Podcasts about kuppy

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

This week Kevin and Patrick welcome back to the show, Vincent DeLuard from Stone X. They discuss the French election and reveals his two best trades to take advantage of the recent political volatility. Then we have a surprise second guest, with a return of Kuppy's corner that you don't want to miss. Follow Vincent on X: @VincentDeluard Follow Kuppy on X: @HKuppy *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Subscribe to Patrick's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 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/

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. 

“But I'm buying stuff where, revenue's growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying, you know, growth momentum names. I'm buying them before anyone else realizes that they're growth momentum names...they're still valued like uh, value stocks. If you look at this sort of stuff we're doing, we call it--, I call it inflection investing for lack of a better word, but they tend to be industries that have destroyed a lot of capital that have bored people to death, that give people PTSD.” -Kuppy, Praetorian Capital --Kuppy has been a great friend to Chase since he started PMR. This week they discuss position sizing, what inflection investing really means, how to spot the convergence of cyclical and secular tailwinds, and most importantly, how getting away from the markets allows you to express your trades more effectively. Kuppy's approach to investing is bold, well researched, and decisive. We also discussed how he decided to stop missing stuff with the inception of Kuppy's Event Driven Monitor (KEDM). --Timestamps:(00:00) - Intro(01:46) – Kuppy is a value investor that makes money(02:58) – Charity of Choice: Sugar Pine Foundation(04:09) – Roman History isn't a real major (06:03) – Inflection investing is momentum investing with a value overlay (09:28) – Middleman companies provide the best value?(09:46) – Cyclical sectors with secular change(12:02) – Find ways to be out of the office(12:46) – Kuppy makes the chart (12:55) – Fundamental Momentum(13:42) – Exit criteria: When something better comes along(15:40) – Sizing of trades: There's not enough good ideas to trade small positions(19:54) – Get away from granularity unless it's earnings season(24:42) – Massive events still take weeks to figure out (26:25) – Surfing – no phones allowed(28:20) – Good food and good weather for good living(29:13) – Being wrong isn't personal. Get out before you change your mind (31:39) – Between Two Pines (35:21) – Sidestep the politics and sales pitches of corporate management leadership(40:45) – KEDM – Kuppy got tired of missing stuff(46:16) – Tomorrow's Gold by Marc Faber & Reminiscences of a Stock Operator by Edwin Lefèvre and Roger Lowenstein(47:00) – Sleepwalking into YCC(48:04) – Kuppy reaches out the finance circle for “smell tests”(49:23) – Luck in trades because of long timeline horizons(51:46) – Plugs --This Episode's Charity:The Sugar Pine Foundation began in 2004.They are dedicated to restoring sugar pines in the Lake Tahoe National Forest in California. Donate here: https://sugarpinefoundation.org/get-involved/donate --Referenced in the Show:Kuppy's Book Recommendations: Tomorrow's Gold by Marc Faber &Reminiscences of a Stock Operator by Edwin Lefèvre and Roger Lowenstein --Guest Plugs:Kuppy's X : https://twitter.com/hkuppy Praetorian Capital : https://pracap.com/ Kuppy's Event Driven Monitor (KEDM) :

This week Kevin and Patrick welcome Paulo Macro to the show. Kevin's and Paulo discuss about why this cycle is different, which commodities have fundamentals improving under the covers, and how he is playing this new era. Then we have a special double header with our good friend Kuppy to announce a new stock that he has previously never mentioned! Follow Paulo on X: @PauloMacro Subscribe to Paulo's Substack: substack.com/@paulomacro *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/

Recibe el podcast completo en tu correo: https://nofinancieros.substack.com/p/que-le-dice-bitcoin-a-la-fed-segun Ver el video: https://youtu.be/NEAVPP32yMg ▶ Web: https://www.nofinancieros.com/ ▶ Club: https://www.clubnofinancieros.com/ ▶ Newsletter: https://nofinancieros.substack.com/ ▶ Twitter: https://twitter.com/nofinancieros ▶ Youtube: https://www.youtube.com/@nofinancieros Camisetas en: https://nofinancieros.myshopify.com/

