Market Champions

Latest Episodes:

115|COVID, RBI and Sectoral Balance Approach ft. Srinivas Thiruvadanthai with Srivatsan Prakash Aug 10, 2020

Show notes

Sri T is the Director of Research at the Jerome Levy Forecasting Center, a macroeconomic research firm. It's an incredible conversation with lots of amazing insights offered.

I had the opportunity to sit down with Sri T and get his thoughts on the COVID crisis, the central bank response, sorry advice given to central banks like the RBI and the approach he uses to help forecast profits.

All in all, some terms may not be familiar with a layman, but it was an absolutely fire conversation!

114|The Importance of a Process ft. Ben Claremon with Srivatsan Prakash Aug 03, 2020

Show notes

Ben Claremon is principal and portfolio manager at Cove Street Capital, managing about $700m. He's a value investor, and here he offers his thoughts on COVID, how his process allows him to stay calm, along with keeping biases out of the game. The most important message that has gone through, in my opinion, is the importance of a process.

113|COVID, Scenario Analysis and Global Macro ft. Alex Barrow with Srivatsan Prakash Jul 20, 2020

Show notes

Alex is the founder of Macro-Ops, a huge trading educational platform, as well as a trading king himself. A former military sniper, he shares his strategy, his thoughts on central banks and his overall macro strategy.

112|Value Investing in Emerging Markets (focusing on Turkey) ft. Mesut Ellialtioglu with Srivatsan Prakash Jul 13, 2020

Show notes

Based in Istanbul, Turkey, Mesut has 30 years of experience in emerging markets (specifically Turkey) as a value investor. A graduate of the Wharton School, he offers some incredible insights into what it takes to be an investor in emerging markets, what his process and strategy is, as well as why Turkey is incredible for investment.

111|Once In A Decade Value Opportunity ft. Matthew Peterson with Srivatsan Prakash Jul 05, 2020

Show notes

This week's episode features Matthew Peterson, CFA , founder of Peterson Capital Management, a value hedge fund based in California. Here he gives his thoughts on COVID-19, why this is an incredible opportunity as well as being able to use put options to aid your value investment ideas.

110|COVID-19 and Value Investing ft. Jeremy Deal with Srivatsan Prakash Jun 29, 2020

Show notes

Hey everyone! This week's episode features Jeremy Deal, the founder and portfolio manager at JDP Capital, a value based hedge fund in Amsterdam, the Netherlands. We have a great conversation on his investment process, why it's not enough to just look at asset based valuations and the need to dig deeper.

109|COVID-19, Global Macro, and Quantitative Trading ft. Tyler Kling with Srivatsan Prakash Jun 22, 2020

Show notes

I got Tyler Kling, the co-founder of Macro-Ops on the podcast to share his thoughts on the coronavirus crisis, along with the factors he looks at. He also leaves a couple of thoughts on his trading strategy/philosophy.

108|Coronavirus and Value Driven Macro ft. Otavio (Tavi) Costa with Srivatsan Prakash Jun 14, 2020

Show notes

Tavi Costa is a portfolio manager at Crescat Capital. They’ve consistently beaten the market since 2006. Here we discuss some of his macro views along with some thoughts on what the future holds, along with combining value with macro.

107|Coronavirus, Tesla and Investing Strategy ft. Mark Spiegel with Srivatsan Prakash May 31, 2020

Show notes

Mark Spiegel, founder and manager of Stanphyl Capital is a long/short equity and macro investor. In this episode, he discusses his thoughts on COVID-19, Europe, his investment philosophy and his thesis on Tesla. One of the most amazing podcast interviews I've ever done!

106| FX, Commodities and Coronavirus ft. Charlie Bowden with Srivatsan Prakash May 25, 2020

Show notes

Charlie is a full time FX and Commodities trader, and he shares his thoughts on COVID-19, how he’s trading around it as well as his overall philosophy and strategy.

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