Market Champions

Latest Episodes:

224|Optimizing Trade Structure and Expression ft. Ken Miller with Srivatsan Prakash Oct 24, 2022

Show notes

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!

223|What Are Allocators Up To? With Mercer Canada's CIO ft. Rachel Volynsky with Srivatsan Prakash Sep 26, 2022

Show notes

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!

222|Trading Volatility in Times of Uncertainty ft. Shailesh Gupta with Srivatsan Prakash Sep 22, 2022

Show notes

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!

221|Yield Curves, the Fed and a Multipolar World ft. Hugh Hendry with Srivatsan Prakash Sep 19, 2022

Show notes

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

220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash Sep 11, 2022

Show notes

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

219|What Comes Next for the Chinese Economy? ft. Louis-Vincent Gave with Srivatsan Prakash Sep 04, 2022

Show notes

Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky and serves as CEO. GaveKal started as a research firm and evolved in 2005 to include fund management and data analysis services.

Here Louis discusses China, inflation, the European energy crisis and much more!

218|Investing in Special Situation and Spinoffs ft. Richard Howe with Srivatsan Prakash Aug 15, 2022

Show notes

Richard Howe is the founder of Stock Spinoff Investing. Prior to this, he was at Citi Private Wealth where he worked as a Senior Vice President, and was an Equity Research Associate at Eaton Vance. Here he discusses how he discusses Stock Spinoffs, special situations, as well as some of his past investments and ideas he's watching right now!

You can find his blog here: https://stockspinoffinvesting.com/

217|An Update on Oil Market Dynamics ft. Rory Johnston with Srivatsan Prakash Aug 08, 2022

Show notes

Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics driving the oil market since the pandemic, where the shortages are, what supply vs demand is looking like at the moment, how to analyze futures curves and more!

216|When Will the Fed Pivot? And an Energy Update ft. Lyn Alden with Srivatsan Prakash Aug 01, 2022

Show notes

Lyn Alden has been performing investment research for over fifteen years in various public and private capacities and founded Lyn Alden Investment Strategy in 2016. In this episode she discusses economic growth, the Fed, as well as an update on her energy positions and where she's looking to allocate capital.

215|How Breaking Equity is Disrupting Retail Trading ft. Devin Crane with Srivatsan Prakash Jul 25, 2022

Show notes

Devin Crane is co-founder and CEO of Breaking Equity Strategies. Breaking Equity brings a two-sided platform to build, buy and sell automated strategies. Here Devin discusses how to create individual ETFs, how Breaking Equity can help traders incoroporate AI into their daily trading and more!

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