Geopolitical Shocks: How to Profit with Kuppy's Macro Dreamscape
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- čas přidán 31. 07. 2024
- We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known.
Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt.
While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors.
We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas-including offshore energy-that he likes. We also discuss his success with uranium, and how our tense relationship with Russia and many emerging-market nations will accelerate the global race to secure energy and commodities access.
Our conversation reinforced my views on the resiliency-driven inflation that lies ahead.
Learn about Harris Kupperman’s free investor letter here: pracap.com
Follow Harris Kupperman on X (Twitter) here: x.com/hkuppy
Subscribe to Ed D’Agostino’s free weekly e-letter here: www.mauldineconomics.com/go/J...
Follow Ed D’Agostino on LinkedIn: / ed-d-agostino-415475296
Time stamps:
00:00 - Introduction
01:04 - Profiting from macro events that overwhelm everything
04:18 - The golden age of global macro
07:44 - Collapse of a first-world nation
09:37 - US picking fights around the globe
11:00 - Anti-fragile assets
12:52 - A sweet spot for uranium
16:35 - Bubble in the uranium juniors
19:09 - Resiliency-driven inflation
21:24 - The hydrogen science experiment
22:44 - What Kuppy likes right now
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The word is jibes not jives. Jive is a type of dance.
Drilling hydrogen from the ground like oil is called Gold Hydrogen.
You never go broke investing in land in Florida?? Ask Groucho Marx.
Kuppy is so far out of his depth. And so biased. He seems to think the U.S. started the Ukrainian war. He's "not mad at Russia or Putin." Just another autocratic apologist.
He’s correct
Are you uninformed about what led to Russia's invasion of Ukraine? Broken promises(over decades) by the US and Nato not to expand further and further towards Russia. The US instigating and promoting the 2014 revolution in Ukraine to install an anti-Russian nationalist over a Democratically elected president. Next up was Ukraine becoming a Nato member. The Russian invasion was very predictable. The arrogance of the US foreign policy establishment has no bounds.
They did.
Dude this is such a first order thinking comment. Good luck in life!
The US, and the vassal western club, provoked it. Absolutely. It was intentional geopolitical neo con strategy. It was an attempt to destabilize and geopolitically disadvantage Russia. Read "The Grand Chessboard".