TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

We Study Billionaires - The Investor’s Podcast Network

English - March 06, 2022 03:00 - 48 minutes - ★★★★★ - 3.1K ratings
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Previous Episode: TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood

Next Episode: RWH001: The Life Force Revolution w/ Tony Robbins

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio.

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Kuppy's Blog.

Praetorian Capital's Website.

KEDM's Website.

Kuppy's Twitter.

Trey Lockerbie's Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

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.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

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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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Kuppy's Blog.

Praetorian Capital's Website.
KEDM's Website.

Kuppy's Twitter.
Trey Lockerbie's Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

We Study Billionaires - The Investor’s Podcast Network

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