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

  • Thread starter We Study Billionaires - The Investor’s Podcast
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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:

  • 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.



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