Shows
We Study Billionaires - The Investor’s Podcast NetworkTIP708: Why Wall Street’s Playbook Is Broken w/ Harris KuppermanOn 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 firsth...
2025-03-231h 19
Maggie Lake Talking MarketsEpisode 27: Why MAGA Is Terrible For Equities. With Harris Kupperman.In this special edition of Talking Markets, Maggie Lake is joined by Praetorian Capital Management Founder and CIO Harris Kupperman to discuss the potential shift from US dominance to compelling opportunities in international markets. Kuppy shares why the US has been a capital "capacitor," why he's bullish LatAm, why Europe is an "emerging market," why MAGA may be bad for US equities but good for US nominal GDP, and a TON more. This is Kuppy at his candid, incisive, and wildly entertaining best. Recorded March 7, 2025.Follow Kuppy on X here: https://x.com/hkuppyGet a free trial of KEDM...
2025-03-1758 min
Monetary Matters with Jack FarleyEnter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital | Other People's Money with Max WietheHarris Kupperman, CIO and Founder of Praetorian Capital joins Max Wiethe to share how he’s grown his firm to over $300 million in AUM, largely by breaking the institutional mold. They discuss Kupperman’s choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a diversified base of LPs. They also discuss the firm’s blog Kuppy’s Korner, the importance of authenticity in brand building, and his choice to register the fund as a 506(c).Clarification: At 50:48 Harris mentions that almost half the capital in the f...
2024-11-0657 min
Other People's Money with Max WietheEnter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian CapitalHarris Kupperman, CIO and Founder of Praetorian Capital joins Max Wiethe to share how he’s grown his firm to over $300 million in AUM, largely by breaking the institutional mold. They discuss Kupperman’s choice to build a strategy with UHNW investors and family offices in mind rather than traditional institutional investors and the benefits of a diversified base of LPs. They also discuss the firm’s blog Kuppy’s Korner, the importance of authenticity in brand building, and his choice to register the fund as a 506(c).Clarification: At 50:48 Harris mentions that almost half the capital in the f...
2024-11-0557 min
The Adventure CapitalistInvestigating Europe’s Newest (and Most Unique) Tax HavenIn this episode, Austin and Cody explore Europe’s latest and most unconventional tax haven with Swen Lorenz. As a resident of Sark and an investor, Swen is joining forces with prominent hedge fund manager Harris Kupperman to purchase a significant portion of the island, transforming it into a tax haven and sanctuary from the chaos of the modern world. We delve into what makes Sark so unique, why Swen is fully committed to developing the island, and how you can get involved if you’re interested. Chapters: 00:00 - Intro 00:43 - Welcome to the Adv...
2024-08-151h 03
The Macro Dirt PodcastTraders in Black T-Shirts. Carving Up Markets with Kuppy.The VIX makes a big move, as the stock market begins to sell off.
In this video, Tony Greer and Jared Dillian sit down with special guest Harris Kupperman to discuss the recent market volatility.
Tune in next week for episode #8
DAILY DIRTNAP - SUBSCRIBE HERE - http://www.dailydirtnap.com/subscribe
MORNING NAVIGATOR - SUBSCRIBE HERE - https://tgmacro.com/products/
2024-08-0631 min
Global Macro UpdateKuppy’s “Great Macro Dreamscape”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.
2024-06-2826 min
Forward GuidanceThe Stock Market Will Melt-Up As Inflation Resurges | Harris KuppermanThis week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!--Forward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
2024-04-2551 min
The Market HuddleMH+ Ep.23 Kuppy’s KornerOn 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/
2023-12-2017 min
Grizzle Pod: Thematic Growth InvestingGrizzle Uranium 1x1 Conference 2023The nuclear renaissance is here - a clean, scalable source of baseload power.
We’ve brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium!
