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
229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan Prakash
Nov 20, 202200:55:02Tap to summarizeI 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.
Transcribe →228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan Prakash
Nov 17, 202200:48:24Tap to summarizeJohn 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.
Transcribe →227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan Prakash
Nov 7, 202200:57:45Tap to summarizeMichael 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.
Transcribe →226|Investing in Democracy ft. Julie Cane and Rick Rikoski with Srivatsan Prakash
Oct 31, 202201:05:45Tap to summarizeJulie 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. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →225|What Does a World of 4% Inflation Look Like? ft. Jim Bianco with Srivatsan Prakash
Oct 26, 202200:59:16Tap to summarizeJim 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. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →224|Optimizing Trade Structure and Expression ft. Ken Miller with Srivatsan Prakash
Oct 24, 202200:48:07Tap to summarizeKen 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! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →223|What Are Allocators Up To? With Mercer Canada's CIO ft. Rachel Volynsky with Srivatsan Prakash
Sep 26, 202200:50:40Tap to summarizeMercer 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.
Transcribe →222|Trading Volatility in Times of Uncertainty ft. Shailesh Gupta with Srivatsan Prakash
Sep 22, 202200:56:40Tap to summarizeShailesh Gupta is a portfolio manager and head of trading at Simplify Asset Management. Here he discusses the profile of short vol strategies, how to size positions as an "alt equity" exposure, as well as why strategies like XIV blew up and much more!Check out the video for charts as well! Hosted on Acast. See acast.com/privacy for more information.
Transcribe →221|Yield Curves, the Fed and a Multipolar World ft. Hugh Hendry with Srivatsan Prakash
Sep 19, 202201:01:04Tap to summarizeHugh 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.
Transcribe →220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash
Sep 11, 202201:05:19Tap to summarizeMarko 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.
Transcribe →