Market Champions

Latest Episodes:

194|Asia, Trading Food Inflation and Short Selling ft. Russell Clark with Srivatsan Prakash Jan 30, 2022

Show notes

Russell Clark was formerly running Russell Clark Investment Management, and is well known for his thoughts on Asia, macro, short selling and hedge funds. He presently shares his thoughts here- https://substack.com/profile/46635037-russell-clark

In this episode we discuss - central banks, Japan, China, higher energy prices, food prices and more!

193|The Case for Digital Assets ft. Jeff Dorman with Srivatsan Prakash Jan 23, 2022

Show notes

Jeff Dorman is the CIO of Arca, and was formerly a trader in the "tradfi" world - at places like Lehman and Citadel. Here he talks about his transition to DeFi from Tradfi, the case for digital assets and where he sees opportunity today!

192|Building a Macro Trading Process ft. Alex Gurevich with Srivatsan Prakash Jan 16, 2022

Show notes

Alex Gurevich is the founder and CIO of Honte Investments and formerly ran global macro at JP Morgan. Here he discusses building a macro process, sizing, where he sees opportunities, his take on the transitory narrative, and his new and upcoming book - The Trades of March, where he discusses how he traded (very profitably) through March.

You can order the book here: https://www.amazon.com/Trades-March-2020-against-Uncertainty-ebook/dp/B09NX372KG

191|Inflation and the State of the Labor Market ft. Joey Politano with Srivatsan Prakash Jan 09, 2022

Show notes

Joey Politano is the author of the Apricitas blog, and in this podcast discusses the themes of transitory inflation, what is going on with manufacturing, employment as well as whether debt is an issue or not.

None of the views expressed here are that of his employer.

Make sure to subscribe to his blog - https://apricitas.substack.com/

190|Monetary Economics Masterclass ft. Frances Coppola with Srivatsan Prakash Dec 26, 2021

Show notes

Frances Coppola is one of the foremost speakers on monetary policy, lending, bitcoin, currencies and more! Here she discusses how she got into monetary economics from being an opera singer, whether bank reserves matter, what happens to inflation and rates, bitcoin and more!

189|Indonesian Beer and Korean Soy Sauce: Asian Value ft. Michael Fritzell with Srivatsan Dec 20, 2021

Show notes

Michael Fritzell is a value investor based in Singapore with a focus on investing in Asian countries, like Indonesia, South Korea, and Japan. Here he discusses the property market in Indonesia, what makes Indonesia (and other Asian countries) ripe for investment, the pricing power of Korean soy sauce companies, and more!

You can find his work here: https://www.asiancenturystocks.com/

188|"What I Learnt from Managing $20B" ft. Alfonso Peccatiello with Srivatsan Prakash Dec 12, 2021

Show notes

Alfonso Peccatiello was recently the manager of a $20B bond portfolio for a European bank, and now writes the Macro Compass newsletter full time. Here he discusses QE, credit, money printing, inflation vs deflation, what it was like running $20B and more!

Here's his most recent newsletter piece, discussing the macro framework needed for 2022: https://themacrocompass.substack.com/p/2022portfolio

An interview with a lot of alpha on offer!

187|Uranium, Energy, Investing in Mongolia ft. Harris Kupperman with Srivatsan Prakash Dec 05, 2021

Show notes

Harris Kupperman is the founder of Praetorian Capital and well known for his investments in the uranium and energy sector. Here we discuss uranium, energy, carbon credits, building a hedge fund, and a lot more!

186|Esoteric Investing: Trading Mortality Risk, Japanese Tuna and Water ft. Vishaal Bhuyan Nov 28, 2021

Show notes

Vishaal Bhuyan started off on the NYMEX, and is the author of The Esoteric Investor, covering aging demographics, tuna markets and water - and ran a portfolio of OTC exotic derivatives for a family office. He's presently the CEO of Aanika Biosciences, and here he shares a lot of the theses, how he played them and the Aanika story!

185|Biotech, China, and the Education of an Investor ft. Mike Taylor with Srivatsan Prakash Nov 22, 2021

Show notes

Mike Taylor was formerly the MD of CriticalMass Partners, and a portfolio manager specializing in healthcare. He presently runs the not-for-profit Simplify Health Care ETF.

Here he shares his views on biotechs he likes, how to run a short book, China and more!

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