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Market Champions
By Srivatsan PrakashBusiness
Market Champions episodes
- 193|The Case for Digital Assets ft. Jeff Dorman with Srivatsan PrakashJeff Dorman is the CIO of Arca, and was formerly a trader in the "tradfi" world - at places like Lehman and Citadel. Here he talks about his transition to DeFi from Tradfi, the case for digital assets and where he sees opportunity today!
Hosted on Acast. See acast.com/privacy for more information.
44 min - 192|Building a Macro Trading Process ft. Alex Gurevich with Srivatsan Prakash
Alex Gurevich is the founder and CIO of Honte Investments and formerly ran global macro at JP Morgan. Here he discusses building a macro process, sizing, where he sees opportunities, his take on the transitory narrative, and his new and upcoming book - The Trades of March, where he discusses how he traded (very profitably) through March.
You can order the book here: https://www.amazon.com/Trades-March-2020-against-Uncertainty-ebook/dp/B09NX372KG
Hosted on Acast. See acast.com/privacy for more information.
54 min - 191|Inflation and the State of the Labor Market ft. Joey Politano with Srivatsan Prakash
Joey Politano is the author of the Apricitas blog, and in this podcast discusses the themes of transitory inflation, what is going on with manufacturing, employment as well as whether debt is an issue or not.
None of the views expressed here are that of his employer.
Make sure to subscribe to his blog - https://apricitas.substack.com/
Hosted on Acast. See acast.com/privacy for more information.
59 min - 190|Monetary Economics Masterclass ft. Frances Coppola with Srivatsan PrakashFrances Coppola is one of the foremost speakers on monetary policy, lending, bitcoin, currencies and more! Here she discusses how she got into monetary economics from being an opera singer, whether bank reserves matter, what happens to inflation and rates, bitcoin and more!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 22 min - 189|Indonesian Beer and Korean Soy Sauce: Asian Value ft. Michael Fritzell with Srivatsan
Michael Fritzell is a value investor based in Singapore with a focus on investing in Asian countries, like Indonesia, South Korea, and Japan. Here he discusses the property market in Indonesia, what makes Indonesia (and other Asian countries) ripe for investment, the pricing power of Korean soy sauce companies, and more!
You can find his work here: https://www.asiancenturystocks.com/
Hosted on Acast. See acast.com/privacy for more information.
54 min - 188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash
Alfonso Peccatiello was recently the manager of a $20B bond portfolio for a European bank, and now writes the Macro Compass newsletter full time. Here he discusses QE, credit, money printing, inflation vs deflation, what it was like running $20B and more!
Here's his most recent newsletter piece, discussing the macro framework needed for 2022: https://themacrocompass.substack.com/p/2022portfolio
An interview with a lot of alpha on offer!
Hosted on Acast. See acast.com/privacy for more information.
55 min - 187|Uranium, Energy, Investing in Mongolia ft. Harris Kupperman with Srivatsan PrakashHarris Kupperman is the founder of Praetorian Capital and well known for his investments in the uranium and energy sector. Here we discuss uranium, energy, carbon credits, building a hedge fund, and a lot more!
Hosted on Acast. See acast.com/privacy for more information.
1 hr - 186|Esoteric Investing: Trading Mortality Risk, Japanese Tuna and Water ft. Vishaal BhuyanVishaal Bhuyan started off on the NYMEX, and is the author of The Esoteric Investor, covering aging demographics, tuna markets and water - and ran a portfolio of OTC exotic derivatives for a family office. He's presently the CEO of Aanika Biosciences, and here he shares a lot of the theses, how he played them and the Aanika story!
Hosted on Acast. See acast.com/privacy for more information.
54 min - 185|Biotech, China, and the Education of an Investor ft. Mike Taylor with Srivatsan Prakash
Mike Taylor was formerly the MD of CriticalMass Partners, and a portfolio manager specializing in healthcare. He presently runs the not-for-profit Simplify Health Care ETF.
Here he shares his views on biotechs he likes, how to run a short book, China and more!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 12 min - 184|Energy, China, and Inflation ft. Kevin Muir with Srivatsan PrakashKevin Muir is the writer of the renowned newsletter The Macro Tourist, host of the Market Huddle podcast, and a former prop trader. Here he discusses various themes he's watching including oil, nat gas, uranium, China, inflation, and more!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 12 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!
Hosted on Acast. See
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