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10 episodes with harris kupperman
6 episodes with harris kupperman
5 episodes with harris kupperman
2 episodes with harris kupperman
2 episodes with harris kupperman
2 episodes with harris kupperman
2 episodes with harris kupperman
2 episodes with harris kupperman
2 episodes with harris kupperman
On today's episode, Kyle Grieve chats with Harris Kupperman about his investing strategy based around concentrated bets on macro and events. Harris has decades of market experience and shares his thoughts on why investors have so much difficulty navigating the markets. Harris Kupperman is Praetorian Capital Management LLC's founder and chief investment officer. He focuses on inflecting trends and event-driven strategies. He's also the author of Kuppy's Korner, a widely followed investment blog. In addition to his investing work, he serves as Chairman and CEO of Mongolia Growth Group, giving him firsthand experience as an operator. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:57 - Unlocking macro investing secrets that actually work in real markets 15:58 - How Harris shifts between strategies based on market conditions 19:58 - Why cutting low-conviction positions can unlock capital for bigger winners 25:35 - The hidden advantage of focusing on absolute returns over benchmarks 28:18 How averaging up in commodity cycles can multiply your returns 31:13 - Why Harris believes many MAG-20 stocks aren't worth the hype 42:38 - Why asset-heavy businesses still hold massive value in today's economy 53:13 - Why stubbornness and patience are key to real investing success 56:54 - Hedging: A smart risk strategy or just a waste of returns? 1:01:32 - The case for moving fast when investing in inflection point businesses Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read Harris' articles here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found SimpleMining CFI Education The Bitcoin Way Unchained Netsuite Fintool Shopify Onramp Vanta TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Austin and Cody explore Europe's latest and most unconventional tax haven with Swen Lorenz. As a resident of Sark and an investor, Swen is joining forces with prominent hedge fund manager Harris Kupperman to purchase a significant portion of the island, transforming it into a tax haven and sanctuary from the chaos of the modern world. We delve into what makes Sark so unique, why Swen is fully committed to developing the island, and how you can get involved if you're interested. Chapters: 00:00 - Intro 00:43 - Welcome to the Adventure Capitalist Podcast 01:00 - Meet Our Guest: Swen Lorenz 01:10 - Swen's Background and Connection to Sark 02:49 - Diving into Sark: A Unique Investment Opportunity 09:38 - The Autonomous Nature of Sark 10:48 - Real Estate and Lifestyle on Sark 13:51 - Challenges and Opportunities in Sark 17:40 - Historical Context and Community Engagement 21:48 - Economic Potential and Comparisons 24:45 - Investment Strategy and Risks 32:27 - Complexities of Governance in Channel Islands 33:19 - Living on Sark: Challenges and Demand 34:55 - Visa and Immigration Policies 37:19 - Daily Life and Amenities on Sark 39:57 - Investment Opportunities and Regulations 49:42 - Future Vision and Population Growth 52:00 - Tourism and Economic Potential 56:51 - How to Get Involved and Visit Sark 59:48 - Conclusion and Final Thoughts Watch the episode on Youtube: https://www.youtube.com/@AdventureCapitalistMedia
We're entering the golden age of macro investing says Harris Kupperman, the founder of Praetorian Capital, but it won't be fun for everyone. As the world unravels, thanks to runaway government debt and even more inflation, it will create exceptional opportunities for strategically positioned macro investors.
This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy! -- Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. -- Follow Harris: https://twitter.com/hkuppy Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- (00:00) Introduction (01:14) Nobody's Ready For Higher Inflation (02:59) Will The Fed Cut Rates In 2024? (05:26) Gold (09:25) Oil (17:04) VanEck Ad (18:07) The Uranium Trade (30:37) Gaining Gold Exposure vs Owning The Miners (37:06) The A.I Trade & Investing In Your Circle Of Competence (39:59) Bitcoin (42:58) The Bond Market Sell-Off Can Continue -- Disclaimer: Nothing discussed on Forward Guidance 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.
