Kuppy: Oil and uranium could soar as high as…

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 3 March 2022

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Kuppy shares what investors should pay attention to beyond the price of uranium… how he’s investing in the sector… and the most contrarian trade in today’s market. [16:00] Finally, Kuppy’s newsletter, KEDM, is a great idea generator. He gives us the background story on how it got started… and who his research helps. [26:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial
0:06.4	media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.5	right to you on Main Street.
0:13.5	It's going out there, it's Thursday, March 3rd.
0:19.1	I think there's just the Wall Street Unplug podcast where I break down headlines and
0:28.0	tell you what's really moving these markets, some of the awesome interviews set up for
0:33.4	you right now.
0:34.4	I feel like I always say that, but I do have some awesome interviews.
0:37.5	This one is with Harris Cupperman.
0:42.7	You may know him better as Cuppie.
0:45.2	So Cuppie is a CIO of Praetorian Capital author of the KEDM newsletter, which stands
0:51.8	for Cuppie's event-driven monitor.
0:53.8	Might have to change that name, although he is selling the crap out of that product.
0:57.8	Really good.
0:58.8	We'll talk about it a little bit.
0:59.8	If you're not familiar with Cuppie, he is an absolute incredible analyst, amazing investor.
1:09.3	One of the smartest guys out there has an incredible, incredible track record.
1:14.3	Also, couple that with a funny personality, which you don't see often from some of the
1:19.9	interviews a lot of people.
1:20.9	People have great personalities, some of the analysts, it's hard to get everything mixed
1:24.2	in together.
1:25.2	Well, Cuppie, get everything.
	...

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