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Srivatsan Prakash
Market ChampionsEpisodes
Srivatsan Prakash
Market Champions
A weekly Business podcast
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Episodes of Market Champions
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J Mintzmyer is a value investor and one of the foremost analysts focused on shipping, supply chains and more. In this conversation we discuss the nature of shipping, supply chains, the different categories of shipping, where he sees opportunity
Kris Abdelmessih is an ex-Options market-maker, previously having worked for Parallax and starting his career at Susquehanna Investment Group. Here he discusses the importance of risk management, whether traders are made or born, and more! You
Chase is founder of Pinecone Macro. Here he discusses his views on the banking crisis, why the Fed is making a policy mistake and should've stopped hiking 200bps ago, his favourite currency trades in a recession event and more! Hosted on Acast.
Jeff Snider is the founder of Eurodollar University, a monetary economics education platform and one of the foremost experts on the global dollar system. Here he discusses what really happened behind the banking crisis, what liquidity looks lik
Alfonso "Alf" Peccatiello is the founder and CEO of the Macro Compass, and the ex-head of a $20B bond portfolio. Alf joins me to discuss - is the economy as strong as it seems, whether the labor market is weakening, what's going on in Europe, t
Michael Green is Portfolio Manager and Chief Strategist at Simplify Asset Management. Here Mike discusses his views on labor markets, transitory inflation, 0DTE options and their impact on market microstructure as well as recent political event
Adam Rodman is the founder and CIO of Segra Capital, a hedge fund presently focused on the nuclear energy industry and uranium. In this episode, we discuss the differences between the present cycle and the one in 2006, how off-balance sheet "ca
Mike Ashton is founder and principal at Enduring Investments, and is known as the inflation guy. We have a wide ranging conversation surrounding demographics, causes of inflation, monetary economics and how money printing works as well as how t
Eric Basmajian is the founder of EPB Research and is very well-known for his work surrounding economic cycles and leading economic indicators. Here he discusses his favorite economic indicators, how he approaches them using a basket/index appro
Michael Howell is the founder of Crossborder Capital and has been tracking liquidity flows for decades now. Crossborder is well known for their research into liquidity and harnessing it as part of the investment approach. Here he discusses:When
Alex is the founder and CIO of HonTe Investments, and he returns to Market Champions to give an update on how he's thinking about where the world is headed, why he thinks we have a >50% probability of seeing negative rates by 2024, ways he's th
I had the opportunity to interview the legendary short seller Jim Chanos. Jim is the founder and president of Kynikos Associates and is very well known for shorting Enron, Wirecard, Luckin Coffee among others. In this conversation we touch up o
John Ciampaglia serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss the various dynamics in nuclear energy, uranium markets, where he sees the market heading, as well as a
Michael Kao is the founder of Akanthos Capital. Here he joins me to give an overview of what is going on in oil and then we jump into a deep discussion on the US Dollar, geopolitics, China and much more! Hosted on Acast. See acast.com/privacy f
Julie Cane is the CEO and Managing Partner at Democracy Investments and has a 20-year long finance career that spawned after leaving the navy. Her firm, Democracy Investments is focused around investing by overweighting democracies and underwei
Jim Bianco is the founder and President at Bianco Research - based in Chicago, IL. Here, he discusses the various changes he sees in the economy, labor vs capital, and his thesis for how a 4% inflation world looks like. He also shares his views
Ken Miller is a portfolio manager at Simplify. He was formerly at PIMCO (where he was a PM and EVP), where he worked closely with Bill Gross and at Longtail Alpha, where he was a PM and worked closely with Vineer Bhansali.In this episode, Ken g
Mercer is the world's largest outsourced asset manager with about $300B in AUM and $15T in AUA. I had the opportunity to speak with Mercer Canada's CIO, Rachel Volynsky, to discuss what asset managers are up to, where she sees inflation going,
Shailesh Gupta is a portfolio manager and head of trading at Simplify Asset Management. Here he discusses the profile of short vol strategies, how to size positions as an "alt equity" exposure, as well as why strategies like XIV blew up and muc
Hugh Hendry is a financier and was the founder and manager of Eclectica Asset Management, a former global macro hedge fund. Here he shares his views on inflation, the Fed, multipolar world theory, as well as some ideas around finding trade idea
Marko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and market
Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky and serves as CEO. GaveKal started as a research firm and evolved in 2005 to include fund management and data analysis services.Here Louis discusses Chin
Richard Howe is the founder of Stock Spinoff Investing. Prior to this, he was at Citi Private Wealth where he worked as a Senior Vice President, and was an Equity Research Associate at Eaton Vance. Here he discusses how he discusses Stock Spino
Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics driving the oil market since the pandemic, where the shortages are, what supply vs demand is looking like
Lyn Alden has been performing investment research for over fifteen years in various public and private capacities and founded Lyn Alden Investment Strategy in 2016. In this episode she discusses economic growth, the Fed, as well as an update on
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