Market Champions

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Market Champions

Srivatsan Prakash

240 episodes

9 months ago

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.

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All content for Market Champions is the property of Srivatsan Prakash and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/240)

Market Champions

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 subscribe to his substack at moontower.substack.com

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2 years ago

1 hour 3 minutes 9 seconds

Market Champions

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!

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2 years ago

57 minutes 22 seconds

Market Champions

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!

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2 years ago

57 minutes 44 seconds

Market Champions

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!

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2 years ago

48 minutes 46 seconds

Market Champions

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.

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2 years ago

1 hour 8 minutes 31 seconds

Market Champions

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 how Adam uses option markets and shorting to his advantage to manage through the volatility investing in uranium ensues, and more!

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2 years ago

52 minutes 23 seconds

Market Champions

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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2 years ago

55 minutes 46 seconds

Market Champions

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 and labor markets!

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2 years ago

1 hour 2 minutes 24 seconds

Market Champions

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 the Fed's liquidity additions make their way to the market?

And much much more!

You can also purchase his book here: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity-ebook/dp/B086BBF1H9

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2 years ago

48 minutes 6 seconds

Market Champions

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 management process and more!

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3 years ago

54 minutes 50 seconds

Market Champions

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 and what it means for the crypto world, the Uber and Lyft story and why they, among other "gig economy" companies, remain unprofitable. We also talk about the fate of the various Cathie Wood names, and much more in this wide-ranging conversation!

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3 years ago

55 minutes 2 seconds

Market Champions

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!

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3 years ago

48 minutes 24 seconds

Market Champions

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!

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3 years ago

57 minutes 45 seconds

Market Champions

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 Chief Economist at Democracy Investments, who started in finance after getting a PhD from MIT in Marine Robotics. Here we discuss a lot of the important geopolitical, social and cultural events shaping the economic landscape and how Democracy Investments is looking to take stock of those changes.

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3 years ago

1 hour 5 minutes 45 seconds

Market Champions

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 overstepped their actual function.

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3 years ago

59 minutes 16 seconds

Market Champions

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 market internal dynamics as well as talk about how he found his best trades / hedges right before the financial crisis in the Japanese Yen options market, and more!

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3 years ago

48 minutes 7 seconds

Market Champions

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 environment, and much more!

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3 years ago

50 minutes 40 seconds

Market Champions

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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3 years ago

56 minutes 40 seconds

Market Champions

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 merch here - https://pixel-gallery.co.uk/collections/acid-capitalist-trucker-hats

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3 years ago

1 hour 1 minute 4 seconds

Market Champions

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 geopolitical analysis framework, how the idea of the Buenos Aires consensus has evolved, as well as what the Chinese government will do on the CCP meeting, and much more!

You can get his book here: https://www.amazon.ca/Geopolitical-Alpha-Investment-Framework-Predicting/dp/1119740215

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3 years ago

1 hour 5 minutes 19 seconds