Market Champions

Latest Episodes:

204|Investing in Innovation and the Future ft. Josh Wolfe with Srivatsan Prakash Apr 24, 2022

Show notes

Josh Wolfe is the co-founder of Lux Capital, a $4B venture capital firm. Here he discusses some of the biggest advances made in precision manufacturing, science, biotech, AI and how they drive the future of our world!

203|Understanding the Fed and What's Driving Markets ft. Andy Constan with Srivatsan Prakash Apr 18, 2022

Show notes

Andy is the former CIO of a hedge fund, and has a pedigree with some of the biggest hedge funds on Wall Street. Here he discusses the Fed and how they affect asset markets from a risk premium standpoint, what he continues to watch for, and more!

202|A Framework for Understanding Inflation ft. Jeff Snider with Srivatsan Prakash Apr 11, 2022

Show notes

Jeff Snider is Head of Global Research at Alhambra Investments. Here he discusses analyzing the Eurodollar futures curve as a probability distribution, what different yield curves are telling us, why the Petrodollar is not a real thing and more!

201|A Conversation with Sprott's CEO ft. John Ciampaglia with Srivatsan Prakash Apr 03, 2022

Show notes

John Ciampaglia has more than 25 years of investment industry experience and serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss uranium market dynamics, how the spot market for uranium really works, why the market is so opaque and more!

200|Long Commodities and the Brazilian Real ft. Jim Leitner with Srivatsan Prakash Mar 27, 2022

Show notes

Jim Leitner is the founder of Falcon Management, a family office based in Wyckoff, NJ. Here he talks about the long ags trade, his BRL and CLP long trades as well as why he's out of his uranium position.

199|A Systems Thinking Framework for Markets ft. Daniel Want with Srivatsan Prakash Mar 13, 2022

Show notes

Daniel Want is the founder and CIO of Prerequisite Capital based in Australia. Here he shares his story, his views on markets ahead and how to apply a systems thinking framework for thinking about the world.

Lots of awesome information from Daniel!

198|Building an FX and Rates Framework ft. Bilal Hafeez with Srivatsan Prakash Mar 07, 2022

Show notes

Bilal Hafeez is the founder of MacroHive and formerly an FX and Rates Strategist at some of the big banks. Here he talks about how to build a framework, his thoughts on the Russia-Ukraine situation and where he sees opportunity going forward!

197|Hiking Cycles, Europe and the Yuan ft. Jon Turek with Srivatsan Prakash Feb 27, 2022

Show notes

Jon Turek is the founder of JST Advisor and the publisher of the Cheap Convexity blog. Here he discusses his thoughts on the hiking cycle, what's next for Europe and Asia and more!

You can find his blog here- https://cheapconvexity.substack.com/

196|From the Goldman Desk to an RV Hedge Fund ft. Michael Kao with Srivatsan Prakash Feb 14, 2022

Show notes

Michael Kao began his career on the desk of J Aron and went on to run his own relative value convertible arbitrage hedge fund - Akanthos Capital. Here he shares his journey, the ups and downs and how one call from George Soros changed his career

195|Central Banks DO NOT Print Money! ft. Alfonso Peccatiello with Srivatsan Prakash Feb 06, 2022

Show notes

Alf is the author of the free macro newsletter The Macro Compass, which you can find here: https://themacrocompass.substack.com/

Here he shares his macro outlook, yield curves and what theyre telling us why growth is likely to slow, and more!

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