Recibe el podcast completo en tu correo: https://nofinancieros.substack.com/p/que-le-dice-bitcoin-a-la-fed-segunVer el video: https://youtu.be/NEAVPP32yMg▶ Web: https://www.nofinancieros.com/▶ Club: https://www.clubnofinancieros.com/▶ Newsletter: https://nofinancieros.substack.com/▶ Twitter: https://twitter.com/nofinancieros▶ Youtube: https://www.youtube.com/@nofinancierosCamisetas en: https://nofinancieros.myshopify.com/

This week Patrick, Kevin & Kuppy welcome Trahan Strategist, Brian Nick. Kev and Brian have an interesting discussion about how the market is giving up on the idea that higher rates will cause an economic slowdown and how Brian's research is showing that it’s likely to happen. Check Out Trahan Macro Research: trahanmacroresearch.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/

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy's Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His uranium trade idea over the past few. years is not any different. We talk about the fundamentals behind the spot price move in uranium, if the sentiment behind the move is too frothy, and why he thinks the end move will be much higher than where we are now, but with load of volatility in between.

Cada trimestre JP Morgan publica una guía pormenorizada de los mercados y tenemos la suerte que Edgar nos los analice uno a uno. Pero tenemos mucho más. Empezamos repasando la actualidad de la semana hablando de China (Baba y JD), de la fusión de Spirit y JetBlue y de la cartera del que para Antonio es su inversor favorito, Kuppy. Che también nos da su opinión sobre el discurso de Milei en Davos, abordando el mismo desde un punto de vista económico. Recuerda que tenemos MATRÍCULA ABIERTA en 2 de nuestros cursos: BUNDLE de Análisis de Estados Financieros y Valoración y Modelización de empresas. https://locosdewallstreet.com/producto/programa-de-especializacion-en-analisis-financiero-valoracion-y-modelizacion-de-empresas-004/ Curso de Inversión en Shipping https://locosdewallstreet.com/producto/curso-de-inversion-en-shipping-2024-003/ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/y6pVwHYFf9 Telegram: https://t.me/+Sbartxtu6rHwC9EJ ¿TE GUSTARÍA ESCUCHARNOS EN CUALQUIER LUGAR? Ivoox: https://www.ivoox.com/podcast-locos-wall-street_sq_f11368192_1.html Spotify: https://open.spotify.com/show/6kWkLnitQPqp5YfP5SE9p2?si=8637165e46d24f8e Apple Podcasts: https://podcasts.apple.com/podcast/id1587942949?ign-itscg=30200&ign-itsct=lt_p SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio)

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/

Today's returning guests are Gavekal co-founder Louis-Vincent Gave and Praetorian Capital Management founder, Harris “Kuppy” Kupperman.  In today's episode, we start by covering the macro landscape and then dive in on some key themes Louis and Kuppy are focused on. We talk about emerging markets, the energy transition's impact on commodities like oil and uranium, and stealth bull markets in places like Japan and India. We also touch on the Mag7, Argentina, Turkey, and even aviation sub-assembly – a first for the podcast.  ----- 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 ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only) Sponsor: 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. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- 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!   Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach has a market update and a discussion with Kuppy. Sign up for Zach's Live Webinar Thursday November 16th at 3pm PST. Register now at KnowYourRiskRadio.com. 

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/

In this week's episode of Stansberry Investor Hour, Dan and Corey welcome Harris "Kuppy" Kupperman back to the show. But first, Dan and Corey discuss the surprising employment numbers that exceeded expectations and fueled speculation about further interest-rate hikes. They also cover the turbulence in the bond market and the significance of the yield curve finally correcting after more than 18 months of inversion. (00:41) Next, Kuppy joins the show to express his skepticism about the widespread belief that the world can revert to "normalcy," that interest rates will decline, and that another bull market will kick off. Instead, he explains why he thinks there will be significant changes in the next couple of years while "everyone's playing the old playbook." (20:22) Kuppy also gives his take on the overall economy, addressing sectors with inflationary correlations. He describes his outlook on inflation as a series of sine waves, with periodic fluctuations of heating up or cooling down. However, he focuses on the overarching trend of upward inflation and predicts that it will surpass previous highs in the coming years. (31:24) ➡️ Watch Here

