Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 6 December 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’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 YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only) Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow
0:13.9	wealthier and wiser. Better investing starts here.
0:17.0	Matt Baber is the co-founder and chief investment officer at Cambury Investment Management
0:21.0	due to industry regulations he will not discuss any of Cambry's funds on this podcast.
0:25.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.6	the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit Cambria Investments.com.
0:33.4	Welcome, my friends. We got an extra special episode today.
0:40.4	Our returning and much requested guests.
0:43.3	Our Louie and Cupi.
0:45.2	Today's episode, we start by covering the macro landscape
0:47.9	and then dive into some key themes,
0:49.6	Louie and Cupi are focused on.
0:51.0	We talk about emerging markets, the energy transition impact on
0:54.4	commodities like oil and uranium, and stealth bull markets in places like Japan and
1:00.3	India. We also touch on the Mag 7, Argentina, Turkey, and even aviation sub-assimilies stocks. I think that's a first for the podcast.
1:09.3	This episode is brought to you by 10 East. Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets broadening it can be hard to know where to find vetted high quality offerings.
1:24.0	That's where Ten East comes in. Ten East is a platform where qualified investors can
1:28.4	co-invest on a deal-by-deal basis across private equity, private credit, real estate, venture, and other one-off
1:35.3	opportunities typically unavailable through traditional channels.
1:39.2	They're founded and led by Michael Lefel, who spent his early career building Davidson Kimpner, and who invest material personal
	...

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