Market Champions

Latest Episodes:

234|Investing for the Next Uranium Bull Market ft. Adam Rodman with Srivatsan Prakash Feb 06, 2023

Show notes

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!

233|The Inflation Guy Discusses Inflation ft. Mike Ashton with Srivatsan Prakash Dec 19, 2022

Show notes

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.

232|What is the Housing Market Telling Us? ft. Eric Basmajian with Srivatsan Prakash Dec 12, 2022

Show notes

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!

231|A Masterclass on Global Liquidity ft. Michael Howell with Srivatsan Prakash Dec 05, 2022

Show notes

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

230|The World Is Headed to a Deflationary Depression ft. Alex Gurevich with Srivatsan Prakash Nov 28, 2022

Show notes

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!

229|A Cynic's Perspective On A Long-Short Story ft. Jim Chanos with Srivatsan Prakash Nov 20, 2022

Show notes

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!

228|An Update on the Uranium Market ft. John Ciampaglia with Srivatsan Prakash Nov 17, 2022

Show notes

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!

227|The US Dollar Wrecking Ball ft. Michael Kao with Srivatsan Prakash Nov 07, 2022

Show notes

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!

226|Investing in Democracy ft. Julie Cane and Rick Rikoski with Srivatsan Prakash Oct 31, 2022

Show notes

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.

225|What Does a World of 4% Inflation Look Like? ft. Jim Bianco with Srivatsan Prakash Oct 26, 2022

Show notes

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.

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