In this week's episode of Stansberry Investor Hour, Dan and Corey welcome Harris "Kuppy" Kupperman back to the show. But first, Dan and Corey discuss the surprising employment numbers that exceeded expectations and fueled speculation about further interest-rate hikes. They also cover the turbulence in the bond market and the significance of the yield curve finally correcting after more than 18 months of inversion. (00:41) Next, Kuppy joins the show to express his skepticism about the widespread belief that the world can revert to "normalcy," that interest rates will decline, and that another bull market will kick off. Instead, he explains why he thinks there will be significant changes in the next couple of years while "everyone's playing the old playbook." (20:22) Kuppy also gives his take on the overall economy, addressing sectors with inflationary correlations. He describes his outlook on inflation as a series of sine waves, with periodic fluctuations of heating up or cooling down. However, he focuses on the overarching trend of upward inflation and predicts that it will surpass previous highs in the coming years. (31:24) ➡️ Watch Here

This week on the Huddle +, Kevin welcomes back fan favourite Harris “Kuppy” Kupperman. They discuss all things uranium, from where the trade started, what’s happening now and what other trades Kuppy has his eye on. Visit Praetorian Capital: https://pracap.com Follow Kuppy on X: @HKuppy *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/

¿Qué es el WORKING CAPITAL? Seguro que analizando empresas o escuchando tesis de acciones te has enfrentado a la necesidad de saber qué es el Working Capital. En este sanedrín Edgar te lo cuenta. Pero no se queda ahí la cosa, hemos visto muchas más cosas, sobre todo ACTUALIDAD SEMANAL. 4º EDICIÓN EXPERTO EN OPCIONES https://locosdewallstreet.com/opciones-financieras/ PLAZAS LIMITADAS 00:00 Introducción 04:01 El Gran Corto de Kuppy. Bullish con el Uranium 10:23 Rendimientos en los últimos 5 años de los Fondos Value Hispanos (Cobas, AZ, Horos, Magallanes, Bestinver, Numantia, Metavalor, TrueValue, Valentum) 16:10 Resultados de Inditex 21:57 Concentración 10 mayores empresas del SP 500 25:05 Presentación Iphone 15 de Apple y su impacto en la cotización 28:56 15 años de Lehman Brothers 32:10 CEO de Nvidia sigue vendiendo acciones 34:24 BCE sube los tipos de interés al 4.50% 42:06 Beneficios operativos de las empresas con subida de tipos 44:38 4ª edición curso Opciones 49:42 Rincón de LWS 57:44 Working Capital desde 0 1:17:10 7 preguntas rápidas a Edgar ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/y6pVwHYFf9 Telegram: https://t.me/joinchat/0MhWHiW4EQgzZDY0 ¿TE GUSTARÍA ESCUCHARNOS EN CUALQUIER LUGAR? Ivoox: https://www.ivoox.com/podcast-locos-wall-street_sq_f11368192_1.html Spotify: https://open.spotify.com/show/6kWkLnitQPqp5YfP5SE9p2?si=8637165e46d24f8e Apple Podcasts: https://podcasts.apple.com/podcast/id1587942949?ign-itscg=30200&ign-itsct=lt_p SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ✅ Youtube ➡️https://www.youtube.com/c/LoslocosdeWallStreet?sub_confirmation=1 ✅ Discord ➡️ https://discord.gg/y6pVwHYFf9 ✅ WEB ➡️ https://locosdewallstreet.com ✅ Twitch ➡️ https://www.twitch.tv/locosdewallstreet ✅ Twitter ➡️ https://twitter.com/LocosWallStreet @LocosWallStreet ✅ Telegram ➡️ https://t.me/joinchat/0MhWHiW4EQgzZDY0 ✅ Instagram ➡️ https://www.instagram.com/locosdewall... ✅ Linkedin ➡️ https://linkedin.com/company/82410497 ✅ Facebook ➡️ https://www.facebook.com/loslocosdewallstreet/ ✅ Tiktok ➡️ https://www.tiktok.com/@locoswallstreet ✅ Ivoox ➡️ https://www.ivoox.com/podcast-locos-wall-street_sq_f11368192_1.html ✅ Spotify ➡️ https://open.spotify.com/show/6kWkLnitQPqp5YfP5SE9p2?si=8637165e46d24f8e ✅ Apple Podcasts ➡️https://podcasts.apple.com/podcast/id1587942949?ign-itscg=30200&ign-itsct=lt_p FÓRMATE con LWS en: CURSO DE VALORACIÓN Y MODELIZACIÓN DE EMPRESAS ➡️ https://locosdewallstreet.com/producto/modelizacion-de-empresas/ CURSO DE ANÁLISIS DE ESTADOS FINANCIEROS ➡️ https://locosdewallstreet.com/producto/analisis-de-estados-financieros/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") ⛏️CURSO DE INVERSIÓN EN MATERIAS PRIMAS Y ENERGÍA ➡️ https://locosdewallstreet.com/producto/inversion-en-materias-primas/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") CURSO DE INVERTIR CON OPCIONES FINANCIERAS ➡️ https://locosdewallstreet.com/producto/opciones-financieras/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") INTRODUCCIÓN A LA INVERSIÓN EN SHIPPING ⬇️ https://locosdewallstreet.com/product... ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") Locos de Wall Street. Locos por la EDUCACIÓN FINANCIERA #bolsadevalores #bolsa #inversión #finanzas #dinero #mercadosfinancieros #valueinvesting #bolsadevalores #estrategiasfinancieras #EstabilidadFinanciera #inversioninteligente #ganardineroenbolsa #exitofinanciero #EstrategiasDeInversión #PlanificaciónFinanciera #Invertirenbolsa #FinanzasPersonales #Jubilación #Inversiones #Ahorro #EducaciónFinanciera #Finanzas

