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The Binary Capital Podcast: Episode 1

November 12, 2025 1 min read

Manish Singh – CIO at Crossbridge Capital

Manish Singh of Crossbridge Capital joins Saftar Sarwar, CIO of Binary Capital, for the first episode of the Binary Capital Podcast Series — a discussion exploring markets, investment thinking, and the forces shaping today’s financial landscape.

This content is intended for financial advisers only. Capital is at risk. Please consult your financial adviser before making investment decisions.

0:00 – Intro & Welcome to Binary Capital Podcast
0:20 – Saftar Sarwar: Binary Capital Overview
2:06 – Manish Singh: Crossbridge Capital Background
3:40 – Absolute Return Strategy (Make Money in Flat/Negative Markets)
5:48 – Nominal World: Inflation, Equities & Cash
6:22 – Structured Notes Eg: Semiconductor Basket (AMD, NVDA, QCOM, TSMC)
9:27 – Binary Capital: High Conviction, Low Turnover Philosophy
12:36 – Paul Tudor Jones Miss & Market Timing Traps
15:00 – Investor Biases: Bears vs Bulls Psychology
17:30 – Valuations, AI Boom & Bubble Risks
33:36 – Politics
40:07 – US Policy, Innovation, H1B Visas
43:03 – Gold: Jewellery, Not Currency (Why No Position)
45:28 – Position Sizing: Conviction Over Diversification
53:00 – Key Tip: Love the Process, Not the Outcome
54:30 – Reading Recs: Math + History for Investing
55:50 – Closing

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John Ruskin

Chairman

John is an accomplished CEO with over 25 years of international leadership experience, having built and sold two self-funded businesses to large, listed companies, and run two major divisions of world-leading enterprises.

He co-founded, built, and sold Cube Financial Group (1997 – 2006), the world’s first independent brokerage agency, which grew to £120M revenues and >100 employees in UK and US. Acquired by Société Générale’s Fimat (Newedge). Further to this he led Newedge’s Futures, Options, Equities & Fixed Income business (2006 – 2013), maintaining stable trajectory throughout the financial crisis, and growing the business to €200M revenues and 550 salespeople in eight markets.

John then co-founded, grew and sold Coex Partners Group (2014 – 2018), growing to £11M revenues in three years with an international client base of hedge funds and asset managers in UK, France, and US. Acquired by TP ICAP.

After his exit from Coex Partners he headed Agency Execution for TP ICAP (2018 – 2022), one of four divisions of the world’s largest Interdealer Broker, leading organic and acquisitive growth to increase revenues from £30M to £320M in four years. John also directed integration and strategic refocus of Liquidnet into TP ICAP (2021 – 2022), as a key member of the leadership team that closed $600M acquisition of Liquidnet in 2021 embedding a new vision, strategy, and roadmap for the business to ensure sustainable growth.

John is hugely passionate about social mobility, having worked with schools, community centres, social enterprise clubs, and the Metropolitan Police on multiple initiatives, and mentored young people through BTEC and A levels. He is a family magistrate.