Podcasts about srivatsan

Ce 255ème épisode a pour thème Star Wars, alors qui d'Alexandre, Coco, Guillaume & Srivatsan sera sacré Maître Jedi ? Un combat orchestré par Antoine, qui n'a jamais vu un film de la saga.

The global cross-border payments market is on a remarkable growth trajectory, expected to hit $290 trillion by 2030. Amidst this booming landscape, discover how Srivatsan Sridhar successfully navigated the challenges and founded Skydo, a platform which addresses traditional pain points around high fees, delayed settlements, and compliance hurdles and makes international transactions hassle-free.Akshay Datt, a serial entrepreneur who has run ventures in employability training and hiring, hosts the Founder Thesis podcast. He has interviewed 500+ founders to date.Connect:Srivatsan Sridhar: https://www.linkedin.com/in/srivats80/ Akshay Datt: https://www.linkedin.com/in/akshay-datt/ Founder Thesis: www.founderthesis.com

Cette 252ème Désémission est dédié au Japon, thème proposé par Srivatsan, un auditeur qui nous a fait un don sur Tipeee. Alix, Aurélien, Bilel & Charly participent à cet épisode qui se situe entre érudition et hilarité.

Welcome to the end of 2023 T&J family! Today we have a special guest, Hitha Srivatsan, for our last interview of the year. Hitha grew up in India before moving to the United States as an adult. She discusses her life growing up, the caste system, Hinduism, and her path to Atheism. She also talks about arranged marriage expectations in India and her path to finding a husband. Hitha has extensive training in psychology and talks about her use of hypnosis in therapy. She proves to be a fun and enjoyable interview. Check out the link to her counseling profile below. https://www.psychologytoday.com/us/therapists/hitha-srivatsan-spartanburg-sc/326296

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!

Are you a business owner looking to save time every day and make more money? Are you intrigued about AI and how it might help your business grow and be more successful? Then this week's podcast episode is for you. Tune in as Srivatsan Laxman, the Founder & CEO of TrueLark share his background in AI and how it can help automate and streamline your business to make it more efficient and profitable. Srivatsan Laxman is CEO and co-founder of Palo Alto-based TrueLark.TrueLark provides AI-powered customer support and marketing solutions for local businesses. Laxman has 25 years of experience in Artificial Intelligence. Over the years, his work has spanned many different domains including conversational systems, search and ads, bioinformatics, computational biology, computer security and manufacturing. He is passionate about building intelligent systems that predict, summarize, recommend, and take action, and he believes the next few years will see AI simplifying and enriching our lives in many exciting new ways. Be prepared to be inspired by Srivatsan's story and motivated to take your business to the next level with AI - let's get hacking!Follow the Local Business Hacks podcast for more inspiring interviews, hacks, and insider secrets to help grow your business.

India's green energy landscape has witnessed remarkable growth and transformation in recent years, positioning the country as a global leader in the clean energy transition. With a growing population, rapid urbanization, and rising energy demands, India recognized the need to diversify its energy sources and reduce its heavy reliance on fossil fuels. In order to understand the changing landscape of the green energy sector and the country's ambitious energy transition goals, we interviewed Mr. Srivatsan Iyer, Global CEO of Hero Future Energies. He has held executive roles in ExxonMobil, Braskem and McKinsey & Company, and have successfully expanded their business to other countries. Full transcript of the episode is available here Suggested Reading: Decarbonising India - Charting a pathway for sustainable growth Presented by 101Reporters Follow TIEH podcast on Twitter, Linkedin & YouTube Srivatsan Iyer is on Linkedin Our hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin Podcast Producer, Tejas Dayananda Sagar on Twitter & Linkedin

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

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!

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!

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!

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.

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!

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.

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!

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

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!

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!

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!

Michael Kao is the founder of Akanthos Capital. Here he joins me to give an overview of what is going on in oil and then we jump into a deep discussion on the US Dollar, geopolitics, China and much more!