AGENDA:
0:00 Intro
1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital
21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management
41:13 Corey Dias, CEO & Co-Founder | Anfield Energy
52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals
1:03:53 William Sheriff, Chairman | Nuclear Fuels
1:16:48 Bruce Lane, Executive Director | GTI Energy
1:30:13 Doomberg
1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates
2:28:38 Grizzle Research & Quant
LEAD PARTNERS:
Praetorian Capital: https://pracap.com/
Go...
2023-12-092h 51
The Meb Faber Show - Better InvestingLouis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511Today’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 YouTubeFor detai...
2023-12-061h 17The Market HuddleDrinkin’ The Kuppy Kool Aid (guest: Chris MacIntosh)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...
2023-11-041h 16
Stansberry Investor Hour'Investing Is Back' – But It Looks DifferentIn 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, h...
2023-10-091h 01
Real Vision: Finance & InvestingHow to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBzIn part 8 of our Crash or Boom series, Ash Bennington welcomes Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-10-071h 13
The Market HuddleMH+ Ep.14 : Kevin Talks All Things Uranium With Harris “Kuppy” KuppermanThis 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/
2023-10-0428 min
A Different PerspectiveA Different Perspective with Harris 'Kuppy' Kupperman Founder & Chief Investment Officer, Praetorian Capital Fund LLCWith 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...
2023-07-1149 min
Erichsen Geld & Gold, der Podcast für die erfolgreiche GeldanlageWarum Nvidia wahrscheinlich einfach weiter steigt!
Die Börse hat sich in den letzten 25 Jahren stark verändert: das Investieren hat sich verändert, der aktive Handel hat sich verändert, das Trading hat sich verändert. Die Art des Sentiments, der Rhythmus des Marktes hat sich verändert ... was allerdings gleich geblieben ist, über das möchte ich in der heutigen Podcast-Folge am Ende auch sprechen. Aber zuerst einmal gehe ich darauf ein, was sich eben alles verändert hat. Am Beispiel von Nvidia lässt sich das ganz gut festmachen. Legen wir los!
► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spez...
2023-06-2924 min
The Ides of MacroEpisode #4: Harris ”Kuppy” Kupperman - ”I’m Just Not That Bearish”Harris "Kuppy" Kupperman is the Founder and Chief Investment Officer of Praetorian Capital.
Kuppy invests in realities rather than biases, and whilst many investors have been prepping for an imminent recession for the last 12 months, Kuppy has sought out the sectors that have continued to show resilience: industrials and energy infrastructure plays.
Many of the latter have performed well despite the weakness in oil. So, what does he think now?
Tune in to hear Harris’s view on global growth, the energy markets, and navigating a world in which commodity investment still lags be...
2023-06-1157 min
Real Vision: Finance & InvestingUnderstanding OPEC's Surprise MoveThis episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvisionThe Saudi-led cut has drawn criticism from the Biden administration. Maggie Lake speaks with Harris Kupperman, Founder & CIO, Praetorian Capital about OPEC’s surprise cut and what it says about U.S.-Saudi relations. Learn mo...
2023-04-2245 minGrizzle Pod: Thematic Growth InvestingAll In Commodities with Harris "Kuppy" Kupperman of Praetorian CapitalHarris 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/
2023-04-0521 min
Value Hive PodcastHarris Kupperman: Journey Energy $JOY, Patience, and Inflection InvestingHey 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...
2023-03-241h 11Forward GuidanceThis is NOT 2008 | Harris KuppermanHarris “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 Mar...
2023-03-1751 minThe Market HuddleRed Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’)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://markethuddl
2023-02-242h 32
Michael Covel's Trend FollowingEp. 1154: Harris Kupperman Interview with Michael Covel on Trend Following RadioMy guest today is Harris Kupperman. He is the founder and CIO of Praetorian Capital, a hedge fund seeks out hysteria in every corner of the market, from bitcoin to natural gas. He is also also the Chairman and CEO of Mongolia Growth Group. His blog: adventuresincapitalism.com. The topic is Trading. In this episode of Trend Following Radio we discuss: Ponzi scheme investing Fundamental trading perspectives Crypto miners Forced mistakes Positive expectancy as an investment strategy Libertarianism Jump in! --- I’m MICHAEL COVEL, the host of TREND FO...
