Market Champions

Latest Episodes:

214|How The World Got Rich ft. Mark Koyama with Srivatsan Prakash Jul 17, 2022

Show notes

Mark Koyama is an Associate Professor of Economics at George Mason University's Mercatus Center, Senior Scholar. Professor Koyama got his PhD in Economics from the University of Oxford.

Here he discusses the ideas presented in his latest book, where he talks about how demographics, institutions, culture and more have had influences on the economic development of a country.

You can find the book here: https://www.amazon.com/How-World-Became-Rich-Historical/dp/1509540237

213|China, Digitization, Demographics, Climate Change ft. Paul Krake with Srivatsan Prakash Jul 11, 2022

Show notes

Paul has over 25 years’ experience as an economic and political strategist. He founded View from the Peak in 2011, seeing a need for a truly global, multi-asset class research platform that focuses on the interactions between public policy, economic trends, technology, and geopolitics. View from the Peak takes its name from Victoria Peak, the highest point on Hong Kong Island and the firm aims to look at the world from a 360-degree view with an Asian perspective. Prior to that he traded under trading legends like Bruce Kovner and Louis Bacon!

212|Trading At a Bank in the 1980s ft. Andy Fately with Srivatsan Prakash Jul 03, 2022

Show notes

Andy Fately is an FX trader, and writes the fxpoet blog! Here he discusses what it was like back in the 1980s and 1990s ("heyday of Wall Street"), shares some fun trading stories, and also shares his views on where he thinks markets are headed next!

211|Sovereign Debt Defaults? And The US Dollar ft. Brent Johnson with Srivatsan Prakash Jun 27, 2022

Show notes

Brent is the founder of Santiago Capital, and well known for his ideas around the Dollar Milkshake Theory. Here he discusses Japan, emerging markets, what the Fed is up to, and more, as well as an update on the Dollar Milkshake and where he sees the USD going from here!

210|What People Get Wrong About MMT ft. Brian Romanchuk with Srivatsan Prakash Jun 20, 2022

Show notes

Brian Romanchuk is a consultant, author and blogger, and writes at bondeconomics.com where he writes about central banks, monetary policy, bonds and more! In this interview he discusses how central banks really function, what the Fed is doing by hiking rates, what most people get wrong about MMT and more!

209|Are We in a Recession? ft. Ben Emons with Srivatsan Prakash Jun 05, 2022

Show notes

Ben Emons is Managing Director and Macro Strategist at Medley Global - one of the largest macro research firms in the world. Here he describes whether we're entering a recession in the US, how to think through Europe and Asian macro as well as how to think through rates and FX trades here and more!

208|China's Endgame and the "Three D" Framework ft. Tom Roderick with Srivatsan Prakash May 29, 2022

Show notes

Tom Roderick is a portfolio manager at Trium Capital. Before that, he was partner at Eclectica Asset Management and he talks about how he went from theoretical physics to finance, his thoughts on the lockdowns+yuan, inflation and his 3 "D" framework, and much more!

207|A Framework for Navigating Large Economic Changes ft. Russell Clark with Srivatsan Prakash May 22, 2022

Show notes

Russell Clark was the founder and manager of Russell Clark Investments, and now writes at russell-clark.com. Here he discusses how minimum wage laws have changed over time, how he's thinking about China and more!

206|Understanding Changing FX Regimes ft. Brent Donnelly with Srivatsan Prakash May 15, 2022

Show notes

Brent Donnelly is President at Spectra Markets and writes am/FX - a daily newsletter dedicated to currency markets. Here he discusses his views on the macroeconomy, how he's thinking about the Fed as well as how he thinks through changing regimes as they relate to rate differentials and more!

205|Cash is a Hedge in the Commodity Supercycle ft. Shrubbery Capital with Srivatsan Prakash May 08, 2022

Show notes

Shrubbery Capital is presently the CIO and founder of a hedge fun - here he discusses the bullish case for commodities, stagflation, and how cash serves as a hedge in what he considers to be a dangerous market for investors!

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