Julie Cane is the CEO and Managing Partner at Democracy Investments and has a 20-year long finance career that spawned after leaving the navy. Her firm, Democracy Investments is focused around investing by overweighting democracies and underweighting authoritarian regimes. Rick Rikoski is the Chief Economist at Democracy Investments, who started in finance after getting a PhD from MIT in Marine Robotics. Here we discuss a lot of the important geopolitical, social and cultural events shaping the economic landscape and how Democracy Investments is looking to take stock of those changes.

Jim Bianco is the founder and President at Bianco Research - based in Chicago, IL. Here, he discusses the various changes he sees in the economy, labor vs capital, and his thesis for how a 4% inflation world looks like. He also shares his views on central banking as well as how they've overstepped their actual function.

Rekha is an engineer turned marketer who has a technical background and fell in love with the PMM craft. Two aspects that she thoroughly enjoys in the GTM process are the naming and positioning of new products and features. She advocates for involving every team in the launch process and both internally and externally creating messaging that clearly states the nuances of new releases. She also discusses how Salesforce tiers their launches on a 1-3 scale and reiterates the importance and value that comes from conversations with customers. Want more insights from Rekha? Check out her Sharebird profile.Looking to connect? You can find Rekha on LinkedIn.

Ken Miller is a portfolio manager at Simplify. He was formerly at PIMCO (where he was a PM and EVP), where he worked closely with Bill Gross and at Longtail Alpha, where he was a PM and worked closely with Vineer Bhansali. In this episode, Ken gets into optimizing trade structure, how to analyze market internal dynamics as well as talk about how he found his best trades / hedges right before the financial crisis in the Japanese Yen options market, and more!

Mercer is the world's largest outsourced asset manager with about $300B in AUM and $15T in AUA. I had the opportunity to speak with Mercer Canada's CIO, Rachel Volynsky, to discuss what asset managers are up to, where she sees inflation going, how she's thinking about allocating in this environment, and much more!

Shailesh Gupta is a portfolio manager and head of trading at Simplify Asset Management. Here he discusses the profile of short vol strategies, how to size positions as an "alt equity" exposure, as well as why strategies like XIV blew up and much more! Check out the video for charts as well!

Hugh Hendry is a financier and was the founder and manager of Eclectica Asset Management, a former global macro hedge fund. Here he shares his views on inflation, the Fed, multipolar world theory, as well as some ideas around finding trade ideas from the "inside". You can get his hats and other merch here - https://pixel-gallery.co.uk/collections/acid-capitalist-trucker-hats

Marko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Here he discusses the various aspects of his geopolitical analysis framework, how the idea of the Buenos Aires consensus has evolved, as well as what the Chinese government will do on the CCP meeting, and much more! You can get his book here: https://www.amazon.ca/Geopolitical-Alpha-Investment-Framework-Predicting/dp/1119740215

Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky and serves as CEO. GaveKal started as a research firm and evolved in 2005 to include fund management and data analysis services. Here Louis discusses China, inflation, the European energy crisis and much more!

Richard Howe is the founder of Stock Spinoff Investing. Prior to this, he was at Citi Private Wealth where he worked as a Senior Vice President, and was an Equity Research Associate at Eaton Vance. Here he discusses how he discusses Stock Spinoffs, special situations, as well as some of his past investments and ideas he's watching right now! You can find his blog here: https://stockspinoffinvesting.com/

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

Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics driving the oil market since the pandemic, where the shortages are, what supply vs demand is looking like at the moment, how to analyze futures curves and more!

Lyn Alden has been performing investment research for over fifteen years in various public and private capacities and founded Lyn Alden Investment Strategy in 2016. In this episode she discusses economic growth, the Fed, as well as an update on her energy positions and where she's looking to allocate capital.

