Nalu Finance

Publicly listed emails

stefan.wagner@nalufm.com

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#56 Patrick Kazley - The Systematic House of Cards: Overfitting, Convexity and Protecting Portfolios

September 27, 2026

Would you fire your goalkeeper for not scoring? Patrick Kazley, CEO of One River Asset Management, tells Stefan Wagner that this is effectively how many investors judge their hedges. They discuss long volatility, trend, the “backtest Olympics,” and one of the hardest parts of hedging: knowing when to take profits in a crisis.

#55 Zem Sternberg - Can Investors Get Paid to Own Insurance?

July 18, 2026

Downside protection has traditionally been treated as a cost: a premium investors pay year after year for an event they hope never arrives. But what if a structural change in the index-options market has altered that equation? Join Zem Sternberg and Stefan Wagner as they examine what has shifted, why the odds in index options may now favour the buyer, and what that means for how you think about convexity, hedging and income strategies.www.nalufinance.com

#54 Gabriel Colominas Bigorra - Japan's Hidden Opportunity

April 13, 2026

Most investors write Japan off. Too slow. Too opaque. Too different.Gabriel Colominas Bigorra has spent over a decade finding deeply undervalued companies in Japan's small-cap market, trading at 2, 3, sometimes 5 times free cash flow while the rest of the world looked the other way.In this episode, we get into why Japan is still one of the most mispriced markets, how a landmark governance reform is quietly changing everything, and what it actually takes to unlock value when you are an outside...

RBC BlueBay Insights · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Nalu Finance?

Nalu Finance is hosted by Stefan Wagner. Its publicly listed email is stefan.wagner@nalufm.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Nalu Finance?

The publicly listed email for Nalu Finance: stefan.wagner@nalufm.com.

How many listeners does Nalu Finance have?

Podseeker estimates Nalu Finance reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Nalu Finance?

Nalu Finance typically books industry leaders. Typical guest background: Professional investors (value, small-cap, emerging markets), asset managers, equity research leaders, or founders/CEOs in fintech investing/portfolio-construction tools; often with authored frameworks or demonstrable track records. Common among recent guests: Managing or advising investment portfolios; Publishing investing frameworks/books or widely used valuation models; Running research efforts focused on specific regions (e.g., Japan, emerging markets). Recent guests include Gabriel Colominas Bigorra, Nikki Varanasi, and Charles Sunnucks.

How hard is it to get booked on Nalu Finance?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Nalu Finance cover?

Recent episodes cover Value Investing, Portfolio Management, Financial Markets, Equity Research, and Valuation. Pitch an idea tied to one of these topics and mention a recent episode.

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