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Kris Abdelmessih is an ex-Options market-maker, previously having worked for Parallax and starting his career at Susquehanna Investment Group. Here he discusses the importance of risk management, whether traders are made or born, and more! You can find him on Twitter @KrisAbdelmessih and subscribe to his substack at moontower.substack.com Hosted on Acast. See acast.com/privacy for more information.

Chase is founder of Pinecone Macro. Here he discusses his views on the banking crisis, why the Fed is making a policy mistake and should've stopped hiking 200bps ago, his favourite currency trades in a recession event and more! Hosted on Acast. See acast.com/privacy for more information.

Jeff Snider is the founder of Eurodollar University, a monetary economics education platform and one of the foremost experts on the global dollar system. Here he discusses what really happened behind the banking crisis, what liquidity looks like, QE vs QT, where we go from here and more! Hosted on Acast. See acast.com/privacy for more information.

Alfonso "Alf" Peccatiello is the founder and CEO of the Macro Compass, and the ex-head of a $20B bond portfolio. Alf joins me to discuss - is the economy as strong as it seems, whether the labor market is weakening, what's going on in Europe, the Chinese reopening story and more! Hosted on Acast. See acast.com/privacy for more information.

Michael Green is Portfolio Manager and Chief Strategist at Simplify Asset Management. Here Mike discusses his views on labor markets, transitory inflation, 0DTE options and their impact on market microstructure as well as recent political events wrt China and how much they matter. Hosted on Acast. See acast.com/privacy for more information.

Adam Rodman is the founder and CIO of Segra Capital, a hedge fund presently focused on the nuclear energy industry and uranium. In this episode, we discuss the differences between the present cycle and the one in 2006, how off-balance sheet "carry trades" matter to the uranium market, as well as how Adam uses option markets and shorting to his advantage to manage through the volatility investing in uranium ensues, and more! Hosted on Acast. See acast.com/privacy for more information.

Mike Ashton is founder and principal at Enduring Investments, and is known as the inflation guy. We have a wide ranging conversation surrounding demographics, causes of inflation, monetary economics and how money printing works as well as how to build a portfolio that hedges inflation risk. Hosted on Acast. See acast.com/privacy for more information.

Eric Basmajian is the founder of EPB Research and is very well-known for his work surrounding economic cycles and leading economic indicators. Here he discusses his favorite economic indicators, how he approaches them using a basket/index approach, and then we discuss what's next for the housing and labor markets!  Hosted on Acast. See acast.com/privacy for more information.

Michael Howell is the founder of Crossborder Capital and has been tracking liquidity flows for decades now. Crossborder is well known for their research into liquidity and harnessing it as part of the investment approach. Here he discusses: When do banks lend? Does the Fed "print" money? How does the Fed's liquidity additions make their way to the market? And much much more! You can also purchase his book here: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity-ebook/dp/B086BBF1H9 Hosted on Acast. See acast.com/privacy for more information.

Alex is the founder and CIO of HonTe Investments, and he returns to Market Champions to give an update on how he's thinking about where the world is headed, why he thinks we have a >50% probability of seeing negative rates by 2024, ways he's thinking of playing it, insights into his risk management process and more! Hosted on Acast. See acast.com/privacy for more information.

I had the opportunity to interview the legendary short seller Jim Chanos. Jim is the founder and president of Kynikos Associates and is very well known for shorting Enron, Wirecard, Luckin Coffee among others. In this conversation we touch up on some of the major issues today - the FTX collapse and what it means for the crypto world, the Uber and Lyft story and why they, among other "gig economy" companies, remain unprofitable. We also talk about the fate of the various Cathie Wood names, and much more in this wide-ranging conversation! Hosted on Acast. See acast.com/privacy for more information.

John Ciampaglia serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss the various dynamics in nuclear energy, uranium markets, where he sees the market heading, as well as a discussion on gold, oil, and more! Hosted on Acast. See acast.com/privacy for more information.