2023-02-1347 min
Real Vision: Finance & InvestingPowell Reasserts “Tighter for Longer”In today’s session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process’ had begun, but the Fed will likely need to continue raising interest rates to bring inflation down further. Powell’s comments sent risk assets swinging this afternoon, but overall markets remain relatively flat. Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to dissect the price action and discuss what’s happening in currencies and commodities.Plus, we’ll hear a clip from investor Harris Kupperman on why he thinks failing is all part of the game. Watch that entire interview he...
2023-02-0731 min
Chuck Yates Needs A JobHarris "Kuppy" Kupperman on Chuck Yates Needs a JobA PE Bro and a Hedge Fund Dude chat investing and the upcoming super cycles in uranium and oil.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro00:40 - What is Praetorian Capital02:45 - Life before Praetorian
2023-01-2547 min
The Meb Faber Show - Better InvestingTop Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan | #461Today 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 time2. Only one person made it on the...
2022-12-2804 min
Real Vision: Finance & InvestingMy Life in 4 Trades - You Can’t Control Events, but You Can Profit From ThemHarris “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
2022-12-0348 min
Forbes AIRSLA12/2/2022 Irrational Exuberance Episode 41 :: Martin GrodtShow Notes for Forbes-AIRSLA
“Irrational Exuberance” by Hank Tucker Pg. 66 (7:02) Harris Kupperman’s Praetorian Capital seeks out hysteria in every corner of the market, from bitcoin to natural gas.
AIRSLA
This podcast is produced by Audio Internet Reading Service of Los Angeles (AIRSLA). These recordings are provided solely for the use of the blind and print impaired. Materials or items read on AIRSLA are the copyright property of the original authors and publishers. No unauthorized use or duplication is permitted.
Contact Information
website: https://airsla.info
email: airslafeedback@gmail.com...
2022-12-0307 minThe Market HuddleSorry Patrick…(guest: Harris Kupperman aka Kuppy)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...
2022-11-182h 48Forward GuidanceThere’s Just Not Enough Energy | Harris Kupperman & Porter CollinsLink 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.This is a deleted scene from an interview that Jack did with Porter Collins of Seawolf Capital and Harris Kupperman of Praetorian Capital, which originally aired on October 18, 2022. Link to the original interview: https://www.youtube.com/watch?v=tRiDkbNl-6g--Follow Harris “Kuppy” Kupperman on Twitter: https://twitter...
2022-11-0910 min
The Meb Faber Show - Better InvestingHarris “Kuppy” Kupperman - Oil is the World’s Central Banker Now | #450Today’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 YouTubeFor detailed show notes, click hereTo learn more about our funds and follo...
2022-10-221h 12Forward GuidanceOil Will Dethrone The Fed (Here’s Why) | Harris Kupperman & Porter CollinsToday 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 str...
2022-10-181h 02
Unusual WhalesUnusual Whales Pod #9: CPI, Macro, the Federal Reserve, and InflationThis episode of Unusual Whales Pod was recorded live on October 13th, 2022, prior to and following the Consumer Price Index (CPI) data release. Our hosts were joined by some of the most brilliant minds in Macroeconomics on the net to discuss CPI (8.2% vs 8.1% expected), the Fed’s plan, and what we may expect for the future.Panel:Cem “Jam Croissant” Karsan: https://twitter.com/jam_croissantJoey Politano: https://twitter.com/JosephPolitanoJoseph “Fed Guy” Wang: https://twitter.com/FedGuy12Harris “Kuppy” Kupperman: https://twitter.com/hkuppyTony Gree...
2022-10-131h 26
Lead-Lag LiveOil Is About To Explode With Harris KuppermanIt's time to talk about Uranium and Oil again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational pur...
