Market Champions

Market Champions

By Srivatsan PrakashBusiness
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Market Champions episodes

  • 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!

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

    51 min
  • 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


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

    1 hr 2 min
  • 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 


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

    1 hr 6 min
  • 218|Investing in Special Situation and Spinoffs ft. Richard Howe with Srivatsan Prakash

    Richard Howe is the founder of Stock Spinoff Investing. Prior to this, he was at Citi Private Wealth where he worked as a Senior Vice President, and was an Equity Research Associate at Eaton Vance. Here he discusses how he discusses Stock Spinoffs, special situations, as well as some of his past investments and ideas he's watching right now!

    You can find his blog here: https://stockspinoffinvesting.com/


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

    53 min
  • 217|An Update on Oil Market Dynamics ft. Rory Johnston with Srivatsan Prakash
    Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics driving the oil market since the pandemic, where the shortages are, what supply vs demand is looking like at the moment, how to analyze futures curves and more!

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

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

    Mark Koyama is an Associate Professor of Economics at George Mason University's Mercatus Center, Senior Scholar. Professor Koyama got his PhD in Economics from the University of Oxford. 

    Here he discusses the ideas presented in his latest book, where he talks about how demographics, institutions, culture and more have had influences on the economic development of a country.

    You can find the book here: https://www.amazon.com/How-World-Became-Rich-Historical/dp/1509540237


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

    1 hr 4 min

About Market Champions

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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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