Episode
128. What Actually Mattered (Q1 2026)
- Podcast
- The Long-Short
- Published
- Apr 15, 2026
- Duration seconds
- 1617
- Processing state
not_requested
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Summary
After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next. We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to catch the first edition: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.