Research & Podcasts
Orestes Capital publishes market commentary and podcast-based research focused on macro developments, cross-asset performance, investor flows, liquidity, positioning, and portfolio implications. Our podcasts are designed to provide timely market intelligence from a macro and cross-asset perspective.
Daily briefing on key market moves, macro developments, sector trends, and investment themes shaping the day.
Weekly analysis of macro regimes, investor flows, liquidity, positioning, liquidity conditions, and cross-asset market signals.
Written Research
Views from the Tranches is Orestes Capital’s written market commentary platform, providing analysis on macro developments, credit markets, investor flows, market structure, and cross-asset investment themes. The publication is designed to help readers interpret key market signals, understand changing risk regimes, and identify the forces shaping asset prices across public and private markets.
Information provided on this website, including podcasts, articles, commentary, and research, is for informational and educational purposes only and should not be construed as investment advice, an offer to sell, or a solicitation to buy any security or investment product. OCM currently manages proprietary capital only. Past performance is not indicative of future results.