Show overview
Market Champions has been publishing since 2019, and across the 4 years since has built a catalogue of 240 episodes. That works out to roughly 170 hours of audio in total. Releases follow a weekly cadence, with the show now in its 2nd season.
Episodes typically run thirty-five to sixty minutes — most land between 20 min and 1h — with run-times ranging widely across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The catalogue appears to be on hiatus or wound down — the most recent episode landed 3.1 years ago, with no new episodes in over a year. The busiest year was 2019, with 95 episodes published. Published by Srivatsan Prakash.
From the publisher
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.
Latest Episodes
View all 240 episodes
239|Options Market-Maker on Risk Management ft. Kris Abdelmessih with Srivatsan Prakash
Kris 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.
238|The Fed is Making a Policy Mistake ft. Chase Taylor with Srivatsan Prakash
Chase 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.
237|The "Banking Crisis" is a Symptom Of a Larger Problem ft. Jeff Snider with Srivatsan Prakash
Jeff 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.
236|Is The Economy As Strong As It Seems? ft. Alfonso Peccatiello with Srivatsan Prakash
Alfonso "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.
235|Tight Labor Markets, 0DTE Options and China ft. Mike Green with Srivatsan Prakash
Michael 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.
234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan Prakash
Adam 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.
233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan Prakash
Mike 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.
232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan Prakash
Eric 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.
231|A Masterclass on Global Liquidity ft. Michael Howell with Srivatsan Prakash
Michael 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.
230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan Prakash
Alex 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.
229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan Prakash
I 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.
228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan Prakash
John 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.
227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan Prakash
Michael 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.
226|Investing in Democracy ft. Julie Cane and Rick Rikoski with Srivatsan Prakash
Julie 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.
225|What Does a World of 4% Inflation Look Like? ft. Jim Bianco with Srivatsan Prakash
Jim 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.
224|Optimizing Trade Structure and Expression ft. Ken Miller with Srivatsan Prakash
Ken 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.
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.
222|Trading Volatility in Times of Uncertainty ft. Shailesh Gupta with Srivatsan Prakash
Shailesh 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.
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.
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.