The Hedge Fund Podcast with Fexingo: Alternative Investments, Strategies, and Institutional Investing

Episode 4 of The Hedge Fund Podcast: Lucas and Luna explore the quiet wave of institutional capital flowing into independent radiotherapy centers. They examine a single Kentucky chain's $430 million sale to a New York multistrategy fund, break down the perverse Medicare reimbursement math that makes these assets cash machines, and ask whether the returns survive policy risk. No hot takes, just the...

In this episode of The Hedge Fund Podcast, Lucas and Luna explore how prediction markets are reshaping regulatory boundaries. With the VIX at 16.76 and markets near all-time highs, they discuss the high-stakes legal battle between states and federal regulators over platforms like Kalshi and Polymarket. They dive into the SEC's push for jurisdiction, the CFTC's evolving stance, and what this means...

Japan's megabanks just posted record profits, and hedge funds are taking notice. Lucas and Luna break down why the trade is more nuanced than Abenomics 2.0 — from BOJ policy divergence to activist campaigns at Toshiba and Fujitsu. They discuss the yen carry trade revival, the structural reforms in Tokyo Stock Exchange listings, and why some funds see Japan as a multi-year theme rather than a quart...

On the premiere of The Hedge Fund Podcast with Fexingo, Lucas and Luna anchor the conversation in a startling number: the S&P 500 at 7,388, with the Dow at 49,573, even as the VIX sits at 18 and cash is pouring out of money market funds. They examine what this 'bull capitulation' means for hedge fund strategies, from long/short equity to global macro. Lucas walks through a specific example of how...