I säsongens andra avsnitt fortsätter vi att prata kapitalcykler och spanar denna gång in bl.a. biografmarknaden som just nu befinner sig i en intressant del av just kapitalcykeln.Dessutom blir det ett rejält svep om Fabians älskade drillers och så klart lite inflation på det också! ----Tidsstämplar:01:30 Inflation06:40 $AMC08:20 Kapitalcykler, AI, $NVDA och ARM13:50 Biografmarknaden och Cinemark $CNK27:40 Uppdatering om oljemarknaden37:00 Transocean $RIG40:18 Valaris $VAL44:50 Borr Drilling $BORR49:00 ort om Dolphin $DDRIL, $DO, $SHLF, NE och $SDRLBoken som nämns: Capital ReturnsTwittrare som nämns: Kuppy----Är du aktieintresserad? Ladda ned appen Eucaps på https://eucaps.com/ -----Twitter: https://twitter.com/marketmakerspod Kontakt: podcast@marketmakers.se Hemsida: https://www.marketmakers.se/ Niklas och Fabian finns förstås också på Twitter:https://twitter.com/alden_niklas https://twitter.com/franzen_fabian Hosted on Acast. See acast.com/privacy for more information.

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.

In this episode of MH+, Patrick welcomes fan-favourite Kuppy to the show to talk Uranium, Argentina and his new farming adventures. *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/

Zach is joined again by Harris Kuppy, Chief adventurer at AdventuresInCapitalism.com See omnystudio.com/listener for privacy information.

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/

A PE Bro and a Hedge Fund Dude chat investing and the upcoming super cycles in uranium and oil. 

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! 

Explore your CI Futures options: http://completeintel.com/inflationbusterHarris Kupperman, popularly known as "Kuppy" on Twitter, is pretty bullish on Oil. We had a show full of oil bulls last week, which you can watch here:  https://youtu.be/m4riWW-tkIU  What does he see that would bring crude to $300? He helps us understand the thesis around that.Also, Kuppy had been bullish on housing. He goes a little bit into what he's thinking about the market right now.Kuroda changed policy a bit and markets reacted with a stronger yen. Is this a real policy change or is he just preparing markets for a new BOJ chair in April? Brent Johnson of Santiago Capital explains Japan's "normalization." Also, what does Brent see that everyone else is missing on the Dollar right now?Tracy posted a really interesting chart about the crash in household savings in the US. This is following a couple of years with MASSIVE government handouts to keep people and companies solvent through Covid. How this will affect oil demand, considering that travel has been up with retail sales down? How elastic or inelastic is oil demand? Tracy shares her thoughts on this.Key themes1. $300 crude & (still?) bullish housing2. Japan's “normalization”3. Recession & oil demand elasticity--------------------------------------------------------------------------------------------This is the 47th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdKuppy: https://twitter.com/hkuppyBrent: https://twitter.com/SantiagoAuFundTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/-n7xWVVcXyc

