Episode 12: The new age spread: a model for collaboration and empowerment

Cape's CEO Alex discusses the motivation and inspiration behind his latest FOLIO article

Episode 11: Taking a bet on the Kelly Criterion; a thesis

We continue the conversation with Oscar Puype, who takes us behind the cover of the thesis he wrote to conclude his studies at the University of St Gallen

Episode 10: An internship at Cape

In this episode we introduce one of our interns, Oscar, who has recently joined the team as one of Cape valued and valuable interns.

Episode 9: Lifting the cover on our latest edition of FOLIO

In this special episode, Michael, Alexandre, and William riff on the latest edition of FOLIO, where one single word : Cover - sparks three very different stories.

Episode 8: Context is capital: rethinking safety and duration in today’s world

Michael Lienhard, our Head of Fixed Income shares his views on the recent shifts across global sovereign bond markets.

Episode 7: Impact investing without compromise

In this episode, Cape's Alexandre Micheloud shares how we help clients align their capital with purpose, without sacrificing returns. He explains the difference between philanthropy and impact investing, and how we evaluate opportunities across private equity, venture capital, infrastructure, and public markets.

Episode 6: In dollar we trust? A system under pressure.

In this episode, we unpack the story of the dollar, not just as a currency, but as a mirror of American power, trust, and global dependency.

Episode 5: Cracks in the shield: Huawei’s 910D and the pressure on Taiwan

In Part 1 of this podcast William Raynar unpacks the story of Taiwan's 'silicon shield': geopolitical limbo, tech supremacy, and the fragile peace behind your iPhone.

Episode 4: Europe, it's time to wake up

Episode 3: Bond markets in flux: navigating volatility and economic shifts

Episode 2: A Sputnik moment? (DeepSeek)

In this episode, William speaks to Tian Xia, Portfolio Manager of Cape’s Technology Opportunities Fund, alongside Partner of Cape Alex Vukajlovic, about the markets' response to the DeepSeek launch, their view on the story, and what it might mean for the future.

Episode 1: Once upon a time...

In this inaugural episode of Cape Compass, host William Raynar talks to the partners of Cape, Alex Vukajlovic and Johan Holgersson, on their dynamic as a management team, as well as their refreshing attitude to hiring and the benefits it brings to company culture.