2022-09-211h 00
The Market HuddleCalibrating the Showerhead (guest: Kuppy)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/
2022-09-161h 50
Real Vision: Finance & InvestingDid the ECB Quit the Inflation Fight?European Central Bank President Christine Lagarde and Federal Reserve Chair Jerome Powell held competing public appearances this morning, as the ECB announced its biggest-ever interest-rate increase and the Fed doubled down on its commitment to fighting inflation. Lagarde’s message was more mixed, however, with higher borrowing costs only increasing the risk of recession in Europe. “We have calls like this for people freezing to death and a sovereign debt crisis, and I’m like, ‘I think they’re going to figure it out’,” wrote Jared Dillian in a recent issue of The Daily DirtNap. “I’m not saying there will be a go...
2022-09-0936 min
Real Vision: Finance & InvestingIf Not Now, When Will Inflation Peak?The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of England for a response. Meanwhile, a gauge from the European Commission showed Euro Area consumer confidence dropped to its lowest level on record. And two measures of the health of the U.S. housing market showed significant deterioration last month. Still, according to Harry Melandri, we likely haven’t seen “peak inflation,” and so central banks will keep hiking rates. Melandri, an advisor at MI2 Partne...
2022-07-2139 min
Real Vision: Finance & InvestingGet Ready for More (Shadow and Traditional) Bank FailuresThe producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market cap, reported a 28% decline in earnings and boosted its provision for bad loans by $428 million. And jobless claims surged to a 2022 high. That’s to say nothing of the multiple failures in the crypto space. Financial economist and author Frances Coppola, the self-proclaimed "Notorious Crypto Skeptic," joins Real Vision’s Andreas Steno Larsen to talk abou...
2022-07-1538 min
Grizzle Pod: Thematic Growth InvestingGrizzle Commodity Con 2022We've put together a stellar lineup for Grizzle Commodity Con 2022. Live discussions with the top commodity portfolio managers, strategists and management teams - we're bringing sizzle to the commodity bull market We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium.
00:00 Intro
01:43 Harris "Kuppy" Kupperman - Kuppy's Event Driven Monitor / Praetorian Capital
27:21 David Smith, CFO - Agnico Eagle (AEM)
41:40 Patrick Brindle, COO - Piedmont Lithium (PLL)
51:47 Keith Neumeyer, CEO - First Majestic Silver (AG)
01:07:00 Alberto Arias, Non Executive Chairman - Largo (LGO)
01:21:19 Sha...
2022-06-304h 02
The Finance MemoMarket Talk with Harris Kupperman CIO of Praetorian Capital.The Finance Memo Provides a weekly newsletter that brings you the most important thing happening in the global markets to your personal inboxYou can subscribe to our free weekly newsletter from Here
2022-06-1935 minThe Market HuddleMemes of Production (guest: Kuppy)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...
2022-04-091h 08
We Study Billionaires - The Investor’s Podcast NetworkTIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" KuppermanTrey 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 fa...
2022-03-0648 min
Wall Street Unplugged - What's Really Moving These MarketsKuppy: Oil and uranium could soar as high as…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. Ku...
2022-03-0340 minWall Street Unplugged - What's Really Moving These MarketsKuppy: Oil and uranium could soar as high as…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. Ku...
2022-03-0340 min
Capital LiteraturePraetorian Capital 4Q21Praetorian Capital, 4th Quarter 2021Letter by Harris KuppermanCompanies discussed: $LEE $JOEThe Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.Follow @sebidscap and @CapitalLit on Twitter and become part of our community.Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
2022-02-2414 min
Behind the Markets PodcastBehind The Markets Podcast: Wes Gray & Harris KuppermanShow from 1/28/22Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.Guest:Harris Kupperman – Founder and CIO of Praetorian Capital. He is a...
2022-01-2952 min
Behind the Markets PodcastBehind The Markets Podcast: Wes Gray & Harris KuppermanShow from 1/28/22
Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.
Guest:
Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group.
Ch...
