PODCAST · business
Market Champions
by Srivatsan Prakash
Thank you for tuning in! This podcast is about being able to successfully navigate the markets with some of the most successful people in the industry! Hosted on Acast. See acast.com/privacy for more information.
Episodes
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239|Options Market-Maker on Risk Management ft. Kris Abdelmessih with Srivatsan Prakash
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 can find him on Twitter @KrisAbdelmessih and…
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238|The Fed is Making a Policy Mistake ft. Chase Taylor with Srivatsan Prakash
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. See acast.com/privacy for more information.
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237|The "Banking Crisis" is a Symptom Of a Larger Problem ft. Jeff Snider with Srivatsan Prakash
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 like, QE vs QT, where we go from here and more! Hosted…
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236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan Prakash
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, the Chinese reopening story and more! Hosted on Acast....
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235|Tight Labor Markets, 0DTE Options and China ft. Mike Green with Srivatsan Prakash
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 events wrt China and how much they matter. Hosted on…
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234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan Prakash
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 "carry trades" matter to the uranium market, as well as...
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233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan Prakash
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 to build a portfolio that hedges inflation risk.…
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232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan Prakash
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 approach, and then we discuss what's next for the housing...
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231|A Masterclass on Global Liquidity ft. Michael Howell with Srivatsan Prakash
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 do banks lend? Does the Fed "print" money? How does...
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230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan Prakash
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 thinking of playing it, insights into his risk…
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229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan Prakash
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 on some of the major issues today - the FTX collapse…
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228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan Prakash
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 discussion on gold, oil, and more! Hosted on Acast.…
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227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan Prakash
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 for more information.
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226|Investing in Democracy ft. Julie Cane and Rick Rikoski with Srivatsan Prakash
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 underweighting authoritarian regimes. Rick Rikoski is the…
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225|What Does a World of 4% Inflation Look Like? ft. Jim Bianco with Srivatsan Prakash
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 on central banking as well as how they've…
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224|Optimizing Trade Structure and Expression ft. Ken Miller with Srivatsan Prakash
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 gets into optimizing trade structure, how to analyze...
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223|What Are Allocators Up To? With Mercer Canada's CIO ft. Rachel Volynsky with Srivatsan Prakash
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, how she's thinking about allocating in this...
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222|Trading Volatility in Times of Uncertainty ft. Shailesh Gupta with Srivatsan Prakash
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 much more! Check out the video for charts as well!…
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221|Yield Curves, the Fed and a Multipolar World ft. Hugh Hendry with Srivatsan Prakash
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 ideas from the "inside". You can get his hats and other...
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220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash
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 markets. Here he discusses the various aspects of his...
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219|What Comes Next for the Chinese Economy? ft. Louis-Vincent Gave with Srivatsan Prakash
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 China, inflation, the European energy crisis and much...
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218|Investing in Special Situation and Spinoffs ft. Richard Howe with Srivatsan Prakash
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 Spinoffs, special situations, as well as some of his past...
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217|An Update on Oil Market Dynamics ft. Rory Johnston with Srivatsan Prakash
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 at the moment, how to analyze futures curves and…
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216|When Will the Fed Pivot? And an Energy Update ft. Lyn Alden with Srivatsan Prakash
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 her energy positions and where she's looking to...
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215|How Breaking Equity is Disrupting Retail Trading ft. Devin Crane with Srivatsan Prakash
Devin Crane is co-founder and CEO of Breaking Equity Strategies. Breaking Equity brings a two-sided platform to build, buy and sell automated strategies. Here Devin discusses how to create individual ETFs, how Breaking Equity can help traders incoroporate AI into their daily trading and more!...
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214|How The World Got Rich ft. Mark Koyama with Srivatsan Prakash
Mark Koyama is an Associate Professor of Economics at George Mason University's Mercatus Center, Senior Scholar. Professor Koyama got his PhD in Economics from the University of Oxford. Here he discusses the ideas presented in his latest book, where he talks about how demographics, institutions,...
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213|China, Digitization, Demographics, Climate Change ft. Paul Krake with Srivatsan Prakash
Paul has over 25 years’ experience as an economic and political strategist. He founded View from the Peak in 2011, seeing a need for a truly global, multi-asset class research platform that focuses on the interactions between public policy, economic trends, technology, and geopolitics. View from...
