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Insights Over Coffee

Podkast av Lake Geneva Investment Partners

engelsk

Business

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Where finance meets conversation At Insights Over Coffee, we’re a team from Lake Geneva Investment Partners, an asset management firm with over two decades of experience navigating global markets.In each episode, we explore the world of finance, macroeconomics, and market trends. Asking real questions, sharing expert analysis, and breaking down complex ideas in a way that’s informative, thoughtful, and refreshingly approachable.Whether you’re an investor, advisor, or just finance-curious, grab a coffee and join the conversation.

Alle episoder

8 Episoder

episode Votre portefeuille est-il à toute épreuve? cover

Votre portefeuille est-il à toute épreuve?

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new] Dans cet épisode d’Insights Over Coffee, l’animateur Sahhar Saleh et le CEO Guner Turkmen plongent dans l’univers des hedge funds, en explorant leur évolution, leur raison d’être et l’impact des cycles de marché sur le comportement des investisseurs. Ils abordent l’importance des alternatives liquides au sein des portefeuilles d’investissement, les dimensions émotionnelles de l’acte d’investir, ainsi que les méthodes pour gérer les risques de manière efficace. La discussion s’intéresse également au paysage des hedge funds après les années 2000 et aux tendances actuelles des allocations institutionnelles, offrant un éclairage sur l’avenir de l’investissement.

6. jan. 2026 - 19 min
episode Understanding Gold's Recent Rally cover

Understanding Gold's Recent Rally

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new]  In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion also examines the short- and long-term implications of this shift, including the potential for market corrections as investor expectations adjust, and concludes with a “Signal or Noise” segment assessing whether gold’s surge marks a lasting structural change or a temporary market phenomenon.

4. nov. 2025 - 24 min
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