Harris “Kuppy” Kupperman, the founder and chief investment officer of Praetorian Capital and the author of the “Adventures in Capitalism” blog, has been investing for more than two decades. You don't survive that long in financial markets without accruing some success. Kuppy joins Maggie Lake to discuss his approach to trend-following and event-driven investing, with illustrations from the early days of COVID-19 about minimizing risk and maximizing profit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Harris “Kuppy” Kupperman, the founder and chief investment officer of Praetorian Capital and the author of the “Adventures in Capitalism” blog, has been investing for more than two decades. You don't survive that long in financial markets without accruing some success. Kuppy joins Maggie Lake to discuss his approach to trend-following and event-driven investing, with illustrations from the early days of COVID-19 about minimizing risk and maximizing profit. Learn more about your ad choices. Visit megaphone.fm/adchoices

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/

LOS FINPICKS LM 🙈 No hay pod. Sí avances Un variado de novedades del proyecto. El lunes no hubo pódcast como tal, la falta no se debe al festivo de Todos los Santos, pero me viene perfecto. Aprovecho para comentar cosas de nofinancieros, ya que estamos en el ecuador de esta primera parte. MX 🙉 Inflación y Propaganda Los discursos de la inflación: Timiraos, Lagarde y AOC. Los escenarios del SP según Bloomberg para la subida de tipos de este mes. La intervención en el yen y la victoría de Lula. 🔎 ✍️: Inflación y Propaganda. Link. XJ 🙊 La Burbuja Tecnológica El apodo de sector ponzi de Kuppy es acertado. Los resultados de Meta, Amazon y Apple. Las cotizaciones de Meta y Amazon. El cambio de coches autónomos a asistidos. 5. Kiyosaki. 🔎 ✍️: La burbuja tecnológica. Link. JV 🐵 Musk para Todo Crazy Cathie no se pierde una, está en Twitter. Subida de tipos y decepción que nadie quería ver. Mas despidos en el sector tecnológico. 🔎 ✍️: Musk para todo. Link. Otros enlaces de escucha en: https://finpickstonks.carrd.co/ Más en: https://nofinancieros.com/ ¿Te ha molado el podcast? Invítate a algo, ¿no? ;) https://ko-fi.com/nofinancieros Otros enlaces de escucha en: https://finpickstonks.carrd.co/ Más en: https://nofinancieros.com/ ¿Te ha molado el podcast? Invítate a algo, ¿no? ;) https://ko-fi.com/nofinancieros

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 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/

Justin discusses the very bullish elements of today's Q2 Conference Call with Cameco. Kuppy's brilliant thread: https://twitter.com/hkuppy/status/1552295308423442432?s=20&t=lH7sJNsJg5AVAbEvu2FjnQ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

In this episode, Patrick and Kevin welcome Carter Worth to the show. Carter tells us about his methodology for analyzing markets, how he is worried about the coming fallow period, and why gold is something that all investors should consider. Then Kuppy is finally back for Kuppy's Corner. Download Carter's charts 📈📉 https://bit.ly/3nDRasR ⭐️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/

In this episode, Kevin takes a much needed day off and Patrick takes the wheel. Patrick welcomes Money Talks' Michael Campbell to the show to talk inflation, commodities and more. Then Kuppy is back for his usual monthly segment then sticks around to share a box of crayons with the Lord of Crayons. Join Patrick on Sunday May 22nd at 11am ET for a Free LIVE webinar! 👉 https://bit.ly/3FYN4nL Market Huddle Piss Up! is finally happening on Wednesday June 1st at The Bottom Line (22 Front St. W in Toronto) at 4:30pm - Hope to see you all there! 🍻 ⭐️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/

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/

Join Patrick Ceresna and Kevin muir for this week's special Kuppy's Corner. Harris is on fire and you don't want to miss this one. They talk commodity financial contagion risk, PE companies stealing his picks, and we get an update on Uranium. Also, Rob Koyfman joins to share a special message. Donate to Rob's fundraiser 👉 https://bit.ly/3hYtWeb Or visit our merch store: www.markethuddlemerch.com **all proceeds from our merch sales from March 11th - April 11th will be donated to Rob's fundraiser** *Got questions for Kevin and Patrick? Submit your questions to: 📩nostupidquestions@markethuddle.com

