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Capital Horizons - The Podcast

Capital Horizons - The Podcast

By: Capital Horizons - The Podcast
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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.

Alphidence.capital
Economics Political Science Politics & Government
Episodes
  • Jason Hsu - How To Trade Emerging Markets
    May 14 2026

    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 Yelnik

    Guest Speaker: Jason Hsu


    Youtube: @capitalHorizonsPodcast

    X: @CHthepodcast

    Instagram: @capitalhorizonspodcast

    Facebook: @capitalhorizonspodcast

    Spotify: capital-horizons-podcast

    Apple Podcasts: id1733764075

    Amazon Music: capital-horizons---the-podcast


    The 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.

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    45 mins
  • Capital Horizons - Rob Carver
    Apr 24 2026

    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 Yelnik

    Guest Speaker: Robert Carver


    Youtube: @capitalHorizonsPodcast

    X: @CHthepodcast

    Instagram: @capitalhorizonspodcast

    Facebook: @capitalhorizonspodcast

    Spotify: capital-horizons-podcast

    Apple Podcasts: id1733764075

    Amazon Music: capital-horizons---the-podcast


    The 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.

    Show More Show Less
    53 mins
  • Capital Horizons - Richard Tomlinson
    Mar 13 2026

    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 Yelnik

    Guest Speaker: Richard Tomlinson


    Youtube: @capitalHorizonsPodcast

    X: @CHthepodcast

    Facebook: @capitalhorizonspodcast

    Instagram: @capitalhorizonspodcast

    Spotify: capital-horizons-podcast

    Apple Podcasts: id1733764075

    Acast: capital-horizons-podcast


    The 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.

    Show More Show Less
    52 mins
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