2022-01-2852 min
nofinancierosMafia política globalHola nofinancieros,En el pod-newsletter de hoy: 1. La mafia política. 2. Brent a $90. 3. Coches eléctricos. 4. Square llega a España. 5. Dos unicornios más. 6. Varios crypto.UNA MAFIA POLÍTICAEs una afirmación clásica con cierto tinte conspiranoico, pero aquí el tenbroso Klaus Schwab lo confirma. Que desde el WEF están orgullosos de tener presencia mayoritaria en todos los importantes gobiernos del mundo, gracias a su programa de líderes jóvenes del que en su momento salieron Merkel o Putin y ahora está la nueva hornada como Trudeau. El cual menc...
2022-01-2616 minForward GuidanceInflation Is Not Transitory, And Neither Is The Bear Market In Atrocious Companies | Harris KuppermanWith 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 Even...
2021-12-1000 min
Market Champions187|Uranium, Energy, Investing in Mongolia ft. Harris Kupperman with Srivatsan PrakashHarris Kupperman is the founder of Praetorian Capital and well known for his investments in the uranium and energy sector. Here we discuss uranium, energy, carbon credits, building a hedge fund, and a lot more!
2021-12-0559 minThe Market HuddleTrash Cans Move In Real Life (guests: Darius Dale, Kuppy)In this episode, Patrick Ceresna and Kevin Muir welcome Darius Dale from 42 Macro. They have a fascinating discussion about the macro landscape and why inflation might be both transitory and secular at the same time. Then Harris Kupperman is back for Kuppy’s corner and it’s jam packed full of energy.
2021-10-012h 04Grizzle Pod: Thematic Growth InvestingThe Uranium & Energy Squeeze - Interview with Harris "Kuppy" Kupperman of Praetorian CapitalGrizzle 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.
2021-09-1841 minThe Market HuddleKuppy Takes the Wheel (guests: Kuppy & Josh Young)In this episode, Patrick Ceresna and Kevin Muir take a backseat and let fan-favourite Harris Kupperman aka Kuppy interview Josh Young from Bison Interests. Josh has been hitting out of the park when it comes to his energy picks, and he comes back to the Market Huddle to give us his new picks.
2021-07-311h 59
Stansberry Investor HourSpotting Microtrends that Fuel 10X Winners with Harris KuppermanAs a new investor, it's easy to feel intimidated by the sheer volume of financial data that's out there... But the truth is, you can make a ton of money in the stock market, without spending hours per day researching stocks... or reading hundreds of books on different investment strategies... On this week's episode, Dan invites Harris Kupperman onto the show to explain how. Harris is the founder of Praetorian Capital, a hedge fund based in Florida with a long track record of market beating performance. He's also the Chief Adventurer at AdventuresInCapitalism...
2021-07-291h 07
Generational ArbitrageProject Zimbabwe | Harris KuppermanIn 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....
2021-07-1642 minWall Street Unplugged - What's Really Moving These MarketsThe Fed can’t afford to be wrong on inflationHarris “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 Chin...
2021-06-161h 38Wall Street Unplugged - What's Really Moving These MarketsThe Fed can’t afford to be wrong on inflationHarris “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 Chin...
2021-06-161h 38
Market Champions156|Oil Tankers, Energy, Newspapers and More! ft. Harris Kupperman with Srivatsan PrakashHarris 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!
2021-05-311h 00Value Hive PodcastHarris Kupperman: IPO Unlocks, KEDM.com, Tankers & 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 jo...
2021-05-211h 12
Money MBA Podcast17. Ep. #12: Harris “Kuppy” Kupperman – The Money MBA PodcastThe 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 »
2021-01-181h 13
#hottakeoftheday#hottakeoftheday podcast Episode 86 w/Harris KuppermanThis week, as part of our series of “guests we love” (but let’s be honest, we love all our guests) we welcome Harris Kupperman of Praetorian Capital to the show. He talks about the themes of investing he had last time (tankers, home builders), updates the bitcoin theory, and gives some ideas on event driven investing.
