Category: Market Champions

Alex Gurevich is the founder and CIO of Honte Investments and formerly ran global macro at JP Morgan. Here he discusses building a macro process, sizing, where he…

Joey Politano is the author of the Apricitas blog, and in this podcast discusses the themes of transitory inflation, what is going on with manufacturing, employment as well…

Frances Coppola is one of the foremost speakers on monetary policy, lending, bitcoin, currencies and more! Here she discusses how she got into monetary economics from being an…

Michael Fritzell is a value investor based in Singapore with a focus on investing in Asian countries, like Indonesia, South Korea and Japan. Here he discusses the property…

Alfonso Peccatiello was recently the manager of a $20B bond portfolio for a European bank, and now writes the Macro Compass newsletter full time. Here he discusses QE,…

Harris Kupperman is the founder of Praetorian Capital and well known for his investments in the uranium and energy sector. Here we discuss Project Zimbabwe, uranium, energy, carbon…

Harris Kupperman is the founder of Praetorian Capital and well known for his investments in the uranium and energy sector. Here we discuss uranium, energy, carbon credits, building…

Vishaal Bhuyan started off on the NYMEX, and is the author of The Esoteric Investor, covering aging demographics, tuna markets and water – and ran a portfolio of…

Mike Taylor was formerly the MD of CriticalMass Partners, and a portfolio manager specializing in healthcare. He presently runs the not-for-profit Simplify Health Care ETF. Here he shares…

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…