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We Study Billionaires - The Investor’s Podcast
Guest
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:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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SPONSORS
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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.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Meyka
- NDTCO
- Fundrise
- iFlex Stretch Studios
- Public
- NerdWallet
- American Express
- Shopify
- NetSuite
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...