#hottakeoftheday podcast Episode 86 w/Harris Kupperman
https://youtu.be/yM8FWhoN22c
Podcast Audio
About our Sponsor, API Control Systems
Since 1989, API Control Systems has provided quality control system design, manufacturing, and installation services primarily for the oil & gas industry. From drilling, to upstream pr...
2020-11-2538 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 146 - Finding Cheap Stuff and Playing it Well with Harris “Kuppy” Kupperman, Founder and CIO of Praetorian CapitalFor this episode of the Planet MicroCap Podcast, I spoke with Harris “Kuppy” Kupperman. He is the Founder and CIO of Praetorian Capital and Chief Adventurer of the Adventures in Capitalism blog. Kuppy, as an investor, has always been looking for cheap stuff, something I think most of us as investors look to accomplish. What we discuss in our interview is how he’s gone about finding the cheap stuff and his game plan on making money on those bets. We cover his background, investing philosophy, event-driven investing, shipping, bitcoin, and more! Please enjoy!Planet MicroC...
2020-11-0456 min
The Intelligent Investing Podcast#121: Harris KuppermanSummary
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...
2020-10-2053 min#hottakeoftheday#hottakeoftheday podcast Episode 58 w/Harris KuppermanToday, I am joined by Harris Kupperman, hedge fund manager and author of the newsletter “Adventures in Capitalism”. And boy.... are they adventures. Tesla? Home builders? Sectors we both wish we’d never heard of and tankers. Plus - what advice he’d give himself after graduating with a history degree. If you liked the Josh Young and Billy Bailey episodes, you aren’t going to want to miss this one.
#hottakeoftheday podcast Episode 58 w/Harris Kupperman
https://youtu.be/fK6Bhur9gBI
Audio Podcast
About Kuppy
Harris Kupperman is the founder of Praetorian Capital, a hedge fund focused on using macro tr...
2020-07-2759 minValue Hive PodcastMore Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)I'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks.
But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories.
If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable, timeless investment thought and wisdom, you're in the right place.
Here's the podcast outl...
2020-05-081h 26Wall Street Unplugged - What's Really Moving These MarketsThis will be the greatest trade in decadesHarris “Kuppy” Kupperman, CIO and president of Praetorian Capital, is a market legend. His extraordinary research has been featured on some of the most prominent investment sites and blogs. So when he shares what he calls “one of the best trades I’ve seen in my entire investing career… and there won’t be a better one in decades…” you want to listen. Plus, this is the most dangerous market I’ve seen in my 25-plus-year career. And right now, there are two negative trends that aren’t even close to factored into the market. [21:56] The coronavirus is a world-changing event… which begs th...
2020-04-151h 08Wall Street Unplugged - What's Really Moving These MarketsThis will be the greatest trade in decadesHarris “Kuppy” Kupperman, CIO and president of Praetorian Capital, is a market legend. His extraordinary research has been featured on some of the most prominent investment sites and blogs. So when he shares what he calls “one of the best trades I’ve seen in my entire investing career… and there won’t be a better one in decades…” you want to listen. Plus, this is the most dangerous market I’ve seen in my 25-plus-year career. And right now, there are two negative trends that aren’t even close to factored into the market. [21:56] The coronavirus is a world-changing event… which begs th...
2020-04-151h 08
Stansberry Investor HourTesla’s Stock Just Made History – Now What?On this week’s podcast, Extreme Value Editor Dan Ferris dissects the headlines after Tesla’s monstrous run past $550 a share. Also, Dan explains how in this era of “unbridled optimism,” investors have to get other things right too. Our guest, Harris Kupperman, founder of Praetorian Capital outlines his criteria for finding stocks that can go up 3x-5x in the next few years.
2020-01-161h 21
L2 CapitalPodcast #23: Harris Kupperman - OpportunitiesIn today's episode, Marcelo López talked to Harris Kupperman, mostly known as Kuppy. Harris is the founder of Pretorium Capital and is famous for being a fund manager with unconventional investment ideas, some of which he writes in the blog “Adventures in Capitalism” (https://adventuresincapitalism.com/). He is always looking for asymmetrical investment opportunities in sectors that are disregarded or even scorned by most investors, which generally end up being the ones with huge potential for appreciation.