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212|Trading At a Bank in the 1980s ft. Andy Fately with Srivatsan Prakash
Andy Fately is an FX trader, and writes the fxpoet blog! Here he discusses what it was like back in the 1980s and 1990s ("heyday of Wall Street"), shares some fun trading stories, and also shares his views on where he thinks markets are headed next! Hosted on Acast. See acast.com/privacy for more...
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211|Sovereign Debt Defaults? And The US Dollar ft. Brent Johnson with Srivatsan Prakash
Brent is the founder of Santiago Capital, and well known for his ideas around the Dollar Milkshake Theory. Here he discusses Japan, emerging markets, what the Fed is up to, and more, as well as an update on the Dollar Milkshake and where he sees the USD going from here! Hosted on Acast. See...
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210|What People Get Wrong About MMT ft. Brian Romanchuk with Srivatsan Prakash
Brian Romanchuk is a consultant, author and blogger, and writes at bondeconomics.com where he writes about central banks, monetary policy, bonds and more! In this interview he discusses how central banks really function, what the Fed is doing by hiking rates, what most people get wrong about MMT...
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209|Are We in a Recession? ft. Ben Emons with Srivatsan Prakash
Ben Emons is Managing Director and Macro Strategist at Medley Global - one of the largest macro research firms in the world. Here he describes whether we're entering a recession in the US, how to think through Europe and Asian macro as well as how to think through rates and FX trades here and…
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208|China's Endgame and the "Three D" Framework ft. Tom Roderick with Srivatsan Prakash
Tom Roderick is a portfolio manager at Trium Capital. Before that, he was partner at Eclectica Asset Management and he talks about how he went from theoretical physics to finance, his thoughts on the lockdowns+yuan, inflation and his 3 "D" framework, and much more! Hosted on Acast. See...
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207|A Framework for Navigating Large Economic Changes ft. Russell Clark with Srivatsan Prakash
Russell Clark was the founder and manager of Russell Clark Investments, and now writes at russell-clark.com. Here he discusses how minimum wage laws have changed over time, how he's thinking about China and more! Hosted on Acast. See acast.com/privacy for more information.
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206|Understanding Changing FX Regimes ft. Brent Donnelly with Srivatsan Prakash
Brent Donnelly is President at Spectra Markets and writes am/FX - a daily newsletter dedicated to currency markets. Here he discusses his views on the macroeconomy, how he's thinking about the Fed as well as how he thinks through changing regimes as they relate to rate differentials and more!...
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205|Cash is a Hedge in the Commodity Supercycle ft. Shrubbery Capital with Srivatsan Prakash
Shrubbery Capital is presently the CIO and founder of a hedge fun - here he discusses the bullish case for commodities, stagflation, and how cash serves as a hedge in what he considers to be a dangerous market for investors! Hosted on Acast. See acast.com/privacy for more information.
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204|Investing in Innovation and the Future ft. Josh Wolfe with Srivatsan Prakash
Josh Wolfe is the co-founder of Lux Capital, a $4B venture capital firm. Here he discusses some of the biggest advances made in precision manufacturing, science, biotech, AI and how they drive the future of our world! Hosted on Acast. See acast.com/privacy for more information.
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203|Understanding the Fed and What's Driving Markets ft. Andy Constan with Srivatsan Prakash
Andy is the former CIO of a hedge fund, and has a pedigree with some of the biggest hedge funds on Wall Street. Here he discusses the Fed and how they affect asset markets from a risk premium standpoint, what he continues to watch for, and more! Hosted on Acast. See acast.com/privacy for more...
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202|A Framework for Understanding Inflation ft. Jeff Snider with Srivatsan Prakash
Jeff Snider is Head of Global Research at Alhambra Investments. Here he discusses analyzing the Eurodollar futures curve as a probability distribution, what different yield curves are telling us, why the Petrodollar is not a real thing and more! Hosted on Acast. See acast.com/privacy for more...
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201|A Conversation with Sprott's CEO ft. John Ciampaglia with Srivatsan Prakash
John Ciampaglia has more than 25 years of investment industry experience and serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss uranium market dynamics, how the spot market for uranium really works, why the market is so…
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200|Long Commodities and the Brazilian Real ft. Jim Leitner with Srivatsan Prakash
Jim Leitner is the founder of Falcon Management, a family office based in Wyckoff, NJ. Here he talks about the long ags trade, his BRL and CLP long trades as well as why he's out of his uranium position. Hosted on Acast. See acast.com/privacy for more information.
