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Market Champions
By Srivatsan PrakashBusiness
Market Champions episodes
- 233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan PrakashMike 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.
Hosted on Acast. See acast.com/privacy for more information.
56 min - 232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan PrakashEric 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!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 3 min - 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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49 min - 230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan PrakashAlex 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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55 min - 229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan PrakashI 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!
Hosted on Acast. See acast.com/privacy for more information.
56 min - 228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan PrakashJohn 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. See acast.com/privacy for more information.
49 min - 227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan PrakashMichael 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.
58 min - 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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1 hr 6 min - 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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1 hr - 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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49 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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