Initially, Kuppy discusses his views of the current market and system situation, the possibility of a crash, the factors invol...
2019-11-1925 min
2019-10-252h 18
The Mike Alkin Show: Talking Stocks Over a BeerThis beautifully ugly industry has massive upside potentialDespite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors. Harris “Kuppy” Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets he’s currently focused on in the shipping sector… and why he believes there’s massive upside potential in this beautifully ugly industry. ---------------------------- Editor’s note: For exposure to an exciting name in transportation, check out Curzio Research Advisory, where Frank Curzio recommended a company set to dominate a $600 billion trucking market... forever. Learn how to access to this name—while it’s s...
2019-08-291h 222019-08-232h 08The Mike Alkin Show: Talking Stocks Over a BeerIf you want to invest with the big boys… start hereNothing is linear… especially stocks. And price doesn’t necessarily equate to value… This understanding is critical to finding good investment opportunities where others aren’t looking. Quite often, the very best values will make your stomach churn early on in the investment. Join me and two grizzly, seasoned, deep-value investors: Chris MacIntosh of Capitalist Exploits and Harris “Kuppy” Kupperman of Praetorian Capital. We discuss exciting, under-the-radar investment themes that most others have no interest in—yet. Pull up a stool, pour yourself a cold one… For the next hour and change, we’ll kic...
2019-08-061h 36The Mike Alkin Show: Talking Stocks Over a BeerGlobal investor reveals how to take advantage of oft-missed opportunitiesIn 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...
2019-06-031h 46
The Global InvestorEpisode 3: Harris Kupperman on Finding 5x Returns in Undervalued CompaniesImportant: Harris will be speaking at our July Panama City event in Panama. To meet with him and many other like-minded investors while learning about a variety of valuable topics such as Panama residency and taxation, visit https://obrisinvest.com/panama2019 for more information.Harris Kupperman has been successfully investing in the markets for over a decade. In 2003 he started a hedge fund, Praetorian Capital and just five years later, a dollar invested on day one was worth over $26 before fees. On this episode of The Global Investor, Kuppy shares a bucket-load of raw and...
2019-05-2547 min
The Big Question PodcastBQP 021: Harris Kupperman On Trading Crisis EventsHarris Kupperman (Kuppy) manages Praetorian Capital, a florida-based hedge fund.
In this episode of the Big Question Podcast, Harris and I talk about how he traded Brexit and how you can still profit from the Brexit fallout. I also picked his brains on emerging markets and on asset he thinks is "gold on acid". And Harris shared with me a strategy he's been continuously using to trade crisis events.
If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
2016-07-1820 min
The Big Question PodcastSP 004: Harris Kupperman's boots on the ground brief on Mongolian economy and real estateHarris Kupperman is the CEO of Mongolia Growth Group, the only institutional property management platform in Mongolia.
In this episode of the Seraph Podcast, Harris discusses the recent developments in Mongolia that indicate that the end of the Rio Tinto/Mongolian government dispute might be resolved soon.
He also dives into what that would mean for the local economy and the local real estate market.
Music credit: "Desert City" Kevin MacLeod (incompetech.com)
2015-05-2124 min
Bert welcomes Norm Blumenthal, David Gonzalez, Sarantos, Harris KuppermanNorm Blumenthal an attorney for workers and consumers
Harris Kupperman Mongolioa Growth Group founder, former CEO and now the newly appointed Executive Chairman. Mongolia Growth Group Ltd. is a publicly traded and leading property investment and development company in Ulaanbaatar, Mongolia. MGG owns an extensive property portfolio, in diversified segments of the property market, with an emphasis on institutional-grade commercial assets
Sarantos releasing his long-awaited and eagerly anticipated 1st solo artist music album on November 18th2014. Sarantos' music has received rave reviews so far and he relishes this chance to pursue his life long dream. Sarantos unique sound has been best...
2014-03-061h 03