Market Champions

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175|Behavioral Finance and Value Investing in Europe ft. Drew Dickson with Srivatsan Prakash Sep 12, 2021

Show notes

Andrew (Drew) Dickson is the founder of Albert Bridge Capital, and CIO of their European Alpha strategy. He has over 20 years of industry experience, and previously was a partner in the asset management division of Perella Weinberg Partners (PWP).

He has worked as a research assistant for Richard Thaler, as well as studied under Eugene Fama, and here he shares how investment factors matter, what his process looks like and some of his views on behavioural finance. An interview with a lot to learn from!

174| BEST IDEAS - Long SMSI ft. Andy Walker with Srivatsan Prakash Sep 05, 2021

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Andy Walker is the General Partner at Augury Research, and here he joins us to talk about what makes SMSI a fantastic investment. He talks about the operating leverage, SMSI's new product, their competitive advantages and far more in this episode!

173|QE, Process and Market Narratives ft. Mark Dow with Srivatsan Prakash Aug 29, 2021

Show notes

Mark Dow is a global macro trader and author of the blog Behavioral Macro. Previously, he worked as a policy economist at the U.S. Treasury and the International Monetary Fund, after which he was a senior Portfolio Manager at Pharo Capital, a $10B fund.

Here he talks about why QE isn't money printing, what's driving markets, narratives and much more!

172|Convexity Maven Talks Macro ft. Harley Bassman with Srivatsan Prakash Aug 22, 2021

Show notes

Harley Bassman created, marketed and traded a wide variety of derivative and structured products during his twenty six year career at Merrill Lynch, and focused on pricing and modelling products that had an asymmetric return - what he calls convexity. He is the Managing Partner at Simplify Asset Management, and pens macro commentary at convexitymaven.com

Here he shares his views on convexity, options, interest rates, inflation and much much more!

171|Ex-Senior Fed Trader on What's Happening ft. Joseph Wang with Srivatsan Prakash Aug 18, 2021

Show notes

Joseph spent 5 years studying the plumbing of the financial system as a senior trader on the open markets desk. The Desk sits at the center of the dollar system as its ultimate and infinite provider of dollars. It has access to virtually all regulatory and financial data, as well as open lines of communication with all major market participants. - from Joseph's website fedguy.com

Here he shares his views on inflation, repo, interest rates, tapering and more!

170|Cap Structure Arbitrage and the Oil Supercycle ft. Michael Kao with Srivatsan Prakash Aug 15, 2021

Show notes

Michael Kao has been the manager of Akanthos Capital Management since 2002, and Mike ran an opportunistic, value-driven investment strategy that looked for “fulcrum securities” up and down the capital structure.

He has been investing for 30 years and shares his views on the oil supercycle, cap structure arb, trading commodities and more!

169|Understanding the BULLISH Case for Uranium ft. Bill Sheriff with Srivatsan Prakash Aug 08, 2021

Show notes

Mr. Sheriff presently serves as the Executive Chairman of enCore Energy Corp. An entrepreneur and visionary with over 30 years’ experience in the minerals industry and the securities industry, and has been responsible for capital raises in excess of $300MM. Mr. Sheriff was a pioneer in the uranium renaissance as co-founder and Chairman of Energy Metals Corp., and was responsible for compiling the largest domestic uranium resource base in US history before the company was acquired by Uranium One Corp for $1.8 Billion.

Mr. Sheriff also serves as Chairman of Golden Predator Mining Corp, Director of Ely Gold Corp. Director of Exploits Discovery Corp. and Director of Group 11 Technologies Inc, a private company committed to the development and application of environmentally and socially responsible precious metals mineral extraction as an alternate to conventional mining methods. (From enCore's website)

Here he discusses his views on the uranium market, and how his firm, enCore is preparing for it!

168|BEST IDEAS - Long PXHI ft. Maj Soueidan with Srivatsan Prakash Aug 04, 2021

Show notes

Maj is the founder of GeoInvesting and has been a highly successful microcap investor for the last 30 years. Here he discusses the case for being long $PXHI.

167|STILL No Inflation ft. Jeff Snider with Srivatsan Prakash Aug 01, 2021

Show notes

Jeff is the Head of Research at Alhambra Investments and here he reiterates that we won't see an elevated level of inflation.

166|Inflation, Digital Assets, Creator Economy ft. Kyla Scanlon with Srivatsan Prakash Jul 25, 2021

Show notes

Kyla is a partner at Be On Deck and is one of the best known content creators in the finance community. Here she shares some economic views as well as her secret to being successful as a content creator.

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