All Episodes

239|Options Market-Maker on Risk Management ft. Kris Abdelmessih with Srivatsan Prakash

238|The Fed is Making a Policy Mistake ft. Chase Taylor with Srivatsan Prakash

237|The "Banking Crisis" is a Symptom Of a Larger Problem ft. Jeff Snider with Srivatsan Prakash

236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan Prakash

235|Tight Labor Markets, 0DTE Options and China ft. Mike Green with Srivatsan Prakash

234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan Prakash

233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan Prakash

232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan Prakash

231|A Masterclass on Global Liquidity ft. Michael Howell with Srivatsan Prakash

230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan Prakash

229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan Prakash

228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan Prakash

227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan Prakash

226|Investing in Democracy ft. Julie Cane and Rick Rikoski with Srivatsan Prakash

225|What Does a World of 4% Inflation Look Like? ft. Jim Bianco with Srivatsan Prakash

224|Optimizing Trade Structure and Expression ft. Ken Miller with Srivatsan Prakash

223|What Are Allocators Up To? With Mercer Canada's CIO ft. Rachel Volynsky with Srivatsan Prakash

222|Trading Volatility in Times of Uncertainty ft. Shailesh Gupta with Srivatsan Prakash

221|Yield Curves, the Fed and a Multipolar World ft. Hugh Hendry with Srivatsan Prakash

220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash

219|What Comes Next for the Chinese Economy? ft. Louis-Vincent Gave with Srivatsan Prakash

218|Investing in Special Situation and Spinoffs ft. Richard Howe with Srivatsan Prakash

217|An Update on Oil Market Dynamics ft. Rory Johnston with Srivatsan Prakash

216|When Will the Fed Pivot? And an Energy Update ft. Lyn Alden with Srivatsan Prakash

215|How Breaking Equity is Disrupting Retail Trading ft. Devin Crane with Srivatsan Prakash

214|How The World Got Rich ft. Mark Koyama with Srivatsan Prakash

213|China, Digitization, Demographics, Climate Change ft. Paul Krake with Srivatsan Prakash

212|Trading At a Bank in the 1980s ft. Andy Fately with Srivatsan Prakash

211|Sovereign Debt Defaults? And The US Dollar ft. Brent Johnson with Srivatsan Prakash

210|What People Get Wrong About MMT ft. Brian Romanchuk with Srivatsan Prakash

209|Are We in a Recession? ft. Ben Emons with Srivatsan Prakash

208|China's Endgame and the "Three D" Framework ft. Tom Roderick with Srivatsan Prakash

207|A Framework for Navigating Large Economic Changes ft. Russell Clark with Srivatsan Prakash

206|Understanding Changing FX Regimes ft. Brent Donnelly with Srivatsan Prakash

205|Cash is a Hedge in the Commodity Supercycle ft. Shrubbery Capital with Srivatsan Prakash

204|Investing in Innovation and the Future ft. Josh Wolfe with Srivatsan Prakash

203|Understanding the Fed and What's Driving Markets ft. Andy Constan with Srivatsan Prakash

202|A Framework for Understanding Inflation ft. Jeff Snider with Srivatsan Prakash

201|A Conversation with Sprott's CEO ft. John Ciampaglia with Srivatsan Prakash

200|Long Commodities and the Brazilian Real ft. Jim Leitner with Srivatsan Prakash

199|A Systems Thinking Framework for Markets ft. Daniel Want with Srivatsan Prakash

198|Building an FX and Rates Framework ft. Bilal Hafeez with Srivatsan Prakash

197|Hiking Cycles, Europe and the Yuan ft. Jon Turek with Srivatsan Prakash

196|From the Goldman Desk to an RV Hedge Fund ft. Michael Kao with Srivatsan Prakash

195|Central Banks DO NOT Print Money! ft. Alfonso Peccatiello with Srivatsan Prakash

194|Asia, Trading Food Inflation and Short Selling ft. Russell Clark with Srivatsan Prakash

193|The Case for Digital Assets ft. Jeff Dorman with Srivatsan Prakash

192|Building a Macro Trading Process ft. Alex Gurevich with Srivatsan Prakash

191|Inflation and the State of the Labor Market ft. Joey Politano with Srivatsan Prakash

190|Monetary Economics Masterclass ft. Frances Coppola with Srivatsan Prakash

189|Indonesian Beer and Korean Soy Sauce: Asian Value ft. Michael Fritzell with Srivatsan

188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash

187|Uranium, Energy, Investing in Mongolia ft. Harris Kupperman with Srivatsan Prakash

186|Esoteric Investing: Trading Mortality Risk, Japanese Tuna and Water ft. Vishaal Bhuyan

