Market Champions

Julian Brigden is the founder of MI2 Partners and is one of the macro insiders at Real Vision. Here he talks about the importance of understanding history, his thesis on the USD and emerging markets, the metals he's watching and much more!

Interview with a lot to learn!

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This episode features Kevin Muir, the author of the Macro Tourist newsletter and an investor who's happy to look at any kind of opportunities from crypto currencies to bonds to risk arbitrage!

Here we discuss his process, what it was like working on a Canadian proprietary trading desk, and much more!

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Andreas Steno Larsen is the Global Chief Strategist at Nordea.

Here he discusses his views on inflation, Swedish housing markets, his framework for analyzing currencies, and much more!

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Jordan Wrong is an options trader based in Toronto Canada, who manages a seven figure fund focused on exploiting opportunities in the volatility and options space. He's also the two time winner of Canada's largest options trading competition, along with the founder of Predicting Alpha- a source of excellent options data and volatility trading insights. Here he discusses strategy, how to find trades, how he expresses his view and more!

Fantastic interview with a lot to learn!

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Grant Williams is the author of Things That Make You Go Hmm as well as the co-founder of Real Vision. He joins me to talk about his thesis on fiat debasement, the gold vs bitcoin debate, his view on the deflationists and their dollar shortage theory, the lessons he's learnt from conversations with investors, and much more!

An interview packed with knowledge with a phenomenal investor.

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Christian Siva Jothy is formerly the partner who was in charge of FICC (Fixed Income, Currency and Commodity) trading at Goldman Sachs, and the man who ran SemperMacro, a macro trading hedge fund. He was featured in Steve Drobny's book Inside The House of Money.

In this podcast, he discusses what it was like at Goldman, some funny stories, how he reads the tape, generates ideas, manages trades and much more! A fantastic interview!

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Jason Shapiro was featured in Unknown Market Wizards by Jack Schwager. At a 20% target volatility, his average  annual compounded return is 34.0%, and his maximum drawdown is less than half of his average annual return at 16.1%. 

He is a contrarian, and shares his thoughts on process, identifying opportunities, risk management, and much more!

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Graham Rhodes runs the Long River Investments family office based in Hong Kong. He has compounded at 22% annually over the last 5 years compared to <15% for the S&P 500.

Here is a list of relevant links:

Annie Duke:

https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions/dp/0735216355/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=

https://fs.blog/knowledge-project/annie-duke/

Longriver:

www.longriverinv.com

@longriver_hk

On Value Investing, my research process and learning:

https://www.longriverinv.com/letters

https://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-lu

https://www.longriverinv.com/blog/betting-on-the-odds

On Managing Emotional Risk:

https://www.longriverinv.com/blog/wider-definition-of-mos

On HDFC Bank:

https://www.longriverinv.com/blog/hdfc-bank-part-i-sleeping-well-at-night

https://www.longriverinv.com/blog/hdfc-bank-part-ii-dreaming-of-the-future

On games in Asia:

https://www.longriverinv.com/blog/netease-the-right-stuff

https://www.longriverinv.com/blog/tencents-gaming-business

On continuous compound economic growth:

https://www.longriverinv.com/blog/li-lus-2015-speech-at-peking-u

https://uploads-ssl.webflow.com/5ef3c7300432b40ed865991a/5ef3c7300432b403eb659976_Li%20Lu%20on%20Discussion%20of%20Modernization%202016%20Final.pdf

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Michael Green is a portfolio manager at Logica Funds. He is very well known for his work on the impact of passive flows into ETFs on investing. Here we discuss having hedges for tail risks, the impact of flows into ETFs, Bitcoin and the overall macro/geopolitical picture.

An absolutely fascinating episode from which we can all learn from!

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Hosted on Acast. See acast.com/privacy for more information.