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Market Champions
By Srivatsan PrakashBusiness
Market Champions episodes
- 242|Ex-GS Partner on the Energy Transition ft. Arjun Murti with Srivatsan Prakash
Arjun Murti is a partner at Veriten and has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Since November 2021, Arjun has published Super-Spiked, a Substack newsletter and podcast about the energy transition. He spent 15 years of his career at Goldman Sachs. He retired from Goldman Sachs in 2014, after serving as Co-Director of Americas Equity Research in addition to his responsibilities as an equity research analyst. Prior to joining Goldman in 1999, Arjun was a buy-side Equity Research Analyst at J.P. Morgan Investment Management. He currently serves as a Director on the Board of ConocoPhillips, a Senior Advisor to the Energy Group at Warburg Pincus and an Advisory Board member for Columbia University’s Center on Global Energy Policy, ClearPath, and the India Advisory Board at The Nature Conservancy.
Here he discusses the energy transition, his super-vol vs supercycle framework and where he sees opportunities today!55 min - 241|What it Takes to Build a Macro Process ft. Alfonso Peccatiello with Srivatsan Prakash
Alf joins us again for another round of macro - and he shares what it takes to build a trading process, his thoughts on where opportuntieis lie, where we may be in the economic cycle and the risks associated with the hiking cycle.
43 min - 240|What I Learnt at Bridgewater and the State of Alternative Investments ft. Bob Elliott with Srivatsan PrakashBob Elliott is the founder, CEO and CIO at Unlimited Funds, where he aims to provide access to hedge fund strategies for retail investors. He was previously Head of Research and part of the investment committee at Bridgewater Associates.Here he discusses what he learnt working with Ray Dalio at Bridgewater, his views on macro and the economic environment as well as the state of hedge funds and the private investment space.59 min
- 240|Understanding Shipping and Supply Chains ft. J Mintzmyer with Srivatsan Prakash
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 and more!
42 min - 239|Options Market-Maker on Risk Management ft. Kris Abdelmessih with Srivatsan PrakashKris 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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1 hr 4 min - 238|The Fed is Making a Policy Mistake ft. Chase Taylor with Srivatsan PrakashChase 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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58 min - 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 on Acast. See acast.com/privacy for more information.
58 min - 236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan PrakashAlfonso "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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49 min - 235|Tight Labor Markets, 0DTE Options and China ft. Mike Green with Srivatsan PrakashMichael 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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1 hr 9 min - 234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan PrakashAdam 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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53 min
About Market Champions
From the publisher's feed
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!
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