IN THIS EPISODE, YOU'LL LEARN:01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today's markets. 05:05 - The forecast for oil, which is a number that might surprise you. 05:57 - The driving factors behind oil's price movement.23:27 - His massive trade on Bitcoin and how he compares it to gold.24:32 - His biggest current position is in Uranium.31:17 - The pivot away from real estate for Mongolia Growth Group.37:56 - Potentially undervalued stocks in US real estate.And a whole lot more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Kuppy's Blog.Praetorian Capital's Website.KEDM's Website.Kuppy's Twitter.Trey Lockerbie's Twitter.Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.New to the show? Check out our We Study Billionaires Starter Packs.Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Have a business checking that's built for you, will go the distance with you, and admires your brave – Novo. The Investor's Podcast Network listeners get access to over $5,000 in perks and discountsLet TurboTax Live Experts help you however you need, and if you need an extra hand, hand your taxes off to them and they'll do it all for you!Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Send, spend and receive money around the world easily with Wise.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable.Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! 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!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Listener favorite Harris “Kuppy” Kupperman, chief investment officer at Praetorian Capital and author of Kuppy's Event Driven Monitor (KEDM), is back on the show today.  We kick it off with a discussion of the economic sanctions placed on Russia. Are they enough, and what about the risks to global businesses? Kuppy explains why the situation could lead to Lehman Brothers-scale bankruptcies outside of Russia. [2:30]  One beneficiary of the market uncertainty is oil. Listen as Kuppy breaks down why today's high prices are only the beginning… [7:40] Uranium continues to move higher as governments look to replace “dirty energy” like coal and oil. Kuppy shares what investors should pay attention to beyond the price of uranium… how he's investing in the sector… and the most contrarian trade in today's market. [16:00] Finally, Kuppy's newsletter, KEDM, is a great idea generator. He gives us the background story on how it got started… and who his research helps. [26:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

In this episode, Patrick Ceresna and Kevin Muir welcome ‘Huddle favourite, Lyn Alden back to the show. They have a … Continue ReadingCoiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)

This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The … Continue ReadingThe Trades of March 2020 (guests: Alex Gurevich, Kuppy & Mark Moss)

Kuppy comes on the show to discuss his recent activism at LEE and why he thinks the stock is dramatically undervalued.My notes on LEE: https://twitter.com/AndrewRangeley/st...Kuppy's LEE thesis: https://adventuresincapitalism.com/20...KEDM: https://www.kedm.com/what-is-kedm/Chapters0:00 Intro2:00 LEE Overview7:55 Why does Kuppy think Alden's LEE offer is so undervalued?12:35 Why does small town, local news offer a moat?17:30 Is LEE's digital growth real or is it just small base effect?20:20 Can the LEE team execute the growth / digital opportunity?30:15 Why did Berkshire sell their newspaper to LEE if the growth is so attractive?35:40 Is TownNews a hidden gem?40:00 What other levers can LEE pull to juice growth?42:15 Online gambling upside for newspapers44:30 Valuing LEE"s digital side51:20 Why are papers like Tribune selling if the outlook for digital is so good?53:35 Closing thoughts

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).

In this episode, Patrick Ceresna and Kevin Muir welcome Ironsides Macro founder Barry Knapp to the show. They discuss why … Continue ReadingNever Really Have A Bad Day (guests: Barry Knapp, Kuppy)

In this episode, Patrick Ceresna and Kevin Muir welcome to the show Andrew Simon, co-founder of Macro Hive. Andrew regales … Continue ReadingSandwich Boy (guests: Andrew Simon, Nancy Davis & Kuppy)

Join Marty as he sits down with Kuppy, Founder and CIO of Praetorian Capital and the man behind the Adventures in Capitalism blog, to discuss: - Supply chain disaster - Government incompetence - What lies ahead - Energy markets - Bitcoin - Why Kuppy is very bullish on Uranium - much more Follow Kuppy on Twitter Check out Adventures in Capitalism

In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about … Continue ReadingTrash Cans Move In Real Life (guests: Darius Dale, Kuppy)

A deep dive with friend of the show "Kuppy," Chief Adventurer at http://adventuresincapitalism.com and tracking Event-Driven strategies at http://KEDM.COM See omnystudio.com/listener for privacy information.

Grizzle had the pleasure of going LIVE 1x1 with an investing heavyweight - Harris "Kuppy" Kupperman of Praetorian Capital. We're talking uranium, energy, commodities, government created shortages - all of it.