Rising star in the macro world, Srivatsan Prakash, joins Alfonso Peccatiello, to argue that the risk of a recession is elevated. Prakash looks at indicators such as the copper-to-gold ratio and the inversion of the yield curve to make the case that a prolonged economic slowdown might be in the cards. Alf and Sri discuss China, Canadian housing, why bonds might be an attractive way for investors to hedge for this recession risk. Sri is the host of the Market Champions podcast and an intern at Simplify Asset Management. Follow Srivatsan Prakash on Twitter https://twitter.com/SrivatsPrakash Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- DAS Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ - Use code NYC250 to get $250 off tickets (Only available this week!) -- Timestamps: (00:00) Introduction (01:07) Are We Headed For A Recession? (08:49) Yield Curve Inversion Is Harbinger Of Recession (12:50) Copper-To-Gold Ratio (17:28) What's Going On In China? (23:53) Canadian Real Estate Market -- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Devin Crane is co-founder and CEO of Breaking Equity Strategies. Breaking Equity brings a two-sided platform to build, buy and sell automated strategies. Here Devin discusses how to create individual ETFs, how Breaking Equity can help traders incoroporate AI into their daily trading and more!

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.

Paul has over 25 years' experience as an economic and political strategist. He founded View from the Peak in 2011, seeing a need for a truly global, multi-asset class research platform that focuses on the interactions between public policy, economic trends, technology, and geopolitics. View from the Peak takes its name from Victoria Peak, the highest point on Hong Kong Island and the firm aims to look at the world from a 360-degree view with an Asian perspective. Prior to that he traded under trading legends like Bruce Kovner and Louis Bacon!

Andy Fately is an FX trader, and writes the fxpoet blog! Here he discusses what it was like back in the 1980s and 1990s ("heyday of Wall Street"), shares some fun trading stories, and also shares his views on where he thinks markets are headed next!

Brent is the founder of Santiago Capital, and well known for his ideas around the Dollar Milkshake Theory. Here he discusses Japan, emerging markets, what the Fed is up to, and more, as well as an update on the Dollar Milkshake and where he sees the USD going from here!

Brian Romanchuk is a consultant, author and blogger, and writes at bondeconomics.com where he writes about central banks, monetary policy, bonds and more! In this interview he discusses how central banks really function, what the Fed is doing by hiking rates, what most people get wrong about MMT and more!

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!

Tom Roderick is a portfolio manager at Trium Capital. Before that, he was partner at Eclectica Asset Management and he talks about how he went from theoretical physics to finance, his thoughts on the lockdowns+yuan, inflation and his 3 "D" framework, and much more!

Russell Clark was the founder and manager of Russell Clark Investments, and now writes at russell-clark.com. Here he discusses how minimum wage laws have changed over time, how he's thinking about China and more!

Brent Donnelly is President at Spectra Markets and writes am/FX - a daily newsletter dedicated to currency markets. Here he discusses his views on the macroeconomy, how he's thinking about the Fed as well as how he thinks through changing regimes as they relate to rate differentials and more!

Shrubbery Capital is presently the CIO and founder of a hedge fun - here he discusses the bullish case for commodities, stagflation, and how cash serves as a hedge in what he considers to be a dangerous market for investors!

Josh Wolfe is the co-founder of Lux Capital, a $4B venture capital firm. Here he discusses some of the biggest advances made in precision manufacturing, science, biotech, AI and how they drive the future of our world!

Andy is the former CIO of a hedge fund, and has a pedigree with some of the biggest hedge funds on Wall Street. Here he discusses the Fed and how they affect asset markets from a risk premium standpoint, what he continues to watch for, and more!

Jeff Snider is Head of Global Research at Alhambra Investments. Here he discusses analyzing the Eurodollar futures curve as a probability distribution, what different yield curves are telling us, why the Petrodollar is not a real thing and more!

John Ciampaglia has more than 25 years of investment industry experience and serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss uranium market dynamics, how the spot market for uranium really works, why the market is so opaque and more!