Market Champions

Latest Episodes:

184|Energy, China, and Inflation ft. Kevin Muir with Srivatsan Prakash Nov 14, 2021

Show notes

Kevin Muir is the writer of the renowned newsletter The Macro Tourist, host of the Market Huddle podcast, and a former prop trader. Here he discusses various themes he's watching including oil, nat gas, uranium, China, inflation, and more!

183|Understanding Shipping and Supply Chains ft. J Mintzmyer with Srivatsan Prakash Nov 08, 2021

Show notes

J Mintzmyer is a value investor and one of the foremost analysts focused on shipping, supply chains and more. In this conversation we discuss the nature of shipping, supply chains, the different categories of shipping, where he sees opportunity and more!

182|Coal, Uranium and "the next big trade" ft. Chase Taylor with Srivatsan Prakash Nov 01, 2021

Show notes

Chase Taylor is the founder of Pinecone Macro, a macro research firm. In this episode, he discusses his investments in coal, uranium, energy in general, talks about what he believes could be the 'next big trade' and much more!

181|Conversation with a Master Stock Picker ft. Mark Gomes with Srivatsan Prakash Oct 27, 2021

Show notes

Mark Gomes is a former Wall Streeter turned independent stock picker and has generated 40% a year for 20 years. Here he shares how he thinks about stocks, pattern recognition, risk-reward framework, and shares some of his favorite investment ideas at this time.

180|BEST IDEAS- Long LGF.A ft. Ben Claremon with Srivatsan Prakash Oct 25, 2021

Show notes

Ben Claremon is a Principal and Lead PM at Cove Street Capital, a value-based asset management firm managing roughly $700m. Here he shares the bullish case for Lionsgate, a media company!

Here you can find the presentation deck he made for the podcast. Otherwise, paste the following URL into your browser: https://drive.google.com/file/d/1rVjw8l6Q0-KdLNbfmVf4oT2fY1c5Ib4A/view?usp=sharing

179|Understanding China's Geopolitical Objectives ft. Matt Gertken with Srivatsan Prakash Oct 18, 2021

Show notes

Matt Gertken is a strategist at BCA Research and focuses on the intersection of geopolitics and markets. Here we discuss what could happen between China and Taiwan, how he's thinking through the Chinese regulation of big tech, the debt ceiling issue in the US, and more!

An interview with a lot to learn from!

178|Trading in the Heyday of Wall Street ft. Phan Vee Leung with Srivatsan Prakash Oct 10, 2021

Show notes

Vee started off on the prop desks at JP Morgan Chase, and went on to become a Partner and PM at a $1.2B macro-focused fund, after which he took his career to trade on the desks of large banks like Morgan Stanley and Deutsche Bank.

Here, he shares the lessons he learnt along the way as well as how he got to where he is, and the mindset of a successful trader.

177|The Future of Value Investing ft. Chris Bloomstran with Srivatsan Prakash Oct 07, 2021

Show notes

Chris Bloomstran is the founder and CIO of Semper Augustus, a value strategy focused hedge fund based in St Louis. Here, he joins us to discuss the future of value, his energy investments, his advice to younger gens and more!

REPLAY: Srivatsan on Simplify KiS - Intergenerational Conflicts and Gen-Z Investing Sep 27, 2021

Show notes

I was featured on Simplify's Keeping It Simple series along with Kyla Scanlon as a guest, and had the opportunity to discuss the future of investing, inflation, intergenerational conflicts and more with hosts Mike Green and Harley Bassman!

176|Forensic Accounting & Identifying Superior Companies ft. Anthony Scilipoti with Srivatsan Prakash Sep 19, 2021

Show notes

Anthony Scilipoti founded Veritas Investment Research in 2000. He is a Fellow CPA, and a Fellow CA. Anthony also serves as a member of the Ontario Securities Commission's Continuous Disclosure Advisory Committee since 2006.

Here he joins me to discuss how he identifies hanky panky in financial statements, what he would change if he was a regulator, what opportunities he sees in today's markets and more!

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