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John Claisse explores the evolution of alternative investing, from private markets and hedge funds to AI, digital assets, due diligence and opportunities across Asia.

Albourne has expanded from its genesis in Sussex in 1994, to one of the most recognized global investment advisors in the world of alternatives. It is unusual both as an employee-owned organisation, and b...


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“Airlines are a terrible business. They’re capital‑intensive, unionized, and heavily regulated… there’s very little moat.” So Warren Buffett once observed. But is that still true? 
In this episode, we examine the thesis for investability and try to understand the direction and shape of flying.
Ed discusses the economics, competition, premiumisation, the case for “a m...

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It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions. 

In this special compilation episode, we bring together three perspectives from across public markets, hedge funds and private markets, to explore how AI is transforming investment management today and where it may lead tomorrow. 

Andrew Veglio, fo...


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