Podcast
Market Champions
Hosted by Srivatsan Prakash · ENGLISH
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 acast.com/privacy for more information.
240episodes
Episodes
Newest firstAll episodes
239|Options Market-Maker on Risk Management ft. Kris Abdelmessih with Srivatsan Prakash
Apr 24, 202301:03:09Tap to summarizeKris Abdelmessih is an ex-Options market-maker, previously having worked for Parallax and starting his career at Susquehanna Investment Group. Here he discusses the importance of risk management, whether traders are made or born, and more! You can find him on Twitter @KrisAbdelmessih and subscribe to his substack at moontower.substack.com Hosted on Acast. See acast.com/privacy for more information.
Transcribe →238|The Fed is Making a Policy Mistake ft. Chase Taylor with Srivatsan Prakash
Apr 10, 202300:57:22Tap to summarizeChase is founder of Pinecone Macro. Here he discusses his views on the banking crisis, why the Fed is making a policy mistake and should've stopped hiking 200bps ago, his favourite currency trades in a recession event and more! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →237|The "Banking Crisis" is a Symptom Of a Larger Problem ft. Jeff Snider with Srivatsan Prakash
Apr 3, 202300:57:44Tap to summarizeJeff Snider is the founder of Eurodollar University, a monetary economics education platform and one of the foremost experts on the global dollar system. Here he discusses what really happened behind the banking crisis, what liquidity looks like, QE vs QT, where we go from here and more! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan Prakash
Mar 6, 202300:48:46Tap to summarizeAlfonso "Alf" Peccatiello is the founder and CEO of the Macro Compass, and the ex-head of a $20B bond portfolio. Alf joins me to discuss - is the economy as strong as it seems, whether the labor market is weakening, what's going on in Europe, the Chinese reopening story and more! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →235|Tight Labor Markets, 0DTE Options and China ft. Mike Green with Srivatsan Prakash
Feb 21, 202301:08:31Tap to summarizeMichael Green is Portfolio Manager and Chief Strategist at Simplify Asset Management. Here Mike discusses his views on labor markets, transitory inflation, 0DTE options and their impact on market microstructure as well as recent political events wrt China and how much they matter. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan Prakash
Feb 6, 202300:52:23Tap to summarizeAdam Rodman is the founder and CIO of Segra Capital, a hedge fund presently focused on the nuclear energy industry and uranium. In this episode, we discuss the differences between the present cycle and the one in 2006, how off-balance sheet "carry trades" matter to the uranium market, as well as how Adam uses option markets and shorting to his advantage to manage through the volatility investing in uranium ensues, and more! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan Prakash
Dec 19, 202200:55:46Tap to summarizeMike 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.
Transcribe →232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan Prakash
Dec 12, 202201:02:24Tap to summarizeEric 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.
Transcribe →231|A Masterclass on Global Liquidity ft. Michael Howell with Srivatsan Prakash
Dec 5, 202200:48:06Tap to summarizeMichael 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 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan Prakash
Nov 28, 202200:54:50Tap to summarizeAlex 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! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →