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Market Champions
By Srivatsan PrakashBusiness
Market Champions episodes
- 183|Understanding Shipping and Supply Chains ft. J Mintzmyer with Srivatsan PrakashJ 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!
Hosted on Acast. See acast.com/privacy for more information.
42 min - 182|Coal, Uranium and "the next big trade" ft. Chase Taylor with Srivatsan PrakashChase Taylor is the founder of Pinecone Macro, a macro research firm. In this episode, he discusses his investments in coal, uranium, energy in general, talks about what he believes could be the 'next big trade' and much more!
Hosted on Acast. See acast.com/privacy for more information.
39 min - 181|Conversation with a Master Stock Picker ft. Mark Gomes with Srivatsan PrakashMark Gomes is a former Wall Streeter turned independent stock picker and has generated 40% a year for 20 years. Here he shares how he thinks about stocks, pattern recognition, risk-reward framework, and shares some of his favorite investment ideas at this time.
Hosted on Acast. See acast.com/privacy for more information.
1 hr 2 min - 180|BEST IDEAS- Long LGF.A ft. Ben Claremon with Srivatsan Prakash
Ben Claremon is a Principal and Lead PM at Cove Street Capital, a value-based asset management firm managing roughly $700m. Here he shares the bullish case for Lionsgate, a media company!
Here you can find the presentation deck he made for the podcast. Otherwise, paste the following URL into your browser: https://drive.google.com/file/d/1rVjw8l6Q0-KdLNbfmVf4oT2fY1c5Ib4A/view?usp=sharing
Hosted on Acast. See acast.com/privacy for more information.
1 hr 2 min - 179|Understanding China's Geopolitical Objectives ft. Matt Gertken with Srivatsan Prakash
Matt Gertken is a strategist at BCA Research and focuses on the intersection of geopolitics and markets. Here we discuss what could happen between China and Taiwan, how he's thinking through the Chinese regulation of big tech, the debt ceiling issue in the US, and more!
An interview with a lot to learn from!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 2 min - 178|Trading in the Heyday of Wall Street ft. Phan Vee Leung with Srivatsan Prakash
Vee started off on the prop desks at JP Morgan Chase, and went on to become a Partner and PM at a $1.2B macro-focused fund, after which he took his career to trade on the desks of large banks like Morgan Stanley and Deutsche Bank.
Here, he shares the lessons he learnt along the way as well as how he got to where he is, and the mindset of a successful trader.
Hosted on Acast. See acast.com/privacy for more information.
1 hr 9 min - 177|The Future of Value Investing ft. Chris Bloomstran with Srivatsan Prakash
Chris Bloomstran is the founder and CIO of Semper Augustus, a value strategy focused hedge fund based in St Louis. Here, he joins us to discuss the future of value, his energy investments, his advice to younger gens and more!
Hosted on Acast. See acast.com/privacy for more information.
1 hr 11 min - REPLAY: Srivatsan on Simplify KiS - Intergenerational Conflicts and Gen-Z InvestingI was featured on Simplify's Keeping It Simple series along with Kyla Scanlon as a guest, and had the opportunity to discuss the future of investing, inflation, intergenerational conflicts and more with hosts Mike Green and Harley Bassman!
Hosted on Acast. See acast.com/privacy for more information.
1 hr - 176|Forensic Accounting & Identifying Superior Companies ft. Anthony Scilipoti with Srivatsan Prakash
Anthony Scilipoti founded Veritas Investment Research in 2000. He is a Fellow CPA, and a Fellow CA. Anthony also serves as a member of the Ontario Securities Commission's Continuous Disclosure Advisory Committee since 2006.
Here he joins me to discuss how he identifies hanky panky in financial statements, what he would change if he was a regulator, what opportunities he sees in today's markets and more!
Hosted on Acast. See acast.com/privacy for more information.
52 min - 175|Behavioral Finance and Value Investing in Europe ft. Drew Dickson with Srivatsan Prakash
Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of their European Alpha strategy. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).
He has worked as a research assistant for Richard Thaler, as well as studied under Eugene Fama, and here he shares how investment factors matter, what his process looks like and some of his views on behavioural finance. An interview with a lot to learn from!
Hosted on Acast. See acast.com/privacy for more information.
57 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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