185|Biotech, China, and the Education of an Investor ft. Mike Taylor with Srivatsan Prakash

184|Energy, China, and Inflation ft. Kevin Muir with Srivatsan Prakash

183|Understanding Shipping and Supply Chains ft. J Mintzmyer with Srivatsan Prakash

182|Coal, Uranium and "the next big trade" ft. Chase Taylor with Srivatsan Prakash

181|Conversation with a Master Stock Picker ft. Mark Gomes with Srivatsan Prakash

180|BEST IDEAS- Long LGF.A ft. Ben Claremon with Srivatsan Prakash

179|Understanding China's Geopolitical Objectives ft. Matt Gertken with Srivatsan Prakash

178|Trading in the Heyday of Wall Street ft. Phan Vee Leung with Srivatsan Prakash

177|The Future of Value Investing ft. Chris Bloomstran with Srivatsan Prakash

REPLAY: Srivatsan on Simplify KiS - Intergenerational Conflicts and Gen-Z Investing

176|Forensic Accounting & Identifying Superior Companies ft. Anthony Scilipoti with Srivatsan Prakash

175|Behavioral Finance and Value Investing in Europe ft. Drew Dickson with Srivatsan Prakash

174| BEST IDEAS - Long SMSI ft. Andy Walker with Srivatsan Prakash

173|QE, Process and Market Narratives ft. Mark Dow with Srivatsan Prakash

172|Convexity Maven Talks Macro ft. Harley Bassman with Srivatsan Prakash

171|Ex-Senior Fed Trader on What's Happening ft. Joseph Wang with Srivatsan Prakash

170|Cap Structure Arbitrage and the Oil Supercycle ft. Michael Kao with Srivatsan Prakash

169|Understanding the BULLISH Case for Uranium ft. Bill Sheriff with Srivatsan Prakash

168|BEST IDEAS - Long PXHI ft. Maj Soueidan with Srivatsan Prakash

167|STILL No Inflation ft. Jeff Snider with Srivatsan Prakash

166|Inflation, Digital Assets, Creator Economy ft. Kyla Scanlon with Srivatsan Prakash

165|BEST IDEAS - Maj Soueidan: Long KTEL

164|The Disinflationary Forces Today ft Alfonso Peccatiello with Srivatsan Prakash

163|Opportunities in Currencies ft. Brent Donnelly with Srivatsan Prakash

162|China, Macro Process, Managing Risk ft. Naufal Sanaullah with Srivatsan Prakash

161|Ex-Tiger Cub Partner on Accounting Jiggery Pokery ft. Steve Clapham with Srivatsan Prakash

160|Lessons from a Macro Wizardo ft. Jim Leitner with Srivatsan Prakash

159|Tail Risk Hedging, Convexity and Options ft. Hari Krishnan with Srivatsan Prakash

158|Investing in Energy and Miners ft. Jesse Felder with Srivatsan Prakash

157|Energy and Investing in Latin America ft. Chase Taylor with Srivatsan Prakash

156|Oil Tankers, Energy, Newspapers and More! ft. Harris Kupperman with Srivatsan Prakash

155|Systematic Trend Following ft. Jerry Parker with Srivatsan Prakash

154|Understanding History, Emerging Markets, and the Dollar ft. Julian Brigden with Srivatsan Prakash

153|Investing as a Generalist ft. Kevin Muir with Srivatsan Prakash

152|Inflation, Swedish Markets, FX Trading Process ft. Andreas Steno Larsen with Srivatsan Prakash

151|Quant, Volatility and Options ft. Jordan Wrong with Srivatsan Prakash

150|The Endgame, Gold and Lessons from Investors ft. Grant Williams with Srivatsan Prakash

149|Lessons from a Macro Maestro ft. Christian Siva-Jothy with Srivatsan Prakash

148|Lessons from a Market Wizard ft. Jason Shapiro with Srivatsan Prakash

147|Value in Asia, Anti-Trust Law and Indian Banking ft. Graham Rhodes with Srivatsan Prakash

146|Tail Risk Hedging, Passive Flows and the Macro ft. Mike Green with Srivatsan Prakash

145|Short Selling, Fraud, and the Long Side ft. Marc Cohodes with Srivatsan Prakash

144|Yields Are Not Showing Inflation ft. Jeff Snider with Srivatsan Prakash

143|The Power of Process ft. Jim O'Shaughnessy with Srivatsan Prakash

142|Trading Volatility and the NOPE Indicator ft. Lily Francus with Srivatsan Prakash

141|Identifying Value, Process and Emerging Markets ft. Brandon Beylo with Srivatsan Prakash