This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, … Continue ReadingBiggest Thing in Macro (guests: Lyn Alden, Brent Kochuba, Kuppy)

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)

In the first episode of Season 2 of The Special Situations Cast, I'm interviewing the savvy as well as entertaining master speculator Kuppy of Praetorian Capital. Well known for his Adventures in Capitalism blog as well as his appearances on Real Vision and The Market Huddle. We talk about St.Joe's, Oil, Crypto, and Kuppy's Event-Driven Monitor which is the source of his many creative ideas. I do a lot of event-driven and special-situation investing myself and I've been impressed by the breadth and uniqueness of the screens included. Quite a few of the screens aren't even available through Bloomberg.  I learn how to use the Fallen Angels and Left-for-Dead screens and some of the more proprietary screens that are part of the service. You can find Kuppy on Twitter here:https://twitter.com/hkuppyhttps://adventuresincapitalism.com/

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.

In this episode, Patrick Ceresna and Kevin Muir welcome FX veteran and author of the book Alpha Trader, Brent Donnelly … Continue ReadingFives Are Even More Round (guests: Brent Donnelly, Kuppy)

Harris “Kuppy” Kupperman, founder of Praetorian Capital and editor of Adventures in Capitalism, joins me to discuss the environmental, social, and corporate governance (ESG) movement—and why it could be terrible for energy prices going forward. Kuppy also shares his take on the Reddit army of retail investors… how he finds his best ideas… and a few of his favorites right now… [26:13] With the Federal Reserve meeting later today, Daniel and I discuss market expectations... whether the Fed will raise rates later this year… and why it can't afford to be wrong on inflation.    FInally, there are major shipping delays out of China related to another coronavirus outbreak. We debate whether this is priced into the markets... and explain why you should be prepared for volatility around earnings season. [01:02:58]   Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/     Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

In this episode, Patrick Ceresna and Kevin Muir welcome Diego Parrilla to the show. They have a terrific macro discussion … Continue ReadingEverything Is An Option (guests: Diego Parrilla, Kuppy)

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.

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, Jamie Wise from Periscope Capital. They have … Continue ReadingEnter Chamath Stage Right (guests: Jamie Wise, Kuppy)

The Money MBA Podcast welcomes Harris “Kuppy” Kupperman, of Praetorian Capital to the show. Kuppy has a knack for breaking broader macro ideas into simple … 17. Ep. #12: Harris “Kuppy” Kupperman – The Money MBA Podcast Read More »

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

In episode #100, Kuppy joins Kevin Muir as the guest co-host while Patrick Ceresna is away. They welcome Lyn Alden … Continue ReadingMonetary Dominance (guest: Lyn Alden)

In episode #99, Patrick Ceresna and Kevin Muir welcome Ronnie Stoeferle from Incremntum to discuss gold, inflation and the intricacies … Continue ReadingThe Tequila Theory of Money (guests: Ronald Stoeferle, Kuppy)

In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to … Continue ReadingInvest In A World That Is (guests: Michael Batnick, Kuppy)

In episode #91, Patrick Ceresna and Kevin Muir welcome Larry Berman from ETF Capital to the show to talk about … Continue ReadingDeep Dive into Technical Analysis (guests: Larry Berman, Kuppy)

In episode #87, we change up the format for the holiday weekend – it’s a double feature! Our hosts Patrick … Continue ReadingAdventures with Rebel Capitalist George Gammon (guests: George Gammon, Kuppy)

In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most … Continue ReadingDon’t Be Long The Battlefield (guests: Louis-Vincent Gave, Kuppy)

*NSFW* In episode #73, Patrick Ceresna and Kevin Muir welcome fan-favourite, ex-Merk jerk and just an all-around terrific guy, Jimmy … Continue ReadingLike a Grease Fire (guest: Jimmy Jude & Kuppy)

In this hedge fund manager's search for stupid-cheap stocks, no destination is too far flung.   Rather than get caught up in the same noise of the same market as everyone else, Harris “Kuppy” Kupperman sets his sights on companies and industries the world over—looking for the unloved… the ignored… and the misunderstood. Learn where and what this global investor's got his value teeth into now—and how he manages his portfolio to take advantage of these oft-missed opportunities [14:52]. And if the interview leaves you wanting more, you can read all about Kuppy's exploits on his free blog, Adventures in Capitalism. ---------------------  Editor's note: Once you learn to shut out the noise… and look for real deep value investments… you'll never go back to what Mike calls "first order thinking." For a much deeper dive into the market's underbelly, check out his monthly newsletter Moneyflow Trader.  ------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com