on Acast. See acast.com/privacy for more information.

December 17, 202514 min

Capital Horizons - 2025 Changed Everything

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. Hosted on Acast. See acast.com/privacy for more information.

December 12, 202543 min

Capital Horizons - Evgeny Gokhberg

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. Hosted on Acast. See acast.com/privacy for more information.

November 28, 202541 min

Capital Horizons - Tom Ducrot

Igor Yelnik and Tom Ducrot of Futures Ratio discuss the futures market. How do people make money in futures? Who are investors in managed futures? Should investors put more capital into managed futures strategies? Why don't they? How are managed futures packaged in investable products?Host: Igor YelnikGuest Speaker: Tom DucrotYoutube: @capitalHorizonsPodcastX: @CHthepodcastFacebook: @capitalhorizonspodcastInstagram: @capitalhorizonspodcastSpotify: capital-horizons-podcastApple Podcasts: id1733764075Acast: capital-horizons-podcast#futurestrading #futuresmarket #managedfutures #futuresinvesting #futuresstrategies #commoditytrading #systematictrading #ctastrategies #trendfollowing #hedgefunds #alternativeinvestments #derivativestradingThe 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. Hosted on Acast. See acast.com/privacy for more information.

October 31, 202544 min

Capital Horizons - Maryam Torshizi

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. Hosted on Acast. See acast.com/privacy for more information.

September 25, 202554 min

Capital Horizons - Andrew Beer

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. Hosted on Acast. See acast.com/privacy for more information.