
Episode 15- Bonds, bonds and bonds!
How to analyze bonds successful!
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How to analyze bonds successful!

Mirza Baig is a macro strategist at Macrohive, previously having worked on various FICC trading and strategy desks at Deutsche Bank, BNP Par...

Arjun Murti is a partner at Veriten and has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, ad...

Alf joins us again for another round of macro - and he shares what it takes to build a trading process, his thoughts on where opportuntieis...

Bob Elliott is the founder, CEO and CIO at Unlimited Funds, where he aims to provide access to hedge fund strategies for retail investors. H...

Kris Abdelmessih is an ex-Options market-maker, previously having worked for Parallax and starting his career at Susquehanna Investment Grou...

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...

Jeff Snider is the founder of Eurodollar University, a monetary economics education platform and one of the foremost experts on the global d...

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 - i...

Michael Green is Portfolio Manager and Chief Strategist at Simplify Asset Management. Here Mike discusses his views on labor markets, transi...

Adam Rodman is the founder and CIO of Segra Capital, a hedge fund presently focused on the nuclear energy industry and uranium. In this epis...

Mike Ashton is founder and principal at Enduring Investments, and is known as the inflation guy. We have a wide ranging conversation surroun...

Eric Basmajian is the founder of EPB Research and is very well-known for his work surrounding economic cycles and leading economic indicator...

Michael Howell is the founder of Crossborder Capital and has been tracking liquidity flows for decades now. Crossborder is well known for th...

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...

I had the opportunity to interview the legendary short seller Jim Chanos. Jim is the founder and president of Kynikos Associates and is very...

John Ciampaglia serves as Chief Executive Officer of Sprott Asset Management and as Senior Managing Director of Sprott Inc. Here we discuss...

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...

Julie Cane is the CEO and Managing Partner at Democracy Investments and has a 20-year long finance career that spawned after leaving the nav...

Jim Bianco is the founder and President at Bianco Research - based in Chicago, IL. Here, he discusses the various changes he sees in the eco...

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...

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 C...

Shailesh Gupta is a portfolio manager and head of trading at Simplify Asset Management. Here he discusses the profile of short vol strategie...

Hugh Hendry is a financier and was the founder and manager of Eclectica Asset Management, a former global macro hedge fund. Here he shares h...

Marko Papic is a partner and chief strategist at Clocktower Group , an alternative investment asset management firm. He leads the firm's Str...

Louis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky and serves as CEO. GaveKal started as a research...

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 Presid...

Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics d...

Lyn Alden has been performing investment research for over fifteen years in various public and private capacities and founded Lyn Alden Inve...

Devin Crane is co-founder and CEO of Breaking Equity Strategies. Breaking Equity brings a two-sided platform to build, buy and sell automate...

Mark Koyama is an Associate Professor of Economics at George Mason University's Mercatus Center, Senior Scholar . Professor Koyama got his P...

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...

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 Str...

Brent is the founder of Santiago Capital, and well known for his ideas around the Dollar Milkshake Theory. Here he discusses Japan, emerging...

Brian Romanchuk is a consultant, author and blogger, and writes at bondeconomics.com where he writes about central banks, monetary policy, b...

Ben Emons is Managing Director and Macro Strategist at Medley Global - one of the largest macro research firms in the world. Here he describ...

Tom Roderick is a portfolio manager at Trium Capital. Before that, he was partner at Eclectica Asset Management and he talks about how he we...

Russell Clark was the founder and manager of Russell Clark Investments, and now writes at russell-clark.com. Here he discusses how minimum w...

Brent Donnelly is President at Spectra Markets and writes am/FX - a daily newsletter dedicated to currency markets. Here he discusses his vi...

Shrubbery Capital is presently the CIO and founder of a hedge fun - here he discusses the bullish case for commodities, stagflation, and how...

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 ma...

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 an...

Jeff Snider is Head of Global Research at Alhambra Investments. Here he discusses analyzing the Eurodollar futures curve as a probability di...

John Ciampaglia has more than 25 years of investment industry experience and serves as Chief Executive Officer of Sprott Asset Management an...

Jim Leitner is the founder of Falcon Management, a family office based in Wyckoff, NJ. Here he talks about the long ags trade, his BRL and C...

Daniel Want is the founder and CIO of Prerequisite Capital based in Australia. Here he shares his story, his views on markets ahead and how...

Bilal Hafeez is the founder of MacroHive and formerly an FX and Rates Strategist at some of the big banks. Here he talks about how to build...

Jon Turek is the founder of JST Advisor and the publisher of the Cheap Convexity blog. Here he discusses his thoughts on the hiking cycle, w...

Michael Kao began his career on the desk of J Aron and went on to run his own relative value convertible arbitrage hedge fund - Akanthos Cap...

Alf is the author of the free macro newsletter The Macro Compass, which you can find here: https://themacrocompass.substack.com/ Here he sha...