The Long-Short

137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)

June 24, 2026·38 min
Episode Description from the Publisher

What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away. Peter Kim explains why hedge funds are gaining traction in South Korea and why investors are paying attention.Darren Bowdern discusses proposed changes that could transform Hong Kong's asset management industry.Kieran Maguire reveals why choosing the right football manager can be the ultimate source of alpha.Brandon Gill shares insights into the growing influence of separately managed accounts (SMAs).Bill Laboon explores a fascinating question: could quantum computing one day render Bitcoin vulnerable?Along the way, Tom and Drew reflect on the ideas, opportunities and risks that challenged conventional thinking throughout the quarter. Whether you're interested in hedge funds, asset management, institutional investing, football finance or emerging technology, this episode offers a fresh perspective on some of the most thought-provoking discussions from the past three months. Hosted on Acast. See acast.com/privacy for more information.

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