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199|A Systems Thinking Framework for Markets ft. Daniel Want with Srivatsan Prakash
Daniel Want is the founder and CIO of Prerequisite Capital based in Australia. Here he shares his story, his views on markets ahead and how to apply a systems thinking framework for thinking about the world. Lots of awesome information from Daniel! Hosted on Acast. See acast.com/privacy for more...
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198|Building an FX and Rates Framework ft. Bilal Hafeez with Srivatsan Prakash
Bilal Hafeez is the founder of MacroHive and formerly an FX and Rates Strategist at some of the big banks. Here he talks about how to build a framework, his thoughts on the Russia-Ukraine situation and where he sees opportunity going forward! Hosted on Acast. See acast.com/privacy for more...
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197|Hiking Cycles, Europe and the Yuan ft. Jon Turek with Srivatsan Prakash
Jon Turek is the founder of JST Advisor and the publisher of the Cheap Convexity blog. Here he discusses his thoughts on the hiking cycle, what's next for Europe and Asia and more! You can find his blog here- https://cheapconvexity.substack.com/ Hosted on Acast. See acast.com/privacy for more...
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196|From the Goldman Desk to an RV Hedge Fund ft. Michael Kao with Srivatsan Prakash
Michael Kao began his career on the desk of J Aron and went on to run his own relative value convertible arbitrage hedge fund - Akanthos Capital. Here he shares his journey, the ups and downs and how one call from George Soros changed his career Hosted on Acast. See acast.com/privacy for more...
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195|Central Banks DO NOT Print Money! ft. Alfonso Peccatiello with Srivatsan Prakash
Alf is the author of the free macro newsletter The Macro Compass, which you can find here: https://themacrocompass.substack.com/ Here he shares his macro outlook, yield curves and what theyre telling us why growth is likely to slow, and more! Hosted on Acast. See acast.com/privacy for more...
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194|Asia, Trading Food Inflation and Short Selling ft. Russell Clark with Srivatsan Prakash
Russell Clark was formerly running Russell Clark Investment Management, and is well known for his thoughts on Asia, macro, short selling and hedge funds. He presently shares his thoughts here- https://substack.com/profile/46635037-russell-clark In this episode we discuss - central banks, Japan,...
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193|The Case for Digital Assets ft. Jeff Dorman with Srivatsan Prakash
Jeff Dorman is the CIO of Arca, and was formerly a trader in the "tradfi" world - at places like Lehman and Citadel. Here he talks about his transition to DeFi from Tradfi, the case for digital assets and where he sees opportunity today! Hosted on Acast. See acast.com/privacy for more information.
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192|Building a Macro Trading Process ft. Alex Gurevich with Srivatsan Prakash
Alex Gurevich is the founder and CIO of Honte Investments and formerly ran global macro at JP Morgan. Here he discusses building a macro process, sizing, where he sees opportunities, his take on the transitory narrative, and his new and upcoming book - The Trades of March, where he discusses how…
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191|Inflation and the State of the Labor Market ft. Joey Politano with Srivatsan Prakash
Joey Politano is the author of the Apricitas blog, and in this podcast discusses the themes of transitory inflation, what is going on with manufacturing, employment as well as whether debt is an issue or not. None of the views expressed here are that of his employer. Make sure to subscribe to his...
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190|Monetary Economics Masterclass ft. Frances Coppola with Srivatsan Prakash
Frances Coppola is one of the foremost speakers on monetary policy, lending, bitcoin, currencies and more! Here she discusses how she got into monetary economics from being an opera singer, whether bank reserves matter, what happens to inflation and rates, bitcoin and more! Hosted on Acast. See...
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ABOUT THIS SHOW
Thank you for tuning in! This podcast is about being able to successfully navigate the markets with some of the most successful people in the industry!
Hosted on Acast. See acast.com/privacy for more information.
HOSTED BY
Srivatsan Prakash
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Frequently Asked Questions
How many episodes does Market Champions have?
Market Champions currently has 240 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Market Champions about?
Thank you for tuning in! This podcast is about being able to successfully navigate the markets with some of the most successful people in the industry! Hosted on Acast. See acast.com/privacy for more information.
How often does Market Champions release new episodes?
Market Champions publishes regularly with 240 episodes available. Check the episode list for the typical release schedule.
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You can listen to Market Champions on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Market Champions?
Market Champions is created and hosted by Srivatsan Prakash.
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