Are We Already In a Recession? With Srivatsan Prakash
Interview recorded - 1st of August, 2022On todays episode of the interview I had the pleasure of speaking with Srivatsan Prakash - Host of Market Champions Podcast, Analyst at Simplify ETF & Future Macro Expert. On the podcast we talked about whether we could see a recession, what would happen if the FED pivots, whether the markets have priced in monetary policy and which Macro experts you should follow. I hope you enjoy!0:00 - Introduction0:55 - Are we in a recession?4:20 - Mixed signals from data (some positive & some negative)9:00 - Switch from spending on durables to services9:33 - Could we see deflation from a drop in consumption?13:00 - What happens if FED pivots?15:50 - Long-term cyclical macro trends leading to continued inflation?20:35 - Strong demographic countries picking up the slack23:20 - De-globalisation take as long as globalisation?25:30 - Have markets priced in slow downs?30:00 - Any other macro trends watching?31:33 - High index concentration may reduce downside?32:30 - Stock-based concentration hiding operation margins35:25 - ARKK and other high risk funds holding up company prices37:48 - What could be the inflexion point?42:40 - What Macro experts would Sri recommend you watch?44:10 - Greatest piece of macro advice?46:50 - One question to take away from interview?Srivatsan Prakash - Podcast - https://www.youtube.com/channel/UC3zc51x38Rt_oHdLj7L1NXwWebsite - https://marketchampions.us/LinkedIn - https://www.linkedin.com/in/srivatsprakash/Twitter - https://twitter.com/SrivatsPrakash?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
214|How The World Got Rich ft. Mark Koyama with Srivatsan Prakash
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
209|Are We in a Recession? ft. Ben Emons with Srivatsan Prakash
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!
193|The Case for Digital Assets ft. Jeff Dorman with Srivatsan Prakash
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!
Ep 8: Srivatsan Prakash on podcasting, investments and stimulus
I talk to Srivatsan Prakash - the host of the Market Champions podcast - about his experience podcasting, investing and some thoughts about the stimulus We talk about - The most surprising thing about being on a podcast - Is there a wrong way to invest - Why ‘Austrian investing’ is the wrong way to invest - The Biden stimulus isn’t going to lead to inflation--- Send in a voice message: https://anchor.fm/pradyumna-sp/message
#546: Srivatsan Prakash On The 6 Most Legendary Trades of All-Time
The Pomp Podcast
Srivatsan Prakash is the Host of the Market Champions podcast and one of the best read people in the finance industry. You can follow him on Twitter at @elite_investor.In this conversation, we discuss George Soros breaking the Pound, Paul Tudor Jones in 1987 crash, Andy Kreiger with the Kiwi Dollar, David Tepper during the Global Financial Crisis, John Paulson using Credit Default Swaps, and John Arnold trading natural gas in 2006.=======================BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. To start earning today visit: http://www.blockfi.com/Pomp=======================Choice is a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp=======================Gemini is a regulated cryptocurrency exchange, wallet, and custodian that makes it simple and secure to buy bitcoin, ether, and other cryptocurrencies: https://www.gemini.com/=======================
Episode 72 sits down Srivatsan Prakash, the 16 years old content creator behind the account @elite.investor on IG. This young hustler and his growing podcast Market Champions has logged 130 interviews to date, bringing on big time US hedge fund and money managers like Raoul Pal, Jim Rogers, Jeff Snider, Brent Johnson, some of the biggest names in macro-investing. I wanted to bring him on to share what he has learned this year from his impressive guests, his love for investing and his deep knowledge at such a young age. You can find Sriv at @elite.investor or his podcast by searching Market Champions on your podcast app. Articles referenced during podcast: Fed Abandons Policy Tied to Money Supply - 1993: https://t.co/gXyapSoijR?amp=1- https://www.nytimes.com/1993/07/23/business/fed-abandons-policy-tied-to-money-supply.html Vaccine Euphoria and Inflation Hysteria Obscure Dollar Problem - 2020: https://www.realclearmarkets.com/articles/2020/12/18/vaccine_euphoria_and_inflation_hysteria_obscure_dollar_problem_653661.html This podcast is for anyone who wants to be more proactive instead of reactive. My mission is to grow the culture of mindful, financially literate individuals who choose happiness and sustainability over profits. I believe when you are truly happy, doing what you love and provide real value, people will notice and the money will come regardless. Imagine how great the world could be if everyone invested in themselves a bit more instead of wasting resources to impress people they don't even like? Be the change you want to see. Please subscribe, leave a review, leave a rating and share with anyone who may get some value out of it :) Find it on Apple Podcasts, Spotify, Breaker, RadioPublic, and Google Podcasts or anchor.fm/highleyinvested @makemorecapital / @highleyinvested / www.makemorecapital.com Free Budget Tool: bit.ly/budgetbae Free PDF Create Your Own Passive Income Machine: bit.ly/pimachine Let's work together to make you a reliable passive investor! bit.ly/mmccoach Email or DM for Inquiries email@example.com /firstname.lastname@example.org Deuces, Jordan
119|Macro Is Back ft. Teddy Vallee with Srivatsan Prakash
Teddy Vallee is a macro investor and the founder and CIO of Pervalle Global. He shares what he's watching during these uncertain times, how he builds proprietary indicators and what risks he's watching over the next 12-24 months!
103|Trading Global Macro ft. Jason Perz with Srivatsan Prakash
Jason Perz has been trading for a long time, and has been into the markets since the age of 10, when his grandparents gave him a piece of silver. Ever since, he’s been obsessed with the way financial markets work and has a fantastic track record. Lots of value in this episode!
100|Value Investing ft. Oliver Sung with Srivatsan Prakash
EPISODE 100!!! Oliver Sung is the founder of Junto Investments, an investment research website, as well as a value investor and a former portfolio manager from Denmark. Here he shares his thoughts and his philosophy on value investing, the future of the art as well as the mistakes he made along the way!