On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives up a quick update on what he's watching in the markets and some of his fails and wins. Follow Kuppy on X: @HKuppy Visit: www.pracap.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
The nuclear renaissance is here - a clean, scalable source of baseload power. We've brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium! AGENDA: 0:00 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/ Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Zach and Chase sit down with Harris Kupperman, CIO of Praetorian Capital and author of Kuppy’s Korner blog at pracap.com
Harris Kupperman steps into Kev's shoes as Patrick's co-host this week. Pat and Kuppy welcome back to the show, Capitalist Exploits founder, Chris MacIntosh as this weeks guest. The guys discuss bonds, rates, economy, shippers, offshore oil and of course, Uranium. Check out Capitalist Exploits: capitalistexploits.at Glenorchy Capital: glenorchycapital.net Follow Chris on X: @capitalistexp *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
With Nick this week is Harris 'Kuppy' Kupperman, Founder & Chief Investment Officer of Praetorian Capital Fund LLC. Harris Kupperman is a renowned investment manager who specializes in leveraging changing trends to guide stock selection and Event-Driven strategies. He is the founder of Praetorian Capital Management LLC and actively shares his investment process and insights on his blog, Kuppy's Korner. He is also a contributor to www.KEDM.com, a newsletter focused on Event-Driven investing. In addition, Mr. Kupperman holds the positions of Chairman and CEO at Mongolia Growth Group (YAK: Canada and MNGGF: USA), a publicly traded company, which provides him with a unique perspective as both an operator and financier.Kuppy's book choice was The First Tycoon by T.J. StilesThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.
This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision The Saudi-led cut has drawn criticism from the Biden administration. Maggie Lake speaks with Harris Kupperman, Founder & CIO, Praetorian Capital about OPEC's surprise cut and what it says about U.S.-Saudi relations. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Harris Kupperman, Founder & CIO of Praetorian Capital joins Grizzle Media to discuss his outlook on OPEC's surprise output cut, how it will impact the markets & the Fed, and the bull thesis for oil and commodities going forward. Praetorian Capital: https://pracap.com/ Kuppy's Event Driven Monitor: https://kedm.com/ Twitter: https://twitter.com/KEDM_COM | https://twitter.com/hkuppy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
Hey guys! This week we're excited to have our friend Harris Kupperman (aka Kuppy) back on the podcast. Kuppy is a dear friend and one hell of an investor. We spend the podcast discussing the idea of patience and boredom as keys to successful investing. We also touch on Kuppy's Inflection Investing framework. Finally, we dive deep into one of Kuppy's newest equity positions: Journey Energy (JOY). Full disclosure, Kuppy owns ~2% of the company and I own shares in my retirement account. Please do your own work. None of this is investment advice. If you like what you hear, please follow Kuppy on Twitter @hkuppy. Also, check out his Event-Driven product KEDM.com. Give it a free test drive and see for yourself. You might not want to trade without it. Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, all from those who know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR daily in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
Harris “Kuppy” Kupperman, chief investment officer of Praetorian Capital, returns to Forward Guidance to explain why he doesn't think the ongoing turmoil in the regional banking system will have much effect outside on the economy or markets. He explains why he thinks the banking businesses do not make great investments. When Jack Farley asks what he does like, Kuppy's answer is simple: oil. He explains why he remains exceptionally bullish on “black gold” and also shares a stock which he has invested in: Journey Energy. Lastly, Kuppy shares his “do's and don'ts” of investing. Filmed the afternoon of March 16, 2023. Follow Harris “Kuppy” Kupperman on Twitter: https://twitter.com/hkuppy Kuppy's Event Driven Monitor (KEDM): https://kedm.com/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ Timestamps: (00:00) Intro (01:58) The Run on Silicon Valley Bank (03:49) Will Measures By Fed Treasury & FDIC Be Enough To Prevent Future Panics? (05:55) Kuppy on Bank Stocks (10:26) Are Rising Rates Good Or Bad For Banks? (15:05) Blockworks Research (16:04) Kuppy Is Very Bullish On Oil (25:34) Natural Gas (29:10) Journey Energy (31:41) How To Value Oil Companies (36:14) Hedging At Oil Companies (37:33) Permissionless (38:36) Kuppy's Shorter-Term Market Views (44:19) Kuppy's "Dont's" of Investing (49:55) KEDM ____ Disclaimer: Nothing discussed on Forward Guidance 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.
This week we welcome back Harris Kupperman for a special installment of Kuppy's corner. He gives us his macro views about what he calls “the two speed economy”, but more importantly – he shares with us a new stock that he's added to his portfolio. Help us name the new segment! www.meetyouinthemachine.com *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
My guest today is Harris Kupperman. He is the founder and CIO of Praetorian Capital, a hedge fund seeks out hysteria in every corner of the market, from bitcoin to natural gas. He is also also the Chairman and CEO of Mongolia Growth Group. His blog: adventuresincapitalism.com. The topic is Trading. In this episode of Trend Following Radio we discuss: Ponzi scheme investing Fundamental trading perspectives Crypto miners Forced mistakes Positive expectancy as an investment strategy Libertarianism Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!
My guest today is Harris Kupperman. He is the founder and CIO of Praetorian Capital, a hedge fund seeks out hysteria in every corner of the market, from bitcoin to natural gas. He is also also the Chairman and CEO of Mongolia Growth Group. His blog: adventuresincapitalism.com. The topic is Trading. In this episode of Trend Following Radio we discuss: Ponzi scheme investing Fundamental trading perspectives Crypto miners Forced mistakes Positive expectancy as an investment strategy Libertarianism Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!
In today's session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process' had begun, but the Fed will likely need to continue raising interest rates to bring inflation down further. Powell's comments sent risk assets swinging this afternoon, but overall markets remain relatively flat. Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to dissect the price action and discuss what's happening in currencies and commodities.Plus, we'll hear a clip from investor Harris Kupperman on why he thinks failing is all part of the game. Watch that entire interview here: https://rvtv.io/3I5e4EB Learn more about your ad choices. Visit podcastchoices.com/adchoices
One thing you can learn from Harris Kupperman's story is that you can never control the outside forces that impact a trade. Sometimes there's geopolitical risk or corruption involved. Sometimes there's a global pandemic. But where there's risk, there's also opportunity. Kupperman, the founder and CIO of Praetorian Capital and the author of the “Adventures in Capitalism” blog, joins Maggie Lake to discuss his approach to event-driven investing — and how he's managed to minimize risk while maximizing profit over a 20-year career — on this episode of My Life in 4 Trades. Recorded on October 28, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today we're sharing our 5 most popular episodes from 2022! We know it's hard to listen to every episode, so we have the most downloaded episodes for you right here! If you click the link in the description below, you can jump to the episode you want to listen to. Here are the top 5 in no specific order: 1. In August, we were joined by both Rob Arnott & Professor Cam Harvey to hear why they didn't expect to go down as fast as the market was pricing at the time 2. Only one person made it on the show twice this year, and that's none other than Whitney Baker! After she nailed the macro landscape back in January, we had to have Whitney back on the show to give us an update of how she sees the world today. 3. Energy prices soared in the first half of 2022, and have since cooled off. But I spoke with my man Harris Kupperman, who you may know as Kuppy, in October on why he is as bullish as he could possibly be. 4. Soon after FTX filed for bankruptcy, I spoke with famed short-seller Marc Cohodes, who talked about the red flags he saw on Sam Bankman-Fried & FTX earlier this year. 5. Back in June, I spoke with geopolitical expert Peter Zeihan on the implications of deglobalization, depopulation, and the Russia/Ukraine war Thanks to everyone for a great 2022 and we wish you and your family a healthy and happy 2023. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
This is our 200th episode and we're honoured to share it with the Host of Kuppy's Corner - Harris Kupperman. Instead of demanding market calls, we explore Harris' investment process and talk about all the things that he's learned as a trader and investor. You don't want to miss this episode. Plus, it's not all theory - Harris tells us a new short that he has not yet publicly disclosed. ⭐️Visit our merch store!!! 👉http://bit.ly/3As08At ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
Link to 4-week free trial for Kuppy's Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year's subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code. This is a deleted scene from an interview that Jack did with Porter Collins of Seawolf Capital and Harris Kupperman of Praetorian Capital, which originally aired on October 18, 2022. Link to the original interview: https://www.youtube.com/watch?v=tRiDkbNl-6g -- Follow Harris “Kuppy” Kupperman on Twitter: https://twitter.com/hkuppy Follow Porter Collins on Twitter: https://twitter.com/Seawolfcap Follow KEDM on Twitter: https://twitter.com/KEDM_COM Follow Jack Farley on Twitter: https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter: https://twitter.com/ForwardGuidance More info about Praetorian Capital can be found here: https://www.pracap.com/ -- Disclosure: KEDM is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to KEDM using discount code kedm1ref. For any questions, email info@kedm.com or jack@blockworks.co -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
Today's guest is Harris Kupperman, but you may know him as Kuppy! He's the founder and CIO of Praetorian Capital, a global micro hedge fund. In today's episode, Kuppy shares why the macro set up today leads him go be as bullish on oil as it gets. He touches on the Fed, OPEC, ESG, and how he's implementing this trade. To preview KEDM, click here ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.com/meb to skip their wait list. ----- The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Disclaimer: Past performance is not indicative of future results. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Cambria or consult with the professional advisor of their choosing. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Cambria. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Cambria or any other person. While such sources are believed to be reliable, Cambria does not assume any responsibility for the accuracy or completeness of such information. Cambria does not undertake any obligation to update the information contained herein as of any future date. All investments involve risk, including the risk of the loss of all of your invested capital. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Diversification and asset allocation do not ensure profit or guarantee against loss. Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk. Masterworks is not registered, licensed, or supervised as a broker dealer or investment adviser by the SEC, the Financial Industry Regulatory Authority (FINRA), or any other financial regulatory authority or licensed to provide any financial advice or services. Source: (2022, September 13). Wall St suffers worst sell-off since June 2020 after inflation data. Financial Times Source: (2022, September 19). Fund managers pitch ‘alts' to retail investors as institutions max out. Financial Times Source: (2022, September 30). Inflation punches Wall Street again, ending knock-down quarter. Reuters Source: (2022, June 24). State of the Art Market: An Analysis of Global Auction Sales in the First Five Months of 2022. Artnet News.
Today Jack welcomes two investors who have navigated the turbulent markets over the past two years very well: Porter Collins of Seawolf Capital and Harris “Kuppy” Kupperman of Praetorian Capital and Kuppy's Event Driven Monitor (KEDM). Kuppy explains why the Fed's job is tough and will only get tougher if the price of oil surges once again. Porter and Kuppy tell Jack why they are very bullish on oil, coal, and uranium as an energy crisis threatens to tip the world into recession, and they discuss some individual companies that each of them thinks can benefit from this strange macro environment. Link to 4-week free trial for Kuppy's Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year's subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code. -- Follow Harris “Kuppy” Kupperman on Twitter: https://twitter.com/hkuppy Follow Porter Collins on Twitter: https://twitter.com/Seawolfcap Follow KEDM on Twitter: https://twitter.com/KEDM_COM Follow Jack Farley on Twitter: https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter: https://twitter.com/ForwardGuidance More info about Praetorian Capital can be found here: https://www.pracap.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- (00:00) “KEDM promotion” (00:51) Intro (01:07) Overall Macro Thesis (11:22) Is The Fed Still Behind The Curve? (16:06) The Bull Case For Oil (22:57) The Sovereign Bond Bubble Is Bursting (30:28) "The Dollar's Strength Will Be Proven Wrong" (35:06) Shorting Stocks In This Macro Environment (40:16) Coal, Nuclear, Natural Gas, and Oil (55:51) Outlooks on Risk Assets and Earnings Season (1:02:41) A Market Crash (1:04:37) Special Info About Kuppy's Event Driven Monitor (KEDM) (1:11:19) “KEDM promotion” (1:12:16) Outro -- Disclosure: KEDM is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to KEDM using discount code kedm1ref. For any questions, email info@kedm.com Disclaimer: Nothing discussed on Forward Guidance 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.
It's time to talk about Uranium and Oil again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Exceptional Parents, Extraordinary ChallengesBeing a parent is challenging enough - parenting a child with extraordinary challenges...Listen on: Apple Podcasts Spotify
It's been a while, but Patrick and Kevin are pleased to welcome Harris Kupperman back to the show for Kuppy's corner. They talk markets and find out what Harris has been up to this summer. ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
European Central Bank President Christine Lagarde and Federal Reserve Chair Jerome Powell held competing public appearances this morning, as the ECB announced its biggest-ever interest-rate increase and the Fed doubled down on its commitment to fighting inflation. Lagarde's message was more mixed, however, with higher borrowing costs only increasing the risk of recession in Europe. “We have calls like this for people freezing to death and a sovereign debt crisis, and I'm like, ‘I think they're going to figure it out',” wrote Jared Dillian in a recent issue of The Daily DirtNap. “I'm not saying there will be a good solution, only that there will be a solution.” Jared joins Andreas Steno Larsen at the top of today's Daily Briefing for an assessment of Europe's crises. Then, Andreas welcomes Weston Nakamura to talk about central banks, the forex market, and the rising probability of Japanese yen intervention. We also hear from Josh Young about why energy is the most compelling area of the market right now and how oil and gas stocks are phenomenally mis-priced. Watch the full conversation between Josh Young and Harris Kupperman here: https://rvtv.io/3RJIoqm. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of England for a response. Meanwhile, a gauge from the European Commission showed Euro Area consumer confidence dropped to its lowest level on record. And two measures of the health of the U.S. housing market showed significant deterioration last month. Still, according to Harry Melandri, we likely haven't seen “peak inflation,” and so central banks will keep hiking rates. Melandri, an advisor at MI2 Partners, joins Real Vision's Ash Bennington to talk about how the Fed might respond to core CPI readings over the next quarter and to express his skepticism over Russia's weaponization of its natural gas. “Do they need the money more than we need the gas?” We also hear from Harris Kupperman about why the Federal Reserve is “gonna slow down” and “take a pause.” Watch Stephan Clapham's full interview with Harris here: https://rvtv.io/3O8F0Dt. Learn more about your ad choices. Visit megaphone.fm/adchoices
The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market cap, reported a 28% decline in earnings and boosted its provision for bad loans by $428 million. And jobless claims surged to a 2022 high. That's to say nothing of the multiple failures in the crypto space. Financial economist and author Frances Coppola, the self-proclaimed "Notorious Crypto Skeptic," joins Real Vision's Andreas Steno Larsen to talk about inflation, financial markets, and what happens when banks – both traditional and “shadow” – collapse. We also hear from Harris Kupperman about why “the whole world is going to change.” Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3IEtnmu. Watch the full interview with Harris Kupperman and Stephan Clapham here: https://rvtv.io/3O8F0Dt. Learn more about your ad choices. Visit megaphone.fm/adchoices
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To help Kevin along with his concussion recovery, we are giving him another week off to get some much needed rest. So Patrick is flying solo once again, but our good friend Harris Kupperman is here for his monthly segment and he will stick around for an extended Talking Charts. Get your crayons out! Wanna join Kuppy at KEDM Happy Hour in person? 👉 https://bit.ly/3uXvr2k ⭐️Visit our merch store!!! 👉https://www.markethuddlemerch.com/ ⭐️ *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
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Show from 1/28/22Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.Guest:Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group.Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/ For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/ For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/ Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha ArchitectFor more on Alpha Architect visit their website: https://alphaarchitect.com/Follow Alpha Architect on Twitter: @alphaarchitectFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.
With fund managers keen to lock in gains from a lucrative year, the “pain trade” is here, says Harris “Kuppy” Kupperman. Moreover, pie-in-the-sky technology companies are falling back to earth, threatening to bring the entire market down with them. Yet Kuppy remains bullish on risk assets because in his “Project Zimbabwe” framework wherein inflation runs rampant as central banks remain hopelessly behind the curve, going long is the way to go. Kuppy argues that oil futures are the assets that will benefit most from inflation because ESG (environmental, social, and governance) mandates will depress supply. Kuppy, the publisher of Kuppy's Event Driven Monitor (KEDM), also shares several idiosyncratic trades ranging from Uranium to paper. Kuppy and Blockworks' Jack Farley also discuss China, Robinhood, and United States Oil ETF ($USO).
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 a hedge fund, and a lot more!
In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh … Continue ReadingKuppy Takes the Wheel (guests: Kuppy & Josh Young)
As a new investor, it's easy to feel intimidated by the sheer volume of financial data that's out there... But the truth is, you can make a ton of money in the stock market, without spending hours per day researching stocks... or reading hundreds of books on different investment strategies... On this week's episode, Dan invites Harris Kupperman onto the show to explain how. Harris is the founder of Praetorian Capital, a hedge fund based in Florida with a long track record of market beating performance. He's also the Chief Adventurer at AdventuresInCapitalism.com, an investment blog uncovering unique opportunities around the world. Today, he visits to talk about his shockingly simple way of investing that has a long history of producing incredible gains... Harris says he doesn't concern himself with interest rates... He doesn't care where the next 50 BPS on the 10-year treasury yield is going... Or what the Forex rate is going to be... Instead, he looks for microtrends that are happening in society – ones that are obvious once you spot them – and then he identifies the safest, highest upside way to play them. And he's not going for 20% or 50% gains... Harris is looking for stocks with the potential to go up 5x to 10x higher... During the interview, Harris shares two stocks with Dan that he's identified that are poised to grow rapidly, thanks to some of these microtrends happening today. When he explains the microtrends, and the stock that are positioned to benefit, you'll be surprised that these stories aren't front page news...
As a new investor, it's easy to feel intimidated by the sheer volume of financial data that's out there... But the truth is, you can make a ton of money in the stock market, without spending hours per day researching stocks... or reading hundreds of books on different investment strategies... On this week's episode, Dan invites Harris Kupperman onto the show to explain how. Harris is the founder of Praetorian Capital, a hedge fund based in Florida with a long track record of market beating performance. He's also the Chief Adventurer at AdventuresInCapitalism.com, an investment blog uncovering unique opportunities around the world. Today, he visits to talk about his shockingly simple way of investing that has a long history of producing incredible gains... Harris says he doesn't concern himself with interest rates... He doesn't care where the next 50 BPS on the 10-year treasury yield is going... Or what the Forex rate is going to be... Instead, he looks for microtrends that are happening in society – ones that are obvious once you spot them – and then he identifies the safest, highest upside way to play them. And he's not going for 20% or 50% gains... Harris is looking for stocks with the potential to go up 5x to 10x higher... During the interview, Harris shares two stocks with Dan that he's identified that are poised to grow rapidly, thanks to some of these microtrends happening today. When he explains the microtrends, and the stock that are positioned to benefit, you'll be surprised that these stories aren't front page news...
In the 4th episode of Generational Arbitrage, Tyler Neville speaks with Harris Kupperman (aka Kuppy), CIO of Praetorian Capital and author of KEDM, an event-driven subscription service. Kuppy runs an absolute return hedge fund that concentrates on longer term asymmetric opportunities. His performance absolutely crushes his risk-averse institutional competitors. Kuppy reveals how the macro backdrop and misaligned institutional incentives unlock all sorts of opportunities for funds willing to take risk. --- Get unparalleled access to the greatest minds in macro at Blockworks' three day, executive summit in Bretton Woods. August 11 - 13. Apply to attend today. https://blockworks.co/brettonwoods/arbitrage --- Generational Arbitrage is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, visit http://blockworks.co/podcasts.
Harris Kupperman, also known as "Kuppy" is the manager of Praetorian Capital. Here he discusses his views on Oil Tankers, his position in St Joe's, the future of newspapers, his overall investment process and much more!
Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Kuppy’s Event Driven Monitor (KEDM) such as investing in post-bankruptcy stocks and IPO unlocks ($AFRM), what is like managing an event-driven portfolio and at the end of the episode, he answered some of the questions from the Twitter community! This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a job board exclusively for finance jobs. If you or someone you know is looking for a job in finance, check out BullpenCareers.com today! Here is the time stamp: [0:00] Intro [1:30] What is the IPO Unlocks Arbitrage Trade. [5:40] IPO Unlocks: $AFRM [11:00] Kuppy’s Event Driven Monitor (KEDM) [16:00] Event Driven Strategies: Post-Bankruptcy [23:00] Managing an Event Driven Portfolios [33:00] $POWW [35:00] Bitcoin [43:00] Michael Burry’s Portfolio [46:00] Tankers Bull Thesis ($STNG) [50:00] Inflection Point Investing [52:00] Twitter Q&A [52:00] How to use the KEDM as a noob investor? [54:00] Uranium Equities? [1:00:00] Playboy [1:03:00] Why is $JOE not moving? [1:04:00] Kuppy’s Future If you liked what you heard and want to learn more about Kuppy, follow him on Twitter here. You can also check out his website AdventuresInCapitalism.com, and for qualified investors, his fund Praetorian Capital.
Summary In this episode of The Intelligent Investing Podcast, I sit down with Harris Kupperman (also known as Kuppy). Kupperman is the Chairman and CEO of publicly-traded Mongolia Growth Group (YAK: Canada and MNGGF: USA). Kupperman is also the founder of Praetorian Capital and writer of one of my favorite investment blogs, Adventures In Capitalism. You can also watch this episode on YouTube. On this episode we discuss St. Joe Company (JOE) and Cornerstone Building Brands (CNR) See Blog Posts Below: It's Joe Time Playing The Housing Recovery We also discuss Inflection Investing and the Tortoise Acquisition Arb deal in which Hyliion is getting acquired by Tortoise Acquisition (SHLL – USA) Get In Touch With Kuppy Blog Twitter Praetorian Capital HELP OUT THE PODCAST If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube CONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
On this week's podcast, Extreme Value Editor Dan Ferris dissects the headlines after Tesla's monstrous run past $550 a share. Also, Dan explains how in this era of “unbridled optimism,” investors have to get other things right too. Our guest, Harris Kupperman, founder of Praetorian Capital outlines his criteria for finding stocks that can go up 3x-5x in the next few years.
In episode #22, Patrick Ceresna and Kevin Muir welcome Harris Kupperman to talk about some of his favourite stock ideas and to share a great Tales from the Trading Desk. Fast forward to: 04:21 Harris Kupperman on Shipping 30:00 Tales from the Trading Desk 34:34 Talking Options 47:53 This Week in Market History 55:35 WTF Clip of the Week 1:03:51 Review Last Week’s Top 5 1:17:45 Top 5 Things to Watch 1:40:32 Parting Wisdom 1:45:50 Extended Interview Harris … Continue Reading >It went to Money Heaven (guest: Harris Kupperman)
Harris Kupperman (Kuppy) manages Praetorian Capital, a florida-based hedge fund. In this episode of the Big Question Podcast, Harris and I talk about how he traded Brexit and how you can still profit from the Brexit fallout. I also picked his brains on emerging markets and on asset he thinks is "gold on acid". And Harris shared with me a strategy he's been continuously using to trade crisis events. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
Harris Kupperman is the CEO of Mongolia Growth Group, the only institutional property management platform in Mongolia. In this episode of the Seraph Podcast, Harris discusses the recent developments in Mongolia that indicate that the end of the Rio Tinto/Mongolian government dispute might be resolved soon. He also dives into what that would mean for the local economy and the local real estate market. Music credit: "Desert City" Kevin MacLeod (incompetech.com)
Norm Blumenthal an attorney for workers and consumers Harris Kupperman Mongolioa Growth Group founder, former CEO and now the newly appointed Executive Chairman. Mongolia Growth Group Ltd. is a publicly traded and leading property investment and development company in Ulaanbaatar, Mongolia. MGG owns an extensive property portfolio, in diversified segments of the property market, with an emphasis on institutional-grade commercial assets Sarantos releasing his long-awaited and eagerly anticipated 1st solo artist music album on November 18th2014. Sarantos' music has received rave reviews so far and he relishes this chance to pursue his life long dream. Sarantos unique sound has been best described by industry insiders as "an emotionally powerful vocal style masterfully united with music that is a fusion of classic 80s rock blended with modern soft rock and pop music David Gonzalez founder of The Internet Marketing Party(TM) and Simply The Coolest Joint Venture Agency, is a consummate super-connector, who loves helping people find what they need. One of his clients refers to him as the best Relationship Capitalist he's ever met. He's developed relationships with many of the most successful and interesting entrepreneurs around all by being cool
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